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Innovator U.S. Equity Ultra (UJAN)

CUSIP: 45782C300 | NYSE | 271 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

FAI Advisors, Inc.205,511
3.7% of portfolio›$9.5M
Commonwealth Equity Services, LLC167,645
0.0% of portfolio›$7.8M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors161,734
0.4% of portfolio›$7.5M
Strategic Blueprint, LLC108,814
0.2% of portfolio›$5.0M
Brookstone Capital Management100,343
0.0% of portfolio›$4.7M
Truist Financial Corp85,838
0.0% of portfolio›$4.0M
Concurrent Investment Advisors, LLC73,381
0.0% of portfolio›$3.4M
Spire Wealth Management68,133
0.1% of portfolio›$3.2M
Lantz Financial LLC54,448
0.5% of portfolio›$2.5M
IMG Wealth Management, Inc.54,448
1.3% of portfolio›$2.5M
Advus Financial Partners, LLC46,453
0.6% of portfolio›$2.2M
Central Valley Advisors, LLC46,000
0.6% of portfolio›$2.1M
Triad Wealth Partners, LLC45,177
0.1% of portfolio›$2.1M
First Heartland Consultants, Inc.43,331
0.1% of portfolio›$2.0M
Todd Wealth Management, LLC41,564
1.5% of portfolio›$1.9M
Trek Financial, LLC39,437
0.1% of portfolio›$1.8M
Cambridge Investment Research Advisors, Inc.38,105
0.0% of portfolio›$1.8M
Kestra Advisory Services, LLC30,212
0.0% of portfolio›$1.4M
Wealth Enhancement Advisory Services, LLC27,683
0.0% of portfolio›$1.3M
Long Island Wealth Management, Inc.27,334
0.5% of portfolio›$1.3M
Partners Wealth Management, LLC26,461
0.1% of portfolio›$1.2M
MBL Wealth, LLC25,776
0.1% of portfolio›$1.2M
KFG Wealth Management, LLC25,473
0.1% of portfolio›$1.2M
Hiley Hunt Wealth Management24,384
0.4% of portfolio›$1.1M
Accurate Wealth Management, LLC23,427
0.1% of portfolio›$1.1M
Berkshire Money Management, Inc.20,297
0.1% of portfolio›$941.8K
SteelPeak Wealth, LLC17,065
0.0% of portfolio›$791.8K
Archer Investment Corp15,845
0.1% of portfolio›$735.2K
Maltin Wealth Management, Inc.15,113
0.2% of portfolio›$701.2K
Diligent Investors, LLC13,890
0.1% of portfolio›$644.5K
Southland Equity Partners LLC13,821
0.1% of portfolio›$641.3K
ATX Financial Planning, LLC12,905
0.4% of portfolio›$598.8K
Chicago Partners Investment Group LLC12,220
0.0% of portfolio›$568.5K
Encompass More Asset Management11,770
0.1% of portfolio›$546.1K
Creative Planning11,371
0.0% of portfolio›$527.6K
Atria Investments, Inc10,509
0.0% of portfolio›$487.6K
RFG Advisory, LLC10,420
0.0% of portfolio›$483.5K
Ballast Rock Private Wealth LLC9,879
0.2% of portfolio›$458.4K
BFI Wealth Solutions, LLC9,100
0.3% of portfolio›$422.2K
O'Connor Financial Group LLC8,772
0.1% of portfolio›$407.0K
XML Financial, LLC8,339
0.0% of portfolio›$386.9K
Occidental Asset Management, LLC7,439
0.0% of portfolio›$345.2K
Sagespring Wealth Partners, LLC6,674
0.0% of portfolio›$309.7K
CoreCap Advisors, LLC5,475
0.0% of portfolio›$254.0K
Journey Retirement Planning & Investment Management LLC5,460
0.2% of portfolio›$253.3K
Koshinski Asset Management, Inc.5,312
0.0% of portfolio›$246.5K
Tounjian Advisory Partners, LLC5,293
0.1% of portfolio›$245.6K
Dhjj Financial Advisors, Ltd.5,216
0.1% of portfolio›$242.0K
Fiduciary Financial Group, LLC5,008
0.0% of portfolio›$232.4K
Elmwood Wealth Management, Inc.5,000
0.1% of portfolio›$232.0K
Visionary Wealth Advisors4,970
0.0% of portfolio›$230.6K
BXM Wealth LLC4,695
0.1% of portfolio›$217.8K
NewCorp Financial Services, Inc.4,547
0.2% of portfolio›$211.0K
TopTier Wealth Management, LLC4,519
0.1% of portfolio›$209.7K
Peak Wealth Management LLC4,510
0.1% of portfolio›$210.6K
Souders Financial Advisors4,402
0.0% of portfolio›$204.3K
Capital Investment Advisors, LLC4,355
0.0% of portfolio›$202.1K
Physician Wealth Advisors, Inc.2,886
0.0% of portfolio›$133.9K
Ashton Thomas Private Wealth, LLC1,804
0.0% of portfolio›$83.7K
Financial Network Wealth Advisors LLC1,660
0.1% of portfolio›$77.0K
Gilpin Wealth Management, LLC500
0.0% of portfolio›$23.2K
IFP Advisors, Inc370
0.0% of portfolio›$17.2K
Lanark Financial, Inc.123
0.0% of portfolio›$5.7K
Creative Financial Designs Inc94
0.0% of portfolio›$4.4K
Assetmark, Inc46
0.0% of portfolio›$2.1K
Prairie Wealth Advisors, Inc.0
0.6% of portfolio›$3.0M
StyleTurnoverLocationFiled
FAI Advisors, Inc.
