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 74 institutions that hold shares in the stock, with a total of 4.84 Million shares, which have been reported (via 13F filing form) to have a value of $184 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
1,633,596
shares
|
$62.3 Million
0.87% of portfolio
|
Q3 2025
Added 4570.75%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
316,219
shares
|
$12.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
274,022
shares
|
$10.4 Million
0.0% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
270,179
shares
|
$10.3 Million
0.6% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
260,801
shares
|
$9.94 Million
0.05% of portfolio
|
Q2 2025
Added 4.95%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jul 21, 2025 Q2 2025 |
245,628
shares
|
$9.37 Million
5.73% of portfolio
|
Q2 2025
Added 19.49%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
218,211
shares
|
$8.32 Million
0.0% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
174,667
shares
|
$6.66 Million
1.41% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
137,654
shares
|
$5.25 Million
0.01% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
112,647
shares
|
$4.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
67,498
shares
|
$2.57 Million
0.0% of portfolio
|
Q3 2025
Added 10.44%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
64,878
shares
|
$2.47 Million
1.85% of portfolio
|
Q2 2025
Added 10.96%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
59,069
shares
|
$2.25 Million
0.17% of portfolio
|
Q3 2025
Added 233.52%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
54,273
shares
|
$2.07 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 09, 2025 Q3 2025 |
52,235
shares
|
$1.99 Million
0.62% of portfolio
|
Q3 2025
Added 64.8%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
50,551
shares
|
$1.93 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
45,032
shares
|
$1.72 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
43,980
shares
|
$1.68 Million
0.02% of portfolio
|
Q2 2025
Added 144.95%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
40,777
shares
|
$1.55 Million
0.02% of portfolio
|
Q3 2025
Reduced 45.9%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
39,957
shares
|
$1.52 Million
0.27% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
35,588
shares
|
$1.36 Million
0.05% of portfolio
|
Q3 2025
Added 376.35%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
32,647
shares
|
$1.24 Million
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
31,600
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
31,294
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2025
Added 18.45%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
30,156
shares
|
$1.15 Million
0.18% of portfolio
|
Q2 2024
New holding
|