Q4 2023 13F Holders as of 12/31/2023
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Type / Class
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Equity / Innovator U.S. Equity Ultra Buffer ETF - January
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Shares outstanding
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5.03M
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Number of holders
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68
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Total 13F shares, excl. options
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1.62M
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Shares change
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-223K
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Total reported value, excl. options
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$55.9M
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Value change
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-$7.53M
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Number of buys
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20
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Number of sells
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-34
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Price
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$34.43
Significant Holders of Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - January (UJAN) as of Q4 2023
78 filings reported holding UJAN - Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - January as of Q4 2023.
Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - January (UJAN) has 68 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.62M shares
of 5.03M outstanding shares and own 32.24% of the company stock.
Largest 10 shareholders include COMMONWEALTH EQUITY SERVICES, LLC (206K shares), Strategic Blueprint, LLC (175K shares), C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors (109K shares), OSAIC HOLDINGS, INC. (102K shares), Berkshire Money Management, Inc. (80.9K shares), TRUIST FINANCIAL CORP (78.4K shares), Cambridge Investment Research Advisors, Inc. (76.5K shares), CENTAURUS FINANCIAL, INC. (42.3K shares), Long Island Wealth Management, Inc. (42.3K shares), and PFG Advisors (41.5K shares).
This table shows the top 68 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.