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 57 institutions that hold shares in the stock, with a total of 3.29 Million shares, which have been reported (via 13F filing form) to have a value of $121 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
1,651,928
shares
|
$60.8 Million
0.84% of portfolio
|
Q3 2025
Added 4765.48%
|
|
|
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%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
163,759
shares
|
$6.03 Million
0.35% of portfolio
|
Q2 2025
Reduced 7.62%
|
|
|
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%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
112,120
shares
|
$4.13 Million
0.87% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
100,634
shares
|
$3.71 Million
0.42% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
61,280
shares
|
$2.26 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
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 |
Oct 09, 2025 Q3 2025 |
54,244
shares
|
$2 Million
0.62% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
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%
|
|
|
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
|
|