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Innovator U.S. Equity Ultra (UDEC)

CUSIP: 45782C532 | NYSE | 226 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Commonwealth Equity Services, LLC318,931
0.0% of portfolio›$13.7M
Brookstone Capital Management299,303
0.1% of portfolio›$12.8M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors167,543
0.4% of portfolio›$7.2M
Tounjian Advisory Partners, LLC162,010
3.0% of portfolio›$6.9M
Sovran Advisors, LLC107,972
0.3% of portfolio›$4.7M
Kestra Advisory Services, LLC89,715
0.0% of portfolio›$3.8M
KFG Wealth Management, LLC88,894
0.4% of portfolio›$3.8M
Central Valley Advisors, LLC88,147
1.0% of portfolio›$3.8M
Cambridge Investment Research Advisors, Inc.72,645
0.0% of portfolio›$3.1M
MBL Wealth, LLC71,244
0.2% of portfolio›$3.1M
Milestone Asset Management, LLC69,810
0.5% of portfolio›$3.0M
Concurrent Investment Advisors, LLC64,587
0.0% of portfolio›$2.8M
Spire Wealth Management60,605
0.1% of portfolio›$2.6M
IMG Wealth Management, Inc.50,504
1.1% of portfolio›$2.2M
Trek Financial, LLC49,705
0.1% of portfolio›$2.1M
Truist Financial Corp49,650
0.0% of portfolio›$2.1M
Strategic Blueprint, LLC44,260
0.1% of portfolio›$1.9M
Virtue Capital Management, LLC42,464
0.2% of portfolio›$1.8M
WealthPlan Investment Management, LLC39,451
0.1% of portfolio›$1.7M
Castle Rock Wealth Management, LLC36,268
0.3% of portfolio›$1.6M
Wealth Enhancement Advisory Services, LLC36,092
0.0% of portfolio›$1.6M
Fiduciary Financial Group, LLC19,786
0.1% of portfolio›$847.3K
SteelPeak Wealth, LLC18,575
0.0% of portfolio›$795.4K
Lantz Financial LLC18,165
0.1% of portfolio›$777.9K
TrustBank16,900
0.2% of portfolio›$723.7K
Old Port Advisors16,875
0.1% of portfolio›$722.6K
Axxcess Wealth Management, LLC15,631
0.0% of portfolio›$669.4K
WealthPLAN Partners, LLC15,436
0.1% of portfolio›$661.0K
Diversify Wealth Management, LLC14,900
0.0% of portfolio›$643.1K
Diversify Advisory Services, LLC14,900
0.0% of portfolio›$643.1K
Advus Financial Partners, LLC13,085
0.2% of portfolio›$560.3K
Creative Planning12,125
0.0% of portfolio›$519.2K
Family Legacy Financial Solutions, LLC11,100
0.3% of portfolio›$475.3K
NWF Advisory Services Inc.10,972
0.0% of portfolio›$469.8K
Blue Trust, Inc.10,950
0.0% of portfolio›$468.9K
Partners Wealth Management, LLC10,800
0.0% of portfolio›$462.5K
Sigma Planning Corp10,001
0.0% of portfolio›$428.3K
William Mack & Associates, Inc.9,223
0.1% of portfolio›$395.0K
NewCorp Financial Services, Inc.9,021
0.3% of portfolio›$386.3K
First Heartland Consultants, Inc.8,287
0.0% of portfolio›$354.9K
Redwood Family Wealth LLC8,264
0.3% of portfolio›$353.9K
Cornerstone Wealth Group, LLC7,857
0.0% of portfolio›$336.5K
Todd Wealth Management, LLC7,755
0.3% of portfolio›$332.1K
Signature Equity Partners, LLC7,515
0.1% of portfolio›$321.8K
Kestra Private Wealth Services, LLC7,350
0.0% of portfolio›$314.7K
O'Connor Financial Group LLC7,100
0.1% of portfolio›$304.0K
Bright Futures Wealth Management, Llc.6,679
0.2% of portfolio›$286.0K
Wedbush Securities Inc5,807
0.0% of portfolio›$249
Kellett Wealth Advisors, LLC5,699
0.1% of portfolio›$244.0K
FC Advisory LLC5,489
0.1% of portfolio›$235.1K
MY Wealth Management Inc.5,272
0.2% of portfolio›$225.8K
Archer Investment Corp5,211
0.0% of portfolio›$223.1K
