Institutional Ownership Innovator U.S. Equity Ultra Bu (USEP)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (USEP). We have compiled data on the 79 institutions that hold shares in the stock, with a total of 4.72 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
1,589,985
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3109.95%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
601,321
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
601,067
shares
|
$0
2.33% of portfolio
|
Q2 2025
Added 8.37%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
194,350
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
167,338
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1330.97%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
150,890
shares
|
$0
0.34% of portfolio
|
Q3 2025
Added 9.07%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
98,929
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 72.51%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
91,607
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 50.4%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
85,345
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 274.25%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
83,127
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 09, 2025 Q3 2025 |
72,551
shares
|
$0
0.87% of portfolio
|
Q3 2025
Added 26.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
69,262
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 14.19%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
50,179
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
49,504
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 60.14%
|
|
|
Sageworth Trust CO
|
Jul 21, 2025 Q2 2025 |
42,816
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 26.67%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
37,331
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
35,830
shares
|
$0
0.09% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
34,383
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 7.26%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
33,174
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 21.12%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
32,638
shares
|
$0
0.05% of portfolio
|
Q2 2025
Reduced 8.68%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
29,761
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
29,719
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 394.33%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
25,999
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
24,257
shares
|
$0
0.15% of portfolio
|
Q3 2024
Added 137.81%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
23,704
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.41%
|