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 106 institutions that hold shares in the stock, with a total of 4.05 Million shares, which have been reported (via 13F filing form) to have a value of $172 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
38,837
shares
|
$1.65 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
38,513
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.58%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 09, 2025 Q3 2025 |
37,717
shares
|
$1.6 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
37,468
shares
|
$1.59 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
|
$1.35 Million
0.67% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
30,668
shares
|
$1.3 Million
0.0% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
25,271
shares
|
$1.07 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
23,951
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
21,161
shares
|
$897,226
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
20,885
shares
|
$885,524
0.09% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
20,841
shares
|
$883,658
0.19% of portfolio
|
Q3 2025
Reduced 11.35%
|
|
|
Compass Advisory Group LLC
|
Jul 28, 2025 Q2 2025 |
20,538
shares
|
$870,811
0.35% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
19,948
shares
|
$845,795
0.24% of portfolio
|
Q2 2025
Added 22.95%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
18,559
shares
|
$786,901
0.0% of portfolio
|
Q2 2025
Added 109.12%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
17,031
shares
|
$722,114
0.05% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
16,896
shares
|
$716,390
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
16,040
shares
|
$680,096
0.14% of portfolio
|
Q1 2025
Reduced 14.2%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
15,803
shares
|
$670,047
0.05% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
15,402
shares
|
$653,044
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Maltin Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
15,113
shares
|
$640,791
0.33% of portfolio
|
Q3 2025
Reduced 6.21%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
14,415
shares
|
$611,196
0.0% of portfolio
|
Q2 2025
Reduced 66.03%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
14,253
shares
|
$604,327
0.01% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
14,140
shares
|
$599,536
0.09% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
13,890
shares
|
$588,936
0.15% of portfolio
|
Q1 2022
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
12,863
shares
|
$545,391
0.07% of portfolio
|
Q3 2025
Added 104.82%
|