Institutional Ownership Innovator U.S. Equity Ultra Bu (UJUN)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UJUN). We have compiled data on the 54 institutions that hold shares in the stock, with a total of 1.63 Million shares, which have been reported (via 13F filing form) to have a value of $58.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
222,471
shares
|
$8.03 Million
0.63% of portfolio
|
Q2 2025
Added 8.27%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
156,677
shares
|
$5.65 Million
0.4% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
151,276
shares
|
$5.46 Million
0.5% of portfolio
|
Q2 2025
Added 9.0%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
112,903
shares
|
$4.07 Million
0.93% of portfolio
|
Q2 2025
Reduced 5.41%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
104,756
shares
|
$3.78 Million
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
61,991
shares
|
$2.24 Million
0.08% of portfolio
|
Q2 2025
Added 72.75%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
59,099
shares
|
$2.13 Million
0.0% of portfolio
|
Q2 2025
Added 253.84%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
57,635
shares
|
$2.08 Million
0.01% of portfolio
|
Q2 2025
Added 35.02%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
54,455
shares
|
$1.97 Million
0.66% of portfolio
|
Q2 2025
Added 150.91%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
43,251
shares
|
$1.56 Million
0.4% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jul 07, 2025 Q2 2025 |
34,725
shares
|
$1.25 Million
0.55% of portfolio
|
Q2 2025
Added 10.34%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
34,280
shares
|
$1.24 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
33,952
shares
|
$1.23 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
29,466
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
29,391
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
29,117
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2025
Added 11.26%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
28,810
shares
|
$1.04 Million
0.8% of portfolio
|
Q2 2025
Added 10.23%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 16, 2025 Q2 2025 |
27,675
shares
|
$998,790
0.61% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
26,790
shares
|
$966,851
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
25,404
shares
|
$916,830
0.01% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
25,300
shares
|
$913,077
0.0% of portfolio
|
Q2 2025
Added 6.08%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
24,581
shares
|
$887,128
0.0% of portfolio
|
Q2 2025
Added 12.34%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
20,553
shares
|
$741,757
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
18,597
shares
|
$671,165
0.0% of portfolio
|
Q2 2025
Added 6.59%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
17,235
shares
|
$622,011
0.15% of portfolio
|
Q3 2023
Reduced 28.78%
|