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 |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
8,328
shares
|
$320,711
0.02% of portfolio
|
Q4 2025
Reduced 3.03%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
7,203
shares
|
$277,387
0.0% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
6,668
shares
|
$256,784
0.0% of portfolio
|
Q3 2025
Added 18.12%
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
6,486
shares
|
$249,775
0.06% of portfolio
|
Q3 2025
Reduced 94.93%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
6,411
shares
|
$246,887
0.0% of portfolio
|
Q3 2025
Reduced 74.75%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 22, 2026 Q4 2025 |
6,293
shares
|
$242,343
0.09% of portfolio
|
Q4 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
6,100
shares
|
$234,911
0.02% of portfolio
|
Q3 2024
Reduced 14.08%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
6,055
shares
|
$233,178
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
6,030
shares
|
$232,215
0.01% of portfolio
|
Q3 2025
Reduced 22.1%
|
|
|
Lantz Financial LLC
|
Jan 14, 2026 Q4 2025 |
5,904
shares
|
$227,363
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
5,776
shares
|
$222,433
0.06% of portfolio
|
Q3 2025
Reduced 21.81%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 24, 2025 Q3 2025 |
5,747
shares
|
$221,316
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
5,587
shares
|
$215,155
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
5,170
shares
|
$199,096
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
5,091
shares
|
$196,054
0.21% of portfolio
|
Q3 2025
Added 10.84%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
3,881
shares
|
$149,457
0.0% of portfolio
|
Q2 2025
Added 47.57%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
3,691
shares
|
$142,140
0.01% of portfolio
|
Q4 2025
Reduced 10.43%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,250
shares
|
$125,157
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
2,707
shares
|
$104,246
0.0% of portfolio
|
Q3 2025
Reduced 4.92%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
2,189
shares
|
$84,298
0.0% of portfolio
|
Q4 2025
Added 33.48%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
982
shares
|
$37,816
0.0% of portfolio
|
Q3 2025
Reduced 42.17%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
888
shares
|
$34,196
0.0% of portfolio
|
Q2 2025
Reduced 50.17%
|
|
|
Optima Capital LLC
Portland, OR |
Jan 23, 2026 Q4 2025 |
805
shares
|
$31,000
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
534
shares
|
$20,564
0.0% of portfolio
|
Q1 2025
Reduced 6.37%
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
394
shares
|
$15,172
0.0% of portfolio
|
Q4 2025
New holding
|
|