Institutional Ownership Innovator U.S. Equity Ultra Bu (UJUL)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UJUL). We have compiled data on the 77 institutions that hold shares in the stock, with a total of 3.11 Million shares, which have been reported (via 13F filing form) to have a value of $116 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
310,977
shares
|
$11.6 Million
0.02% of portfolio
|
Q4 2024
Reduced 10.32%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
264,997
shares
|
$9.89 Million
0.0% of portfolio
|
Q1 2025
Added 9.73%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
258,419
shares
|
$9.64 Million
0.89% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
248,489
shares
|
$9.27 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jul 21, 2025 Q2 2025 |
245,628
shares
|
$9.16 Million
5.73% of portfolio
|
Q2 2025
Added 19.49%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
218,211
shares
|
$8.14 Million
0.0% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
166,224
shares
|
$6.2 Million
1.41% of portfolio
|
Q2 2025
Reduced 17.99%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
137,654
shares
|
$5.14 Million
0.01% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
113,047
shares
|
$4.22 Million
0.01% of portfolio
|
Q2 2025
Added 28.33%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
75,374
shares
|
$2.81 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
64,878
shares
|
$2.42 Million
1.85% of portfolio
|
Q2 2025
Added 10.96%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
61,117
shares
|
$2.28 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.79%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
50,551
shares
|
$1.89 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
45,138
shares
|
$1.68 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
41,444
shares
|
$1.55 Million
0.29% of portfolio
|
Q4 2024
Reduced 8.09%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
38,899
shares
|
$1.45 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
34,975
shares
|
$1.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
32,647
shares
|
$1.22 Million
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
31,696
shares
|
$1.18 Million
0.4% of portfolio
|
Q2 2025
Added 35.42%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
31,294
shares
|
$1.17 Million
0.0% of portfolio
|
Q2 2025
Added 18.45%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
30,600
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
30,156
shares
|
$1.13 Million
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
27,346
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
26,514
shares
|
$989,237
0.0% of portfolio
|
Q1 2025
Reduced 11.58%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
25,857
shares
|
$964,724
0.0% of portfolio
|
Q2 2025
Reduced 3.95%
|