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

INNOVATOR U.S. EQUITY ULTRA (UJUL). 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 Raymond James Financial Inc, Mml Investors Services, Llc, Envestnet Asset Management Inc, Campbell Deegan Wealth Management, Llc, and Triad Wealth Partners, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Talon Private Wealth, LlcBuy+47+3.6%1,335$54.43KQ2 2026Sep 11, 2026
Archer Investment CorpSell-545-5.0%10,287$419.40KQ2 2026Aug 19, 2026
Centaurus Financial, Inc.Sell-5,682-39.5%8,691$354.00KQ2 2026Aug 17, 2026
Raymond James Financial IncSell-289,793-96.0%12,068$492.01KQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+14,53514,535$592.59KQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcBuy+5,932+9.8%66,325$2.70MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+3,780+1.4%281,971$11.50MQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+3,350+7.7%46,962$1.91MQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+3,241+4.3%78,980$3.22MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-1,039-7.4%12,995$529.81KQ2 2026Aug 14, 2026
Morgan StanleyBuy+400400$16.31KQ2 2026Aug 13, 2026
Arete Wealth Advisors, LlcBuy+70+0.1%58,450$2.38MQ2 2026Aug 13, 2026
Delta Investment Management, LlcSell-30-0.5%6,470$263.78KQ2 2026Aug 13, 2026
Jpmorgan Chase & CoBuy+13,72713,727$558.14KQ2 2026Aug 12, 2026
Advisory Services Network, LlcBuy+345+2.8%12,500$509.63KQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-246-1.8%13,118$534.82KQ2 2026Aug 12, 2026
Allworth Financial LpSell-3,875-8.0%44,413$1.81MQ2 2026Aug 11, 2026
Tradition Wealth Management, LlcBuy+2,355+28.9%10,492$427.76KQ2 2026Aug 11, 2026
Triad Wealth Partners, LlcBuy+15,420+65.4%38,984$1.60MQ2 2026Aug 10, 2026
Wpwealth LlpSell-3,428-15.0%19,434$792.32KQ2 2026Aug 10, 2026
Ima Advisory Services, Inc.Buy+1,9851,985$80.93KQ2 2026Aug 10, 2026
Assuredpartners Investment Advisors, LlcSell-73-0.2%45,664$1.86MQ2 2026Aug 10, 2026
Mml Investors Services, LlcSell-26,031-76.7%7,918$322.82KQ2 2026Aug 07, 2026
Lpl Financial LlcBuy+8,218+24.9%41,184$1.68MQ2 2026Aug 07, 2026
Img Wealth Management, Inc.Sell-107-0.2%64,004$2.61MQ2 2026Aug 07, 2026
Campbell Deegan Wealth Management, LlcBuy+18,36518,365$748.74KQ2 2026Aug 04, 2026
Principal Securities, Inc.Buy+8,7998,799$358.74KQ2 2026Aug 04, 2026
Berger Financial Group, IncBuy+1,860+3.3%57,745$2.35MQ2 2026Aug 04, 2026
Envestnet Asset Management IncSell-25,795-52.9%23,012$938.20KQ2 2026Aug 03, 2026
Newcorp Financial Services, Inc.Buy+4,9734,973$202.75KQ2 2026Aug 03, 2026
Showing 30 of 69

Frequently asked questions about UJUL activity

  • Which institutional owners are buying UJUL?

    Institutional owners buying UJUL 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 UJUL activity?

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

  • Is institutional interest in UJUL increasing?

    Institutional interest in UJUL 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.