Institutional Ownership Innovator U.S. Equity Ultra Bu (UOCT)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UOCT). We have compiled data on the 74 institutions that hold shares in the stock, with a total of 4.07 Million shares, which have been reported (via 13F filing form) to have a value of $141 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 |
1,585,729
shares
|
$54.7 Million
0.9% of portfolio
|
Q1 2025
Added 82.04%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
372,571
shares
|
$12.9 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
329,696
shares
|
$11.4 Million
0.02% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
174,446
shares
|
$6.02 Million
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
164,992
shares
|
$5.69 Million
1.92% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
88,534
shares
|
$3.05 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
87,161
shares
|
$3.01 Million
0.01% of portfolio
|
Q1 2025
Added 98.85%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
84,840
shares
|
$2.93 Million
0.02% of portfolio
|
Q4 2024
Added 38.37%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
83,894
shares
|
$2.89 Million
0.74% of portfolio
|
Q1 2025
Reduced 8.68%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
61,081
shares
|
$2.11 Million
1.9% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
54,973
shares
|
$1.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Donald L. Hagan, LLC
|
Apr 16, 2025 Q1 2025 |
54,317
shares
|
$1.87 Million
1.09% of portfolio
|
Q1 2025
Reduced 46.22%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
51,557
shares
|
$1.78 Million
0.01% of portfolio
|
Q1 2025
Added 59.06%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Apr 15, 2025 Q1 2025 |
48,846
shares
|
$1.69 Million
0.64% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
45,041
shares
|
$1.55 Million
0.0% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
44,967
shares
|
$1.55 Million
0.0% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
40,455
shares
|
$1.4 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
37,545
shares
|
$1.3 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
36,266
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2025
Added 246.71%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
32,144
shares
|
$1.11 Million
0.22% of portfolio
|
Q1 2025
Reduced 30.59%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
30,979
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
28,580
shares
|
$986,010
0.01% of portfolio
|
Q1 2025
Reduced 16.64%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
28,084
shares
|
$968,898
0.08% of portfolio
|
Q4 2024
Added 281.42%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
27,530
shares
|
$949,785
0.84% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Compass Advisory Group LLC
|
Jan 24, 2025 Q4 2024 |
26,087
shares
|
$900,001
0.44% of portfolio
|
Q4 2024
Reduced 0.34%
|