INNOVATOR U.S. EQUITY ULTRA (UJAN) Institutional Ownership Changes & 13F Activity

INNOVATOR U.S. EQUITY ULTRA (UJAN). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Talon Private Wealth, Llc, Triad Wealth Partners, Llc, Archer Investment Corp, Hrt Financial Lp, and Citadel Advisors Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Talon Private Wealth, LlcSell-215,517-25.5%629,495$28.54MQ2 2026Sep 11, 2026
Citadel Advisors LlcBuy+11,03611,036$500.29KQ2 2026Sep 02, 2026
Archer Investment CorpBuy+12,315+61.1%32,474$1.47MQ2 2026Aug 19, 2026
Hrt Financial LpBuy+12,03412,034$545.00KQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+8,059+89.7%17,043$772.60KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+6,202+12.6%55,345$2.51MQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcBuy+5,362+10.0%59,237$2.69MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+2,743+2.3%122,785$5.57MQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+2,002+4.0%52,128$2.36MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-1,893-3.3%55,754$2.53MQ2 2026Aug 14, 2026
Jt Stratford LlcSell-1,130-3.9%28,174$1.28MQ2 2026Aug 14, 2026
Barclays PlcBuy+1212$544.00Q2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Buy+4+0.0%22,864$1.04MQ2 2026Aug 14, 2026
Zacks Investment ManagementBuy+6,0866,086$275.89KQ2 2026Aug 13, 2026
Morgan StanleyBuy+411+17.3%2,782$126.11KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcSell-335-23.0%1,122$50.86KQ2 2026Aug 13, 2026
Ubs Group AgBuy+180180$8.16KQ2 2026Aug 13, 2026
Jpmorgan Chase & CoBuy+10,41810,418$470.77KQ2 2026Aug 12, 2026
Summit Financial, LlcBuy+7,173+57.5%19,649$890.73KQ2 2026Aug 12, 2026
Madison Wealth Partners, IncBuy+6,0866,086$275.89KQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-5,685-6.4%83,364$3.78MQ2 2026Aug 12, 2026
Integrated Wealth Concepts LlcBuy+1,3591,359$61.61KQ2 2026Aug 12, 2026
Advisory Services Network, LlcSell-512-5.0%9,680$438.82KQ2 2026Aug 12, 2026
Wealthshield Partners, LlcSell-366-58.2%263$11.92KQ2 2026Aug 12, 2026
Focus Partners WealthSell-42-0.2%18,530$840.01KQ2 2026Aug 12, 2026
Allworth Financial LpSell-5,145-10.6%43,186$1.96MQ2 2026Aug 11, 2026
Compass Advisory Group LlcSell-490-2.4%19,748$895.22KQ2 2026Aug 11, 2026
Triad Wealth Partners, LlcBuy+13,455+62.5%34,975$1.60MQ2 2026Aug 10, 2026
Arax Advisory PartnersBuy+2,1562,156$97.74KQ2 2026Aug 10, 2026
Arkadios Wealth AdvisorsBuy+1,006+7.9%13,739$622.82KQ2 2026Aug 10, 2026
Showing 30 of 94

Frequently asked questions about UJAN activity

  • Which institutional owners are buying UJAN?

    Institutional owners buying UJAN include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in UJAN activity?

    "Buy" means an investor increased their reported position in UJAN compared to the prior reporting period. This reflects growing exposure to INNOVATOR U.S. EQUITY ULTRA (UJAN) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in UJAN increasing?

    Institutional interest in UJAN can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.