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 78 institutions that hold shares in the stock, with a total of 3.42 Million shares, which have been reported (via 13F filing form) to have a value of $122 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
8,653
shares
|
$309,863
0.0% of portfolio
|
Q4 2024
Added 17.04%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
8,578
shares
|
$307,178
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,252
shares
|
$295,504
0.0% of portfolio
|
Q4 2024
Reduced 34.38%
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
7,438
shares
|
$266,354
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
7,387
shares
|
$264,528
0.09% of portfolio
|
Q4 2024
Added 27.89%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
6,761
shares
|
$242,111
0.01% of portfolio
|
Q4 2024
Reduced 16.28%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
6,610
shares
|
$236,704
0.01% of portfolio
|
Q4 2024
Reduced 16.55%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
6,405
shares
|
$229,363
0.0% of portfolio
|
Q4 2024
Reduced 27.55%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
6,311
shares
|
$225,996
0.01% of portfolio
|
Q4 2024
Added 7.0%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
6,100
shares
|
$218,441
0.02% of portfolio
|
Q3 2024
Reduced 14.08%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
6,055
shares
|
$216,829
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,870
shares
|
$210,204
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
5,747
shares
|
$205,800
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
5,692
shares
|
$203,830
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
4,576
shares
|
$163,866
0.02% of portfolio
|
Q3 2024
Reduced 73.13%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
3,317
shares
|
$118,781
0.22% of portfolio
|
Q4 2024
Reduced 41.49%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
3,127
shares
|
$111,977
0.01% of portfolio
|
Q4 2024
Added 11.08%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
2,847
shares
|
$101,951
0.0% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
2,630
shares
|
$94,180
0.0% of portfolio
|
Q1 2024
Added 10.09%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
2,027
shares
|
$72,586
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,116
shares
|
$39,963
0.0% of portfolio
|
Q4 2024
Added 179.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
670
shares
|
$23,992
0.0% of portfolio
|
Q4 2024
Added 64.62%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
600
shares
|
$21,486
0.0% of portfolio
|
Q3 2023
Reduced 62.5%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
500
shares
|
$17,905
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
430
shares
|
$15,398
0.0% of portfolio
|
Q4 2024
Reduced 21.96%
|