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 78 institutions that hold shares in the stock, with a total of 5.25 Million shares, which have been reported (via 13F filing form) to have a value of $181 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
28,580
shares
|
$986,010
0.01% of portfolio
|
Q1 2025
Reduced 16.64%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
28,084
shares
|
$968,898
0.08% of portfolio
|
Q4 2024
Added 281.42%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
27,530
shares
|
$949,785
0.84% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
25,357
shares
|
$874,816
0.03% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Compass Advisory Group LLC
|
May 13, 2025 Q1 2025 |
25,276
shares
|
$872,022
0.42% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
22,429
shares
|
$773,800
0.0% of portfolio
|
Q1 2025
Reduced 7.56%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
21,760
shares
|
$750,720
0.02% of portfolio
|
Q1 2025
Reduced 15.48%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
20,344
shares
|
$701,868
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
19,570
shares
|
$675,165
0.02% of portfolio
|
Q1 2025
Added 117.44%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
19,419
shares
|
$669,955
0.05% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
17,903
shares
|
$617,653
0.31% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
17,677
shares
|
$609,856
0.0% of portfolio
|
Q1 2025
Added 60.48%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
May 13, 2025 Q1 2025 |
17,596
shares
|
$607,062
0.37% of portfolio
|
Q4 2023
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
17,467
shares
|
$602,611
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
15,898
shares
|
$548,481
0.25% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
City Center Advisors, LLC
Troy, MI |
Apr 14, 2025 Q1 2025 |
15,357
shares
|
$529,816
0.62% of portfolio
|
Q1 2025
Added 5.72%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
14,848
shares
|
$512,256
0.01% of portfolio
|
Q1 2025
Added 119.61%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
14,219
shares
|
$490,555
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
12,422
shares
|
$428,559
0.03% of portfolio
|
Q1 2025
Reduced 35.49%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
11,888
shares
|
$410,136
0.03% of portfolio
|
Q1 2025
Reduced 48.04%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,503
shares
|
$396,853
0.0% of portfolio
|
Q3 2024
Added 67.02%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
10,034
shares
|
$346,173
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
10,000
shares
|
$345,000
0.0% of portfolio
|
Q2 2022
Reduced 3.17%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
9,785
shares
|
$337,582
0.0% of portfolio
|
Q1 2025
Reduced 9.27%
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
9,582
shares
|
$330,579
0.33% of portfolio
|
Q4 2024
New holding
|