205,511$9.5M3.7%GrowthLowFarmington Hills, MI2026-10-27
Commonwealth Equity Services, LLC
167,645$7.8M0.0%ETFLowWaltham, MA2026-11-02
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
161,734$7.5M0.4%ETFMediumWestlake, OH2026-10-14
Strategic Blueprint, LLC
108,814$5.0M0.2%ETFLowAtlanta, GA2026-10-22
Brookstone Capital Management
100,343$4.7M0.0%ETFMediumWheaton, IL2026-10-22
Truist Financial Corp
85,838$4.0M0.0%CoreLowCharlotte, NC2026-10-30
Concurrent Investment Advisors, LLC
73,381$3.4M0.0%GrowthMediumTampa, FL2026-10-16
Spire Wealth Management
68,133$3.2M0.1%GrowthMediumMclean, VA2026-10-30
Lantz Financial LLC
54,448$2.5M0.5%ETFLowNaperville, IL2026-10-15
IMG Wealth Management, Inc.
54,448$2.5M1.3%ETFMediumJacksonville, FL2026-10-27
Advus Financial Partners, LLC
46,453$2.2M0.6%ETFLowWinter Park, FL2026-10-20
Central Valley Advisors, LLC
46,000$2.1M0.6%CoreLowSacramento, CA2026-10-27
Triad Wealth Partners, LLC
45,177$2.1M0.1%ETFMediumLawrence, KS2026-10-26
First Heartland Consultants, Inc.
43,331$2.0M0.1%ETFMediumLake St. Louis, MO2026-10-08
Todd Wealth Management, LLC
41,564$1.9M1.5%GARPVery LowVenice, FL2026-10-19
Trek Financial, LLC
39,437$1.8M0.1%ETFHighScottsdale, AZ2026-10-29
Cambridge Investment Research Advisors, Inc.
38,105$1.8M0.0%ETFLowFairfield, IA2026-11-02
Kestra Advisory Services, LLC
30,212$1.4M0.0%CoreLowAustin, TX2026-11-02
Wealth Enhancement Advisory Services, LLC
27,683$1.3M0.0%CoreLowPlymouth, MN2026-10-13
Long Island Wealth Management, Inc.
27,334$1.3M0.5%ETFLowMelville, NY2026-10-20
Partners Wealth Management, LLC
26,461$1.2M0.1%CoreLowCarmel By The Sea, CA2026-10-28
MBL Wealth, LLC
25,776$1.2M0.1%ETFLowCharlotte, NC2026-10-22
KFG Wealth Management, LLC
25,473$1.2M0.1%ETFMediumGranger, IN2026-10-16
Hiley Hunt Wealth Management
24,384$1.1M0.4%ETFVery LowOmaha, NE2026-10-08
Accurate Wealth Management, LLC
23,427$1.1M0.1%CoreMediumWesley Chapel, FL2026-10-20
Berkshire Money Management, Inc.
20,297$941.8K0.1%ETFMediumDalton, MA2026-10-21
SteelPeak Wealth, LLC
17,065$791.8K0.0%GrowthHighWoodland Hills, CA2026-10-16
Archer Investment Corp
15,845$735.2K0.1%CoreMediumCarmel, IN2026-11-05
Maltin Wealth Management, Inc.
