Institutional Ownership Innovator U.S. Equity Ultra Bu (UOCT)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UOCT). We have compiled data on the 61 institutions that hold shares in the stock, with a total of 2.36 Million shares, which have been reported (via 13F filing form) to have a value of $84.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
871,112
shares
|
$31.3 Million
0.51% of portfolio
|
Q4 2024
Added 2007.29%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
323,865
shares
|
$11.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
164,992
shares
|
$5.92 Million
1.92% of portfolio
|
Q4 2024
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
160,375
shares
|
$5.76 Million
0.47% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
91,867
shares
|
$3.3 Million
0.84% of portfolio
|
Q4 2024
Added 82.34%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
61,313
shares
|
$2.2 Million
0.01% of portfolio
|
Q3 2024
Added 10.12%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
48,870
shares
|
$1.75 Million
0.78% of portfolio
|
Q4 2024
Added 65.38%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
46,308
shares
|
$1.66 Million
0.32% of portfolio
|
Q4 2024
Added 546.58%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
44,202
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
39,800
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
37,597
shares
|
$1.35 Million
0.18% of portfolio
|
Q2 2024
Reduced 19.63%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
30,763
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Added 519.72%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
28,044
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Compass Advisory Group LLC
|
Oct 23, 2024 Q3 2024 |
26,177
shares
|
$939,492
0.51% of portfolio
|
Q3 2024
Reduced 5.57%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
23,980
shares
|
$860,642
0.06% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
22,049
shares
|
$791,338
0.01% of portfolio
|
Q3 2024
Added 4.34%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
20,370
shares
|
$731,079
0.0% of portfolio
|
Q3 2024
Reduced 17.17%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
19,527
shares
|
$700,824
0.05% of portfolio
|
Q3 2024
Reduced 45.87%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
18,164
shares
|
$651,905
0.0% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
17,596
shares
|
$631,520
0.4% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
14,562
shares
|
$522,630
0.02% of portfolio
|
Q3 2024
Added 6.29%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
14,526
shares
|
$521,338
0.58% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2024 Q3 2024 |
13,808
shares
|
$495,569
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
13,541
shares
|
$485,986
0.03% of portfolio
|
Q2 2024
Reduced 3.46%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,575
shares
|
$451,316
0.0% of portfolio
|
Q3 2024
Reduced 67.87%
|