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 83 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 |
|---|---|---|---|---|---|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
22,566
shares
|
$869,919
0.06% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
22,502
shares
|
$867,452
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Advisory Group LLC
|
Oct 23, 2024 Q3 2024 |
21,844
shares
|
$842,086
0.46% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
20,545
shares
|
$792,009
0.03% of portfolio
|
Q3 2024
Reduced 24.05%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
19,755
shares
|
$761,555
0.09% of portfolio
|
Q2 2024
Reduced 34.94%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
19,713
shares
|
$759,936
0.41% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
18,695
shares
|
$720,692
0.17% of portfolio
|
Q2 2023
Reduced 4.59%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
17,508
shares
|
$674,933
0.02% of portfolio
|
Q4 2023
Added 28.62%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
17,110
shares
|
$659,590
0.0% of portfolio
|
Q3 2024
Reduced 10.44%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
17,070
shares
|
$658,048
0.02% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
14,625
shares
|
$563,793
0.1% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
14,093
shares
|
$543,285
0.01% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
13,890
shares
|
$535,459
0.14% of portfolio
|
Q1 2022
New holding
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 07, 2024 Q3 2024 |
13,116
shares
|
$505,621
0.55% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
11,720
shares
|
$451,805
0.01% of portfolio
|
Q1 2023
Reduced 5.25%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
11,422
shares
|
$440,318
0.0% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
11,124
shares
|
$428,830
0.01% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
10,650
shares
|
$410,557
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
10,611
shares
|
$409,054
0.03% of portfolio
|
Q3 2024
Reduced 21.27%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
10,087
shares
|
$388,853
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
10,015
shares
|
$386,078
0.03% of portfolio
|
Q3 2024
Reduced 47.93%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
10,000
shares
|
$385,500
0.07% of portfolio
|
Q1 2022
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,732
shares
|
$375,168
0.0% of portfolio
|
Q3 2024
Reduced 21.22%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
9,699
shares
|
$373,896
0.05% of portfolio
|
Q3 2024
Added 11.25%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
9,642
shares
|
$371,699
0.16% of portfolio
|
Q3 2024
Added 8.08%
|