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 70 institutions that hold shares in the stock, with a total of 2.93 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 |
|---|---|---|---|---|---|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Apr 22, 2025 Q1 2025 |
21,491
shares
|
$0
0.36% of portfolio
|
Q1 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
20,900
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
19,327
shares
|
$0
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
18,383
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
14,593
shares
|
$0
0.0% of portfolio
|
Q4 2021
Added 3.0%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
13,761
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 32.33%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
13,121
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 10.1%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
12,964
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
12,915
shares
|
$0
0.14% of portfolio
|
Q1 2025
Reduced 10.41%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
12,789
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 9.15%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
12,766
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 114.81%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
12,658
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
11,888
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,828
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 33.57%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
11,694
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
11,489
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 19.16%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2025 Q1 2025 |
10,660
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
10,593
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 15.64%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
10,465
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
10,226
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
10,000
shares
|
$0
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
9,542
shares
|
$0
0.09% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
9,416
shares
|
$0
0.0% of portfolio
|
Q2 2023
Reduced 33.3%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
9,015
shares
|
$0
0.0% of portfolio
|
Q2 2023
Reduced 14.26%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
May 05, 2025 Q1 2025 |
8,719
shares
|
$0
0.21% of portfolio
|
Q1 2025
Reduced 4.65%
|