Institutional Ownership Innovator U.S. Equity Ultra Bu (UDEC)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UDEC). We have compiled data on the 72 institutions that hold shares in the stock, with a total of 3.18 Million shares, which have been reported (via 13F filing form) to have a value of $114 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
25,380
shares
|
$903,781
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
24,823
shares
|
$883,947
0.0% of portfolio
|
Q3 2024
Reduced 8.03%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
24,216
shares
|
$862,331
0.0% of portfolio
|
Q3 2024
Reduced 26.96%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
23,236
shares
|
$827,433
0.0% of portfolio
|
Q3 2024
Added 21.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
20,611
shares
|
$733,957
0.0% of portfolio
|
Q3 2024
Added 23.97%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
20,019
shares
|
$712,876
0.1% of portfolio
|
Q4 2024
Added 2870.18%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
19,152
shares
|
$682,002
0.35% of portfolio
|
Q4 2024
Reduced 4.96%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
17,638
shares
|
$628,089
0.01% of portfolio
|
Q1 2024
Added 0.71%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
17,530
shares
|
$624,243
0.05% of portfolio
|
Q3 2024
Reduced 5.86%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,061
shares
|
$607,542
0.0% of portfolio
|
Q3 2024
Reduced 32.78%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Feb 06, 2025 Q4 2024 |
16,862
shares
|
$600,455
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
15,583
shares
|
$554,910
0.0% of portfolio
|
Q3 2024
Added 67.25%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Feb 04, 2025 Q4 2024 |
15,298
shares
|
$544,761
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
14,885
shares
|
$530,054
0.04% of portfolio
|
Q3 2024
Reduced 54.43%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
14,197
shares
|
$505,555
0.0% of portfolio
|
Q2 2024
Reduced 18.39%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,141
shares
|
$503,561
0.0% of portfolio
|
Q3 2024
Reduced 8.02%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
13,848
shares
|
$493,127
0.0% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
13,843
shares
|
$492,949
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
12,836
shares
|
$457,089
0.01% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
10,825
shares
|
$385,478
0.0% of portfolio
|
Q3 2024
Reduced 7.97%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
10,531
shares
|
$375,008
0.01% of portfolio
|
Q3 2024
Added 12.09%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
10,264
shares
|
$365,501
0.0% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
10,000
shares
|
$356,100
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
9,987
shares
|
$355,637
0.03% of portfolio
|
Q2 2024
Reduced 35.09%
|
|
|
Compass Advisory Group LLC
|
Jan 24, 2025 Q4 2024 |
9,311
shares
|
$331,564
0.16% of portfolio
|
Q1 2024
Reduced 4.17%
|