Home › UJUN

Who holds UJUN

INNOVATOR ETFS TRUST · 60 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
Brookstone Capital Management1.4M$55.5M0.6%
Talon Private Wealth, LLC728.0K$28.1M3.3%
Berger Financial Group, Inc185.2K$7.1M0.4%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad162.1K$6.2M0.3%
Trek Financial, LLC151.4K$5.8M0.3%
KFG WEALTH MANAGEMENT, LLC141.4K$5.5M0.6%
MML INVESTORS SERVICES, LLC104.3K$4.0M0.0%
COMMONWEALTH EQUITY SERVICES, LLC97.5K$3.8M0.0%
ENVESTNET ASSET MANAGEMENT INC96.3K$3.7M0.0%
Spire Wealth Management67.7K$2.6M0.1%
CENTRAL VALLEY ADVISORS, LLC65.6K$2.5M0.6%
OSAIC HOLDINGS, INC.60.4K$2.3M0.0%
Kestra Advisory Services, LLC60.0K$2.3M0.0%
LPL Financial LLC44.1K$1.7M0.0%
Cetera Investment Advisers40.2K$1.5M0.0%
Castle Rock Wealth Management, LLC40.1K$1.5M0.3%
AssuredPartners Investment Advisors, LLC39.3K$1.5M0.1%
PFG Advisors37.8K$1.5M0.1%
Strategic Blueprint, LLC33.3K$1.3M0.1%
IMG Wealth Management, Inc.31.5K$1.2M0.7%
O'Connor Financial Group LLC30.6K$1.2M0.4%
Beacon Pointe Advisors, LLC30.1K$1.2M0.0%
BXM Wealth LLC29.1K$1.1M0.6%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV28.6K$1.1M0.1%
Lido Advisors, LLC26.1K$1.0M0.0%
Creative Planning24.5K$945,5020.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP24.5K$944,6540.0%
SageView Advisory Group, LLC24.5K$942,6130.0%
FOUNDATIONS INVESTMENT ADVISORS, LLC23.2K$892,8950.0%
MONEY CONCEPTS CAPITAL CORP22.9K$883,6450.0%
TRUIST FINANCIAL CORP22.6K$870,9270.0%
SteelPeak Wealth, LLC21.6K$831,2310.0%
Wood Tarver Financial Group, LLC21.1K$814,0000.2%
Garden State Investment Advisory Services LLC17.2K$664,2370.1%
Arkadios Wealth Advisors15.7K$605,4630.0%
FIDUCIARY FINANCIAL GROUP, LLC15.0K$578,9480.1%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC14.9K$578,3110.0%
Barnes Dennig Private Wealth Management LLC13.9K$535,0510.4%
Virtue Capital Management, LLC13.8K$533,7400.1%
FINANCIAL MANAGEMENT NETWORK INC13.1K$505,5050.1%
Tradition Wealth Management, LLC13.0K$499,1320.0%
Comprehensive Financial Consultants Institutional, Inc.12.3K$473,4640.1%
Steward Partners Investment Advisory, LLC11.5K$442,5930.0%
SILVER OAK SECURITIES, INCORPORATED10.5K$403,9760.0%
RAYMOND JAMES FINANCIAL INC10.0K$386,2860.0%
CoreCap Advisors, LLC9.0K$346,0510.0%
TOUNJIAN ADVISORY PARTNERS, LLC8.4K$324,8920.1%
Clear Creek Financial Management, LLC8.3K$320,3830.0%
JPMORGAN CHASE & CO8.1K$312,3180.0%
Retirement Planning Group, LLC7.8K$300,7280.0%
Cambridge Investment Research Advisors, Inc.7.6K$294,0000.0%
THRIVENT FINANCIAL FOR LUTHERANS7.2K$278,0000.0%
Advisory Services Network, LLC7.1K$275,3680.0%
AE Wealth Management LLC6.7K$257,6400.0%
Chris Bulman Inc6.2K$239,4870.1%
Lantz Financial LLC6.1K$235,6720.0%
FC Advisory LLC6.1K$233,5910.1%
Beacon Financial Advisory LLC5.6K$216,1320.0%
Kathmere Capital Management, LLC5.3K$202,3740.0%
WealthShield Partners, LLC5.2K$199,4830.0%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter

{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}