INNOVATOR U.S. EQUITY ULTRA (UJAN) Institutional Shareholders
INNOVATOR U.S. EQUITY ULTRA (UJAN) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $242.19M in UJAN holdings during the latest filing period.
Brookstone Capital Management is currently the largest disclosed institutional shareholder of UJAN tracked by InsiderSet, reporting ownership valued at approximately $59.50M in its June 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 $59.87M, representing an estimated gain of +0.63% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed UJAN value among the investors covered in this analysis. Major shareholders include Brookstone Capital Management, Talon Private Wealth, Llc, Sonoma Allocations Llc, and several other long-term asset managers with concentrated positions in INNOVATOR U.S. EQUITY ULTRA (UJAN).
This page ranks the largest institutional UJAN 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
112
Total Reported Value
$242.19M
Largest Holder
Brookstone Capital Management
Largest Position
$59.50M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
125
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Brookstone Capital Management | 0.60% | 1,312,460 | $59,496,700 | $59,874,425 | +$377,725 | +0.63% | |
| Talon Private Wealth, Llc | 4.77% | 845,012 | $35,921,460 | $38,549,447 | +$2,627,987 | +7.32% | |
| Sonoma Allocations Llc | 5.46% | 387,022 | $17,574,669 | $17,655,944 | +$81,275 | +0.46% | |
| Commonwealth Equity Services, Llc | 0.01% | 189,692 | $8,599,160 | $8,653,749 | +$54,589 | +0.63% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.34% | 149,999 | $6,799,785 | $6,842,954 | +$43,169 | +0.63% | |
| Campbell Deegan Wealth Management, Llc | 5.14% | 150,463 | $6,396,162 | $6,864,122 | +$467,960 | +7.32% | |
| Vanweelden Wealth Management, Llc | 4.58% | 135,247 | $5,749,350 | $6,169,968 | +$420,618 | +7.32% | |
| Osaic Holdings, Inc. | 0.01% | 120,042 | $5,102,956 | $5,476,316 | +$373,360 | +7.32% | |
| Strategic Blueprint, Llc | 0.25% | 109,528 | $4,965,145 | $4,996,667 | +$31,522 | +0.63% | |
| Cwm, Llc | 0.01% | 114,197 | $4,854,493 | $5,209,667 | +$355,174 | +7.32% | |
| Truist Financial Corp | 0.00% | 88,958 | $4,032,662 | $4,058,264 | +$25,602 | +0.63% | |
| Cetera Investment Advisers | 0.00% | 89,049 | $3,785,473 | $4,062,415 | +$276,942 | +7.32% | |
| Berkshire Money Management, Inc. | 0.33% | 79,793 | $3,617,193 | $3,640,157 | +$22,964 | +0.63% | |
| Spire Wealth Management | 0.10% | 76,520 | $3,468,638 | $3,490,842 | +$22,204 | +0.64% | |
| Clearstead Advisors, Llc | 0.03% | 79,801 | $3,392,341 | $3,640,522 | +$248,181 | +7.32% | |
| Envestnet Asset Management Inc | 0.00% | 74,182 | $3,362,833 | $3,384,183 | +$21,350 | +0.63% | |
| Prairie Wealth Advisors, Inc. | 1.20% | 0 | $2,766,260 | — | — | — | |
| Lpl Financial Llc | 0.00% | 64,673 | $2,749,228 | $2,950,382 | +$201,154 | +7.32% | |
| Lantz Financial Llc | 0.46% | 54,822 | $2,485,202 | $2,500,980 | +$15,778 | +0.63% | |
| Raymond James Financial Inc | 0.00% | 57,647 | $2,450,574 | $2,629,856 | +$179,282 | +7.32% | |
| Orion Porfolio Solutions, Llc | 0.02% | 53,875 | $2,290,226 | $2,457,778 | +$167,552 | +7.32% | |
