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 $208 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
38,052
shares
|
$1.48 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
37,531
shares
|
$1.46 Million
0.0% of portfolio
|
Q1 2025
Reduced 51.89%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
May 13, 2025 Q1 2025 |
31,924
shares
|
$1.24 Million
0.74% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
30,388
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2025
Added 65.36%
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
29,244
shares
|
$1.14 Million
0.23% of portfolio
|
Q1 2025
Added 15.26%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
28,102
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
25,964
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
23,458
shares
|
$914,392
0.0% of portfolio
|
Q1 2025
Added 120.18%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
23,194
shares
|
$904,102
0.23% of portfolio
|
Q1 2025
Added 23.73%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
21,161
shares
|
$824,855
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Advisory Group LLC
|
May 13, 2025 Q1 2025 |
20,596
shares
|
$802,832
0.37% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
20,535
shares
|
$800,454
0.08% of portfolio
|
Q1 2025
Added 5.86%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
19,713
shares
|
$768,412
0.41% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
16,896
shares
|
$658,606
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
16,225
shares
|
$632,450
0.24% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
16,040
shares
|
$625,239
0.14% of portfolio
|
Q1 2025
Reduced 14.2%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
15,993
shares
|
$623,407
0.05% of portfolio
|
Q1 2025
Added 111.24%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
15,916
shares
|
$620,405
0.05% of portfolio
|
Q1 2025
Reduced 15.84%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
15,155
shares
|
$590,741
0.0% of portfolio
|
Q1 2025
Added 12.09%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
14,140
shares
|
$551,177
0.1% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
13,890
shares
|
$541,432
0.14% of portfolio
|
Q1 2022
New holding
|
|
|
City Center Advisors, LLC
Troy, MI |
Apr 14, 2025 Q1 2025 |
13,744
shares
|
$535,741
0.61% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
13,181
shares
|
$513,795
0.01% of portfolio
|
Q1 2025
Added 91.14%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Apr 03, 2025 Q1 2025 |
12,824
shares
|
$499,879
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
11,720
shares
|
$456,845
0.01% of portfolio
|
Q1 2023
Reduced 5.25%
|