Institutional Ownership Innovator U.S. Equity Ultra Bu (UFEB)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UFEB). We have compiled data on the 65 institutions that hold shares in the stock, with a total of 1.55 Million shares, which have been reported (via 13F filing form) to have a value of $49.6 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 |
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
308,745
shares
|
$9.84 Million
2.55% of portfolio
|
Q1 2025
Added 1699.84%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
119,141
shares
|
$3.8 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
116,141
shares
|
$3.7 Million
0.31% of portfolio
|
Q4 2024
Reduced 57.56%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
85,720
shares
|
$2.73 Million
0.09% of portfolio
|
Q1 2025
Added 338.8%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
73,971
shares
|
$2.36 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.8%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Apr 14, 2025 Q1 2025 |
73,290
shares
|
$2.34 Million
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
68,816
shares
|
$2.19 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.34%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Apr 15, 2025 Q1 2025 |
60,158
shares
|
$1.92 Million
0.74% of portfolio
|
Q1 2025
Added 501.94%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
50,058
shares
|
$1.6 Million
0.03% of portfolio
|
Q4 2024
Reduced 12.66%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
43,261
shares
|
$1.38 Million
0.06% of portfolio
|
Q4 2024
Added 65.9%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
41,668
shares
|
$1.33 Million
0.0% of portfolio
|
Q1 2025
Added 81.84%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
35,839
shares
|
$1.14 Million
0.0% of portfolio
|
Q1 2025
Added 393.45%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
27,763
shares
|
$885,084
0.0% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
26,938
shares
|
$858,783
0.0% of portfolio
|
Q4 2024
Added 41.15%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
25,693
shares
|
$819,092
0.18% of portfolio
|
Q1 2025
Added 7.95%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
24,762
shares
|
$789,412
0.0% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
22,444
shares
|
$715,514
0.04% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
20,615
shares
|
$657,206
0.05% of portfolio
|
Q1 2025
Added 45711.11%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
19,008
shares
|
$605,975
0.0% of portfolio
|
Q4 2024
Added 16.85%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
17,211
shares
|
$548,686
0.0% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
17,161
shares
|
$547,092
0.0% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
16,508
shares
|
$526,275
0.0% of portfolio
|
Q4 2024
Reduced 18.39%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
15,737
shares
|
$501,695
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Apr 15, 2025 Q1 2025 |
13,584
shares
|
$433,057
0.28% of portfolio
|
Q1 2025
Added 26.93%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
13,476
shares
|
$429,614
0.13% of portfolio
|
Q4 2024
Reduced 3.93%
|