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 |
|---|---|---|---|---|---|
|
O'Connor Financial Group LLC
Quincy, IL |
Apr 07, 2025 Q1 2025 |
20,674
shares
|
$689,271
0.36% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
18,686
shares
|
$622,991
0.05% of portfolio
|
Q1 2025
Reduced 10.55%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
18,363
shares
|
$612,222
0.04% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
17,955
shares
|
$598,619
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
17,711
shares
|
$590,484
0.05% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Fort Washington Investment Advisors Inc
|
Apr 16, 2025 Q1 2025 |
17,500
shares
|
$583,450
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Inves Trust
Oklahoma City, OK |
Apr 09, 2025 Q1 2025 |
16,258
shares
|
$542,041
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
City Center Advisors, LLC
Troy, MI |
Apr 14, 2025 Q1 2025 |
15,732
shares
|
$524,504
0.62% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
15,278
shares
|
$509,368
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
15,278
shares
|
$509,368
0.02% of portfolio
|
Q1 2025
Reduced 48.9%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
15,246
shares
|
$508,301
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
13,899
shares
|
$463,392
0.0% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
13,764
shares
|
$458,891
0.03% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
13,643
shares
|
$454,857
0.0% of portfolio
|
Q4 2024
Reduced 5.55%
|
|
|
Retirement Guys Formula LLC
|
Apr 23, 2025 Q1 2025 |
12,954
shares
|
$431,886
0.22% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
May 05, 2025 Q1 2025 |
12,075
shares
|
$402,580
0.12% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
11,923
shares
|
$397,512
0.1% of portfolio
|
Q1 2025
Reduced 13.86%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Apr 21, 2025 Q1 2025 |
11,715
shares
|
$390,578
0.25% of portfolio
|
Q1 2025
Reduced 10.54%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
11,394
shares
|
$379,875
0.0% of portfolio
|
Q1 2025
Added 19.03%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,064
shares
|
$368,873
0.0% of portfolio
|
Q3 2024
Added 19.99%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
10,960
shares
|
$365,406
0.05% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Apr 09, 2025 Q1 2025 |
10,380
shares
|
$346,069
0.11% of portfolio
|
Q1 2025
Reduced 8.43%
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
8,813
shares
|
$293,825
0.06% of portfolio
|
Q1 2025
Reduced 10.36%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
8,595
shares
|
$286,557
0.04% of portfolio
|
Q3 2024
Reduced 27.61%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
8,117
shares
|
$270,620
0.0% of portfolio
|
Q1 2025
New holding
|