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 86 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 $185 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
32,062
shares
|
$1.22 Million
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
31,600
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
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
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
28,445
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
25,857
shares
|
$987,737
0.0% of portfolio
|
Q2 2025
Reduced 3.95%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
24,787
shares
|
$946,863
0.05% of portfolio
|
Q3 2025
Added 80.09%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
24,150
shares
|
$922,530
0.01% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 27, 2025 Q3 2025 |
20,678
shares
|
$789,899
0.33% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
17,955
shares
|
$685,881
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 17, 2025 Q3 2025 |
17,175
shares
|
$656,085
0.0% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Inves Trust
Oklahoma City, OK |
Oct 02, 2025 Q3 2025 |
16,258
shares
|
$621,055
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
16,129
shares
|
$616,127
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
15,311
shares
|
$584,880
0.13% of portfolio
|
Q3 2025
Added 4.88%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
14,696
shares
|
$561,387
0.03% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
14,470
shares
|
$552,754
0.0% of portfolio
|
Q3 2025
Added 4.11%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
14,451
shares
|
$552,028
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
14,041
shares
|
$536,366
0.07% of portfolio
|
Q3 2025
Added 122.2%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
13,809
shares
|
$527,503
0.0% of portfolio
|
Q3 2025
Added 21.2%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
12,829
shares
|
$490,067
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
12,324
shares
|
$470,776
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
12,257
shares
|
$468,217
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
12,195
shares
|
$465,849
0.06% of portfolio
|
Q3 2025
Reduced 13.93%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
12,155
shares
|
$464,321
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2025 Q3 2025 |
12,079
shares
|
$461,417
0.17% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Oct 29, 2025 Q3 2025 |
12,075
shares
|
$461,265
0.11% of portfolio
|
Q4 2024
Reduced 0.6%
|
|