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 |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
27,761
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Added 16.83%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
27,346
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
26,508
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
25,857
shares
|
$985,927
0.0% of portfolio
|
Q2 2025
Reduced 3.95%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
24,787
shares
|
$945,128
0.05% of portfolio
|
Q3 2025
Added 80.09%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jul 07, 2025 Q2 2025 |
20,678
shares
|
$788,452
0.34% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
17,955
shares
|
$684,624
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 17, 2025 Q3 2025 |
17,175
shares
|
$654,882
0.0% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Inves Trust
Oklahoma City, OK |
Oct 02, 2025 Q3 2025 |
16,258
shares
|
$619,917
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
14,884
shares
|
$567,526
0.04% of portfolio
|
Q2 2025
Reduced 18.95%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
14,599
shares
|
$556,659
0.13% of portfolio
|
Q2 2025
Added 22.44%
|
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
14,168
shares
|
$540,225
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
13,899
shares
|
$529,968
0.0% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
13,307
shares
|
$507,395
0.0% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
12,155
shares
|
$463,470
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2025 Q3 2025 |
12,079
shares
|
$460,572
0.17% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Jul 23, 2025 Q2 2025 |
12,075
shares
|
$460,419
0.12% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
12,075
shares
|
$460,419
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
11,585
shares
|
$441,736
0.02% of portfolio
|
Q2 2025
Reduced 24.17%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
11,394
shares
|
$434,453
0.0% of portfolio
|
Q1 2025
Added 19.03%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
11,318
shares
|
$431,555
0.03% of portfolio
|
Q2 2025
Reduced 39.43%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,064
shares
|
$421,870
0.0% of portfolio
|
Q3 2024
Added 19.99%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
10,960
shares
|
$417,904
0.05% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
10,623
shares
|
$405,054
0.06% of portfolio
|
Q3 2025
Reduced 12.73%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
9,287
shares
|
$354,113
0.18% of portfolio
|
Q3 2025
New holding
|