Q4 2024 13F Holders as of 12/31/2024
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Type / Class
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Equity / Innovator U.S. Equity Ultra Buffer ETF - June
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Shares outstanding
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2.21M
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Number of holders
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48
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Total 13F shares, excl. options
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1.43M
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Shares change
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-713K
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Total reported value, excl. options
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$48.5M
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Value change
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-$24.1M
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Number of buys
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5
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Number of sells
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-30
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Price
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$33.81
Significant Holders of Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - June (UJUN) as of Q4 2024
53 filings reported holding UJUN - Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - June as of Q4 2024.
Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - June (UJUN) has 48 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.43M shares
of 2.21M outstanding shares and own 64.93% of the company stock.
Largest 10 shareholders include Berger Financial Group, Inc (214K shares), KFG WEALTH MANAGEMENT, LLC (173K shares), Trek Financial, LLC (162K shares), C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors (123K shares), COMMONWEALTH EQUITY SERVICES, LLC (84.5K shares), Kestra Advisory Services, LLC (43.7K shares), Castle Rock Wealth Management, LLC (43.3K shares), Spire Wealth Management (42.6K shares), Brookstone Capital Management (37.3K shares), and O'Connor Financial Group LLC (31.5K shares).
This table shows the top 48 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.