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 109 institutions that hold shares in the stock, with a total of 5.11 Million shares, which have been reported (via 13F filing form) to have a value of $210 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
1,491,194
shares
|
$61.4 Million
0.91% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
858,281
shares
|
$35.4 Million
4.78% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
226,879
shares
|
$9.35 Million
0.01% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
193,930
shares
|
$7.99 Million
0.73% of portfolio
|
Q2 2025
Added 5.71%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
135,938
shares
|
$5.6 Million
0.3% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
119,197
shares
|
$4.91 Million
0.07% of portfolio
|
Q2 2025
Added 48.46%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
103,220
shares
|
$4.25 Million
0.01% of portfolio
|
Q2 2025
Added 27.16%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
96,348
shares
|
$3.97 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
86,951
shares
|
$3.58 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.2%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
79,793
shares
|
$3.29 Million
0.38% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
79,772
shares
|
$3.29 Million
0.11% of portfolio
|
Q2 2025
Reduced 27.1%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
74,347
shares
|
$3.06 Million
0.09% of portfolio
|
Q2 2025
Reduced 19.78%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
73,612
shares
|
$3.03 Million
0.0% of portfolio
|
Q2 2025
Added 183.52%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
66,511
shares
|
$2.74 Million
0.0% of portfolio
|
Q3 2024
Added 59.35%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Aug 04, 2025 Q2 2025 |
65,764
shares
|
$2.71 Million
1.14% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
59,805
shares
|
$2.46 Million
0.72% of portfolio
|
Q2 2025
Reduced 88.01%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
58,989
shares
|
$2.43 Million
0.0% of portfolio
|
Q2 2025
Added 57.17%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
53,216
shares
|
$2.19 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
52,593
shares
|
$2.17 Million
0.56% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
49,779
shares
|
$2.05 Million
0.0% of portfolio
|
Q2 2025
Added 77.14%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
49,469
shares
|
$2.04 Million
0.07% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
49,071
shares
|
$2.02 Million
1.54% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
43,682
shares
|
$1.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
43,068
shares
|
$1.77 Million
0.0% of portfolio
|
Q2 2025
Added 8.3%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
41,036
shares
|
$1.69 Million
0.06% of portfolio
|
Q2 2025
Reduced 6.33%
|