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 |
|---|---|---|---|---|---|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
22,472
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 76.03%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Aug 04, 2025 Q2 2025 |
21,491
shares
|
$0
0.34% of portfolio
|
Q1 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
20,050
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
19,327
shares
|
$0
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
18,506
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
16,343
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
16,035
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 38.73%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
16,003
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 23.44%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
14,593
shares
|
$0
0.0% of portfolio
|
Q4 2021
Added 3.0%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
14,219
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
13,121
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 10.1%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
12,789
shares
|
$0
0.14% of portfolio
|
Q1 2025
Reduced 9.15%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
12,665
shares
|
$0
0.12% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
12,432
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
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%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
11,722
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
11,489
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 19.16%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
10,465
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
10,356
shares
|
$0
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
10,000
shares
|
$0
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
9,817
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
9,445
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 31.36%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
9,416
shares
|
$0
0.0% of portfolio
|
Q2 2023
Reduced 33.3%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
9,374
shares
|
$0
0.08% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
9,015
shares
|
$0
0.0% of portfolio
|
Q2 2023
Reduced 14.26%
|