Institutional Ownership Innovator U.S. Equity Ultra Bu (UJAN)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UJAN). We have compiled data on the 100 institutions that hold shares in the stock, with a total of 5.35 Million shares, which have been reported (via 13F filing form) to have a value of $210 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
1,444,403
shares
|
$56.7 Million
0.91% of portfolio
|
Q1 2025
Added 3173.81%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
852,671
shares
|
$33.5 Million
4.36% of portfolio
|
Q1 2025
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
498,653
shares
|
$19.6 Million
3.84% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
224,928
shares
|
$8.83 Million
0.01% of portfolio
|
Q1 2025
Added 21.71%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
183,451
shares
|
$7.2 Million
0.55% of portfolio
|
Q1 2025
Added 8.51%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
135,176
shares
|
$5.31 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
109,426
shares
|
$4.29 Million
0.17% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
101,342
shares
|
$3.98 Million
0.01% of portfolio
|
Q1 2025
Added 19.56%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
96,628
shares
|
$3.79 Million
0.01% of portfolio
|
Q1 2025
Added 12.49%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
92,679
shares
|
$3.64 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
81,175
shares
|
$3.19 Million
0.01% of portfolio
|
Q1 2025
Added 93.38%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
80,287
shares
|
$3.15 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
79,793
shares
|
$3.13 Million
0.38% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
66,511
shares
|
$2.61 Million
0.0% of portfolio
|
Q3 2024
Added 59.35%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Apr 22, 2025 Q1 2025 |
65,764
shares
|
$2.58 Million
1.23% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
54,740
shares
|
$2.15 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
52,897
shares
|
$2.08 Million
0.07% of portfolio
|
Q1 2025
Added 157.47%
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
52,618
shares
|
$2.07 Million
0.57% of portfolio
|
Q1 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
48,473
shares
|
$1.9 Million
1.66% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
44,837
shares
|
$1.76 Million
0.0% of portfolio
|
Q1 2025
Added 10.48%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
43,807
shares
|
$1.72 Million
0.1% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
42,438
shares
|
$1.67 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
39,769
shares
|
$1.56 Million
0.0% of portfolio
|
Q1 2025
Added 99.42%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
39,502
shares
|
$1.55 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.49%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Apr 15, 2025 Q1 2025 |
39,185
shares
|
$1.54 Million
0.57% of portfolio
|
Q1 2025
Added 108.09%
|