Type / Class
Equity / Innovator S&P Ultra Buffer ETF - July
Shares outstanding
5,701,076
Number of holders
67
Total 13F shares, excl. options
2,486,683
Shares change
-561,368
Total reported value, excl. options
$85,825,626
Value change
-$19,342,775
Number of buys
15
Number of sells
-38
Price
$34.49

Significant Holders of Innovator ETFs Trust - Innovator S&P Ultra Buffer ETF - July (UJUL) as of Q4 2024

71 filings reported holding UJUL - Innovator ETFs Trust - Innovator S&P Ultra Buffer ETF - July as of Q4 2024.
Innovator ETFs Trust - Innovator S&P Ultra Buffer ETF - July (UJUL) has 67 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 2,486,683 shares of 5,701,076 outstanding shares and own 44% of the company stock.
Largest 10 shareholders include OSAIC HOLDINGS, INC. (278,882 shares), KFG WEALTH MANAGEMENT, LLC (260,229 shares), Kestra Advisory Services, LLC (251,062 shares), RAYMOND JAMES FINANCIAL INC (241,498 shares), C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors (229,407 shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (138,695 shares), COMMONWEALTH EQUITY SERVICES, LLC (71,881 shares), IMG Wealth Management, Inc. (57,963 shares), Allworth Financial LP (53,128 shares), and NATIONS FINANCIAL GROUP INC, /IA/ /ADV (45,348 shares).
This table shows the top 67 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
Investor Option Weight % Change % Value $ * Price $ Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.