UJUL Institutional Ownership
Innovator U.S. Equity Ultra Buffer ETF - July
1W: -0.0%
1M: +0.6%
3M: +1.8%
YTD: +7.2%
1Y: +9.0%
3Y: +47.5%
5Y: +52.6%
$41.56
+0.11 (+0.27%)
Weekly Expected Move ±0.9%
$41
$41
$42
$42
$42
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — UJUL
87
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
89M
Total Invested
14
New Positions
23
Increased
33
Reduced
10
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (95 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | OSAIC HOLDINGS, INC. | 281,971 | $12M | +3,780 | +1.4% | 26Q | SEC ↗ |
| 2 | Kestra Advisory Services, LLC | 196,626 | $8M | -51,933 | -20.9% | 11Q | SEC ↗ |
| 3 | C2P Capital Advisory Group, LLC d.b.a. | 183,958 | $8M | +8,606 | +4.9% | 15Q | SEC ↗ |
| 4 | CWM, LLC | 125,378 | $5M | +2,710 | +2.2% | 11Q | SEC ↗ |
| 5 | KFG WEALTH MANAGEMENT, LLC | 96,867 | $4M | -5,243 | -5.1% | 15Q | SEC ↗ |
| 6 | Foundations Investment Advisors, LLC | 78,980 | $3M | +3,241 | +4.3% | 4Q | SEC ↗ |
| 7 | Brookstone Capital Management | 75,085 | $3M | -7,806 | -9.4% | 18Q | SEC ↗ |
| 8 | Orion Porfolio Solutions, LLC | 66,325 | $3M | +5,932 | +9.8% | 6Q | SEC ↗ |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 65,770 | $3M | +2,727 | +4.3% | 28Q | SEC ↗ |
| 10 | IMG Wealth Management, Inc. | 64,004 | $3M | -107 | -0.2% | 7Q | SEC ↗ |
| 11 | Arete Wealth Advisors, LLC | 58,450 | $2M | +70 | +0.1% | 11Q | SEC ↗ |
| 12 | CENTRAL VALLEY ADVISORS, LLC | 58,253 | $2M | +6,399 | +12.3% | 9Q | SEC ↗ |
| 13 | Berger Financial Group, Inc | 57,745 | $2M | +1,860 | +3.3% | 12Q | SEC ↗ |
| 14 | Cerity Partners LLC | 46,962 | $2M | +3,350 | +7.7% | 5Q | SEC ↗ |
| 15 | AssuredPartners Investment Advisors, L | 45,664 | $2M | -73 | -0.2% | 3Q | SEC ↗ |
| 16 | Allworth Financial LP | 44,413 | $2M | -3,875 | -8.0% | 13Q | SEC ↗ |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 41,684 | $2M | +11,671 | +38.9% | 12Q | SEC ↗ |
| 18 | LPL Financial LLC | 41,184 | $2M | +8,218 | +24.9% | 12Q | SEC ↗ |
| 19 | Triad Wealth Partners, LLC | 38,984 | $2M | +15,420 | +65.4% | 5Q | SEC ↗ |
| 20 | Chicago Partners Investment Group LLC | 32,647 | $1M | — | +0.0% | 13Q | SEC ↗ |
| 21 | Cambridge Investment Research Advisors | 32,143 | $1M | +1,153 | +3.7% | 26Q | SEC ↗ |
| 22 | HighTower Advisors, LLC | 31,600 | $1M | — | +0.0% | 8Q | SEC ↗ |
| 23 | FIDUCIARY FINANCIAL GROUP, LLC | 30,156 | $1M | — | +0.0% | 9Q | SEC ↗ |
| 24 | Accurate Wealth Management, LLC | 24,368 | $1M | +14,307 | +142.2% | 12Q | SEC ↗ |
| 25 | TRUIST FINANCIAL CORP | 24,111 | $1M | — | +0.0% | 8Q | SEC ↗ |
| 26 | ENVESTNET ASSET MANAGEMENT INC | 23,012 | $956K | -25,795 | -52.9% | 13Q | SEC ↗ |
| 27 | SteelPeak Wealth, LLC NEW | 20,604 | $856K | — | +0.0% | 1Q | SEC ↗ |
| 28 | Spire Wealth Management | 20,088 | $835K | -2,701 | -11.9% | 15Q | SEC ↗ |
| 29 | WPWealth LLP | 19,434 | $808K | -3,428 | -15.0% | 9Q | SEC ↗ |
| 30 | Campbell Deegan Wealth Management, LLC NEW | 18,365 | $763K | — | +0.0% | 1Q | SEC ↗ |
| 31 | FORT WASHINGTON INVESTMENT ADVISORS IN | 16,675 | $693K | — | +0.0% | 12Q | SEC ↗ |
| 32 | InvesTrust | 16,258 | $676K | — | +0.0% | 7Q | SEC ↗ |
| 33 | AQR CAPITAL MANAGEMENT LLC NEW | 14,535 | $604K | — | +0.0% | 1Q | SEC ↗ |
| 34 | JPMORGAN CHASE & CO | 13,727 | $570K | -52 | -0.4% | 12Q | SEC ↗ |
| 35 | Cetera Investment Advisers | 13,118 | $545K | -246 | -1.8% | 10Q | SEC ↗ |
| 36 | Strategic Blueprint, LLC | 13,095 | $544K | -11,366 | -46.5% | 8Q | SEC ↗ |
| 37 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,995 | $540K | -1,039 | -7.4% | 4Q | SEC ↗ |
| 38 | Advisory Services Network, LLC | 12,500 | $520K | +345 | +2.8% | 5Q | SEC ↗ |
| 39 | RAYMOND JAMES FINANCIAL INC | 12,068 | $502K | -289,793 | -96.0% | 7Q | SEC ↗ |
