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 |
|---|---|---|---|---|---|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
8,595
shares
|
$327,727
0.04% of portfolio
|
Q3 2024
Reduced 27.61%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
8,223
shares
|
$313,542
0.08% of portfolio
|
Q2 2025
Reduced 20.78%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
7,858
shares
|
$299,625
0.06% of portfolio
|
Q3 2024
Added 134.01%
|
|
|
Smith Shellnut Wilson LLC
|
Aug 05, 2025 Q2 2025 |
7,531
shares
|
$287,157
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
7,499
shares
|
$285,936
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
7,213
shares
|
$275,031
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
6,918
shares
|
$263,783
0.06% of portfolio
|
Q3 2025
Added 20.99%
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
6,605
shares
|
$251,848
0.06% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
6,319
shares
|
$240,943
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
5,881
shares
|
$224,242
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
5,778
shares
|
$220,315
0.02% of portfolio
|
Q2 2025
Added 8.85%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
5,265
shares
|
$200,754
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
5,185
shares
|
$197,704
0.03% of portfolio
|
Q2 2025
Reduced 27.21%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
5,046
shares
|
$192,403
0.06% of portfolio
|
Q1 2025
Reduced 82.89%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
4,365
shares
|
$166,437
0.0% of portfolio
|
Q2 2025
Added 78.45%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,900
shares
|
$148,707
0.0% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
3,582
shares
|
$136,581
0.0% of portfolio
|
Q2 2025
Added 43.34%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
2,840
shares
|
$108,289
0.0% of portfolio
|
Q2 2025
Added 55.28%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
1,324
shares
|
$50,484
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
1,274
shares
|
$48,577
0.06% of portfolio
|
Q2 2025
Added 1213.4%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
985
shares
|
$37,558
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
864
shares
|
$32,944
0.01% of portfolio
|
Q3 2025
Added 2060.0%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
344
shares
|
$13,116
0.0% of portfolio
|
Q2 2025
Reduced 25.86%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|