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Innovator U.S. Equity Ultra (UJUL)

CUSIP: 45782C839 | NYSE | 192 institutional holders

Quarters

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

Brookstone Capital Management1,307,459
0.5% of portfolio›$54.1M
Greater Midwest Financial Group, LLC236,279
4.6% of portfolio›$9.8M
FAI Advisors, Inc.220,176
3.5% of portfolio›$9.1M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors189,645
0.4% of portfolio›$7.8M
Kestra Advisory Services, LLC188,589
0.0% of portfolio›$7.8M
Commonwealth Equity Services, LLC143,245
0.0% of portfolio›$5.9M
KFG Wealth Management, LLC97,209
0.4% of portfolio›$4.0M
Wealth Enhancement Advisory Services, LLC73,104
0.0% of portfolio›$3.0M
Central Valley Advisors, LLC65,856
0.7% of portfolio›$2.7M
IMG Wealth Management, Inc.64,117
1.4% of portfolio›$2.7M
Concurrent Investment Advisors, LLC51,686
0.0% of portfolio›$2.1M
Triad Wealth Partners, LLC51,098
0.1% of portfolio›$2.1M
Spire Wealth Management45,578
0.1% of portfolio›$1.9M
Todd Wealth Management, LLC42,642
1.3% of portfolio›$1.8M
Cambridge Investment Research Advisors, Inc.35,556
0.0% of portfolio›$1.5M
Chicago Partners Investment Group LLC32,647
0.0% of portfolio›$1.3M
Fiduciary Financial Group, LLC30,156
0.1% of portfolio›$1.2M
Riverchase Wealth Management, LLC27,942
0.6% of portfolio›$1.2M
Accurate Wealth Management, LLC26,318
0.1% of portfolio›$1.1M
Truist Financial Corp23,839
0.0% of portfolio›$986.5K
Kellett Wealth Advisors, LLC22,286
0.3% of portfolio›$922.2K
Partners Wealth Management, LLC20,942
0.1% of portfolio›$866.6K
SteelPeak Wealth, LLC19,176
0.0% of portfolio›$793.5K
Fort Washington Investment Advisors Inc16,675
0.0% of portfolio›$690.0K
Axxcess Wealth Management, LLC16,289
0.0% of portfolio›$674.0K
InvesTrust16,258
0.3% of portfolio›$672.8K
Trek Financial, LLC15,079
0.0% of portfolio›$624.0K
Strategic Blueprint, LLC13,822
0.0% of portfolio›$572.0K
Encompass More Asset Management13,574
0.1% of portfolio›$561.7K
Occidental Asset Management, LLC12,517
0.0% of portfolio›$518.0K
Retirement Guys Formula LLC12,033
0.2% of portfolio›$497.9K
Atria Investments, Inc11,636
0.0% of portfolio›$481.5K
Souders Financial Advisors11,530
0.0% of portfolio›$477.1K
Lantz Financial LLC11,519
0.1% of portfolio›$476.7K
RFG Advisory, LLC10,343
0.0% of portfolio›$428.0K
Creative Planning10,239
0.0% of portfolio›$423.7K
Archer Investment Corp10,094
0.1% of portfolio›$417.7K
Altium Investment Strategies LLC9,213
0.4% of portfolio›$385.4K
Retirement Planning Group, LLC9,202
0.0% of portfolio›$380.8K
Virtue Capital Management, LLC8,973
0.0% of portfolio›$371.3K
Altfest L J & Co Inc8,507
0.0% of portfolio›$352.0K
O'Connor Financial Group LLC7,033
0.1% of portfolio›$291.0K
Smith Shellnut Wilson LLC6,531
0.1% of portfolio›$270.3K
Journey Retirement Planning & Investment Management LLC6,107
0.2% of portfolio›$252.7K
Allegiance Financial Group Advisory Services LLC5,991
0.0% of portfolio›$247.9K
Capital Investment Advisory Services, LLC5,778
0.0% of portfolio›$239.1K
BFI Wealth Solutions, LLC5,628
0.2% of portfolio›$232.9K
BXM Wealth LLC5,430
0.1% of portfolio›$224.7K
Chris Bulman Inc5,113
0.1% of portfolio›$211.6K
CoreCap Advisors, LLC4,826
0.0% of portfolio›$199.7K
Financial Network Wealth Advisors LLC1,847
0.1% of portfolio›$76.4K
Ashton Thomas Private Wealth, LLC1,613
0.0% of portfolio›$66.7K
Evolution Wealth Management Inc.1,324
0.0% of portfolio›$54.8K
Dhjj Financial Advisors, Ltd.707
0.0% of portfolio›$29.3K
Creative Financial Designs Inc106
0.0% of portfolio›$4.4K
Blue Bell Private Wealth Management, LLC100
0.0% of portfolio›$4.1K
StyleTurnoverLocationFiled
Brookstone Capital Management
1,307,459$54.1M0.5%ETFMediumWheaton, IL2026-10-22
Greater Midwest Financial Group, LLC
236,279$9.8M4.6%GrowthMediumSt. Paul, MN2026-10-13
FAI Advisors, Inc.
220,176$9.1M3.5%GrowthLowFarmington Hills, MI2026-10-27
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
189,645$7.8M0.4%ETFMediumWestlake, OH2026-10-14
Kestra Advisory Services, LLC
