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 |
|---|---|---|---|---|---|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
12,593
shares
|
$527,142
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
11,720
shares
|
$490,599
0.01% of portfolio
|
Q1 2023
Reduced 5.25%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
11,362
shares
|
$475,613
0.02% of portfolio
|
Q2 2025
Reduced 13.8%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
11,073
shares
|
$463,515
0.01% of portfolio
|
Q1 2025
Reduced 36.75%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
10,915
shares
|
$456,901
0.01% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
10,758
shares
|
$450,329
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
10,650
shares
|
$445,809
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
10,532
shares
|
$440,869
0.18% of portfolio
|
Q2 2025
Added 7.69%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
10,000
shares
|
$418,600
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
|
$407,381
0.0% of portfolio
|
Q3 2024
Reduced 21.22%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
9,699
shares
|
$406,000
0.05% of portfolio
|
Q3 2024
Added 11.25%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
9,221
shares
|
$385,991
0.05% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
8,617
shares
|
$360,707
0.01% of portfolio
|
Q2 2025
Reduced 25.43%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
8,391
shares
|
$351,247
0.03% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
7,842
shares
|
$328,266
0.02% of portfolio
|
Q2 2024
Added 36.26%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
7,698
shares
|
$322,238
0.03% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
7,434
shares
|
$311,187
0.0% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
7,008
shares
|
$293,354
0.03% of portfolio
|
Q2 2025
Reduced 18.45%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
6,912
shares
|
$289,336
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
6,674
shares
|
$279,373
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
6,392
shares
|
$267,569
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
6,280
shares
|
$262,880
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
5,900
shares
|
$246,974
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
5,626
shares
|
$235,504
0.09% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
5,600
shares
|
$234,416
0.01% of portfolio
|
Q1 2024
Reduced 15.15%
|