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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
11,555
shares
|
$466,475
0.01% of portfolio
|
Q1 2025
Added 5.35%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
11,073
shares
|
$447,017
0.01% of portfolio
|
Q1 2025
Reduced 36.75%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
10,758
shares
|
$434,300
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
10,650
shares
|
$429,940
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
10,582
shares
|
$427,195
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
10,000
shares
|
$403,700
0.07% of portfolio
|
Q1 2022
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
9,796
shares
|
$395,464
0.0% of portfolio
|
Q1 2025
Reduced 18.97%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
9,780
shares
|
$394,818
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,732
shares
|
$392,880
0.0% of portfolio
|
Q3 2024
Reduced 21.22%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
9,699
shares
|
$391,548
0.05% of portfolio
|
Q3 2024
Added 11.25%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
9,221
shares
|
$372,251
0.05% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
8,875
shares
|
$358,283
0.0% of portfolio
|
Q1 2025
Reduced 41.52%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
8,593
shares
|
$346,899
0.0% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
8,391
shares
|
$338,744
0.03% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
8,300
shares
|
$335,071
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
7,844
shares
|
$316,662
0.03% of portfolio
|
Q1 2025
Reduced 7.58%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
7,842
shares
|
$316,581
0.03% of portfolio
|
Q2 2024
Added 36.26%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
7,434
shares
|
$300,110
0.0% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
6,996
shares
|
$282,428
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
6,392
shares
|
$258,045
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
6,348
shares
|
$256,268
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
5,835
shares
|
$235,558
0.08% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
5,626
shares
|
$227,121
0.09% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
5,600
shares
|
$226,072
0.01% of portfolio
|
Q1 2024
Reduced 15.15%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
5,052
shares
|
$203,949
0.05% of portfolio
|
Q2 2025
New holding
|