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 1.33 Million shares, which have been reported (via 13F filing form) to have a value of $46.2 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
328,972
shares
|
$11.4 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.06%
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 02, 2024 Q2 2024 |
154,474
shares
|
$5.36 Million
0.58% of portfolio
|
Q2 2024
Added 43.34%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
55,679
shares
|
$1.93 Million
0.01% of portfolio
|
Q2 2024
Reduced 10.4%
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 19, 2024 Q2 2024 |
48,962
shares
|
$1.7 Million
0.73% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
44,195
shares
|
$1.53 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
42,907
shares
|
$1.49 Million
0.03% of portfolio
|
Q2 2024
Reduced 10.21%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
41,147
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
39,136
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2024
Added 294.6%
|
|
Bedel Financial Consulting, Inc.
|
Aug 05, 2024 Q2 2024 |
37,597
shares
|
$1.31 Million
0.19% of portfolio
|
Q2 2024
Reduced 19.63%
|
|
Money Concepts Capital Corp
|
Aug 02, 2024 Q2 2024 |
36,071
shares
|
$1.25 Million
0.11% of portfolio
|
Q2 2024
Added 17.06%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
27,952
shares
|
$970,493
0.01% of portfolio
|
Q2 2024
Reduced 2.88%
|
|
Compass Advisory Group LLC
|
Jul 31, 2024 Q2 2024 |
27,722
shares
|
$962,507
0.65% of portfolio
|
Q2 2024
Reduced 5.87%
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
24,594
shares
|
$853,903
0.0% of portfolio
|
Q2 2024
Reduced 8.85%
|
|
Centaurus Financial, Inc.
|
Sep 20, 2024 Q2 2024 |
24,072
shares
|
$835,779
0.06% of portfolio
|
Q2 2024
Reduced 2.38%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
21,699
shares
|
$753,389
0.0% of portfolio
|
Q2 2024
Reduced 32.19%
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
21,132
shares
|
$733,703
0.01% of portfolio
|
Q2 2024
Reduced 8.7%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
20,501
shares
|
$711,794
0.0% of portfolio
|
Q2 2024
Added 53.11%
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 12, 2024 Q2 2024 |
20,129
shares
|
$698,878
0.08% of portfolio
|
Q4 2023
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
19,828
shares
|
$688,428
0.0% of portfolio
|
Q2 2024
Reduced 37.74%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
18,263
shares
|
$634,091
0.0% of portfolio
|
Q2 2024
Added 2.27%
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
17,871
shares
|
$620,481
0.02% of portfolio
|
Q2 2024
Added 125.84%
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Aug 15, 2024 Q2 2024 |
17,596
shares
|
$610,933
0.43% of portfolio
|
Q4 2023
New holding
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
17,032
shares
|
$591,351
0.09% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
15,122
shares
|
$525,035
0.04% of portfolio
|
Q2 2024
Reduced 38.89%
|
|
City Center Advisors, LLC
Troy, MI |
Jul 23, 2024 Q2 2024 |
14,360
shares
|
$498,579
0.57% of portfolio
|
Q1 2024
New holding
|