INNOVATOR U.S. EQUITY ULTRA UOCT
$41.15
-0.0% 52w: $35.99 – $41.16
Latest 13F among current holders filed 12 days ago (Jun 23, 2026)
Price — last 12 months
research preview data35.9938.5841.16
Jun 20, 2025 Jul 2, 2026
Institutional holders
92
-3 QoQ
13F value
$198.1M
+17.6% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns UOCT?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Brookstone Capital Management | Wealth advisor | 1.7M | $64.3M | 0.7% | +0.7% |
| Talon Private Wealth, LLC | Wealth advisor | 943.2K | $36.1M | 4.8% | — |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 383.7K | $14.7M | 0.0% | -1.0% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | Wealth advisor | 150.0K | $5.7M | 0.3% | +7.1% |
| CWM, LLC | Wealth advisor | 125.4K | $4.8M | 0.0% | +2.4% |
| KFG WEALTH MANAGEMENT, LLC | Wealth advisor | 124.4K | $4.8M | 0.6% | -9.3% |
| Kestra Advisory Services, LLC | Wealth advisor | 104.3K | $4.0M | 0.0% | +14.6% |
| Advisory Services Network, LLC | Diversified mechanical | 90.3K | $3.5M | 0.0% | -0.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 84.9K | $3.2M | 0.0% | +19.0% |
| Spire Wealth Management | Wealth advisor | 82.2K | $3.1M | 0.1% | -5.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 76.0K | $2.9M | 0.0% | +3.5% |
| IMG Wealth Management, Inc. | Wealth advisor | 65.9K | $2.5M | 1.6% | -1.2% |
| CENTRAL VALLEY ADVISORS, LLC | Wealth advisor | 60.9K | $2.3M | 0.6% | -2.0% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 59.6K | $2.3M | 0.0% | +10.2% |
| Foundations Investment Advisors, LLC | Wealth advisor | 56.2K | $2.1M | 0.0% | +6.1% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 55.6K | $2.1M | 0.0% | -48.2% |
| LPL Financial LLC | Bank broker | 53.8K | $2.1M | 0.0% | -0.2% |
| Creative Planning | Wealth advisor | 49.3K | $1.9M | 0.0% | New |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 48.8K | $1.9M | 0.0% | -2.8% |
| Cetera Investment Advisers | Wealth advisor | 46.7K | $1.8M | 0.0% | -0.3% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 43.6K | $1.7M | 0.0% | -0.5% |
| Wood Tarver Financial Group, LLC | Wealth advisor | 40.6K | $1.6M | 0.4% | -1.8% |
| Sonoma Allocations LLC | Wealth advisor | 38.4K | $1.5M | 0.5% | -1.9% |
| Bedel Financial Consulting, Inc. | Other | 36.2K | $1.4M | 0.2% | Held |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 35.3K | $1.3M | 0.0% | +72.1% |
| Berger Financial Group, Inc | Wealth advisor | 34.1K | $1.3M | 0.1% | Held |
| Trek Financial, LLC | Wealth advisor | 30.1K | $1.2M | 0.1% | -4.2% |
| OLD MISSION CAPITAL LLC | Wealth advisor | 29.9K | $1.1M | 0.0% | +223.5% |
| AE Wealth Management LLC | Wealth advisor | 25.0K | $957K | 0.0% | -7.5% |
| Allworth Financial LP | Wealth advisor | 23.4K | $896K | 0.0% | Held |
| Triad Wealth Partners, LLC | Wealth advisor | 22.7K | $869K | 0.1% | +49.6% |
| Compass Advisory Group LLC | Wealth advisor | 20.9K | $799K | 0.2% | -2.1% |
| WEDBUSH SECURITIES INC | Diversified mechanical | 19.6K | $748K | 0.0% | Held |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 17.3K | $660K | 0.0% | -54.9% |
| CENTAURUS FINANCIAL, INC. | Wealth advisor | 17.3K | $660K | 0.0% | -6.2% |
| Vantage Point Financial LLC | Wealth advisor | 16.3K | $622K | 0.2% | Held |
| MTM FINANCIAL GROUP, LLC | Wealth advisor | 15.4K | $588K | 0.3% | -12.3% |
| GTS SECURITIES LLC | Market maker | 14.4K | $549K | 0.0% | +2.9% |
| Arkadios Wealth Advisors | Wealth advisor | 14.1K | $541K | 0.0% | +10.6% |
| IHT Wealth Management, LLC | Wealth advisor | 13.7K | $525K | 0.0% | Held |
| Cornerstone Wealth Group, LLC | Other | 12.8K | $513K | 0.0% | Held |
| Meridian Wealth Management, LLC | Other | 12.5K | $477K | 0.0% | Held |
| WEALTHGARDEN F.S. LLC | Wealth advisor | 12.4K | $474K | 0.3% | Held |
| Long Island Wealth Management, Inc. | Wealth advisor | 12.0K | $461K | 0.2% | Held |
| RFG Advisory, LLC | Wealth advisor | 12.0K | $460K | 0.0% | -1.5% |
| Atria Investments, Inc | Wealth advisor | 11.8K | $450K | 0.0% | +5.1% |
| CITADEL ADVISORS LLC | Multistrat pod | 11.6K | $445K | 0.0% | New |
| AssuredPartners Investment Advisors, LLC | Wealth advisor | 11.4K | $440K | 0.0% | -24.8% |
| Kellett Wealth Advisors, LLC | Wealth advisor | 11.5K | $438K | 0.2% | -48.6% |
| WorthPointe, LLC | Wealth advisor | 11.2K | $430K | 0.1% | -11.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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