UOCT

Innovator U.s. Equity Ultra

+$29.6M

Net Activity

Institutions Holding

92

Popularity Rank

#4624

Avg Weight

0.15%

Total Value

$198.1M

Ownership Trend

92 institutions currently hold UOCT, with 25 net buyers and 46 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Decreased

Based on recent trading activity

Net Selling Institutions

46

Net Buying Institutions

25

Key Holders

Key Holders

Top 5 by Value

BC
Brookstone Capital Management
$64.3M
TP
Talon Private Wealth, LLC
$36.1M
CE
Commonwealth Equity Services, LLC
$14.7M
CC
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
$5.7M
CL
Cwm, LLC
$4.8M

Top 5 by Conviction

TP
Talon Private Wealth, LLC
4.79%
IW
IMG Wealth Management, Inc.
1.61%
BC
Brookstone Capital Management
0.73%
CV
Central Valley Advisors, LLC
0.64%
KW
Kfg Wealth Management, LLC
0.61%
View all 92 holding institutions

Quarterly Activity

Recent Activity

+$98.0M

Total Buy Value

$95.1M

Total Sell Value

New buy7
Trim36
Add18
Sold out10

25

Net Buyers

46

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding INNOVATOR U.S. EQUITY ULTRA (UOCT)?
Major stakeholders currently include Brookstone Capital Management ($64.3M), Talon Private Wealth, LLC ($36.1M), Commonwealth Equity Services, LLC ($14.7M). Based on the latest 13F filings, there are a total of 92 tracked investment funds and institutions maintaining positions in UOCT.
What is the overall institutional sentiment toward UOCT recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $29.6M, driven by 25 managers accumulating shares while 46 reduced their exposure.
Which institutions have been selling or reducing their UOCT positions?
In the latest period, 36 funds trimmed their holdings, and 10 managers completely exited their positions. The aggregate reported sell value was $95.1M.
Are there any notable investors adding UOCT to their portfolios?
Yes, buying activity remains notable. 7 institutions opened new positions in {ticker}, and 18 existing holders added to their shares. The total reported buy value for the quarter amounted to $98.0M.

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