Institutional Ownership Innovator U.S. Equity Ultra Bu (UJUL)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UJUL). We have compiled data on the 71 institutions that hold shares in the stock, with a total of 2.93 Million shares, which have been reported (via 13F filing form) to have a value of $97.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
310,977
shares
|
$10.4 Million
0.02% of portfolio
|
Q1 2025
Added 218.73%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
264,997
shares
|
$8.83 Million
0.0% of portfolio
|
Q1 2025
Added 9.73%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
248,489
shares
|
$8.28 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
243,848
shares
|
$8.13 Million
0.65% of portfolio
|
Q1 2025
Added 6.29%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
218,211
shares
|
$7.28 Million
0.0% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Apr 16, 2025 Q1 2025 |
205,570
shares
|
$6.85 Million
5.04% of portfolio
|
Q1 2025
New holding
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
202,690
shares
|
$6.76 Million
1.73% of portfolio
|
Q1 2025
Reduced 22.11%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
132,950
shares
|
$4.43 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
88,089
shares
|
$2.94 Million
0.01% of portfolio
|
Q1 2025
Added 102.03%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
69,288
shares
|
$2.31 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
58,469
shares
|
$1.95 Million
1.76% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
51,267
shares
|
$1.71 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
45,138
shares
|
$1.5 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
41,444
shares
|
$1.38 Million
0.29% of portfolio
|
Q4 2024
Reduced 8.09%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
38,899
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
36,896
shares
|
$1.23 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.58%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
32,647
shares
|
$1.09 Million
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
30,600
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
30,156
shares
|
$1.01 Million
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
26,919
shares
|
$897,479
0.0% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
26,514
shares
|
$883,976
0.0% of portfolio
|
Q1 2025
Reduced 11.58%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
26,419
shares
|
$880,809
0.0% of portfolio
|
Q1 2025
Reduced 35.3%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
25,736
shares
|
$858,038
0.0% of portfolio
|
Q1 2025
Reduced 36.12%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
23,762
shares
|
$792,225
0.0% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Apr 15, 2025 Q1 2025 |
23,406
shares
|
$780,356
0.3% of portfolio
|
Q1 2025
Reduced 0.11%
|