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 |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
7,203
shares
|
$277,387
0.0% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
6,668
shares
|
$256,784
0.0% of portfolio
|
Q3 2025
Added 18.12%
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
6,486
shares
|
$249,775
0.06% of portfolio
|
Q3 2025
Reduced 94.93%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
6,411
shares
|
$246,887
0.0% of portfolio
|
Q3 2025
Reduced 74.75%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
6,100
shares
|
$234,911
0.02% of portfolio
|
Q3 2024
Reduced 14.08%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
6,055
shares
|
$233,178
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
6,030
shares
|
$232,215
0.01% of portfolio
|
Q3 2025
Reduced 22.1%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
5,776
shares
|
$222,433
0.06% of portfolio
|
Q3 2025
Reduced 21.81%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 24, 2025 Q3 2025 |
5,747
shares
|
$221,316
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
5,587
shares
|
$215,155
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
5,091
shares
|
$196,054
0.21% of portfolio
|
Q3 2025
Added 10.84%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
4,121
shares
|
$158,699
0.01% of portfolio
|
Q2 2025
Added 31.79%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
3,881
shares
|
$149,457
0.0% of portfolio
|
Q2 2025
Added 47.57%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,250
shares
|
$125,157
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
2,707
shares
|
$104,246
0.0% of portfolio
|
Q3 2025
Reduced 4.92%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,640
shares
|
$63,156
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Triumph Capital Management
|
Nov 14, 2025 Q3 2025 |
1,130
shares
|
$43,516
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
982
shares
|
$37,816
0.0% of portfolio
|
Q3 2025
Reduced 42.17%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
888
shares
|
$34,196
0.0% of portfolio
|
Q2 2025
Reduced 50.17%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
534
shares
|
$20,564
0.0% of portfolio
|
Q1 2025
Reduced 6.37%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
100
shares
|
$3,851
0.0% of portfolio
|
Q2 2025
Reduced 83.33%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1
shares
|
$38
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|