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 4.93 Million shares, which have been reported (via 13F filing form) to have a value of $202 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
5,600
shares
|
$229,320
0.01% of portfolio
|
Q1 2024
Reduced 15.15%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
5,153
shares
|
$211,015
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
5,052
shares
|
$206,879
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
4,168
shares
|
$170,679
0.0% of portfolio
|
Q1 2025
Added 1601.22%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
4,027
shares
|
$164,905
0.01% of portfolio
|
Q1 2025
Reduced 51.54%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
3,983
shares
|
$163,103
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
3,748
shares
|
$153,480
0.06% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
3,675
shares
|
$150,491
0.0% of portfolio
|
Q3 2024
Added 68.97%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
3,538
shares
|
$144,881
0.02% of portfolio
|
Q1 2025
Added 1245.25%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
3,362
shares
|
$137,673
0.0% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
3,290
shares
|
$134,725
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,392
shares
|
$97,952
0.0% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,079
shares
|
$85,135
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,700
shares
|
$69,615
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
1,324
shares
|
$54,217
0.0% of portfolio
|
Q1 2025
Reduced 65.16%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
1,095
shares
|
$44,840
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
1,057
shares
|
$43,284
0.01% of portfolio
|
Q4 2024
Reduced 34.87%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,054
shares
|
$43,161
0.0% of portfolio
|
Q1 2025
Reduced 59.74%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
1,000
shares
|
$40,950
0.0% of portfolio
|
Q1 2025
Reduced 59.6%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
1,000
shares
|
$40,950
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
860
shares
|
$35,217
0.0% of portfolio
|
Q1 2025
Reduced 28.33%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
780
shares
|
$31,941
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
586
shares
|
$23,996
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
584
shares
|
$23,914
0.0% of portfolio
|
Q1 2025
Added 323.19%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
529
shares
|
$21,662
0.01% of portfolio
|
Q2 2025
New holding
|