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 |
|---|---|---|---|---|---|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
18,526
shares
|
$720,846
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 17, 2025 Q3 2025 |
18,515
shares
|
$720,418
0.32% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
18,405
shares
|
$716,138
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
17,695
shares
|
$688,512
0.08% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
17,341
shares
|
$674,738
0.0% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Old Port Advisors
|
Oct 06, 2025 Q3 2025 |
16,875
shares
|
$656,606
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Oct 20, 2025 Q3 2025 |
16,862
shares
|
$656,100
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
16,818
shares
|
$654,388
0.0% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
16,600
shares
|
$645,906
0.02% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
15,770
shares
|
$613,610
0.02% of portfolio
|
Q3 2025
Reduced 14.27%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Oct 29, 2025 Q3 2025 |
15,298
shares
|
$595,245
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
14,956
shares
|
$581,937
0.0% of portfolio
|
Q3 2025
Reduced 29.82%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
14,601
shares
|
$568,124
0.12% of portfolio
|
Q3 2025
Reduced 27.45%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
14,468
shares
|
$562,949
0.0% of portfolio
|
Q3 2025
Added 73.98%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,141
shares
|
$550,226
0.0% of portfolio
|
Q3 2024
Reduced 8.02%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
14,084
shares
|
$548,008
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
14,084
shares
|
$548,008
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
13,942
shares
|
$542,483
0.06% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
13,504
shares
|
$525,440
0.06% of portfolio
|
Q3 2025
Added 61.78%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
12,962
shares
|
$504,351
0.0% of portfolio
|
Q1 2025
Added 51.51%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
12,373
shares
|
$481,433
0.11% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
12,343
shares
|
$480,266
0.0% of portfolio
|
Q3 2025
Added 97.99%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
11,993
shares
|
$466,647
0.0% of portfolio
|
Q3 2025
Reduced 50.13%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
11,770
shares
|
$457,970
0.04% of portfolio
|
Q3 2025
Reduced 9.52%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
11,340
shares
|
$441,239
0.04% of portfolio
|
Q3 2025
Reduced 60.96%
|
|