| Foundations Investment Advisors, Llc | 0.03% | 50,126 | $2,130,856 | $2,286,748 | +$155,892 | +7.32% | |
| Img Wealth Management, Inc. | 1.34% | 49,605 | $2,108,709 | $2,262,980 | +$154,271 | +7.32% | |
| Susquehanna International Group, Llp | 0.00% | 49,143 | $2,089,069 | $2,241,904 | +$152,835 | +7.32% | |
| Central Valley Advisors, Llc | 0.54% | 46,071 | $2,088,497 | $2,101,759 | +$13,262 | +0.64% | |
| Allworth Financial Lp | 0.01% | 48,331 | $2,054,551 | $2,204,860 | +$150,309 | +7.32% | |
| First Heartland Consultants, Inc. | 0.12% | 42,092 | $1,908,123 | $1,920,237 | +$12,114 | +0.63% | |
| Trek Financial, Llc | 0.09% | 39,437 | $1,676,467 | $1,799,116 | +$122,649 | +7.32% | |
| Kestra Advisory Services, Llc | 0.01% | 36,392 | $1,649,729 | $1,660,203 | +$10,474 | +0.63% | |
| Mml Investors Services, Llc | 0.00% | 35,839 | $1,523,516 | $1,634,975 | +$111,459 | +7.32% | |
| Jt Stratford Llc | 0.16% | 29,304 | $1,245,713 | $1,336,848 | +$91,135 | +7.32% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 27,331 | $1,245,583 | $1,246,840 | +$1,257 | +0.10% | |
| Pfg Advisors | 0.06% | 27,363 | $1,240,425 | $1,248,300 | +$7,875 | +0.63% | |
| Bxm Wealth Llc | 0.67% | 27,325 | $1,238,702 | $1,246,567 | +$7,865 | +0.63% | |
| Kfg Wealth Management, Llc | 0.14% | 26,406 | $1,197,042 | $1,204,642 | +$7,600 | +0.63% | |
| Long Island Wealth Management, Inc. | 0.55% | 27,903 | $1,186,157 | $1,272,935 | +$86,778 | +7.32% | |
| Accurate Wealth Management, Llc | 0.11% | 25,178 | $1,147,360 | $1,148,620 | +$1,260 | +0.11% | |
| Hiley Hunt Wealth Management | 0.44% | 24,384 | $1,105,380 | $1,112,398 | +$7,018 | +0.63% | |
| Money Concepts Capital Corp | 0.06% | 23,466 | $997,539 | $1,070,519 | +$72,980 | +7.32% | |
| Ausdal Financial Partners, Inc. | 0.04% | 22,860 | $971,779 | $1,042,873 | +$71,094 | +7.32% | |
| Mbl Wealth, Llc | 0.07% | 21,230 | $962,403 | $968,513 | +$6,110 | +0.63% | |
| Triad Wealth Partners, Llc | 0.07% | 21,520 | $914,815 | $981,742 | +$66,927 | +7.32% | |
| Compass Advisory Group Llc | 0.23% | 20,238 | $860,317 | $923,258 | +$62,941 | +7.32% | |
| Hightower Advisors, Llc | 0.00% | 20,070 | $853,176 | $915,593 | +$62,417 | +7.32% | |
| Steelpeak Wealth, Llc | 0.02% | 18,528 | $839,916 | $845,247 | +$5,331 | +0.63% | |
| Focus Partners Wealth | 0.00% | 18,572 | $789,496 | $847,255 | +$57,759 | +7.32% | |
| Archer Investment Corp | 0.14% | 16,237 | $736,043 | $740,732 | +$4,689 | +0.64% | |
| Maltin Wealth Management, Inc. | 0.23% | 15,113 | $685,106 | $689,455 | +$4,349 | +0.63% | |
| Mutual Advisors, Llc | 0.01% | 15,848 | $673,689 | $722,986 | +$49,297 | +7.32% | |
| Diligent Investors, Llc | 0.14% | 13,890 | $629,664 | $633,662 | +$3,998 | +0.63% |
Frequently asked questions about UJAN
Who owns the most UJAN stock?
The largest holders of UJAN are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INNOVATOR U.S. EQUITY ULTRA (UJAN).
Is UJAN widely held by superinvestors?
Many widely followed stocks like UJAN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly UJAN is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.