Institutional Ownership Innovator U.S. Equity Ultra Bu (UOCT)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UOCT). We have compiled data on the 73 institutions that hold shares in the stock, with a total of 2.33 Million shares, which have been reported (via 13F filing form) to have a value of $89.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
21,986
shares
|
$846,680
0.61% of portfolio
|
Q2 2025
Reduced 20.14%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
21,827
shares
|
$840,557
0.02% of portfolio
|
Q2 2025
Reduced 13.92%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
21,671
shares
|
$834,550
0.03% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
20,811
shares
|
$801,431
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
19,570
shares
|
$753,640
0.02% of portfolio
|
Q1 2025
Added 117.44%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
18,191
shares
|
$700,535
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
18,106
shares
|
$697,262
0.04% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
17,467
shares
|
$672,654
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
16,626
shares
|
$640,267
0.25% of portfolio
|
Q3 2025
Reduced 10.56%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
16,100
shares
|
$620,011
0.24% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
13,337
shares
|
$513,607
0.04% of portfolio
|
Q3 2025
Reduced 52.51%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
13,179
shares
|
$507,523
0.07% of portfolio
|
Q3 2025
Added 117.69%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
13,156
shares
|
$506,637
0.02% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
13,098
shares
|
$504,403
0.03% of portfolio
|
Q3 2025
Added 39.0%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
12,702
shares
|
$489,154
0.06% of portfolio
|
Q2 2025
Reduced 98.66%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
12,383
shares
|
$476,869
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
12,234
shares
|
$471,131
0.03% of portfolio
|
Q3 2025
Added 15.98%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 06, 2025 Q3 2025 |
12,046
shares
|
$463,891
0.23% of portfolio
|
Q2 2025
Reduced 31.54%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,503
shares
|
$442,980
0.0% of portfolio
|
Q3 2024
Added 67.02%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
10,785
shares
|
$415,330
0.0% of portfolio
|
Q2 2025
Added 10.22%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
10,614
shares
|
$408,745
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
10,614
shares
|
$408,745
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
9,315
shares
|
$358,720
0.0% of portfolio
|
Q3 2025
Reduced 63.34%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
8,588
shares
|
$330,723
0.03% of portfolio
|
Q2 2025
Reduced 8.15%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
8,344
shares
|
$321,327
0.02% of portfolio
|
Q2 2025
Reduced 29.81%
|
|