Institutional Ownership Innovator U.S. Equity Ultra Bu (UFEB)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UFEB). We have compiled data on the 77 institutions that hold shares in the stock, with a total of 3.7 Million shares, which have been reported (via 13F filing form) to have a value of $120 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
1,686,095
shares
|
$54.6 Million
0.9% of portfolio
|
Q1 2025
Added 3268.28%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
308,745
shares
|
$10 Million
2.55% of portfolio
|
Q1 2025
Added 1699.84%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
144,493
shares
|
$4.68 Million
0.01% of portfolio
|
Q1 2025
Added 21.28%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
116,141
shares
|
$3.76 Million
0.31% of portfolio
|
Q4 2024
Reduced 57.56%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
105,386
shares
|
$3.41 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
90,492
shares
|
$2.93 Million
0.0% of portfolio
|
Q1 2025
Added 265.45%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
85,720
shares
|
$2.78 Million
0.09% of portfolio
|
Q1 2025
Added 338.8%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
74,478
shares
|
$2.41 Million
0.0% of portfolio
|
Q1 2025
Added 168.26%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
73,971
shares
|
$2.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.8%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Apr 14, 2025 Q1 2025 |
73,290
shares
|
$2.37 Million
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
68,816
shares
|
$2.23 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.34%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Apr 15, 2025 Q1 2025 |
60,158
shares
|
$1.95 Million
0.74% of portfolio
|
Q1 2025
Added 501.94%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
43,261
shares
|
$1.4 Million
0.06% of portfolio
|
Q4 2024
Added 65.9%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
41,668
shares
|
$1.35 Million
0.0% of portfolio
|
Q1 2025
Added 81.84%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
40,250
shares
|
$1.3 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
38,325
shares
|
$1.24 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
35,839
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2025
Added 393.45%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
33,387
shares
|
$1.08 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Crosspoint Financial, LLC
Tustin, CA |
Apr 30, 2025 Q1 2025 |
31,141
shares
|
$1.01 Million
2.92% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
26,938
shares
|
$872,521
0.0% of portfolio
|
Q4 2024
Added 41.15%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
26,406
shares
|
$855,290
0.33% of portfolio
|
Q1 2025
Added 444.23%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
26,298
shares
|
$851,792
0.05% of portfolio
|
Q1 2025
Added 17.17%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
25,693
shares
|
$832,196
0.18% of portfolio
|
Q1 2025
Added 7.95%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
22,671
shares
|
$734,313
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
21,568
shares
|
$698,587
0.04% of portfolio
|
Q1 2025
New holding
|