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 |
|---|---|---|---|---|---|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 07, 2025 Q2 2025 |
5,526
shares
|
$231,318
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
5,268
shares
|
$220,518
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
5,153
shares
|
$215,704
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Encompass More Asset Management
Danville, CA |
Aug 07, 2025 Q2 2025 |
5,058
shares
|
$211,727
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
5,052
shares
|
$211,476
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Elmwood Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
5,000
shares
|
$209,300
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
4,168
shares
|
$174,472
0.0% of portfolio
|
Q1 2025
Added 1601.22%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
4,054
shares
|
$169,700
0.0% of portfolio
|
Q2 2025
Added 69.48%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
3,983
shares
|
$166,728
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
3,873
shares
|
$162,123
0.01% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
3,748
shares
|
$156,891
0.06% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,675
shares
|
$153,835
0.0% of portfolio
|
Q3 2024
Added 68.97%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
3,664
shares
|
$153,375
0.0% of portfolio
|
Q2 2025
Added 176.74%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
3,474
shares
|
$145,421
0.0% of portfolio
|
Q2 2025
Added 494.86%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
2,481
shares
|
$103,854
0.0% of portfolio
|
Q2 2025
Reduced 26.2%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
2,475
shares
|
$103,603
0.01% of portfolio
|
Q2 2025
Added 147.5%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,079
shares
|
$87,026
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
1,801
shares
|
$75,389
0.09% of portfolio
|
Q2 2025
Added 130.9%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,700
shares
|
$71,162
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
1,389
shares
|
$58,143
0.0% of portfolio
|
Q2 2025
Added 31.78%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
1,095
shares
|
$45,836
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
1,057
shares
|
$44,246
0.01% of portfolio
|
Q4 2024
Reduced 34.87%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
860
shares
|
$35,999
0.0% of portfolio
|
Q1 2025
Reduced 28.33%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
700
shares
|
$29,302
0.0% of portfolio
|
Q2 2025
Reduced 30.0%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
586
shares
|
$24,529
0.0% of portfolio
|
Q4 2024
New holding
|