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 86 institutions that hold shares in the stock, with a total of 4.84 Million shares, which have been reported (via 13F filing form) to have a value of $185 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
1,633,596
shares
|
$62.4 Million
0.87% of portfolio
|
Q3 2025
Added 4570.75%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
323,564
shares
|
$12.4 Million
0.02% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
278,917
shares
|
$10.7 Million
0.0% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
270,179
shares
|
$10.3 Million
0.6% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
250,684
shares
|
$9.58 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
218,211
shares
|
$8.34 Million
0.0% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
174,667
shares
|
$6.67 Million
1.41% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
135,764
shares
|
$5.19 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
112,647
shares
|
$4.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
67,498
shares
|
$2.58 Million
0.0% of portfolio
|
Q3 2025
Added 10.44%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
65,076
shares
|
$2.49 Million
1.68% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
61,914
shares
|
$2.37 Million
0.15% of portfolio
|
Q3 2025
Added 447.04%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
59,069
shares
|
$2.26 Million
0.17% of portfolio
|
Q3 2025
Added 233.52%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
54,273
shares
|
$2.07 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 09, 2025 Q3 2025 |
52,235
shares
|
$2 Million
0.62% of portfolio
|
Q3 2025
Added 64.8%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
50,794
shares
|
$1.94 Million
0.02% of portfolio
|
Q3 2025
Added 15.49%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
50,685
shares
|
$1.94 Million
0.01% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
46,527
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2025
Added 48.68%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
44,597
shares
|
$1.7 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
40,777
shares
|
$1.56 Million
0.02% of portfolio
|
Q3 2025
Reduced 45.9%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 12, 2025 Q3 2025 |
39,686
shares
|
$1.52 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
35,588
shares
|
$1.36 Million
0.05% of portfolio
|
Q3 2025
Added 376.35%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
33,902
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2025
Added 22.12%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
33,662
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2025
Added 26.99%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
32,647
shares
|
$1.25 Million
0.04% of portfolio
|
Q2 2023
New holding
|
|