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 121 institutions that hold shares in the stock, with a total of 7.67 Million shares, which have been reported (via 13F filing form) to have a value of $299 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
10,625
shares
|
$413,418
0.06% of portfolio
|
Q2 2025
Reduced 8.29%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
10,000
shares
|
$389,099
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
9,948
shares
|
$387,076
0.03% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
9,292
shares
|
$361,551
0.0% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Compass Advisory Group LLC
|
Nov 06, 2025 Q3 2025 |
9,226
shares
|
$358,983
0.11% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
William Mack & Associates, Inc.
Troy, MI |
Nov 14, 2025 Q3 2025 |
9,223
shares
|
$358,866
0.19% of portfolio
|
Q2 2025
Reduced 22.35%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
9,113
shares
|
$354,586
0.1% of portfolio
|
Q2 2025
Reduced 39.82%
|
|
|
Lantz Financial LLC
|
Jan 14, 2026 Q4 2025 |
8,822
shares
|
$343,264
0.08% of portfolio
|
Q4 2025
New holding
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
8,727
shares
|
$339,567
0.01% of portfolio
|
Q3 2025
Reduced 45.55%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
8,320
shares
|
$323,731
0.03% of portfolio
|
Q4 2025
Reduced 29.31%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
8,174
shares
|
$318,050
0.01% of portfolio
|
Q3 2025
Reduced 15.51%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
8,076
shares
|
$314,237
0.02% of portfolio
|
Q3 2025
Reduced 51.09%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
8,005
shares
|
$311,474
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
7,866
shares
|
$306,066
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
7,857
shares
|
$305,715
0.02% of portfolio
|
Q1 2025
Added 17.5%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 12, 2025 Q3 2025 |
7,520
shares
|
$292,603
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
7,505
shares
|
$292,019
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
7,482
shares
|
$291,124
0.11% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
7,320
shares
|
$284,821
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
7,028
shares
|
$273,459
0.05% of portfolio
|
Q2 2025
Added 17.39%
|
|
|
Fc Advisory LLC
|
Jan 13, 2026 Q4 2025 |
7,005
shares
|
$272,564
0.08% of portfolio
|
Q2 2025
Reduced 10.86%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 12, 2026 Q4 2025 |
6,964
shares
|
$270,969
0.08% of portfolio
|
Q3 2025
Reduced 98.15%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
6,814
shares
|
$265,132
0.01% of portfolio
|
Q3 2025
Reduced 44.87%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jan 14, 2026 Q4 2025 |
6,766
shares
|
$263,265
0.12% of portfolio
|
Q4 2025
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
6,595
shares
|
$256,611
0.04% of portfolio
|
Q3 2025
Reduced 6.2%
|
|