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 72 institutions that hold shares in the stock, with a total of 3.15 Million shares, which have been reported (via 13F filing form) to have a value of $118 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
319,598
shares
|
$11.9 Million
0.03% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
274,022
shares
|
$10.2 Million
0.0% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
260,801
shares
|
$9.73 Million
0.05% of portfolio
|
Q2 2025
Added 4.95%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
258,419
shares
|
$9.64 Million
0.89% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jul 21, 2025 Q2 2025 |
245,628
shares
|
$9.16 Million
5.73% of portfolio
|
Q2 2025
Added 19.49%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
218,211
shares
|
$8.14 Million
0.0% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
166,224
shares
|
$6.2 Million
1.41% of portfolio
|
Q2 2025
Reduced 17.99%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
137,654
shares
|
$5.14 Million
0.01% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
113,047
shares
|
$4.22 Million
0.01% of portfolio
|
Q2 2025
Added 28.33%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
75,374
shares
|
$2.81 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
64,878
shares
|
$2.42 Million
1.85% of portfolio
|
Q2 2025
Added 10.96%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
61,117
shares
|
$2.28 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.79%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
54,273
shares
|
$2.02 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
50,551
shares
|
$1.89 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
45,032
shares
|
$1.68 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
43,980
shares
|
$1.64 Million
0.0% of portfolio
|
Q2 2025
Added 144.95%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
39,957
shares
|
$1.49 Million
0.27% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
34,975
shares
|
$1.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
32,647
shares
|
$1.22 Million
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
31,696
shares
|
$1.18 Million
0.4% of portfolio
|
Q2 2025
Added 35.42%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
31,600
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
31,294
shares
|
$1.17 Million
0.0% of portfolio
|
Q2 2025
Added 18.45%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
30,156
shares
|
$1.13 Million
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
27,761
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2025
Added 16.83%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
27,346
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2025
Added 6.26%
|