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 75 institutions that hold shares in the stock, with a total of 4.01 Million shares, which have been reported (via 13F filing form) to have a value of $154 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
1,669,155
shares
|
$64.3 Million
0.86% of portfolio
|
Q4 2025
Added 2011.44%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
319,864
shares
|
$12.3 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 20, 2026 Q4 2025 |
140,047
shares
|
$5.39 Million
0.33% of portfolio
|
Q4 2025
Reduced 35.28%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2026 Q4 2025 |
137,124
shares
|
$5.28 Million
1.16% of portfolio
|
Q4 2025
Added 134.13%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
115,518
shares
|
$4.45 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
112,452
shares
|
$4.33 Million
0.01% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
90,911
shares
|
$3.5 Million
0.02% of portfolio
|
Q3 2025
Added 35.52%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
86,884
shares
|
$3.35 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
86,868
shares
|
$3.35 Million
0.12% of portfolio
|
Q4 2025
Added 300.85%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
72,687
shares
|
$2.8 Million
0.08% of portfolio
|
Q3 2025
Reduced 21.43%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
69,448
shares
|
$2.67 Million
1.81% of portfolio
|
Q3 2025
Added 12.24%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
68,698
shares
|
$2.65 Million
0.0% of portfolio
|
Q3 2025
Added 38.43%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 12, 2026 Q4 2025 |
62,146
shares
|
$2.39 Million
0.72% of portfolio
|
Q4 2025
Added 0.61%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
61,215
shares
|
$2.36 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.09%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
53,394
shares
|
$2.06 Million
0.0% of portfolio
|
Q3 2025
Added 12.52%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
52,956
shares
|
$2.04 Million
0.01% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
49,696
shares
|
$1.91 Million
0.02% of portfolio
|
Q3 2025
Added 16.01%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
44,150
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
43,489
shares
|
$1.67 Million
0.06% of portfolio
|
Q2 2025
Added 7.5%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
43,214
shares
|
$1.66 Million
0.49% of portfolio
|
Q3 2025
Reduced 7.03%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
39,919
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2025
Added 14.31%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
36,171
shares
|
$1.39 Million
0.18% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
30,260
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2025
Reduced 91.58%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
26,027
shares
|
$1 Million
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
25,928
shares
|
$998,487
0.01% of portfolio
|
Q3 2025
Added 2.42%
|
|