IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Innovator U.S. Equity Ultra (UFEB)

CUSIP: 45782C425 | NYSE | 191 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

KFG Wealth Management, LLC426,276
1.8% of portfolio›$16.8M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors178,188
0.3% of portfolio›$7.0M
Strategic Blueprint, LLC137,478
0.3% of portfolio›$5.4M
Truist Financial Corp112,358
0.0% of portfolio›$4.4M
Commonwealth Equity Services, LLC87,036
0.0% of portfolio›$3.4M
Cambridge Investment Research Advisors, Inc.78,835
0.0% of portfolio›$3.1M
Concurrent Investment Advisors, LLC65,241
0.0% of portfolio›$2.6M
Central Valley Advisors, LLC63,818
0.7% of portfolio›$2.5M
Spire Wealth Management62,633
0.1% of portfolio›$2.5M
Brookstone Capital Management49,219
0.0% of portfolio›$1.9M
Wealth Enhancement Advisory Services, LLC45,242
0.0% of portfolio›$1.8M
Trek Financial, LLC36,052
0.1% of portfolio›$1.4M
Fiduciary Financial Group, LLC29,243
0.1% of portfolio›$1.2M
Lantz Financial LLC26,454
0.2% of portfolio›$1.0M
Founders Financial Securities LLC25,878
0.1% of portfolio›$1.0M
Tounjian Advisory Partners, LLC25,853
0.4% of portfolio›$1.0M
Kestra Advisory Services, LLC24,745
0.0% of portfolio›$977.7K
Comprehensive Financial Consultants Institutional, Inc.23,174
0.2% of portfolio›$915.6K
IMG Wealth Management, Inc.22,722
0.5% of portfolio›$897.8K
AdvisorNet Financial, Inc20,570
0.0% of portfolio›$817.8K
SteelPeak Wealth, LLC20,051
0.0% of portfolio›$792.2K
Cornerstone Wealth Group, LLC18,603
0.0% of portfolio›$735.0K
Crosspoint Financial, LLC16,526
1.3% of portfolio›$652.9K
Integrity Advisory Solutions, LLC16,012
0.1% of portfolio›$632.6K
Creative Planning14,251
0.0% of portfolio›$563.1K
NewCorp Financial Services, Inc.13,838
0.4% of portfolio›$546.7K
Castle Rock Wealth Management, LLC11,547
0.1% of portfolio›$460.0K
Partners Wealth Management, LLC10,800
0.0% of portfolio›$426.7K
Maia Wealth LLC8,255
0.0% of portfolio›$326.2K
Todd Wealth Management, LLC8,000
0.2% of portfolio›$316.1K
Beacon Financial Advisory LLC6,842
0.1% of portfolio›$270.3K
Archer Investment Corp6,753
0.0% of portfolio›$266.8K
CGN Advisors LLC6,410
0.0% of portfolio›$253.3K
BFI Wealth Solutions, LLC6,222
0.2% of portfolio›$245.8K
OxenFree Capital LLC6,200
0.1% of portfolio›$247.0K
Ballast Rock Private Wealth LLC5,778
0.1% of portfolio›$228.3K
Chicago Partners Investment Group LLC5,649
0.0% of portfolio›$223.6K
Axxcess Wealth Management, LLC5,529
0.0% of portfolio›$218.5K
Bright Futures Wealth Management, Llc.5,302
0.1% of portfolio›$209.5K
Simplicity Wealth,LLC5,128
0.0% of portfolio›$202.6K
Milestone Asset Management, LLC5,128
0.0% of portfolio›$202.6K
Physician Wealth Advisors, Inc.4,425
0.0% of portfolio›$174.8K
CoreCap Advisors, LLC4,298
0.0% of portfolio›$169.8K
Financial Network Wealth Advisors LLC2,925
0.1% of portfolio›$115.6K
Dhjj Financial Advisors, Ltd.2,318
0.0% of portfolio›$91.6K
Pinnacle Wealth Planning Services, Inc.884
0.0% of portfolio›$34.9K
Creative Financial Designs Inc334
0.0% of portfolio›$13.2K
IFP Advisors, Inc223
0.0% of portfolio›$8.8K
Assetmark, Inc54
0.0% of portfolio›$2.1K
StyleTurnoverLocationFiled
KFG Wealth Management, LLC
426,276$16.8M1.8%ETFMediumGranger, IN2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
178,188$7.0M0.3%ETFMediumWestlake, OH2026-10-14
Strategic Blueprint, LLC
137,478$5.4M0.3%ETFLowAtlanta, GA2026-10-22
Truist Financial Corp
112,358$4.4M0.0%CoreLowCharlotte, NC2026-10-30
Commonwealth Equity Services, LLC
87,036$3.4M0.0%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
78,835$3.1M0.0%ETFLowFairfield, IA2026-11-02
Concurrent Investment Advisors, LLC
65,241$2.6M0.0%GrowthMediumTampa, FL2026-10-16
Central Valley Advisors, LLC
63,818$2.5M0.7%CoreLowSacramento, CA2026-10-27
Spire Wealth Management
62,633$2.5M0.1%GrowthMediumMclean, VA2026-10-30
Brookstone Capital Management
49,219$1.9M0.0%ETFMediumWheaton, IL2026-10-22
Wealth Enhancement Advisory Services, LLC
45,242$1.8M0.0%CoreLowPlymouth, MN2026-10-13
Trek Financial, LLC
36,052$1.4M0.1%ETFHighScottsdale, AZ2026-10-29
Fiduciary Financial Group, LLC
29,243$1.2M0.1%ETFLowSan Rafael, CA2026-10-13
Lantz Financial LLC
26,454$1.0M0.2%ETFLowNaperville, IL2026-10-15
Founders Financial Securities LLC
25,878$1.0M0.1%ETFMediumTowson, MD2026-10-28
Tounjian Advisory Partners, LLC
25,853$1.0M0.4%GrowthHighFort Myers, FL2026-11-04
Kestra Advisory Services, LLC
24,745$977.7K0.0%CoreLowAustin, TX2026-11-02
Comprehensive Financial Consultants Institutional, Inc.
