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 |
|---|---|---|---|---|---|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
9,423
shares
|
$325,093
0.02% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
9,350
shares
|
$322,575
0.03% of portfolio
|
Q4 2024
Added 89.46%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
9,219
shares
|
$318,055
0.12% of portfolio
|
Q1 2025
Added 93.03%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
8,755
shares
|
$302,047
0.02% of portfolio
|
Q1 2025
Reduced 18.69%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
8,725
shares
|
$301,012
0.0% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
8,713
shares
|
$300,598
0.0% of portfolio
|
Q1 2025
Reduced 40.35%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
8,578
shares
|
$295,941
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
7,529
shares
|
$259,750
0.04% of portfolio
|
Q1 2025
Added 64.53%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
7,519
shares
|
$259,405
0.0% of portfolio
|
Q1 2025
Reduced 22.25%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
7,387
shares
|
$254,851
0.09% of portfolio
|
Q4 2024
Added 27.89%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
6,100
shares
|
$210,450
0.02% of portfolio
|
Q3 2024
Reduced 14.08%
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
6,070
shares
|
$209,415
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
6,055
shares
|
$208,897
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
6,029
shares
|
$208,000
0.01% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
3,457
shares
|
$119,266
0.16% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
3,127
shares
|
$107,881
0.0% of portfolio
|
Q4 2024
Added 11.08%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,847
shares
|
$98,221
0.0% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,630
shares
|
$90,735
0.0% of portfolio
|
Q1 2024
Added 10.09%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
1,782
shares
|
$61,479
0.01% of portfolio
|
Q1 2025
Reduced 12.09%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,116
shares
|
$38,502
0.0% of portfolio
|
Q4 2024
Added 179.0%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
600
shares
|
$20,700
0.0% of portfolio
|
Q3 2023
Reduced 62.5%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
500
shares
|
$17,250
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
430
shares
|
$14,835
0.0% of portfolio
|
Q4 2024
Reduced 21.96%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
362
shares
|
$12,489
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
115
shares
|
$3,967
0.0% of portfolio
|
Q1 2025
New holding
|