INNOVATOR U.S. EQUITY ULTRA (UOCT) Institutional Shareholders
INNOVATOR U.S. EQUITY ULTRA (UOCT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $133.47M in UOCT holdings during the latest filing period.
Talon Private Wealth, Llc is currently the largest disclosed institutional shareholder of UOCT tracked by InsiderSet, reporting ownership valued at approximately $36.07M in its March 31, 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 $39.17M, representing an estimated gain of +8.60% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed UOCT value among the investors covered in this analysis. Major shareholders include Talon Private Wealth, Llc, Commonwealth Equity Services, Llc, C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors, 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
92
Total Reported Value
$133.47M
Largest Holder
Talon Private Wealth, Llc
Largest Position
$36.07M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
105
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Talon Private Wealth, Llc | 4.79% | 943,203 | $36,068,071 | $39,171,126 | +$3,103,055 | +8.60% | |
| Commonwealth Equity Services, Llc | 0.02% | 366,149 | $15,052,360 | $15,206,131 | +$153,771 | +1.02% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.32% | 158,706 | $6,524,404 | $6,591,044 | +$66,640 | +1.02% | |
| Cwm, Llc | 0.01% | 125,368 | $4,794,072 | $5,206,521 | +$412,449 | +8.60% | |
| Brookstone Capital Management | 0.04% | 86,949 | $3,574,459 | $3,610,983 | +$36,524 | +1.02% | |
| Advisory Services Network, Llc | 0.05% | 90,285 | $3,452,498 | $3,749,527 | +$297,029 | +8.60% | |
| Kestra Advisory Services, Llc | 0.01% | 81,311 | $3,342,695 | $3,376,838 | +$34,143 | +1.02% | |
| Kfg Wealth Management, Llc | 0.37% | 79,797 | $3,280,434 | $3,313,961 | +$33,527 | +1.02% | |
| Osaic Holdings, Inc. | 0.00% | 84,906 | $3,246,861 | $3,526,138 | +$279,277 | +8.60% | |
| Spire Wealth Management | 0.10% | 78,766 | $3,238,070 | $3,271,144 | +$33,074 | +1.02% | |
| Envestnet Asset Management Inc | 0.00% | 69,414 | $2,853,610 | $2,882,756 | +$29,146 | +1.02% | |
| Img Wealth Management, Inc. | 1.61% | 65,876 | $2,519,098 | $2,735,824 | +$216,726 | +8.60% | |
| Central Valley Advisors, Llc | 0.61% | 58,130 | $2,389,722 | $2,414,133 | +$24,411 | +1.02% | |
| Orion Porfolio Solutions, Llc | 0.02% | 59,576 | $2,278,186 | $2,474,185 | +$195,999 | +8.60% | |
| Foundations Investment Advisors, Llc | 0.03% | 56,222 | $2,149,929 | $2,334,894 | +$184,965 | +8.60% | |
| Mercer Global Advisors Inc | 0.00% | 55,621 | $2,126,947 | $2,309,935 | +$182,988 | +8.60% | |
| Lpl Financial Llc | 0.00% | 53,840 | $2,058,842 | $2,235,970 | +$177,128 | +8.60% | |
| Creative Planning | 0.00% | 49,328 | $1,886,303 | $2,048,587 | +$162,284 | +8.60% | |
| Raymond James Financial Inc | 0.00% | 48,824 | $1,867,029 | $2,027,656 | +$160,627 | +8.60% | |
| Cetera Investment Advisers | 0.00% | 46,740 | $1,787,338 | $1,941,108 | +$153,770 | +8.60% | |
| Truist Financial Corp | 0.00% | 43,407 | $1,784,462 | $1,802,688 | +$18,226 | +1.02% | |
