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 80 institutions that hold shares in the stock, with a total of 2.77 Million shares, which have been reported (via 13F filing form) to have a value of $104 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
359,421
shares
|
$13.5 Million
0.0% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
325,958
shares
|
$12.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
203,379
shares
|
$7.65 Million
0.7% of portfolio
|
Q2 2025
Added 7.4%
|
|
|
Encompass More Asset Management
Danville, CA |
Aug 07, 2025 Q2 2025 |
127,859
shares
|
$4.81 Million
1.38% of portfolio
|
Q2 2025
Reduced 23.82%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
111,576
shares
|
$4.19 Million
0.01% of portfolio
|
Q2 2025
Added 28.01%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
92,511
shares
|
$3.48 Million
0.1% of portfolio
|
Q2 2025
Reduced 15.72%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
86,884
shares
|
$3.27 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
67,083
shares
|
$2.52 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.82%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
66,331
shares
|
$2.49 Million
0.56% of portfolio
|
Q2 2025
Reduced 20.93%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
63,385
shares
|
$2.38 Million
0.56% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
61,877
shares
|
$2.33 Million
1.76% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
58,465
shares
|
$2.2 Million
0.0% of portfolio
|
Q2 2025
Added 8.3%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
57,368
shares
|
$2.16 Million
0.03% of portfolio
|
Q2 2025
Reduced 96.38%
|
|
|
Donald L. Hagan, LLC
|
Jul 18, 2025 Q2 2025 |
53,555
shares
|
$2.01 Million
1.11% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
52,956
shares
|
$1.99 Million
0.01% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
49,626
shares
|
$1.87 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.73%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
47,455
shares
|
$1.78 Million
0.0% of portfolio
|
Q2 2025
Added 5.53%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
47,407
shares
|
$1.78 Million
0.59% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
46,484
shares
|
$1.75 Million
0.51% of portfolio
|
Q2 2025
Added 404.22%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
45,015
shares
|
$1.69 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
43,489
shares
|
$1.63 Million
0.06% of portfolio
|
Q2 2025
Added 7.5%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
42,836
shares
|
$1.61 Million
0.0% of portfolio
|
Q2 2025
Added 145.24%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
37,124
shares
|
$1.4 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
34,923
shares
|
$1.31 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
29,364
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Added 44.34%
|