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 82 institutions that hold shares in the stock, with a total of 2.61 Million shares, which have been reported (via 13F filing form) to have a value of $101 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
559,943
shares
|
$21.7 Million
4.4% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
200,329
shares
|
$7.78 Million
0.01% of portfolio
|
Q3 2024
Reduced 21.45%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
160,163
shares
|
$6.22 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
156,921
shares
|
$6.09 Million
0.51% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
114,870
shares
|
$4.46 Million
0.19% of portfolio
|
Q3 2024
Reduced 12.88%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
86,494
shares
|
$3.36 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
85,592
shares
|
$3.32 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.96%
|
|
|
Berkshire Money Management, Inc.
|
Oct 16, 2024 Q3 2024 |
79,793
shares
|
$3.1 Million
0.38% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
69,580
shares
|
$2.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.7%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
66,511
shares
|
$2.58 Million
0.0% of portfolio
|
Q3 2024
Added 59.35%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
57,847
shares
|
$2.25 Million
0.21% of portfolio
|
Q3 2024
Reduced 32.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
57,545
shares
|
$2.23 Million
0.01% of portfolio
|
Q3 2024
Reduced 22.52%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
50,051
shares
|
$1.94 Million
0.12% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
45,023
shares
|
$1.75 Million
0.03% of portfolio
|
Q3 2024
Reduced 14.25%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
40,582
shares
|
$1.58 Million
0.0% of portfolio
|
Q4 2023
Reduced 7.09%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
36,706
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2024
Added 356.71%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
32,674
shares
|
$1.27 Million
0.82% of portfolio
|
Q3 2024
Reduced 18.22%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
32,427
shares
|
$1.26 Million
0.73% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
31,489
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.98%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
30,120
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Added 367.7%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
29,504
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
28,128
shares
|
$1.09 Million
0.31% of portfolio
|
Q3 2024
Reduced 11.2%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
27,986
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
27,371
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.01%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
24,382
shares
|
$946,753
0.2% of portfolio
|
Q3 2024
Reduced 3.42%
|