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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Talon Private Wealth, Llc | Buy | +47 | +3.6% | 1,335 | $54.43K | Q2 2026 | Sep 11, 2026 |
| Archer Investment Corp | Sell | -545 | -5.0% | 10,287 | $419.40K | Q2 2026 | Aug 19, 2026 |
| Centaurus Financial, Inc. | Sell | -5,682 | -39.5% | 8,691 | $354.00K | Q2 2026 | Aug 17, 2026 |
| Raymond James Financial Inc | Sell | -289,793 | -96.0% | 12,068 | $492.01K | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +14,535 | — | 14,535 | $592.59K | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Buy | +5,932 | +9.8% | 66,325 | $2.70M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +3,780 | +1.4% | 281,971 | $11.50M | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Buy | +3,350 | +7.7% | 46,962 | $1.91M | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Buy | +3,241 | +4.3% | 78,980 | $3.22M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -1,039 | -7.4% | 12,995 | $529.81K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +400 | — | 400 | $16.31K | Q2 2026 | Aug 13, 2026 |
| Arete Wealth Advisors, Llc | Buy | +70 | +0.1% | 58,450 | $2.38M | Q2 2026 | Aug 13, 2026 |
| Delta Investment Management, Llc | Sell | -30 | -0.5% | 6,470 | $263.78K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +13,727 | — | 13,727 | $558.14K | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, Llc | Buy | +345 | +2.8% | 12,500 | $509.63K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -246 | -1.8% | 13,118 | $534.82K | Q2 2026 | Aug 12, 2026 |
| Allworth Financial Lp | Sell | -3,875 | -8.0% | 44,413 | $1.81M | Q2 2026 | Aug 11, 2026 |
| Tradition Wealth Management, Llc | Buy | +2,355 | +28.9% | 10,492 | $427.76K | Q2 2026 | Aug 11, 2026 |
| Triad Wealth Partners, Llc | Buy | +15,420 | +65.4% | 38,984 | $1.60M | Q2 2026 | Aug 10, 2026 |
| Wpwealth Llp | Sell | -3,428 | -15.0% | 19,434 | $792.32K | Q2 2026 | Aug 10, 2026 |
| Ima Advisory Services, Inc. | Buy | +1,985 | — | 1,985 | $80.93K | Q2 2026 | Aug 10, 2026 |
| Assuredpartners Investment Advisors, Llc | Sell | -73 | -0.2% | 45,664 | $1.86M | Q2 2026 | Aug 10, 2026 |
| Mml Investors Services, Llc | Sell | -26,031 | -76.7% | 7,918 | $322.82K | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Buy | +8,218 | +24.9% | 41,184 | $1.68M | Q2 2026 | Aug 07, 2026 |
| Img Wealth Management, Inc. | Sell | -107 | -0.2% | 64,004 | $2.61M | Q2 2026 | Aug 07, 2026 |
| Campbell Deegan Wealth Management, Llc | Buy | +18,365 | — | 18,365 | $748.74K | Q2 2026 | Aug 04, 2026 |
| Principal Securities, Inc. | Buy | +8,799 | — | 8,799 | $358.74K | Q2 2026 | Aug 04, 2026 |
| Berger Financial Group, Inc | Buy | +1,860 | +3.3% | 57,745 | $2.35M | Q2 2026 | Aug 04, 2026 |
| Envestnet Asset Management Inc | Sell | -25,795 | -52.9% | 23,012 | $938.20K | Q2 2026 | Aug 03, 2026 |
| Newcorp Financial Services, Inc. | Buy | +4,973 | — | 4,973 | $202.75K | Q2 2026 | Aug 03, 2026 |
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.