Innovator U.S. Equity Ultra Bu UDEC
Institutional shares held
6.53 Million
0
calls
0
puts
Total value of holdings
$254M
$0
calls
$0
puts
# of Institutions
119
We take great care to ensure that the data presented and summarized in this overview for INNOVATOR U.S. EQUITY ULTRA BU is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding UDEC
View all-
Talon Private Wealth, LLC The Villages, FL958KShares$37.3 Million4.81% of portfolio
-
Brookstone Capital Management795KShares$30.9 Million0.42% of portfolio
-
Commonwealth Equity Services, LLC378KShares$14.7 Million0.02% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE326KShares$12.7 Million0.91% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL258KShares$10 Million0.0% of portfolio
-
Envestnet Asset Management Inc196KShares$7.61 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ196KShares$7.61 Million0.01% of portfolio
-
Family Legacy Financial Solutions, LLC Cary, NC171KShares$6.66 Million5.03% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH152KShares$5.91 Million0.34% of portfolio
-
Foundations Investment Advisors, LLC147KShares$5.73 Million0.09% of portfolio