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 119 institutions that hold shares in the stock, with a total of 6.53 Million shares, which have been reported (via 13F filing form) to have a value of $254 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
61,060
shares
|
$2.38 Million
0.0% of portfolio
|
Q3 2025
Reduced 60.9%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
59,761
shares
|
$2.33 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
51,391
shares
|
$2 Million
1.33% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Donald L. Hagan, LLC
|
Oct 15, 2025 Q3 2025 |
50,316
shares
|
$1.96 Million
1.09% of portfolio
|
Q3 2025
Reduced 6.33%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
49,576
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
46,557
shares
|
$1.81 Million
0.18% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
45,899
shares
|
$1.79 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
45,640
shares
|
$1.78 Million
0.11% of portfolio
|
Q3 2025
Reduced 8.17%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
42,099
shares
|
$1.64 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
40,391
shares
|
$1.57 Million
0.06% of portfolio
|
Q3 2025
Reduced 23.99%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
39,611
shares
|
$1.54 Million
0.37% of portfolio
|
Q3 2025
Reduced 6.4%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
36,718
shares
|
$1.43 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
36,446
shares
|
$1.42 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
34,691
shares
|
$1.35 Million
0.01% of portfolio
|
Q2 2025
Added 136.86%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
33,913
shares
|
$1.32 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.32%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
33,630
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
29,938
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2025
Added 6.1%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
26,355
shares
|
$1.03 Million
0.1% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
25,222
shares
|
$981,388
0.0% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Crown Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
25,004
shares
|
$972,905
0.33% of portfolio
|
Q3 2025
Reduced 4.48%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
24,964
shares
|
$971,349
0.01% of portfolio
|
Q3 2025
Added 63.18%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
24,900
shares
|
$968,858
0.01% of portfolio
|
Q3 2025
Reduced 18.63%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
24,366
shares
|
$948,081
0.21% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
23,791
shares
|
$925,707
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
20,759
shares
|
$807,732
0.29% of portfolio
|
Q3 2025
New holding
|
|