Institutional Ownership Innovator U.S. Equity Ultra Bu (UJAN)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UJAN). We have compiled data on the 85 institutions that hold shares in the stock, with a total of 2.69 Million shares, which have been reported (via 13F filing form) to have a value of $106 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
540,220
shares
|
$21.3 Million
4.13% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
200,329
shares
|
$7.91 Million
0.01% of portfolio
|
Q3 2024
Reduced 21.45%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
169,070
shares
|
$6.68 Million
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
135,947
shares
|
$5.37 Million
0.34% of portfolio
|
Q4 2024
Reduced 15.12%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
114,870
shares
|
$4.54 Million
0.19% of portfolio
|
Q3 2024
Reduced 12.88%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
85,900
shares
|
$3.39 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
84,762
shares
|
$3.35 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Berkshire Money Management, Inc.
|
Jan 27, 2025 Q4 2024 |
79,793
shares
|
$3.15 Million
0.37% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
78,012
shares
|
$3.08 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
66,511
shares
|
$2.63 Million
0.0% of portfolio
|
Q3 2024
Added 59.35%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Jan 28, 2025 Q4 2024 |
63,911
shares
|
$2.52 Million
1.2% of portfolio
|
Q4 2024
New holding
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
57,847
shares
|
$2.28 Million
0.21% of portfolio
|
Q3 2024
Reduced 32.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
57,545
shares
|
$2.27 Million
0.01% of portfolio
|
Q3 2024
Reduced 22.52%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
54,855
shares
|
$2.17 Million
0.01% of portfolio
|
Q4 2024
Reduced 21.16%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
44,120
shares
|
$1.74 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
43,667
shares
|
$1.72 Million
0.11% of portfolio
|
Q4 2024
Reduced 12.75%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
41,976
shares
|
$1.66 Million
0.01% of portfolio
|
Q4 2024
Added 39.36%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
40,582
shares
|
$1.6 Million
0.0% of portfolio
|
Q4 2023
Reduced 7.09%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
36,706
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2024
Added 356.71%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
32,674
shares
|
$1.29 Million
0.82% of portfolio
|
Q3 2024
Reduced 18.22%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
32,427
shares
|
$1.28 Million
0.73% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
31,489
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.98%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
29,504
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
27,986
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
27,371
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.01%
|