| 40 | RETIREMENT GUYS FORMULA LLC | 12,036 | $500K | — | +0.0% | 15Q | SEC ↗ |
| 41 | Steward Partners Investment Advisory, | 11,989 | $498K | — | +0.0% | 13Q | SEC ↗ |
| 42 | Atria Investments, Inc | 11,956 | $497K | +72 | +0.6% | 4Q | SEC ↗ |
| 43 | Souders Financial Advisors | 11,680 | $485K | — | +0.0% | 5Q | SEC ↗ |
| 44 | Bedel Financial Consulting, Inc. | 11,394 | $474K | +1,467 | +14.8% | 30Q | SEC ↗ |
| 45 | Concurrent Investment Advisors, LLC | 10,964 | $456K | +1,050 | +10.6% | 5Q | SEC ↗ |
| 46 | Encompass More Asset Management | 10,947 | $455K | +2,020 | +22.6% | 5Q | SEC ↗ |
| 47 | RFG Advisory, LLC | 10,659 | $443K | -676 | -6.0% | 6Q | SEC ↗ |
| 48 | Tradition Wealth Management, LLC | 10,492 | $436K | +2,355 | +28.9% | 10Q | SEC ↗ |
| 49 | Archer Investment Corp | 10,287 | $428K | -545 | -5.0% | 24Q | SEC ↗ |
| 50 | AE Wealth Management LLC | 9,413 | $391K | +2,863 | +43.7% | 7Q | SEC ↗ |
Recent Activity
New Positions (14)
| Holder | Shares | Value |
|---|---|---|
| SteelPeak Wealth, LLC | 20,604 | $856K |
| Campbell Deegan Wealth Management, | 18,365 | $763K |
| AQR CAPITAL MANAGEMENT LLC | 14,535 | $604K |
| Altium Investment Strategies LLC | 9,213 | $383K |
| PRINCIPAL SECURITIES, INC. | 8,799 | $366K |
| Creative Planning | 8,710 | $362K |
| JOURNEY RETIREMENT PLANNING & INVES | 5,880 | $244K |
| Lantz Financial LLC | 5,601 | $233K |
| SageView Advisory Group, LLC | 5,524 | $230K |
| NewCorp Financial Services, Inc. | 4,973 | $207K |
| IMA Advisory Services, Inc. | 1,985 | $82K |
| Bullseye Investment Management, LLC | 1,200 | $50K |
| MORGAN STANLEY | 400 | $17K |
| Farther Finance Advisors, LLC | 16 | $1K |
Sold Out (17)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| NATIONS FINANCIAL GROUP INC, /IA/ / | 45,734 | $2M |
| OLD MISSION CAPITAL LLC | 26,486 | $1M |
| SeaCrest Wealth Management, LLC | 26,131 | $1M |
| O'Connor Financial Group LLC | 20,901 | $869K |
| Wood Tarver Financial Group, LLC | 10,985 | $457K |
| MONEY CONCEPTS CAPITAL CORP | 6,998 | $291K |
| Trek Financial, LLC | 6,707 | $279K |
| GOLDMAN SACHS GROUP INC | 6,038 | $251K |
| CALTON & ASSOCIATES, INC. | 5,577 | $232K |
| RIVERCHASE WEALTH MANAGEMENT, LLC | 5,265 | $219K |
| Buska Wealth Management, LLC | 5,255 | $218K |
| HARBOUR INVESTMENTS, INC. | 985 | $41K |
| OPTIMA CAPITAL LLC | 839 | $35K |
| WealthShield Partners, LLC | 434 | $18K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 400 | $17K |
| Camelot Portfolios, LLC | 58 | $2K |
| BARCLAYS PLC | 2 | $0K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | -289,793 | -96.0% | 12,068 |
| Kestra Advisory Services, LLC | -51,933 | -20.9% | 196,626 |
| MML INVESTORS SERVICES, LLC | -26,031 | -76.7% | 7,918 |
| ENVESTNET ASSET MANAGEMENT INC | -25,795 | -52.9% | 23,012 |
| Strategic Blueprint, LLC | -11,366 | -46.5% | 13,095 |
| Brookstone Capital Management | -7,806 | -9.4% | 75,085 |
| CENTAURUS FINANCIAL, INC. | -5,682 | -39.5% | 8,691 |
| KFG WEALTH MANAGEMENT, LLC | -5,243 | -5.1% | 96,867 |
| Allworth Financial LP | -3,875 | -8.0% | 44,413 |
| WPWealth LLP | -3,428 | -15.0% | 19,434 |
| Spire Wealth Management | -2,701 | -11.9% | 20,088 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -1,039 | -7.4% | 12,995 |
| RFG Advisory, LLC | -676 | -6.0% | 10,659 |
| Archer Investment Corp | -545 | -5.0% | 10,287 |
| Ashton Thomas Private Wealth, LLC | -303 | -29.7% | 718 |
| Cetera Investment Advisers | -246 | -1.8% | 13,118 |
| BENJAMIN EDWARDS INC | -243 | -4.4% | 5,243 |
| IMG Wealth Management, Inc. | -107 | -0.2% | 64,004 |
| ALTFEST L J & CO INC | -88 | -1.0% | 8,507 |
| AssuredPartners Investment Advisors | -73 | -0.2% | 45,664 |