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Innovator U.S. Equity Ultra (UJUN)

CUSIP: 45782C730 | NYSE | 147 institutional holders

Quarters

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

Brookstone Capital Management1,322,583
0.5% of portfolio›$51.8M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors176,407
0.3% of portfolio›$6.9M
Trek Financial, LLC151,373
0.3% of portfolio›$5.9M
KFG Wealth Management, LLC140,761
0.6% of portfolio›$5.5M
Commonwealth Equity Services, LLC102,676
0.0% of portfolio›$4.0M
Spire Wealth Management66,018
0.1% of portfolio›$2.6M
Central Valley Advisors, LLC65,447
0.7% of portfolio›$2.6M
Kestra Advisory Services, LLC56,958
0.0% of portfolio›$2.2M
Concurrent Investment Advisors, LLC52,317
0.0% of portfolio›$2.0M
BXM Wealth LLC41,200
0.9% of portfolio›$1.6M
Castle Rock Wealth Management, LLC39,368
0.3% of portfolio›$1.6M
Strategic Blueprint, LLC32,804
0.1% of portfolio›$1.3M
O'Connor Financial Group LLC29,144
0.4% of portfolio›$1.1M
Creative Planning24,533
0.0% of portfolio›$960.3K
Wealth Enhancement Advisory Services, LLC24,278
0.0% of portfolio›$958.0K
Truist Financial Corp23,390
0.0% of portfolio›$915.6K
IMG Wealth Management, Inc.22,406
0.5% of portfolio›$877.1K
SteelPeak Wealth, LLC20,119
0.0% of portfolio›$787.6K
Financial Management Network Inc19,920
0.1% of portfolio›$783.0K
Axxcess Wealth Management, LLC15,652
0.0% of portfolio›$612.7K
Fiduciary Financial Group, LLC15,022
0.1% of portfolio›$588.0K
Virtue Capital Management, LLC14,632
0.1% of portfolio›$572.8K
Barnes Dennig Private Wealth Management LLC13,883
0.5% of portfolio›$543.5K
Comprehensive Financial Consultants Institutional, Inc.12,234
0.1% of portfolio›$478.9K
ATX Financial Planning, LLC12,128
0.3% of portfolio›$474.8K
MBL Wealth, LLC9,885
0.0% of portfolio›$387.0K
CoreCap Advisors, LLC8,880
0.0% of portfolio›$347.6K
Tounjian Advisory Partners, LLC8,434
0.1% of portfolio›$330.2K
PFG Advisors8,325
0.0% of portfolio›$325.9K
Retirement Planning Group, LLC7,803
0.0% of portfolio›$305.4K
Cambridge Investment Research Advisors, Inc.7,311
0.0% of portfolio›$286.0K
Lantz Financial LLC6,467
0.0% of portfolio›$253.2K
FC Advisory LLC6,061
0.1% of portfolio›$237.3K
Beacon Financial Advisory LLC5,608
0.0% of portfolio›$219.5K
Chris Bulman Inc5,387
0.1% of portfolio›$210.9K
Kathmere Capital Management, LLC5,251
0.0% of portfolio›$205.6K
Financial Network Wealth Advisors LLC932
0.0% of portfolio›$36.5K
Archer Investment Corp845
0.0% of portfolio›$33.1K
Chapman Financial Group, LLC800
0.0% of portfolio›$31.3K
IFP Advisors, Inc100
0.0% of portfolio›$3.9K
StyleTurnoverLocationFiled
Brookstone Capital Management
1,322,583$51.8M0.5%ETFMediumWheaton, IL2026-10-22
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
176,407$6.9M0.3%ETFMediumWestlake, OH2026-10-14
Trek Financial, LLC
