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 101 institutions that hold shares in the stock, with a total of 4.91 Million shares, which have been reported (via 13F filing form) to have a value of $198 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
1,444,403
shares
|
$58.3 Million
0.91% of portfolio
|
Q1 2025
Added 3173.81%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
852,671
shares
|
$34.4 Million
4.36% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
224,928
shares
|
$9.08 Million
0.01% of portfolio
|
Q1 2025
Added 21.71%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
183,451
shares
|
$7.41 Million
0.55% of portfolio
|
Q1 2025
Added 8.51%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
135,176
shares
|
$5.46 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
109,426
shares
|
$4.42 Million
0.17% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
101,342
shares
|
$4.09 Million
0.01% of portfolio
|
Q4 2024
Reduced 21.73%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
96,628
shares
|
$3.9 Million
0.01% of portfolio
|
Q1 2025
Added 12.49%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
92,679
shares
|
$3.74 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
81,175
shares
|
$3.28 Million
0.01% of portfolio
|
Q1 2025
Added 93.38%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
80,287
shares
|
$3.24 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
79,793
shares
|
$3.22 Million
0.38% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
66,511
shares
|
$2.69 Million
0.0% of portfolio
|
Q3 2024
Added 59.35%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Apr 22, 2025 Q1 2025 |
65,764
shares
|
$2.65 Million
1.23% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
59,805
shares
|
$2.41 Million
0.72% of portfolio
|
Q2 2025
Reduced 88.01%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
54,740
shares
|
$2.21 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
52,897
shares
|
$2.14 Million
0.07% of portfolio
|
Q1 2025
Added 157.47%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
52,593
shares
|
$2.12 Million
0.56% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
48,473
shares
|
$1.96 Million
1.66% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
43,807
shares
|
$1.77 Million
0.1% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
43,682
shares
|
$1.76 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
42,438
shares
|
$1.71 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
39,769
shares
|
$1.61 Million
0.0% of portfolio
|
Q1 2025
Added 99.42%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
39,502
shares
|
$1.59 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.49%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
38,052
shares
|
$1.54 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.23%
|