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 |
|---|---|---|---|---|---|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
8,964
shares
|
$0
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
8,820
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 16.74%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
8,199
shares
|
$0
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
7,995
shares
|
$0
0.08% of portfolio
|
Q1 2025
Reduced 42.4%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Aug 14, 2025 Q2 2025 |
7,704
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 27.73%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
7,681
shares
|
$0
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
7,350
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
6,294
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 71.19%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
6,282
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
6,237
shares
|
$0
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Aug 06, 2025 Q2 2025 |
6,104
shares
|
$0
0.12% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
6,078
shares
|
$0
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
5,728
shares
|
$0
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Fc Advisory LLC
|
Oct 10, 2025 Q3 2025 |
5,656
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
5,101
shares
|
$0
0.03% of portfolio
|
Q2 2025
Reduced 27.06%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
4,880
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 48700.0%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
4,339
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
3,935
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 230.67%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,500
shares
|
$0
0.0% of portfolio
|
Q2 2023
Reduced 22.22%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
3,368
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 21.09%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
3,003
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 46.39%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
2,282
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 15.19%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,540
shares
|
$0
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
1,311
shares
|
$0
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
1,183
shares
|
$0
0.05% of portfolio
|
Q2 2024
New holding
|