NJUN Institutional Ownership & Shareholders
INNOVATOR G-100 P B ETF - JU (NJUN) is currently held by 64 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $114.01M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Gradient Investments Llc is currently the largest disclosed institutional shareholder of NJUN tracked by InsiderSet, reporting ownership valued at approximately $29.08M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $27.92M, representing an estimated loss of -3.96% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed NJUN value among the investors covered in this analysis. Major shareholders include Gradient Investments Llc, Mai Capital Management, Commonwealth Equity Services, Llc, and several other long-term asset managers with concentrated positions in INNOVATOR G-100 P B ETF - JU (NJUN).
This page ranks the largest institutional NJUN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
64
Total Reported Value
$114.01M
Largest Holder
Gradient Investments Llc
Largest Position
$29.08M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
75
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Gradient Investments Llc | 0.42% | 870,462 | $29,076,311 | $27,924,421 | -$1,151,890 | -3.96% | |
| Mai Capital Management | 0.05% | 423,735 | $13,923,933 | $13,593,419 | -$330,514 | -2.37% | |
| Commonwealth Equity Services, Llc | 0.02% | 403,198 | $13,468,150 | $12,934,592 | -$533,558 | -3.96% | |
| Raymond James Financial Inc | 0.00% | 286,149 | $9,402,856 | $9,179,660 | -$223,196 | -2.37% | |
| Osaic Holdings, Inc. | 0.01% | 167,199 | $5,494,116 | $5,363,744 | -$130,372 | -2.37% | |
| Cresset Asset Management, Llc | 0.02% | 141,670 | $4,655,269 | $4,544,774 | -$110,495 | -2.37% | |
| Sherry Group, Inc. | 3.79% | 121,005 | $4,042,005 | $3,881,840 | -$160,165 | -3.96% | |
| Cetera Investment Advisers | 0.00% | 112,569 | $3,699,017 | $3,611,214 | -$87,803 | -2.37% | |
| Element Squared Llc | 1.52% | 92,876 | $3,051,905 | $2,979,462 | -$72,443 | -2.37% | |
| Lpl Financial Llc | 0.00% | 84,833 | $2,787,612 | $2,721,443 | -$66,169 | -2.37% | |
| Truist Financial Corp | 0.00% | 82,172 | $2,744,816 | $2,636,078 | -$108,738 | -3.96% | |
| Ashton Thomas Private Wealth, Llc | 0.04% | 61,441 | $2,052,332 | $1,971,027 | -$81,305 | -3.96% | |
| Syon Capital Llc | 0.07% | 52,255 | $1,717,099 | $1,676,340 | -$40,759 | -2.37% | |
| Integrity Alliance, Llc. | 0.04% | 37,960 | $1,267,989 | $1,217,757 | -$50,232 | -3.96% | |
| Kestra Advisory Services, Llc | 0.00% | 36,246 | $1,210,736 | $1,162,772 | -$47,964 | -3.96% | |
| Phoenix Financial Ltd. | 0.01% | 32,634 | $1,072,050 | $1,046,899 | -$25,151 | -2.35% | |
| Old Mission Capital Llc | 0.02% | 25,360 | $833,329 | $813,549 | -$19,780 | -2.37% | |
| Susquehanna International Group, Llp | 0.00% | 24,676 | $810,853 | $791,606 | -$19,247 | -2.37% | |
| Mml Investors Services, Llc | 0.00% | 23,822 | $782,791 | $764,210 | -$18,581 | -2.37% | |
| Envestnet Asset Management Inc | 0.00% | 23,247 | $763,896 | $745,764 | -$18,132 | -2.37% | |
| Dhjj Financial Advisors, Ltd. | 0.20% | 20,970 | $700,468 | $672,718 | -$27,750 | -3.96% | |
| Cornerstone Wealth, Llc/Tn | 0.33% | 21,364 | $695,197 | $685,357 | -$9,840 | -1.42% | |
| Integrity Advisory Solutions, Llc | 0.07% | 18,697 | $624,542 | $599,800 | -$24,742 | -3.96% | |
| Aegis Wealth Management, Inc. | 0.34% | 17,336 | $579,080 | $556,139 | -$22,941 | -3.96% | |
| Ifs Advisors, Llc | 0.16% | 15,454 | $516,214 | $495,764 | -$20,450 | -3.96% | |
| Corrado Advisors, Llc | 0.25% | 15,302 | $511,138 | $490,888 | -$20,250 | -3.96% | |
| Grantvest Financial Group Llc | 0.29% | 15,195 | $507,563 | $487,456 | -$20,107 | -3.96% | |
