UOCT Institutional Ownership & Shareholders
INNOVATOR U.S. EQUITY ULTRA (UOCT) is currently held by 96 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $109.72M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Commonwealth Equity Services, Llc is currently the largest disclosed institutional shareholder of UOCT tracked by InsiderSet, reporting ownership valued at approximately $15.51M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $15.45M, representing an estimated loss of -0.36% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 47% of the total disclosed UOCT value among the investors covered in this analysis. Major shareholders include Commonwealth Equity Services, Llc, C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors, Cwm, Llc, and several other long-term asset managers with concentrated positions in INNOVATOR U.S. EQUITY ULTRA (UOCT).
This page ranks the largest institutional UOCT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
96
Total Reported Value
$109.72M
Largest Holder
Commonwealth Equity Services, Llc
Largest Position
$15.51M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
116
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Commonwealth Equity Services, Llc | 0.02% | 365,732 | $15,507,020 | $15,451,336 | -$55,684 | -0.36% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.36% | 171,501 | $7,271,642 | $7,245,523 | -$26,119 | -0.36% | |
| Cwm, Llc | 0.01% | 125,368 | $4,794,072 | $5,296,510 | +$502,438 | +10.48% | |
| Brookstone Capital Management | 0.04% | 89,569 | $3,797,730 | $3,784,084 | -$13,646 | -0.36% | |
| Advisory Services Network, Llc | 0.04% | 89,915 | $3,696,406 | $3,798,702 | +$102,296 | +2.77% | |
| Osaic Holdings, Inc. | 0.00% | 88,006 | $3,617,960 | $3,718,051 | +$100,091 | +2.77% | |
| Img Wealth Management, Inc. | 1.79% | 81,672 | $3,462,873 | $3,450,454 | -$12,419 | -0.36% | |
| Kfg Wealth Management, Llc | 0.36% | 77,535 | $3,287,463 | $3,275,675 | -$11,788 | -0.36% | |
| Concurrent Investment Advisors, Llc | 0.02% | 71,600 | $3,035,840 | $3,024,935 | -$10,905 | -0.36% | |
| Central Valley Advisors, Llc | 0.79% | 69,623 | $2,952,016 | $2,941,412 | -$10,604 | -0.36% | |
| Envestnet Asset Management Inc | 0.00% | 69,414 | $2,853,610 | $2,932,582 | +$78,972 | +2.77% | |
| Kestra Advisory Services, Llc | 0.01% | 64,824 | $2,748,538 | $2,738,665 | -$9,873 | -0.36% | |
| Spire Wealth Management | 0.08% | 64,300 | $2,726,320 | $2,716,527 | -$9,793 | -0.36% | |
| Orion Porfolio Solutions, Llc | 0.02% | 65,507 | $2,692,993 | $2,767,520 | +$74,527 | +2.77% | |
| Lpl Financial Llc | 0.00% | 57,574 | $2,366,867 | $2,432,369 | +$65,502 | +2.77% | |
| Foundations Investment Advisors, Llc | 0.02% | 57,041 | $2,344,956 | $2,409,851 | +$64,895 | +2.77% | |
| Raymond James Financial Inc | 0.00% | 55,406 | $2,277,741 | $2,340,776 | +$63,035 | +2.77% | |
| Mercer Global Advisors Inc | 0.00% | 50,862 | $2,090,937 | $2,148,803 | +$57,866 | +2.77% | |
| Triad Wealth Partners, Llc | 0.11% | 48,628 | $2,061,827 | $2,054,421 | -$7,406 | -0.36% | |
| Cetera Investment Advisers | 0.00% | 46,740 | $1,921,481 | $1,974,657 | +$53,176 | +2.77% | |
| Susquehanna International Group, Llp | 0.00% | 40,035 | $1,645,839 | $1,691,387 | +$45,548 | +2.77% | |
| Mml Investors Services, Llc | 0.00% | 37,312 | $1,533,896 | $1,576,346 | +$42,450 | +2.77% | |
| Sonoma Allocations Llc | 0.47% | 36,803 | $1,516,284 | $1,554,842 | +$38,558 | +2.54% | |
| Bedel Financial Consulting, Inc. | 0.14% | 36,171 | $1,486,982 | $1,528,142 | +$41,160 | +2.77% | |
| Wood Tarver Financial Group, Llc | 0.35% | 35,672 | $1,466,000 | $1,507,060 | +$41,060 | +2.80% | |
| Truist Financial Corp | 0.00% | 34,477 | $1,461,825 | $1,456,574 | -$5,251 | -0.36% | |
