Institutional Ownership Innovator U.S. Equity Ultra Bu (USEP)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (USEP). We have compiled data on the 83 institutions that hold shares in the stock, with a total of 4.75 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
9,421
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
9,416
shares
|
$0
0.0% of portfolio
|
Q2 2023
Reduced 33.3%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
9,348
shares
|
$0
0.0% of portfolio
|
Q4 2025
Reduced 10.67%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
9,015
shares
|
$0
0.0% of portfolio
|
Q2 2023
Reduced 14.26%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
8,964
shares
|
$0
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
8,817
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 14, 2025 Q3 2025 |
7,704
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 27.73%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
7,681
shares
|
$0
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
7,350
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
6,282
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
6,237
shares
|
$0
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
6,078
shares
|
$0
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Nov 14, 2025 Q3 2025 |
6,046
shares
|
$0
0.11% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
5,841
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 74.01%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
5,728
shares
|
$0
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Fc Advisory LLC
|
Oct 10, 2025 Q3 2025 |
5,656
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
5,400
shares
|
$0
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
5,101
shares
|
$0
0.03% of portfolio
|
Q2 2025
Reduced 27.06%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
5,020
shares
|
$0
0.13% of portfolio
|
Q3 2025
Added 1306.16%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
4,339
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
3,935
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 230.67%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,475
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
3,368
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 21.09%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
2,890
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
1,948
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|