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Innovator U.S. Equity Ultra (UNOV)

CUSIP: 45782C565 | NYSE | 142 institutional holders

Quarters

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

C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors172,522
0.4% of portfolio›$7.1M
Brookstone Capital Management78,099
0.0% of portfolio›$3.2M
Central Valley Advisors, LLC77,212
0.9% of portfolio›$3.2M
Concurrent Investment Advisors, LLC64,860
0.0% of portfolio›$2.7M
Spire Wealth Management62,688
0.1% of portfolio›$2.6M
Commonwealth Equity Services, LLC57,283
0.0% of portfolio›$2.4M
4J Wealth Management LLC53,844
1.0% of portfolio›$2.2M
Kellett Wealth Advisors, LLC39,921
0.6% of portfolio›$1.7M
KFG Wealth Management, LLC39,723
0.2% of portfolio›$1.6M
Trek Financial, LLC39,665
0.1% of portfolio›$1.6M
Kestra Advisory Services, LLC38,986
0.0% of portfolio›$1.6M
O'Connor Financial Group LLC34,378
0.5% of portfolio›$1.4M
Creative Planning25,691
0.0% of portfolio›$1.1M
Triumph Capital Management24,400
0.2% of portfolio›$1.0M
Castle Rock Wealth Management, LLC24,072
0.2% of portfolio›$1.0M
Atticus Wealth Management, LLC21,778
0.2% of portfolio›$900.4K
SteelPeak Wealth, LLC18,765
0.0% of portfolio›$775.9K
Cambridge Investment Research Advisors, Inc.17,904
0.0% of portfolio›$740.0K
IMG Wealth Management, Inc.17,895
0.4% of portfolio›$739.9K
Lantz Financial LLC17,036
0.1% of portfolio›$704.4K
Atria Investments, Inc16,870
0.0% of portfolio›$697.5K
IFP Advisors, Inc13,692
0.0% of portfolio›$566.1K
Wealth Enhancement Advisory Services, LLC12,492
0.0% of portfolio›$520.1K
Three Seasons Wealth, LLC11,117
0.0% of portfolio›$459.6K
Cornerstone Wealth Group, LLC10,280
0.0% of portfolio›$425.0K
Truist Financial Corp9,826
0.0% of portfolio›$406.3K
ATX Financial Planning, LLC9,193
0.2% of portfolio›$380.1K
CWC Advisors, Llc.7,886
0.2% of portfolio›$326.1K
Buska Wealth Management, LLC6,594
0.1% of portfolio›$272.6K
Financial Management Network Inc5,750
0.0% of portfolio›$238.7K
Independent Financial Group, LLC5,300
0.0% of portfolio›$219.1K
Sigma Planning Corp5,275
0.0% of portfolio›$218.1K
Founders Financial Securities LLC5,057
0.0% of portfolio›$209.1K
Axxcess Wealth Management, LLC5,042
0.0% of portfolio›$208.5K
CRA Financial Services, LLC5,025
0.0% of portfolio›$207.8K
Bison Wealth, LLC5,017
0.0% of portfolio›$209.6K
Dhjj Financial Advisors, Ltd.4,870
0.1% of portfolio›$201.4K
CoreCap Advisors, LLC2,597
0.0% of portfolio›$107.4K
Noble Wealth Management PBC2,200
0.0% of portfolio›$91.0K
Archer Investment Corp1,254
0.0% of portfolio›$51.8K
Evolution Wealth Management Inc.1,088
0.0% of portfolio›$45.0K
Assetmark, Inc43
0.0% of portfolio›$1.8K
StyleTurnoverLocationFiled
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
172,522$7.1M0.4%ETFMediumWestlake, OH2026-10-14
Brookstone Capital Management
78,099$3.2M0.0%ETFMediumWheaton, IL2026-10-22
Central Valley Advisors, LLC
77,212$3.2M0.9%CoreLowSacramento, CA2026-10-27