| Trustbank | 0.14% | 12,940 | $432,239 | $415,115 | -$17,124 | -3.96% | |
| Redwood Family Wealth Llc | 0.34% | 11,387 | $380,363 | $365,295 | -$15,068 | -3.96% | |
| Ifp Advisors, Inc | 0.01% | 11,248 | $375,720 | $360,836 | -$14,884 | -3.96% | |
| Yarger Wealth Strategies, Llc | 0.12% | 9,995 | $326,673 | $320,640 | -$6,033 | -1.85% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 9,698 | $326,134 | $311,112 | -$15,022 | -4.61% | |
| Brown Financial Advisors | 0.11% | 9,920 | $325,971 | $318,234 | -$7,737 | -2.37% | |
| Harbour Investments, Inc. | 0.00% | 9,888 | $324,920 | $317,207 | -$7,713 | -2.37% | |
| Trek Financial, Llc | 0.01% | 9,662 | $322,743 | $309,957 | -$12,786 | -3.96% | |
| Arax Advisory Partners | 0.00% | 9,706 | $318,939 | $311,368 | -$7,571 | -2.37% | |
| Cofg Advisors, Llc | 0.05% | 9,339 | $306,880 | $299,595 | -$7,285 | -2.37% | |
| Fsa Advisors, Inc. | 0.14% | 8,998 | $295,674 | $288,656 | -$7,018 | -2.37% | |
| Soltis Investment Advisors Llc | 0.01% | 7,855 | $262,386 | $251,988 | -$10,398 | -3.96% | |
| Concurrent Investment Advisors, Llc | 0.00% | 7,578 | $253,130 | $243,102 | -$10,028 | -3.96% | |
| Liberty Atlantic Advisors Llc | 0.16% | 7,436 | $248,387 | $238,547 | -$9,840 | -3.96% | |
| Creativeone Wealth, Llc | 0.01% | 7,269 | $238,859 | $233,190 | -$5,669 | -2.37% | |
| Tradition Wealth Management, Llc | 0.01% | 7,081 | $232,682 | $227,158 | -$5,524 | -2.37% | |
| Onedigital Investment Advisors Llc | 0.00% | 6,871 | $225,781 | $220,422 | -$5,359 | -2.37% | |
| Diligent Investors, Llc | 0.05% | 6,733 | $224,904 | $215,995 | -$8,909 | -3.96% | |
| Mattson Financial Services, Llc | 0.04% | 6,606 | $213,308 | $211,920 | -$1,388 | -0.65% | |
| Founders Financial Securities Llc | 0.01% | 6,215 | $207,602 | $199,377 | -$8,225 | -3.96% | |
| Beacon Pointe Advisors, Llc | 0.00% | 6,282 | $206,427 | $201,527 | -$4,900 | -2.37% | |
| Keystone Wealth Services, Llc | 0.04% | 6,150 | $205,037 | $197,292 | -$7,745 | -3.78% | |
| Triumph Capital Management | 0.03% | 5,799 | $193,706 | $186,032 | -$7,674 | -3.96% |
Frequently asked questions about NJUN
Who are the largest institutional holders of NJUN?
The largest institutional holders of NJUN reported in the latest SEC Form 13F filings include Gradient Investments Llc, Mai Capital Management, Commonwealth Equity Services, Llc, Raymond James Financial Inc, and Osaic Holdings, Inc.. InsiderSet ranks institutional holders by their latest reported NJUN position.
What is NJUN institutional ownership?
This page tracks NJUN positions reported by institutional investment managers through SEC Form 13F. INNOVATOR G-100 P B ETF - JU (NJUN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own NJUN?
InsiderSet currently tracks 64 institutional managers reporting NJUN holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of NJUN shareholders.
How much NJUN stock do institutions own?
Institutional investment managers disclosed approximately $114.01M in NJUN holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was NJUN institutional ownership last updated?
The latest NJUN institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional NJUN holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its NJUN position after the reporting date.
Are institutions buying or selling NJUN?
Institutional buying and selling can be analyzed by comparing NJUN positions across consecutive 13F reporting periods. InsiderSet's NJUN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View NJUN ownership changes.
How has NJUN institutional ownership changed over time?
InsiderSet tracks NJUN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.