188,589$7.8M0.0%CoreLowAustin, TX2026-11-02
Commonwealth Equity Services, LLC
143,245$5.9M0.0%ETFLowWaltham, MA2026-11-02
KFG Wealth Management, LLC
97,209$4.0M0.4%ETFMediumGranger, IN2026-10-16
Wealth Enhancement Advisory Services, LLC
73,104$3.0M0.0%CoreLowPlymouth, MN2026-10-13
Central Valley Advisors, LLC
65,856$2.7M0.7%CoreLowSacramento, CA2026-10-27
IMG Wealth Management, Inc.
64,117$2.7M1.4%ETFMediumJacksonville, FL2026-10-27
Concurrent Investment Advisors, LLC
51,686$2.1M0.0%GrowthMediumTampa, FL2026-10-16
Triad Wealth Partners, LLC
51,098$2.1M0.1%ETFMediumLawrence, KS2026-10-26
Spire Wealth Management
45,578$1.9M0.1%GrowthMediumMclean, VA2026-10-30
Todd Wealth Management, LLC
42,642$1.8M1.3%GARPVery LowVenice, FL2026-10-19
Cambridge Investment Research Advisors, Inc.
35,556$1.5M0.0%ETFLowFairfield, IA2026-11-02
Chicago Partners Investment Group LLC
32,647$1.3M0.0%GARPLowChicago, IL2026-10-27
Fiduciary Financial Group, LLC
30,156$1.2M0.1%ETFLowSan Rafael, CA2026-10-13
Riverchase Wealth Management, LLC
27,942$1.2M0.6%ETFMediumFlower Mound, TX2026-10-28
Accurate Wealth Management, LLC
26,318$1.1M0.1%CoreMediumWesley Chapel, FL2026-10-20
Truist Financial Corp
23,839$986.5K0.0%CoreLowCharlotte, NC2026-10-30
Kellett Wealth Advisors, LLC
22,286$922.2K0.3%ETFMediumCincinnati, OH2026-10-15
Partners Wealth Management, LLC
20,942$866.6K0.1%CoreLowCarmel By The Sea, CA2026-10-28
SteelPeak Wealth, LLC
19,176$793.5K0.0%GrowthHighWoodland Hills, CA2026-10-16
Fort Washington Investment Advisors Inc
16,675$690.0K0.0%CoreLowCincinnati, OH2026-10-15
Axxcess Wealth Management, LLC
16,289$674.0K0.0%CoreLowCarlsbad, CA2026-10-21
InvesTrust
16,258$672.8K0.3%CoreLowOklahoma City, OK2026-10-14
Trek Financial, LLC
15,079$624.0K0.0%ETFHighScottsdale, AZ2026-10-29
Strategic Blueprint, LLC
13,822$572.0K0.0%ETFLowAtlanta, GA2026-10-22
Encompass More Asset Management
13,574$561.7K0.1%ETFHighDanville, CA2026-10-16
Occidental Asset Management, LLC
12,517$518.0K0.0%GrowthLowBurlingame, CA2026-11-05
Retirement Guys Formula LLC
12,033$497.9K0.2%CoreMediumMaumee, OH2026-10-26
Atria Investments, Inc
11,636$481.5K0.0%CoreMediumCharlotte, NC2026-10-15
Souders Financial Advisors
11,530$477.1K0.0%ETFLowCincinnati, OH2026-11-03
Lantz Financial LLC
11,519$476.7K0.1%ETFLowNaperville, IL2026-10-15
RFG Advisory, LLC
10,343$428.0K0.0%ETFMediumBirmingham, AL2026-11-03
Creative Planning
10,239$423.7K0.0%IndexVery LowOverland Park, KS2026-11-02
Archer Investment Corp
10,094$417.7K0.1%CoreMediumCarmel, IN2026-11-05
Altium Investment Strategies LLC
9,213$385.4K0.4%ETFLowWesley Chapel, FL2026-10-20
Retirement Planning Group, LLC
9,202$380.8K0.0%ETFVery LowLeawood, KS2026-10-19
Virtue Capital Management, LLC
8,973$371.3K0.0%GrowthHighBrentwood, TN2026-10-29
Altfest L J & Co Inc
8,507$352.0K0.0%ETFHighNew York, NY2026-10-27
O'Connor Financial Group LLC
7,033$291.0K0.1%ETFLowQuincy, IL2026-10-26
Smith Shellnut Wilson LLC
6,531$270.3K0.1%CoreVery LowRidgeland, MS2026-10-21
Journey Retirement Planning & Investment Management LLC
6,107$252.7K0.2%CoreLowAmmon, ID2026-10-09
Allegiance Financial Group Advisory Services LLC
5,991$247.9K0.0%ETFLowVienna, VA2026-11-02
Capital Investment Advisory Services, LLC
5,778$239.1K0.0%CoreMediumRaleigh, NC2026-10-30
BFI Wealth Solutions, LLC
5,628$232.9K0.2%ETFLowDallas, TX2026-10-16
BXM Wealth LLC
5,430$224.7K0.1%GrowthLowEnglewood, CO2026-11-03
Chris Bulman Inc
5,113$211.6K0.1%ETFLowRoseville, CA2026-10-20
CoreCap Advisors, LLC
4,826$199.7K0.0%ETFMediumSouthfield, MI2026-10-08
Financial Network Wealth Advisors LLC
1,847$76.4K0.1%ETFLowMurray, UT2026-10-28
Ashton Thomas Private Wealth, LLC
1,613$66.7K0.0%CoreMediumScottsdale, AZ2026-11-03
Evolution Wealth Management Inc.
1,324$54.8K0.0%ETFMediumFort Myers, FL2026-10-28
Dhjj Financial Advisors, Ltd.
707$29.3K0.0%ETFVery LowNaperville, IL2026-10-23
Creative Financial Designs Inc
106$4.4K0.0%ETFMediumKokomo, IN2026-11-04
Blue Bell Private Wealth Management, LLC
100$4.1K0.0%YieldVery LowBlue Bell, PA2026-10-29