Institutional Ownership Innovator U.S. Equity Ultra Bu (UJUN)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UJUN). We have compiled data on the 54 institutions that hold shares in the stock, with a total of 3.25 Million shares, which have been reported (via 13F filing form) to have a value of $119 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
1,651,928
shares
|
$60.4 Million
0.84% of portfolio
|
Q3 2025
Added 4765.48%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
216,710
shares
|
$7.93 Million
0.58% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
163,759
shares
|
$5.99 Million
0.35% of portfolio
|
Q3 2025
Added 8.25%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
156,677
shares
|
$5.73 Million
0.4% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
112,120
shares
|
$4.1 Million
0.87% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
104,756
shares
|
$3.83 Million
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
61,280
shares
|
$2.24 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
57,635
shares
|
$2.11 Million
0.01% of portfolio
|
Q2 2025
Added 35.02%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
56,856
shares
|
$2.08 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 09, 2025 Q3 2025 |
54,244
shares
|
$1.98 Million
0.62% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
43,251
shares
|
$1.58 Million
0.39% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
42,278
shares
|
$1.55 Million
0.0% of portfolio
|
Q2 2025
Added 67.11%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 27, 2025 Q3 2025 |
34,740
shares
|
$1.27 Million
0.53% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
34,280
shares
|
$1.25 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
29,466
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
29,391
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
29,117
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2025
Added 11.26%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
28,810
shares
|
$1.05 Million
0.8% of portfolio
|
Q2 2025
Added 10.23%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
26,790
shares
|
$980,246
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
25,404
shares
|
$929,532
0.01% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
24,581
shares
|
$899,418
0.0% of portfolio
|
Q2 2025
Added 12.34%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
20,553
shares
|
$752,034
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
18,597
shares
|
$680,464
0.0% of portfolio
|
Q2 2025
Added 6.59%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
17,235
shares
|
$630,628
0.15% of portfolio
|
Q3 2023
Reduced 28.78%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
17,079
shares
|
$624,920
0.0% of portfolio
|
Q2 2025
Added 16.3%
|