Institutional Ownership Innovator U.S. Equity Ultra Bu (UJUL)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UJUL). We have compiled data on the 85 institutions that hold shares in the stock, with a total of 3.28 Million shares, which have been reported (via 13F filing form) to have a value of $125 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
11,989
shares
|
$457,979
0.0% of portfolio
|
Q3 2025
Reduced 9.9%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
11,365
shares
|
$434,143
0.02% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
11,225
shares
|
$428,795
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,064
shares
|
$422,644
0.0% of portfolio
|
Q3 2024
Added 19.99%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
10,985
shares
|
$419,627
0.12% of portfolio
|
Q3 2025
Added 117.7%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
10,960
shares
|
$418,672
0.05% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
10,704
shares
|
$408,892
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
10,061
shares
|
$384,330
0.06% of portfolio
|
Q4 2025
Reduced 5.29%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
8,595
shares
|
$328,329
0.04% of portfolio
|
Q3 2024
Reduced 27.61%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
8,174
shares
|
$312,246
0.03% of portfolio
|
Q3 2025
Added 9.0%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
7,858
shares
|
$300,175
0.06% of portfolio
|
Q3 2024
Added 134.01%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
7,714
shares
|
$294,674
0.01% of portfolio
|
Q3 2025
Added 6.95%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
7,589
shares
|
$289,899
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
6,918
shares
|
$264,267
0.06% of portfolio
|
Q3 2025
Added 20.99%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Nov 10, 2025 Q3 2025 |
6,698
shares
|
$255,863
0.08% of portfolio
|
Q3 2025
Reduced 18.55%
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
6,605
shares
|
$252,311
0.06% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 27, 2025 Q3 2025 |
6,531
shares
|
$249,484
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
5,881
shares
|
$224,654
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
5,778
shares
|
$220,719
0.02% of portfolio
|
Q2 2025
Added 8.85%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
5,617
shares
|
$214,569
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
5,502
shares
|
$210,176
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
5,265
shares
|
$201,123
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
5,185
shares
|
$198,067
0.03% of portfolio
|
Q2 2025
Reduced 27.21%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
4,847
shares
|
$185,155
0.0% of portfolio
|
Q3 2025
Added 35.32%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
4,365
shares
|
$166,743
0.0% of portfolio
|
Q2 2025
Added 78.45%
|
|