Capital Investment Advisory Services, LLC5,146
0.0% of portfolio›$220.4K
Dhjj Financial Advisors, Ltd.4,882
0.1% of portfolio›$209.1K
M Holdings Securities, Inc.4,845
0.1% of portfolio›$207.0K
Simplicity Wealth,LLC4,780
0.0% of portfolio›$204.7K
Physician Wealth Advisors, Inc.4,550
0.0% of portfolio›$194.8K
Noble Wealth Management PBC2,000
0.0% of portfolio›$85.6K
Triumph Capital Management1,602
0.0% of portfolio›$68.6K
Harbor Investment Advisory, LLC1,458
0.0% of portfolio›$62.4K
IFP Advisors, Inc511
0.0% of portfolio›$21.9K
Assetmark, Inc431
0.0% of portfolio›$18.5K
EverSource Wealth Advisors, LLC300
0.0% of portfolio›$12.8K
IFS Advisors, LLC296
0.0% of portfolio›$12.7K
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
318,931$13.7M0.0%ETFLowWaltham, MA2026-11-02
Brookstone Capital Management
299,303$12.8M0.1%ETFMediumWheaton, IL2026-10-22
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
167,543$7.2M0.4%ETFMediumWestlake, OH2026-10-14
Tounjian Advisory Partners, LLC
162,010$6.9M3.0%GrowthHighFort Myers, FL2026-11-04
Sovran Advisors, LLC
107,972$4.7M0.3%ETFMediumSan Diego, CA2026-11-02
Kestra Advisory Services, LLC
89,715$3.8M0.0%CoreLowAustin, TX2026-11-02
KFG Wealth Management, LLC
88,894$3.8M0.4%ETFMediumGranger, IN2026-10-16
Central Valley Advisors, LLC
88,147$3.8M1.0%CoreLowSacramento, CA2026-10-27
Cambridge Investment Research Advisors, Inc.
72,645$3.1M0.0%ETFLowFairfield, IA2026-11-02
MBL Wealth, LLC
71,244$3.1M0.2%ETFLowCharlotte, NC2026-10-22
Milestone Asset Management, LLC
69,810$3.0M0.5%GrowthHighPittsburgh, PA2026-10-15
Concurrent Investment Advisors, LLC
64,587$2.8M0.0%GrowthMediumTampa, FL2026-10-16
Spire Wealth Management
60,605$2.6M0.1%GrowthMediumMclean, VA2026-10-30
IMG Wealth Management, Inc.
50,504$2.2M1.1%ETFMediumJacksonville, FL2026-10-27
Trek Financial, LLC
49,705$2.1M0.1%ETFHighScottsdale, AZ2026-10-29
Truist Financial Corp
49,650$2.1M0.0%CoreLowCharlotte, NC2026-10-30
Strategic Blueprint, LLC
44,260$1.9M0.1%ETFLowAtlanta, GA2026-10-22
Virtue Capital Management, LLC
42,464$1.8M0.2%GrowthHighBrentwood, TN2026-10-29
WealthPlan Investment Management, LLC
39,451$1.7M0.1%GrowthMediumOmaha, NE2026-10-15
Castle Rock Wealth Management, LLC
36,268$1.6M0.3%GrowthMediumWalnut Creek, CA2026-10-09
Wealth Enhancement Advisory Services, LLC
36,092$1.6M0.0%CoreLowPlymouth, MN2026-10-13
Fiduciary Financial Group, LLC
19,786$847.3K0.1%ETFLowSan Rafael, CA2026-10-13
SteelPeak Wealth, LLC
18,575$795.4K0.0%GrowthHighWoodland Hills, CA2026-10-16
Lantz Financial LLC
18,165$777.9K0.1%ETFLowNaperville, IL2026-10-15
TrustBank
16,900$723.7K0.2%ETFVery LowOlney, IL2026-10-20
Old Port Advisors
16,875$722.6K0.1%GARPLowPortland, ME2026-10-23
Axxcess Wealth Management, LLC
15,631$669.4K0.0%CoreLowCarlsbad, CA2026-10-21
WealthPLAN Partners, LLC
15,436$661.0K0.1%CoreMediumOmaha, NE2026-10-15
Diversify Wealth Management, LLC
14,900$643.1K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
14,900$643.1K0.0%GrowthLowSandy, UT2026-10-20
Advus Financial Partners, LLC
13,085$560.3K0.2%ETFLowWinter Park, FL2026-10-20
Creative Planning
12,125$519.2K0.0%IndexVery LowOverland Park, KS2026-11-02
Family Legacy Financial Solutions, LLC
11,100$475.3K0.3%Agg GrowthMediumCary, NC2026-10-07
NWF Advisory Services Inc.
