UOCT

Innovator U.s. Equity Ultra

Latest period2026 - Q1Total superinvestors91

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 91 superinvestors own shares of Innovator U.s. Equity Ultra (UOCT), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Innovator U.s. Equity Ultra (UOCT), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Innovator U.s. Equity Ultra (UOCT) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Innovator U.s. Equity Ultra (UOCT) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Matt Lovett@Brookstone Capital Management
Recent Activity
Increased 0.72%
0.74%
$64.288M
1.681M shares@ 38.24 avg price
LEILA SHAVER@Talon Private Wealth, Llc
Recent Activity
Increased 7325.63%
4.8%
$36.068M
943,203 shares@ 38.24 avg price
Brandon Zatopek@Commonwealth Equity Services, Llc
Recent Activity
Decreased -1%
0.03%
$14.674M
383,727 shares@ 38.24 avg price
Ryan J. Warner@C2p Capital Advisory Group, Llc D.b.a. Prosperity Capital Advisors
Recent Activity
Increased 7.1%
0.33%
$5.735M
149,978 shares@ 38.25 avg price
Kristin Streff@Cwm, Llc
Recent Activity
Increased 2.41%
0.02%
$4.794M
125,368 shares@ 38.24 avg price
Jason Matthews@Kfg Wealth Management, Llc
Recent Activity
Decreased -9.27%
0.62%
$4.757M
124,403 shares@ 38.24 avg price
Stephen Smith@Kestra Advisory Services, Llc
Recent Activity
Increased 14.57%
0.02%
$3.988M
104,299 shares@ 38.25 avg price
Laura Tedball@Advisory Services Network, Llc
Recent Activity
Decreased -0.43%
0.05%
$3.452M
90,285 shares@ 38.24 avg price
Shawn Mihal@Osaic Holdings, Inc.
Recent Activity
Increased 19.05%
0.01%
$3.247M
84,906 shares@ 38.25 avg price
Jeffrey Ameen@Spire Wealth Management
Recent Activity
Decreased -5.37%
0.11%
$3.143M
82,198 shares@ 38.25 avg price

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