Q1 2025 13F Holders as of 3/31/2025
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Type / Class
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Equity / Innovator S&P Ultra Buffer ETF - July
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Shares outstanding
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5.7M
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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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2.71M
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Shares change
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+227K
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Total reported value, excl. options
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$90.5M
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Value change
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+$7.42M
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Number of buys
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21
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Number of sells
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-37
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Price
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$33.53
Significant Holders of Innovator ETFs Trust - Innovator S&P Ultra Buffer ETF - July (UJUL) as of Q1 2025
76 filings reported holding UJUL - Innovator ETFs Trust - Innovator S&P Ultra Buffer ETF - July as of Q1 2025.
Innovator ETFs Trust - Innovator S&P Ultra Buffer ETF - July (UJUL) has 68 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.71M shares
of 5.7M outstanding shares and own 47.46% of the company stock.
Largest 10 shareholders include OSAIC HOLDINGS, INC. (311K shares), RAYMOND JAMES FINANCIAL INC (265K shares), Kestra Advisory Services, LLC (248K shares), C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors (244K shares), Seros Financial, LLC (206K shares), KFG WEALTH MANAGEMENT, LLC (203K shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (133K shares), CWM, LLC (88.1K shares), COMMONWEALTH EQUITY SERVICES, LLC (69.3K shares), and IMG Wealth Management, Inc. (58.5K 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.