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 83 institutions that hold shares in the stock, with a total of 4.75 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
23,642
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 17.92%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
23,075
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 22.36%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
21,491
shares
|
$0
0.34% of portfolio
|
Q1 2024
New holding
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 19, 2025 Q3 2025 |
19,327
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
17,017
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 170.37%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
16,343
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
15,832
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 11.34%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
14,876
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
14,593
shares
|
$0
0.0% of portfolio
|
Q4 2021
Added 3.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
13,121
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 10.1%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
13,071
shares
|
$0
0.15% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
12,947
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
12,758
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
12,665
shares
|
$0
0.11% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
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%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
11,771
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 5.32%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
11,722
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
11,678
shares
|
$0
0.1% of portfolio
|
Q3 2025
Added 24.58%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
11,489
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 19.16%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
10,804
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 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
|
Nov 07, 2025 Q3 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%
|
|