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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Talon Private Wealth, Llc | Sell | -215,517 | -25.5% | 629,495 | $28.54M | Q2 2026 | Sep 11, 2026 |
| Citadel Advisors Llc | Buy | +11,036 | — | 11,036 | $500.29K | Q2 2026 | Sep 02, 2026 |
| Archer Investment Corp | Buy | +12,315 | +61.1% | 32,474 | $1.47M | Q2 2026 | Aug 19, 2026 |
| Hrt Financial Lp | Buy | +12,034 | — | 12,034 | $545.00K | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +8,059 | +89.7% | 17,043 | $772.60K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +6,202 | +12.6% | 55,345 | $2.51M | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Buy | +5,362 | +10.0% | 59,237 | $2.69M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +2,743 | +2.3% | 122,785 | $5.57M | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Buy | +2,002 | +4.0% | 52,128 | $2.36M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -1,893 | -3.3% | 55,754 | $2.53M | Q2 2026 | Aug 14, 2026 |
| Jt Stratford Llc | Sell | -1,130 | -3.9% | 28,174 | $1.28M | Q2 2026 | Aug 14, 2026 |
| Barclays Plc | Buy | +12 | — | 12 | $544.00 | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | Buy | +4 | +0.0% | 22,864 | $1.04M | Q2 2026 | Aug 14, 2026 |
| Zacks Investment Management | Buy | +6,086 | — | 6,086 | $275.89K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +411 | +17.3% | 2,782 | $126.11K | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Sell | -335 | -23.0% | 1,122 | $50.86K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +180 | — | 180 | $8.16K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +10,418 | — | 10,418 | $470.77K | Q2 2026 | Aug 12, 2026 |
| Summit Financial, Llc | Buy | +7,173 | +57.5% | 19,649 | $890.73K | Q2 2026 | Aug 12, 2026 |
| Madison Wealth Partners, Inc | Buy | +6,086 | — | 6,086 | $275.89K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -5,685 | -6.4% | 83,364 | $3.78M | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts Llc | Buy | +1,359 | — | 1,359 | $61.61K | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, Llc | Sell | -512 | -5.0% | 9,680 | $438.82K | Q2 2026 | Aug 12, 2026 |
| Wealthshield Partners, Llc | Sell | -366 | -58.2% | 263 | $11.92K | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | Sell | -42 | -0.2% | 18,530 | $840.01K | Q2 2026 | Aug 12, 2026 |
| Allworth Financial Lp | Sell | -5,145 | -10.6% | 43,186 | $1.96M | Q2 2026 | Aug 11, 2026 |
| Compass Advisory Group Llc | Sell | -490 | -2.4% | 19,748 | $895.22K | Q2 2026 | Aug 11, 2026 |
| Triad Wealth Partners, Llc | Buy | +13,455 | +62.5% | 34,975 | $1.60M | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | Buy | +2,156 | — | 2,156 | $97.74K | Q2 2026 | Aug 10, 2026 |
| Arkadios Wealth Advisors | Buy | +1,006 | +7.9% | 13,739 | $622.82K | Q2 2026 | Aug 10, 2026 |
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.