10,972$469.8K0.0%GARPLowLos Angeles, CA2026-10-19
Blue Trust, Inc.
10,950$468.9K0.0%ETFLowBrentwood, TN2026-10-15
Partners Wealth Management, LLC
10,800$462.5K0.0%CoreLowCarmel By The Sea, CA2026-10-28
Sigma Planning Corp
10,001$428.3K0.0%GrowthMediumAnn Arbor, MI2026-10-23
William Mack & Associates, Inc.
9,223$395.0K0.1%ETFLowTroy, MI2026-10-27
NewCorp Financial Services, Inc.
9,021$386.3K0.3%ETFLowAlpharetta, GA2026-10-14
First Heartland Consultants, Inc.
8,287$354.9K0.0%ETFMediumLake St. Louis, MO2026-10-08
Redwood Family Wealth LLC
8,264$353.9K0.3%GrowthLowPlano, TX2026-10-20
Cornerstone Wealth Group, LLC
7,857$336.5K0.0%CoreMediumHuntersville, NC2026-11-02
Todd Wealth Management, LLC
7,755$332.1K0.3%GARPVery LowVenice, FL2026-10-19
Signature Equity Partners, LLC
7,515$321.8K0.1%GrowthMediumColumbus, OH2026-10-29
Kestra Private Wealth Services, LLC
7,350$314.7K0.0%GrowthLowAustin, TX2026-10-30
O'Connor Financial Group LLC
7,100$304.0K0.1%ETFLowQuincy, IL2026-10-26
Bright Futures Wealth Management, Llc.
6,679$286.0K0.2%CoreHighWebster, Ny 14580, NY2026-10-23
Wedbush Securities Inc
5,807$2490.0%CoreLowPasadena, CA2026-10-22
Kellett Wealth Advisors, LLC
5,699$244.0K0.1%ETFMediumCincinnati, OH2026-10-15
FC Advisory LLC
5,489$235.1K0.1%ETFVery LowWest Chester, PA2026-10-05
MY Wealth Management Inc.
5,272$225.8K0.2%ETFVery HighGermantown, MD2026-10-21
Archer Investment Corp
5,211$223.1K0.0%CoreMediumCarmel, IN2026-11-05
Capital Investment Advisory Services, LLC
5,146$220.4K0.0%CoreMediumRaleigh, NC2026-10-30
Dhjj Financial Advisors, Ltd.
4,882$209.1K0.1%ETFVery LowNaperville, IL2026-10-23
M Holdings Securities, Inc.
4,845$207.0K0.1%ETFHighPortland, OR2026-11-03
Simplicity Wealth,LLC
4,780$204.7K0.0%ETFLowSummit, NJ2026-10-23
Physician Wealth Advisors, Inc.
4,550$194.8K0.0%ETFMediumMidvale, UT2026-10-20
Noble Wealth Management PBC
2,000$85.6K0.0%YieldMediumGreenwood Village, CO2026-10-01
Triumph Capital Management
1,602$68.6K0.0%ETFMediumDenver, CO2026-10-14
Harbor Investment Advisory, LLC
1,458$62.4K0.0%GrowthLowLutherville, MD2026-10-13
IFP Advisors, Inc
511$21.9K0.0%GrowthLowTampa, FL2026-10-16
Assetmark, Inc
431$18.5K0.0%ETFLowConcord, CA2026-10-21
EverSource Wealth Advisors, LLC
300$12.8K0.0%CoreMediumBirmingham, AL2026-11-04
IFS Advisors, LLC
296$12.7K0.0%ETFLowOverland Park, KS2026-10-14