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 56 institutions that hold shares in the stock, with a total of 1.61 Million shares, which have been reported (via 13F filing form) to have a value of $59.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
216,710
shares
|
$7.98 Million
0.58% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
154,553
shares
|
$5.69 Million
0.37% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 20, 2026 Q4 2025 |
145,710
shares
|
$5.37 Million
0.33% of portfolio
|
Q4 2025
Reduced 11.02%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
97,411
shares
|
$3.59 Million
0.39% of portfolio
|
Q4 2025
Reduced 3.2%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2026 Q4 2025 |
97,029
shares
|
$3.57 Million
0.79% of portfolio
|
Q4 2025
Reduced 13.46%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
56,856
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
55,888
shares
|
$2.06 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 12, 2026 Q4 2025 |
54,244
shares
|
$2 Million
0.61% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
52,376
shares
|
$1.93 Million
0.07% of portfolio
|
Q4 2025
Reduced 14.53%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
46,357
shares
|
$1.71 Million
0.0% of portfolio
|
Q3 2025
Added 9.65%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
43,251
shares
|
$1.59 Million
0.39% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
42,317
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 27, 2025 Q3 2025 |
34,740
shares
|
$1.28 Million
0.53% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
31,093
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
29,650
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
28,462
shares
|
$1.05 Million
0.71% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
26,030
shares
|
$958,684
0.28% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
25,319
shares
|
$932,498
0.01% of portfolio
|
Q4 2025
Reduced 98.47%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
25,304
shares
|
$931,946
0.01% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
24,581
shares
|
$905,318
0.0% of portfolio
|
Q2 2025
Added 12.34%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
23,927
shares
|
$881,231
0.03% of portfolio
|
Q3 2025
Reduced 30.2%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
23,721
shares
|
$873,644
0.0% of portfolio
|
Q3 2025
Added 55.38%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
23,430
shares
|
$862,926
0.0% of portfolio
|
Q3 2025
Added 37.19%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
22,322
shares
|
$822,119
0.0% of portfolio
|
Q3 2025
Added 1388.13%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
21,169
shares
|
$779,654
0.0% of portfolio
|
Q3 2025
New holding
|
|