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 |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
11,211
shares
|
$476,131
0.02% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
11,072
shares
|
$470,227
0.01% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
10,650
shares
|
$452,305
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
10,000
shares
|
$424,700
0.07% of portfolio
|
Q1 2022
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,732
shares
|
$413,318
0.0% of portfolio
|
Q3 2024
Reduced 21.22%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
9,700
shares
|
$411,959
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
9,699
shares
|
$411,916
0.05% of portfolio
|
Q3 2024
Added 11.25%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
9,184
shares
|
$390,044
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
8,863
shares
|
$376,411
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
8,761
shares
|
$372,079
0.01% of portfolio
|
Q3 2025
Reduced 30.43%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
8,624
shares
|
$366,261
0.05% of portfolio
|
Q3 2025
Reduced 6.47%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
8,391
shares
|
$356,365
0.03% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
8,245
shares
|
$350,165
0.01% of portfolio
|
Q3 2025
Reduced 4.32%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
7,878
shares
|
$334,578
0.0% of portfolio
|
Q3 2025
Reduced 45.35%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
7,434
shares
|
$315,721
0.0% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
7,008
shares
|
$297,629
0.05% of portfolio
|
Q2 2025
Reduced 18.45%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
6,698
shares
|
$284,464
0.02% of portfolio
|
Q3 2025
Reduced 12.99%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
6,674
shares
|
$283,444
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
6,392
shares
|
$271,468
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
6,061
shares
|
$257,410
0.0% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
5,790
shares
|
$245,901
0.0% of portfolio
|
Q3 2025
Added 38.92%
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
5,739
shares
|
$243,735
0.06% of portfolio
|
Q3 2025
Added 13.46%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
5,600
shares
|
$237,832
0.01% of portfolio
|
Q1 2024
Reduced 15.15%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 17, 2025 Q3 2025 |
5,526
shares
|
$234,689
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
5,312
shares
|
$225,600
0.02% of portfolio
|
Q3 2025
Reduced 32.26%
|
|