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 |
|---|---|---|---|---|---|
|
Hiley Hunt Wealth Management
Omaha, NE |
Oct 02, 2025 Q3 2025 |
12,824
shares
|
$543,737
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
12,593
shares
|
$533,943
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
11,720
shares
|
$496,928
0.01% of portfolio
|
Q1 2023
Reduced 5.25%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
11,211
shares
|
$475,346
0.02% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
11,072
shares
|
$469,452
0.01% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
10,758
shares
|
$456,139
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
10,650
shares
|
$451,560
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
10,000
shares
|
$424,000
0.07% of portfolio
|
Q1 2022
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,732
shares
|
$412,636
0.0% of portfolio
|
Q3 2024
Reduced 21.22%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
9,700
shares
|
$411,280
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
9,699
shares
|
$411,237
0.05% of portfolio
|
Q3 2024
Added 11.25%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
9,221
shares
|
$390,970
0.05% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
8,617
shares
|
$365,360
0.01% of portfolio
|
Q2 2025
Reduced 25.43%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
8,391
shares
|
$355,778
0.03% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
7,842
shares
|
$332,500
0.02% of portfolio
|
Q2 2024
Added 36.26%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
7,698
shares
|
$326,395
0.03% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
7,434
shares
|
$315,201
0.0% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
7,008
shares
|
$297,139
0.05% of portfolio
|
Q2 2025
Reduced 18.45%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
6,674
shares
|
$282,977
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
6,392
shares
|
$271,020
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
6,061
shares
|
$256,986
0.0% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
5,739
shares
|
$243,333
0.06% of portfolio
|
Q3 2025
Added 13.46%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
5,600
shares
|
$237,440
0.01% of portfolio
|
Q1 2024
Reduced 15.15%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 17, 2025 Q3 2025 |
5,526
shares
|
$234,302
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
5,306
shares
|
$224,974
0.09% of portfolio
|
Q3 2025
New holding
|