Institutional Ownership Innovator U.S. Equity Ultra Bu (UJAN)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UJAN). We have compiled data on the 86 institutions that hold shares in the stock, with a total of 2.59 Million shares, which have been reported (via 13F filing form) to have a value of $102 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
540,220
shares
|
$21.3 Million
4.13% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
184,807
shares
|
$7.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.75%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
169,070
shares
|
$6.68 Million
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
135,947
shares
|
$5.37 Million
0.34% of portfolio
|
Q4 2024
Reduced 15.12%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
113,443
shares
|
$4.48 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
85,900
shares
|
$3.39 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
84,762
shares
|
$3.35 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Berkshire Money Management, Inc.
|
Jan 27, 2025 Q4 2024 |
79,793
shares
|
$3.15 Million
0.37% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
78,012
shares
|
$3.08 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
66,511
shares
|
$2.63 Million
0.0% of portfolio
|
Q3 2024
Added 59.35%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Jan 28, 2025 Q4 2024 |
63,911
shares
|
$2.52 Million
1.2% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
54,855
shares
|
$2.17 Million
0.01% of portfolio
|
Q4 2024
Reduced 21.16%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
47,424
shares
|
$1.87 Million
1.71% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
44,120
shares
|
$1.74 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
43,667
shares
|
$1.72 Million
0.11% of portfolio
|
Q4 2024
Reduced 12.75%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
43,165
shares
|
$1.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 24.99%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
41,976
shares
|
$1.66 Million
0.01% of portfolio
|
Q4 2024
Added 39.36%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
40,582
shares
|
$1.6 Million
0.0% of portfolio
|
Q4 2023
Reduced 7.09%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
38,140
shares
|
$1.51 Million
0.01% of portfolio
|
Q4 2024
Added 122.91%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
32,324
shares
|
$1.28 Million
0.79% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
28,720
shares
|
$1.13 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.79%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
26,770
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
25,373
shares
|
$1 Million
0.2% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Compass Advisory Group LLC
|
Jan 24, 2025 Q4 2024 |
21,283
shares
|
$840,465
0.4% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
20,545
shares
|
$811,322
0.03% of portfolio
|
Q3 2024
Reduced 24.05%
|