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 57 institutions that hold shares in the stock, with a total of 3.29 Million shares, which have been reported (via 13F filing form) to have a value of $121 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
17,235
shares
|
$634,765
0.14% of portfolio
|
Q3 2023
Reduced 28.78%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
16,678
shares
|
$614,250
0.02% of portfolio
|
Q2 2025
Reduced 39.25%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
16,627
shares
|
$612,372
0.0% of portfolio
|
Q3 2025
Reduced 10.59%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
14,185
shares
|
$522,433
0.56% of portfolio
|
Q2 2025
New holding
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
12,951
shares
|
$476,985
0.04% of portfolio
|
Q2 2025
Reduced 6.61%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
12,550
shares
|
$462,216
0.0% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
12,145
shares
|
$447,300
0.0% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
11,289
shares
|
$415,773
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
10,854
shares
|
$399,752
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Nov 14, 2025 Q3 2025 |
10,811
shares
|
$398,169
0.19% of portfolio
|
Q3 2025
Reduced 16.69%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
9,853
shares
|
$362,885
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
9,478
shares
|
$349,074
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
7,687
shares
|
$283,112
0.01% of portfolio
|
Q2 2025
Added 175.82%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
7,070
shares
|
$260,388
0.02% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
6,379
shares
|
$234,938
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
6,255
shares
|
$230,371
0.0% of portfolio
|
Q3 2025
Reduced 22.42%
|
|
|
Fc Advisory LLC
|
Oct 10, 2025 Q3 2025 |
6,061
shares
|
$223,226
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
5,745
shares
|
$211,588
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
5,632
shares
|
$207,426
0.02% of portfolio
|
Q2 2025
Reduced 45.6%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
2,913
shares
|
$107,285
0.0% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
2,766
shares
|
$101,871
0.0% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
2,715
shares
|
$99,993
0.05% of portfolio
|
Q2 2025
Reduced 11.96%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
2,185
shares
|
$80,473
0.0% of portfolio
|
Q2 2025
Reduced 46.18%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,781
shares
|
$65,594
0.0% of portfolio
|
Q3 2024
Reduced 6.61%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,450
shares
|
$53,403
0.0% of portfolio
|
Q3 2025
Reduced 92.95%
|
|