| Berger Financial Group, Inc | 0.07% | 34,116 | $1,402,509 | $1,441,323 | +$38,814 | +2.77% | |
| Hb Wealth Management, Llc | 0.01% | 31,600 | $1,339,840 | $1,335,027 | -$4,813 | -0.36% | |
| Trek Financial, Llc | 0.05% | 26,154 | $1,108,914 | $1,104,946 | -$3,968 | -0.36% | |
| Allworth Financial Lp | 0.00% | 23,865 | $981,091 | $1,008,241 | +$27,150 | +2.77% | |
| Partners Wealth Management, Llc | 0.10% | 21,719 | $920,886 | $917,578 | -$3,308 | -0.36% | |
| Compass Advisory Group Llc | 0.20% | 20,704 | $851,141 | $874,696 | +$23,555 | +2.77% | |
| Citadel Advisors Llc | 0.00% | 19,444 | $799,343 | $821,464 | +$22,121 | +2.77% | |
| Steelpeak Wealth, Llc | 0.02% | 18,850 | $799,240 | $796,369 | -$2,871 | -0.36% | |
| Centaurus Financial, Inc. | 0.03% | 17,041 | $701,000 | $719,943 | +$18,943 | +2.70% | |
| Axxcess Wealth Management, Llc | 0.03% | 15,167 | $643,081 | $640,771 | -$2,310 | -0.36% | |
| Vantage Point Financial Llc | 0.19% | 15,154 | $622,981 | $640,222 | +$17,241 | +2.77% | |
| Iht Wealth Management, Llc | 0.01% | 13,731 | $564,484 | $580,103 | +$15,619 | +2.77% | |
| Encompass More Asset Management | 0.08% | 13,041 | $552,938 | $550,952 | -$1,986 | -0.36% | |
| Cornerstone Wealth Group, Llc | 0.03% | 12,844 | $544,586 | $542,629 | -$1,957 | -0.36% | |
| Meridian Wealth Management, Llc | 0.02% | 12,478 | $512,971 | $527,167 | +$14,196 | +2.77% | |
| Long Island Wealth Management, Inc. | 0.20% | 12,046 | $510,750 | $508,916 | -$1,834 | -0.36% | |
| Wealthgarden F.S. Llc | 0.29% | 12,383 | $509,065 | $523,153 | +$14,088 | +2.77% | |
| Simplicity Wealth,Llc | 0.01% | 11,820 | $501,168 | $499,368 | -$1,800 | -0.36% | |
| Atria Investments, Inc | 0.00% | 11,563 | $490,271 | $488,510 | -$1,761 | -0.36% | |
| Assuredpartners Investment Advisors, Llc | 0.05% | 11,423 | $469,600 | $482,595 | +$12,995 | +2.77% | |
| Rfg Advisory, Llc | 0.01% | 10,981 | $465,594 | $463,922 | -$1,672 | -0.36% | |
| Newcorp Financial Services, Inc. | 0.35% | 10,922 | $463,093 | $461,429 | -$1,664 | -0.36% | |
| Worthpointe, Llc | 0.12% | 11,238 | $461,979 | $474,780 | +$12,801 | +2.77% | |
| Madrona Financial Services, Llc | 0.07% | 10,745 | $455,588 | $453,952 | -$1,636 | -0.36% |
Frequently asked questions about UOCT
Who are the largest institutional holders of UOCT?
The largest institutional holders of UOCT reported in the latest SEC Form 13F filings include Commonwealth Equity Services, Llc, C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors, Cwm, Llc, Brookstone Capital Management, and Advisory Services Network, Llc. InsiderSet ranks institutional holders by their latest reported UOCT position.
What is UOCT institutional ownership?
This page tracks UOCT positions reported by institutional investment managers through SEC Form 13F. INNOVATOR U.S. EQUITY ULTRA (UOCT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own UOCT?
InsiderSet currently tracks 96 institutional managers reporting UOCT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of UOCT shareholders.
How much UOCT stock do institutions own?
Institutional investment managers disclosed approximately $109.72M in UOCT holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was UOCT institutional ownership last updated?
The latest UOCT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional UOCT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its UOCT position after the reporting date.
Are institutions buying or selling UOCT?
Institutional buying and selling can be analyzed by comparing UOCT positions across consecutive 13F reporting periods. InsiderSet's UOCT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View UOCT ownership changes.
How has UOCT institutional ownership changed over time?
InsiderSet tracks UOCT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.