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 |
|---|---|---|---|---|---|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
8,062
shares
|
$268,787
0.12% of portfolio
|
Q1 2025
Reduced 43.15%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
7,858
shares
|
$261,985
0.06% of portfolio
|
Q3 2024
Added 134.01%
|
|
|
Smith Shellnut Wilson LLC
|
Apr 17, 2025 Q1 2025 |
7,531
shares
|
$251,083
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
7,499
shares
|
$250,016
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
7,123
shares
|
$237,480
0.03% of portfolio
|
Q1 2025
Added 222.45%
|
|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
6,613
shares
|
$220,477
0.06% of portfolio
|
Q1 2025
Reduced 35.32%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
5,335
shares
|
$177,868
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
5,308
shares
|
$176,968
0.02% of portfolio
|
Q3 2024
Added 76.93%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
5,046
shares
|
$168,233
0.07% of portfolio
|
Q1 2025
Reduced 82.89%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
3,900
shares
|
$130,026
0.0% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
2,499
shares
|
$83,316
0.0% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,446
shares
|
$81,549
0.0% of portfolio
|
Q4 2024
Reduced 13.29%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,829
shares
|
$60,978
0.0% of portfolio
|
Q1 2025
Reduced 72.06%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
985
shares
|
$32,839
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
625
shares
|
$20,837
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
464
shares
|
$15,469
0.0% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
459
shares
|
$15,303
0.0% of portfolio
|
Q4 2024
Reduced 17.59%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
97
shares
|
$3,233
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
40
shares
|
$1,333
0.0% of portfolio
|
Q1 2024
Reduced 97.99%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
39
shares
|
$1,300
0.0% of portfolio
|
Q4 2024
Reduced 45.07%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|