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 104 institutions that hold shares in the stock, with a total of 3.93 Million shares, which have been reported (via 13F filing form) to have a value of $167 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
38,513
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.58%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 09, 2025 Q3 2025 |
37,717
shares
|
$1.6 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
37,415
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 06, 2025 Q3 2025 |
31,624
shares
|
$1.34 Million
0.65% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
30,660
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
26,166
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2025
Added 40.99%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
25,271
shares
|
$1.07 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
23,458
shares
|
$996,261
0.0% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
21,161
shares
|
$898,707
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
20,885
shares
|
$886,985
0.09% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
20,841
shares
|
$885,117
0.19% of portfolio
|
Q3 2025
Reduced 11.35%
|
|
|
Compass Advisory Group LLC
|
Nov 06, 2025 Q3 2025 |
20,238
shares
|
$859,507
0.27% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
17,997
shares
|
$764,332
0.22% of portfolio
|
Q3 2025
Reduced 9.78%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
17,031
shares
|
$723,306
0.05% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
16,896
shares
|
$717,573
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
16,040
shares
|
$681,218
0.14% of portfolio
|
Q1 2025
Reduced 14.2%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
15,402
shares
|
$654,122
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Maltin Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
15,113
shares
|
$641,849
0.33% of portfolio
|
Q3 2025
Reduced 6.21%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
14,253
shares
|
$605,324
0.01% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
13,890
shares
|
$589,908
0.17% of portfolio
|
Q1 2022
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
13,868
shares
|
$588,973
0.08% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
12,863
shares
|
$546,291
0.07% of portfolio
|
Q3 2025
Added 104.82%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Oct 02, 2025 Q3 2025 |
12,824
shares
|
$544,635
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
12,130
shares
|
$515,161
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
11,720
shares
|
$497,748
0.01% of portfolio
|
Q1 2023
Reduced 5.25%
|
|