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 66 institutions that hold shares in the stock, with a total of 1.56 Million shares, which have been reported (via 13F filing form) to have a value of $49.8 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 |
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
13,476
shares
|
$434,331
0.13% of portfolio
|
Q4 2024
Reduced 3.93%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
13,284
shares
|
$428,143
0.0% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
13,248
shares
|
$426,983
0.0% of portfolio
|
Q4 2024
Reduced 48.44%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
12,967
shares
|
$417,926
0.38% of portfolio
|
Q1 2025
Added 6.53%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
11,154
shares
|
$359,493
0.03% of portfolio
|
Q4 2024
Reduced 10.72%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
10,819
shares
|
$348,696
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
9,216
shares
|
$297,031
0.02% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
8,800
shares
|
$283,624
0.14% of portfolio
|
Q1 2025
Added 19.53%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Apr 07, 2025 Q1 2025 |
8,713
shares
|
$280,819
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
8,680
shares
|
$279,756
0.0% of portfolio
|
Q4 2024
Reduced 57.31%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
8,448
shares
|
$272,279
0.01% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
7,824
shares
|
$252,167
0.04% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
7,750
shares
|
$249,782
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
7,432
shares
|
$239,533
0.01% of portfolio
|
Q4 2023
Reduced 43.18%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
7,414
shares
|
$238,953
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
7,375
shares
|
$237,696
0.0% of portfolio
|
Q4 2024
Reduced 24.6%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
7,063
shares
|
$227,640
0.05% of portfolio
|
Q1 2024
Reduced 1.45%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
6,770
shares
|
$218,197
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
6,768
shares
|
$218,132
0.0% of portfolio
|
Q4 2024
Reduced 70.4%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,598
shares
|
$212,653
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
6,514
shares
|
$209,946
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
6,264
shares
|
$201,888
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
6,051
shares
|
$195,023
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Apr 10, 2025 Q1 2025 |
5,827
shares
|
$187,804
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
5,499
shares
|
$177,232
0.02% of portfolio
|
Q1 2025
Reduced 2.12%
|