15,113$701.2K0.2%ETFMediumRidgewood, NJ2026-10-13
Diligent Investors, LLC
13,890$644.5K0.1%CoreLowRedlands, CA2026-10-21
Southland Equity Partners LLC
13,821$641.3K0.1%ETFLowWildwood, MO2026-10-14
ATX Financial Planning, LLC
12,905$598.8K0.4%ETFHighAustin, TX2026-10-14
Chicago Partners Investment Group LLC
12,220$568.5K0.0%GARPLowChicago, IL2026-10-27
Encompass More Asset Management
11,770$546.1K0.1%ETFHighDanville, CA2026-10-16
Creative Planning
11,371$527.6K0.0%IndexVery LowOverland Park, KS2026-11-02
Atria Investments, Inc
10,509$487.6K0.0%CoreMediumCharlotte, NC2026-10-15
RFG Advisory, LLC
10,420$483.5K0.0%ETFMediumBirmingham, AL2026-11-03
Ballast Rock Private Wealth LLC
9,879$458.4K0.2%ETFMediumCharleston, SC2026-10-26
BFI Wealth Solutions, LLC
9,100$422.2K0.3%ETFLowDallas, TX2026-10-16
O'Connor Financial Group LLC
8,772$407.0K0.1%ETFLowQuincy, IL2026-10-26
XML Financial, LLC
8,339$386.9K0.0%ETFLowBethesda, MD2026-10-29
Occidental Asset Management, LLC
7,439$345.2K0.0%GrowthLowBurlingame, CA2026-11-05
Sagespring Wealth Partners, LLC
6,674$309.7K0.0%ETFLowFranklin, TN2026-10-22
CoreCap Advisors, LLC
5,475$254.0K0.0%ETFMediumSouthfield, MI2026-10-08
Journey Retirement Planning & Investment Management LLC
5,460$253.3K0.2%CoreLowAmmon, ID2026-10-09
Koshinski Asset Management, Inc.
5,312$246.5K0.0%ETFLowDecatur, IL2026-10-29
Tounjian Advisory Partners, LLC
5,293$245.6K0.1%GrowthHighFort Myers, FL2026-11-04
Dhjj Financial Advisors, Ltd.
5,216$242.0K0.1%ETFVery LowNaperville, IL2026-10-23
Fiduciary Financial Group, LLC
5,008$232.4K0.0%ETFLowSan Rafael, CA2026-10-13
Elmwood Wealth Management, Inc.
5,000$232.0K0.1%ETFLowBerkeley, CA2026-10-14
Visionary Wealth Advisors
4,970$230.6K0.0%ETFLowO'Fallon, IL2026-11-04
BXM Wealth LLC
4,695$217.8K0.1%GrowthLowEnglewood, CO2026-11-03
NewCorp Financial Services, Inc.
4,547$211.0K0.2%ETFLowAlpharetta, GA2026-10-14
TopTier Wealth Management, LLC
4,519$209.7K0.1%ETFVery LowMuskego, WI2026-10-16
Peak Wealth Management LLC
4,510$210.6K0.1%ETFMediumNashua, NH2026-10-26
Souders Financial Advisors
4,402$204.3K0.0%ETFLowCincinnati, OH2026-11-03
Capital Investment Advisors, LLC
4,355$202.1K0.0%CoreLowAtlanta, GA2026-10-22
Physician Wealth Advisors, Inc.
2,886$133.9K0.0%ETFMediumMidvale, UT2026-10-20
Ashton Thomas Private Wealth, LLC
1,804$83.7K0.0%CoreMediumScottsdale, AZ2026-11-03
Financial Network Wealth Advisors LLC
1,660$77.0K0.1%ETFLowMurray, UT2026-10-28
Gilpin Wealth Management, LLC
500$23.2K0.0%GrowthLowDenver, CO2026-10-09
IFP Advisors, Inc
370$17.2K0.0%GrowthLowTampa, FL2026-10-16
Lanark Financial, Inc.
123$5.7K0.0%CoreMediumBirmingham, AL2026-10-26
Creative Financial Designs Inc
94$4.4K0.0%ETFMediumKokomo, IN2026-11-04
Assetmark, Inc
46$2.1K0.0%ETFLowConcord, CA2026-10-21
Prairie Wealth Advisors, Inc.
0$3.0M0.6%CoreVery LowOmaha, NE2026-10-29