| Sonoma Allocations Llc | 0.47% | 36,803 | $1,516,284 | $1,528,425 | +$12,141 | +0.80% | |
| Bedel Financial Consulting, Inc. | 0.14% | 36,171 | $1,486,982 | $1,502,178 | +$15,196 | +1.02% | |
| Susquehanna International Group, Llp | 0.00% | 35,264 | $1,348,495 | $1,464,510 | +$116,015 | +8.60% | |
| Berger Financial Group, Inc | 0.07% | 34,116 | $1,304,596 | $1,416,834 | +$112,238 | +8.60% | |
| Trek Financial, Llc | 0.06% | 30,076 | $1,150,106 | $1,249,053 | +$98,947 | +8.60% | |
| Old Mission Capital Llc | 0.03% | 29,906 | $1,143,605 | $1,241,993 | +$98,388 | +8.60% | |
| Allworth Financial Lp | 0.00% | 23,438 | $896,270 | $973,378 | +$77,108 | +8.60% | |
| Triad Wealth Partners, Llc | 0.07% | 22,733 | $869,310 | $944,099 | +$74,789 | +8.60% | |
| Steelpeak Wealth, Llc | 0.02% | 20,458 | $841,029 | $849,619 | +$8,590 | +1.02% | |
| Compass Advisory Group Llc | 0.21% | 20,885 | $798,642 | $867,352 | +$68,710 | +8.60% | |
| Mml Investors Services, Llc | 0.00% | 17,265 | $660,214 | $717,014 | +$56,800 | +8.60% | |
| Axxcess Wealth Management, Llc | 0.01% | 15,167 | $623,515 | $629,884 | +$6,369 | +1.02% | |
| Vantage Point Financial Llc | 0.22% | 16,273 | $622,280 | $675,816 | +$53,536 | +8.60% | |
| Gts Securities Llc | 0.02% | 14,353 | $548,859 | $596,079 | +$47,220 | +8.60% | |
| Arkadios Wealth Advisors | 0.01% | 14,148 | $541,020 | $587,565 | +$46,545 | +8.60% | |
| Cornerstone Wealth Group, Llc | 0.03% | 12,844 | $528,017 | $533,410 | +$5,393 | +1.02% | |
| Iht Wealth Management, Llc | 0.01% | 13,731 | $525,072 | $570,247 | +$45,175 | +8.60% | |
| Wealthgarden F.S. Llc | 0.29% | 12,383 | $509,065 | $514,265 | +$5,200 | +1.02% | |
| Atria Investments, Inc | 0.00% | 11,866 | $487,811 | $492,794 | +$4,983 | +1.02% | |
| Meridian Wealth Management, Llc | 0.02% | 12,478 | $477,159 | $518,210 | +$41,051 | +8.60% | |
| Kellett Wealth Advisors, Llc | 0.22% | 11,496 | $472,601 | $477,428 | +$4,827 | +1.02% | |
| Worthpointe, Llc | 0.12% | 11,238 | $461,979 | $466,713 | +$4,734 | +1.02% | |
| Long Island Wealth Management, Inc. | 0.21% | 12,046 | $460,639 | $500,269 | +$39,630 | +8.60% | |
| Rfg Advisory, Llc | 0.01% | 11,204 | $460,596 | $465,301 | +$4,705 | +1.02% | |
| Newcorp Financial Services, Inc. | 0.34% | 10,922 | $449,003 | $453,590 | +$4,587 | +1.02% | |
| Citadel Advisors Llc | 0.00% | 11,643 | $445,228 | $483,533 | +$38,305 | +8.60% | |
| Assuredpartners Investment Advisors, Llc | 0.05% | 11,423 | $440,373 | $474,396 | +$34,023 | +7.73% | |
| Encompass More Asset Management | 0.06% | 10,495 | $431,449 | $435,856 | +$4,407 | +1.02% | |
| Simplicity Wealth,Llc | 0.02% | 10,614 | $405,879 | $440,798 | +$34,919 | +8.60% |
Frequently asked questions about UOCT
Who owns the most UOCT stock?
The largest holders of UOCT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INNOVATOR U.S. EQUITY ULTRA (UOCT).
Is UOCT widely held by superinvestors?
Many widely followed stocks like UOCT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly UOCT is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.