151,373$5.9M0.3%ETFHighScottsdale, AZ2026-10-29
KFG Wealth Management, LLC
140,761$5.5M0.6%ETFMediumGranger, IN2026-10-16
Commonwealth Equity Services, LLC
102,676$4.0M0.0%ETFLowWaltham, MA2026-11-02
Spire Wealth Management
66,018$2.6M0.1%GrowthMediumMclean, VA2026-10-30
Central Valley Advisors, LLC
65,447$2.6M0.7%CoreLowSacramento, CA2026-10-27
Kestra Advisory Services, LLC
56,958$2.2M0.0%CoreLowAustin, TX2026-11-02
Concurrent Investment Advisors, LLC
52,317$2.0M0.0%GrowthMediumTampa, FL2026-10-16
BXM Wealth LLC
41,200$1.6M0.9%GrowthLowEnglewood, CO2026-11-03
Castle Rock Wealth Management, LLC
39,368$1.6M0.3%GrowthMediumWalnut Creek, CA2026-10-09
Strategic Blueprint, LLC
32,804$1.3M0.1%ETFLowAtlanta, GA2026-10-22
O'Connor Financial Group LLC
29,144$1.1M0.4%ETFLowQuincy, IL2026-10-26
Creative Planning
24,533$960.3K0.0%IndexVery LowOverland Park, KS2026-11-02
Wealth Enhancement Advisory Services, LLC
24,278$958.0K0.0%CoreLowPlymouth, MN2026-10-13
Truist Financial Corp
23,390$915.6K0.0%CoreLowCharlotte, NC2026-10-30
IMG Wealth Management, Inc.
22,406$877.1K0.5%ETFMediumJacksonville, FL2026-10-27
SteelPeak Wealth, LLC
20,119$787.6K0.0%GrowthHighWoodland Hills, CA2026-10-16
Financial Management Network Inc
19,920$783.0K0.1%ETFLowMission Viejo, CA2026-10-09
Axxcess Wealth Management, LLC
15,652$612.7K0.0%CoreLowCarlsbad, CA2026-10-21
Fiduciary Financial Group, LLC
15,022$588.0K0.1%ETFLowSan Rafael, CA2026-10-13
Virtue Capital Management, LLC
14,632$572.8K0.1%GrowthHighBrentwood, TN2026-10-29
Barnes Dennig Private Wealth Management LLC
13,883$543.5K0.5%CoreLowCincinnati, OH2026-10-30
Comprehensive Financial Consultants Institutional, Inc.
12,234$478.9K0.1%CoreMediumBloomington, IN2026-10-15
ATX Financial Planning, LLC
12,128$474.8K0.3%ETFHighAustin, TX2026-10-14
MBL Wealth, LLC
9,885$387.0K0.0%ETFLowCharlotte, NC2026-10-22
CoreCap Advisors, LLC
8,880$347.6K0.0%ETFMediumSouthfield, MI2026-10-08
Tounjian Advisory Partners, LLC
8,434$330.2K0.1%GrowthHighFort Myers, FL2026-11-04
PFG Advisors
8,325$325.9K0.0%ETFMediumPhoenix, AZ2026-10-16
Retirement Planning Group, LLC
7,803$305.4K0.0%ETFVery LowLeawood, KS2026-10-19
Cambridge Investment Research Advisors, Inc.
7,311$286.0K0.0%ETFLowFairfield, IA2026-11-02
Lantz Financial LLC
6,467$253.2K0.0%ETFLowNaperville, IL2026-10-15
FC Advisory LLC
6,061$237.3K0.1%ETFVery LowWest Chester, PA2026-10-05
Beacon Financial Advisory LLC
5,608$219.5K0.0%ETFLowCleveland, OH2026-10-16
Chris Bulman Inc
5,387$210.9K0.1%ETFLowRoseville, CA2026-10-20
Kathmere Capital Management, LLC
5,251$205.6K0.0%ETFLowWayne, PA2026-10-20
Financial Network Wealth Advisors LLC
932$36.5K0.0%ETFLowMurray, UT2026-10-28
Archer Investment Corp
845$33.1K0.0%CoreMediumCarmel, IN2026-11-05
Chapman Financial Group, LLC
800$31.3K0.0%CoreVery LowHonolulu, HI2026-10-26
IFP Advisors, Inc
100$3.9K0.0%GrowthLowTampa, FL2026-10-16