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 109 institutions that hold shares in the stock, with a total of 5.16 Million shares, which have been reported (via 13F filing form) to have a value of $216 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
39,801
shares
|
$1.67 Million
0.02% of portfolio
|
Q2 2025
Added 135.56%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
38,837
shares
|
$1.63 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
37,902
shares
|
$1.59 Million
0.52% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
37,468
shares
|
$1.57 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
31,924
shares
|
$1.34 Million
0.67% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
30,668
shares
|
$1.28 Million
0.0% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
25,480
shares
|
$1.07 Million
0.18% of portfolio
|
Q2 2025
Reduced 12.87%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
23,951
shares
|
$1 Million
0.0% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
23,510
shares
|
$984,128
0.22% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
21,235
shares
|
$888,897
0.09% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
21,161
shares
|
$885,799
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Advisory Group LLC
|
Jul 28, 2025 Q2 2025 |
20,538
shares
|
$859,720
0.35% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
19,948
shares
|
$835,023
0.24% of portfolio
|
Q2 2025
Added 22.95%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
18,559
shares
|
$776,879
0.0% of portfolio
|
Q2 2025
Added 109.12%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
17,156
shares
|
$718,150
0.05% of portfolio
|
Q2 2025
Added 7.27%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
16,896
shares
|
$707,266
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Maltin Wealth Management, Inc.
|
Aug 06, 2025 Q2 2025 |
16,113
shares
|
$674,490
0.36% of portfolio
|
Q2 2025
Reduced 18.26%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
16,040
shares
|
$671,434
0.14% of portfolio
|
Q1 2025
Reduced 14.2%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
15,803
shares
|
$661,513
0.05% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
14,602
shares
|
$611,239
0.01% of portfolio
|
Q2 2025
Added 130.03%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
14,415
shares
|
$603,411
0.0% of portfolio
|
Q2 2025
Reduced 66.03%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
14,140
shares
|
$591,900
0.09% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
13,890
shares
|
$581,435
0.15% of portfolio
|
Q1 2022
New holding
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jul 09, 2025 Q2 2025 |
12,824
shares
|
$536,812
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
12,790
shares
|
$535,389
0.55% of portfolio
|
Q2 2025
Reduced 6.94%
|