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 55 institutions that hold shares in the stock, with a total of 1.64 Million shares, which have been reported (via 13F filing form) to have a value of $59.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
17,079
shares
|
$618,601
0.0% of portfolio
|
Q2 2025
Added 16.3%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
16,678
shares
|
$604,077
0.02% of portfolio
|
Q2 2025
Reduced 39.25%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
15,266
shares
|
$552,934
0.0% of portfolio
|
Q2 2025
Reduced 62.97%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
14,185
shares
|
$513,780
0.61% of portfolio
|
Q2 2025
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Aug 06, 2025 Q2 2025 |
12,977
shares
|
$470,026
0.25% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
12,951
shares
|
$469,085
0.04% of portfolio
|
Q2 2025
Reduced 6.61%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
12,397
shares
|
$449,019
0.0% of portfolio
|
Q2 2025
Added 26.27%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
12,145
shares
|
$439,891
0.0% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
9,853
shares
|
$356,875
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
9,478
shares
|
$343,293
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
8,063
shares
|
$292,041
0.0% of portfolio
|
Q2 2025
Added 19.17%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
7,687
shares
|
$278,423
0.01% of portfolio
|
Q2 2025
Added 175.82%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
7,269
shares
|
$263,283
0.02% of portfolio
|
Q2 2025
Reduced 21.16%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
7,070
shares
|
$256,075
0.02% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
6,336
shares
|
$229,489
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
5,745
shares
|
$208,083
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
5,688
shares
|
$206,019
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
5,632
shares
|
$203,991
0.03% of portfolio
|
Q2 2025
Reduced 45.6%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
4,459
shares
|
$161,504
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
2,911
shares
|
$105,436
0.0% of portfolio
|
Q2 2025
Reduced 34.55%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
2,793
shares
|
$101,162
0.0% of portfolio
|
Q1 2025
Reduced 18.5%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
2,715
shares
|
$98,337
0.05% of portfolio
|
Q2 2025
Reduced 11.96%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
2,185
shares
|
$79,140
0.0% of portfolio
|
Q2 2025
Reduced 46.18%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,781
shares
|
$64,507
0.0% of portfolio
|
Q3 2024
Reduced 6.61%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,500
shares
|
$54,330
0.0% of portfolio
|
Q1 2025
New holding
|