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 |
|---|---|---|---|---|---|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
5,306
shares
|
$225,345
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
5,211
shares
|
$221,311
0.08% of portfolio
|
Q3 2025
Reduced 50.52%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
5,153
shares
|
$218,847
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
5,146
shares
|
$218,550
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Elmwood Wealth Management, Inc.
|
Nov 06, 2025 Q3 2025 |
5,000
shares
|
$212,350
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
4,054
shares
|
$172,173
0.0% of portfolio
|
Q2 2025
Added 69.48%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
3,983
shares
|
$169,158
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
3,748
shares
|
$159,177
0.06% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
3,519
shares
|
$149,451
0.0% of portfolio
|
Q3 2025
Reduced 3.96%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
2,804
shares
|
$119,085
0.0% of portfolio
|
Q3 2025
Reduced 27.6%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
2,572
shares
|
$109,232
0.0% of portfolio
|
Q3 2025
Added 3.67%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
2,251
shares
|
$95,599
0.1% of portfolio
|
Q3 2025
Added 24.99%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,700
shares
|
$72,199
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,500
shares
|
$63,705
0.0% of portfolio
|
Q3 2025
Reduced 59.18%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,429
shares
|
$60,689
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,389
shares
|
$58,990
0.0% of portfolio
|
Q2 2025
Added 31.78%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
1,095
shares
|
$46,504
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
1,057
shares
|
$44,890
0.01% of portfolio
|
Q4 2024
Reduced 34.87%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
1,000
shares
|
$42,470
0.0% of portfolio
|
Q3 2025
Reduced 59.6%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
700
shares
|
$29,729
0.0% of portfolio
|
Q2 2025
Reduced 30.0%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
586
shares
|
$24,887
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
456
shares
|
$19,366
0.0% of portfolio
|
Q3 2025
Reduced 86.87%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
406
shares
|
$17,242
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
300
shares
|
$12,741
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
270
shares
|
$11,466
0.0% of portfolio
|
Q2 2025
Reduced 34.15%
|
|