§ EQUITY
USDUOCT
INNOVATOR U.S. EQUITY ULTRA
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
35 increased/new, 29 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Brookstone Capital Management | 1.7M | 0.7% | +1% |
| Talon Private Wealth, LLC | 943K | 4.8% | n/a |
| COMMONWEALTH EQUITY SERVICES, LLC | 384K | 0.0% | −1% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 150K | 0.3% | +7% |
| CWM, LLC | 125K | 0.0% | +2% |
| KFG WEALTH MANAGEMENT, LLC | 124K | 0.6% | −9% |
◇ AC INTELLIGENCE
Top institutional owners for UOCT as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER98.1% · 81 holders
DEALER / BANK1.5% · 8 holders
TACTICAL / MACRO0.2% · 1 holder
INCOME / DEFENSIVE0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for UOCT in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention UOCT yet.