Institutional Ownership Innovator U.S. Equity Ultra Bu (UDEC)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UDEC). We have compiled data on the 90 institutions that hold shares in the stock, with a total of 5.47 Million shares, which have been reported (via 13F filing form) to have a value of $187 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 |
2,367,341
shares
|
$81.2 Million
1.34% of portfolio
|
Q1 2025
Added 147.83%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
268,941
shares
|
$9.22 Million
1.17% of portfolio
|
Q1 2025
Added 4.84%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Apr 14, 2025 Q1 2025 |
221,966
shares
|
$7.61 Million
1.43% of portfolio
|
Q1 2025
New holding
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
163,044
shares
|
$5.59 Million
1.89% of portfolio
|
Q4 2024
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
133,927
shares
|
$4.59 Million
0.36% of portfolio
|
Q1 2025
Added 428.33%
|
|
|
Private Client Services, LLC
Louisville, KY |
Apr 08, 2025 Q1 2025 |
128,771
shares
|
$4.42 Million
2.18% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
124,963
shares
|
$4.28 Million
0.01% of portfolio
|
Q4 2024
Added 33.3%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
120,584
shares
|
$4.13 Million
0.02% of portfolio
|
Q4 2024
Added 185.85%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
114,999
shares
|
$3.94 Million
1.01% of portfolio
|
Q1 2025
Added 53.16%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
109,782
shares
|
$3.76 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Triumph Capital Management
|
May 06, 2025 Q1 2025 |
104,938
shares
|
$3.6 Million
1.32% of portfolio
|
Q1 2025
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
88,554
shares
|
$3.04 Million
0.65% of portfolio
|
Q1 2025
Reduced 7.68%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
84,958
shares
|
$2.91 Million
2.56% of portfolio
|
Q1 2025
Added 54.87%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
78,104
shares
|
$2.68 Million
0.22% of portfolio
|
Q4 2024
Added 345.54%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
75,309
shares
|
$2.58 Million
0.09% of portfolio
|
Q1 2025
Reduced 6.55%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
59,761
shares
|
$2.05 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
56,917
shares
|
$1.95 Million
2.24% of portfolio
|
Q1 2025
Added 6.16%
|
|
|
Donald L. Hagan, LLC
|
Apr 16, 2025 Q1 2025 |
54,469
shares
|
$1.87 Million
1.08% of portfolio
|
Q1 2025
Reduced 48.83%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
51,481
shares
|
$1.77 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
51,122
shares
|
$1.75 Million
1.57% of portfolio
|
Q1 2025
Added 401.2%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
46,449
shares
|
$1.59 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Apr 15, 2025 Q1 2025 |
44,868
shares
|
$1.54 Million
0.58% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
44,727
shares
|
$1.53 Million
0.01% of portfolio
|
Q4 2024
Reduced 16.23%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
44,699
shares
|
$1.53 Million
0.0% of portfolio
|
Q1 2025
Added 50.12%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
44,469
shares
|
$1.52 Million
0.44% of portfolio
|
Q1 2025
Reduced 1.37%
|