23,174$915.6K0.2%CoreMediumBloomington, IN2026-10-15
IMG Wealth Management, Inc.
22,722$897.8K0.5%ETFMediumJacksonville, FL2026-10-27
AdvisorNet Financial, Inc
20,570$817.8K0.0%ETFLowMinnetonka, MN2026-10-15
SteelPeak Wealth, LLC
20,051$792.2K0.0%GrowthHighWoodland Hills, CA2026-10-16
Cornerstone Wealth Group, LLC
18,603$735.0K0.0%CoreMediumHuntersville, NC2026-11-02
Crosspoint Financial, LLC
16,526$652.9K1.3%ValueMediumTustin, CA2026-11-03
Integrity Advisory Solutions, LLC
16,012$632.6K0.1%ETFMediumDallas, TX2026-10-29
Creative Planning
14,251$563.1K0.0%IndexVery LowOverland Park, KS2026-11-02
NewCorp Financial Services, Inc.
13,838$546.7K0.4%ETFLowAlpharetta, GA2026-10-14
Castle Rock Wealth Management, LLC
11,547$460.0K0.1%GrowthMediumWalnut Creek, CA2026-10-09
Partners Wealth Management, LLC
10,800$426.7K0.0%CoreLowCarmel By The Sea, CA2026-10-28
Maia Wealth LLC
8,255$326.2K0.0%ETFMediumDenver, CO2026-10-19
Todd Wealth Management, LLC
8,000$316.1K0.2%GARPVery LowVenice, FL2026-10-19
Beacon Financial Advisory LLC
6,842$270.3K0.1%ETFLowCleveland, OH2026-10-16
Archer Investment Corp
6,753$266.8K0.0%CoreMediumCarmel, IN2026-11-05
CGN Advisors LLC
6,410$253.3K0.0%ETFLowManhattan, KS2026-10-21
BFI Wealth Solutions, LLC
6,222$245.8K0.2%ETFLowDallas, TX2026-10-16
OxenFree Capital LLC
6,200$247.0K0.1%N/ALowMelbourne, FL2026-10-07
Ballast Rock Private Wealth LLC
5,778$228.3K0.1%ETFMediumCharleston, SC2026-10-26
Chicago Partners Investment Group LLC
5,649$223.6K0.0%GARPLowChicago, IL2026-10-27
Axxcess Wealth Management, LLC
5,529$218.5K0.0%CoreLowCarlsbad, CA2026-10-21
Bright Futures Wealth Management, Llc.
5,302$209.5K0.1%CoreHighWebster, Ny 14580, NY2026-10-23
Simplicity Wealth,LLC
5,128$202.6K0.0%ETFLowSummit, NJ2026-10-23
Milestone Asset Management, LLC
5,128$202.6K0.0%GrowthHighPittsburgh, PA2026-10-15
Physician Wealth Advisors, Inc.
4,425$174.8K0.0%ETFMediumMidvale, UT2026-10-20
CoreCap Advisors, LLC
4,298$169.8K0.0%ETFMediumSouthfield, MI2026-10-08
Financial Network Wealth Advisors LLC
2,925$115.6K0.1%ETFLowMurray, UT2026-10-28
Dhjj Financial Advisors, Ltd.
2,318$91.6K0.0%ETFVery LowNaperville, IL2026-10-23
Pinnacle Wealth Planning Services, Inc.
884$34.9K0.0%GARPLowMansfield, OH2026-10-27
Creative Financial Designs Inc
334$13.2K0.0%ETFMediumKokomo, IN2026-11-04
IFP Advisors, Inc
223$8.8K0.0%GrowthLowTampa, FL2026-10-16
Assetmark, Inc
54$2.1K0.0%ETFLowConcord, CA2026-10-21