Institutional Ownership Innovator U.S. Equity Ultra Bu (UJUN)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UJUN). We have compiled data on the 49 institutions that hold shares in the stock, with a total of 1.38 Million shares, which have been reported (via 13F filing form) to have a value of $44.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
13,209
shares
|
$424,008
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
13,019
shares
|
$417,909
0.27% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
12,479
shares
|
$400,575
0.0% of portfolio
|
Q2 2024
Added 51.19%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
11,963
shares
|
$384,012
0.01% of portfolio
|
Q4 2024
Reduced 32.89%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
11,333
shares
|
$363,789
0.03% of portfolio
|
Q4 2024
Reduced 8.86%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
10,580
shares
|
$339,618
0.0% of portfolio
|
Q4 2024
Added 5.45%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
9,768
shares
|
$313,552
0.0% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
9,478
shares
|
$304,243
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
7,231
shares
|
$232,115
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
6,962
shares
|
$223,480
0.01% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
6,899
shares
|
$221,457
0.0% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
6,405
shares
|
$205,600
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
5,176
shares
|
$166,149
0.03% of portfolio
|
Q4 2024
Reduced 20.66%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
4,332
shares
|
$139,057
0.0% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
4,060
shares
|
$130,326
0.0% of portfolio
|
Q2 2024
Added 116.53%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
3,427
shares
|
$110,006
0.0% of portfolio
|
Q4 2024
Reduced 50.28%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
3,084
shares
|
$98,996
0.06% of portfolio
|
Q3 2024
Reduced 19.62%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
2,852
shares
|
$91,549
0.0% of portfolio
|
Q3 2024
Reduced 57.84%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,781
shares
|
$57,170
0.0% of portfolio
|
Q3 2024
Reduced 6.61%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
932
shares
|
$29,917
0.06% of portfolio
|
Q4 2024
Reduced 17.67%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
181
shares
|
$5,810
0.0% of portfolio
|
Q1 2024
Reduced 59.14%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
124
shares
|
$3,980
0.0% of portfolio
|
Q3 2024
Reduced 55.23%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
111
shares
|
$3,563
0.0% of portfolio
|
Q4 2024
Reduced 77.3%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|