Concurrent Investment Advisors, LLC
64,860$2.7M0.0%GrowthMediumTampa, FL2026-10-16
Spire Wealth Management
62,688$2.6M0.1%GrowthMediumMclean, VA2026-10-30
Commonwealth Equity Services, LLC
57,283$2.4M0.0%ETFLowWaltham, MA2026-11-02
4J Wealth Management LLC
53,844$2.2M1.0%ETFMediumMclean, VA2026-11-02
Kellett Wealth Advisors, LLC
39,921$1.7M0.6%ETFMediumCincinnati, OH2026-10-15
KFG Wealth Management, LLC
39,723$1.6M0.2%ETFMediumGranger, IN2026-10-16
Trek Financial, LLC
39,665$1.6M0.1%ETFHighScottsdale, AZ2026-10-29
Kestra Advisory Services, LLC
38,986$1.6M0.0%CoreLowAustin, TX2026-11-02
O'Connor Financial Group LLC
34,378$1.4M0.5%ETFLowQuincy, IL2026-10-26
Creative Planning
25,691$1.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Triumph Capital Management
24,400$1.0M0.2%ETFMediumDenver, CO2026-10-14
Castle Rock Wealth Management, LLC
24,072$1.0M0.2%GrowthMediumWalnut Creek, CA2026-10-09
Atticus Wealth Management, LLC
21,778$900.4K0.2%ETFLowPalm Beach Gardens, FL2026-10-20
SteelPeak Wealth, LLC
18,765$775.9K0.0%GrowthHighWoodland Hills, CA2026-10-16
Cambridge Investment Research Advisors, Inc.
17,904$740.0K0.0%ETFLowFairfield, IA2026-11-02
IMG Wealth Management, Inc.
17,895$739.9K0.4%ETFMediumJacksonville, FL2026-10-27
Lantz Financial LLC
17,036$704.4K0.1%ETFLowNaperville, IL2026-10-15
Atria Investments, Inc
16,870$697.5K0.0%CoreMediumCharlotte, NC2026-10-15
IFP Advisors, Inc
13,692$566.1K0.0%GrowthLowTampa, FL2026-10-16
Wealth Enhancement Advisory Services, LLC
12,492$520.1K0.0%CoreLowPlymouth, MN2026-10-13
Three Seasons Wealth, LLC
11,117$459.6K0.0%GrowthMediumSalt Lake City, UT2026-11-03
Cornerstone Wealth Group, LLC
10,280$425.0K0.0%CoreMediumHuntersville, NC2026-11-02
Truist Financial Corp
9,826$406.3K0.0%CoreLowCharlotte, NC2026-10-30
ATX Financial Planning, LLC
9,193$380.1K0.2%ETFHighAustin, TX2026-10-14
CWC Advisors, Llc.
7,886$326.1K0.2%GARPLowLake Oswego, OR2026-10-15
Buska Wealth Management, LLC
6,594$272.6K0.1%ETFMediumWausau, WI2026-10-08
Financial Management Network Inc
5,750$238.7K0.0%ETFLowMission Viejo, CA2026-10-09
Independent Financial Group, LLC
5,300$219.1K0.0%GrowthLowSan Diego, CA2026-10-13
Sigma Planning Corp
5,275$218.1K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Founders Financial Securities LLC
5,057$209.1K0.0%ETFMediumTowson, MD2026-10-28
Axxcess Wealth Management, LLC
5,042$208.5K0.0%CoreLowCarlsbad, CA2026-10-21
CRA Financial Services, LLC
5,025$207.8K0.0%ETFVery LowNorthfield, NJ2026-10-16
Bison Wealth, LLC
5,017$209.6K0.0%GrowthMediumAtlanta, GA2026-10-13
Dhjj Financial Advisors, Ltd.
4,870$201.4K0.1%ETFVery LowNaperville, IL2026-10-23
CoreCap Advisors, LLC
2,597$107.4K0.0%ETFMediumSouthfield, MI2026-10-08
Noble Wealth Management PBC
2,200$91.0K0.0%YieldMediumGreenwood Village, CO2026-10-01
Archer Investment Corp
1,254$51.8K0.0%CoreMediumCarmel, IN2026-11-05
Evolution Wealth Management Inc.
1,088$45.0K0.0%ETFMediumFort Myers, FL2026-10-28
Assetmark, Inc
43$1.8K0.0%ETFLowConcord, CA2026-10-21