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 (Q1 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, Vanweelden Wealth Management, Llc, Susquehanna International Group, Llp, Trek Financial, Llc, and Sonoma Allocations Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Sonoma Allocations LlcBuy+21,268+5.5%410,090$17.52MQ1 2026May 19, 2026
Talon Private Wealth, LlcBuy+845,012—845,012$35.92MQ1 2026May 18, 2026
Arkadios Wealth AdvisorsBuy+12,733—12,733$541.28KQ1 2026May 18, 2026
Sunbelt Securities, Inc.Sell-400-40.0%600$25.51KQ1 2026May 18, 2026
Susquehanna International Group, LlpBuy+49,143—49,143$2.09MQ1 2026May 15, 2026
Osaic Holdings, Inc.Buy+18,457+18.2%120,042$5.10MQ1 2026May 15, 2026
Old Mission Capital LlcSell-12,641-58.5%8,984$381.91KQ1 2026May 15, 2026
Jt Stratford LlcBuy+12,201+71.3%29,304$1.25MQ1 2026May 15, 2026
Tradition Wealth Management, LlcBuy+5,350+79.9%12,048$512.16KQ1 2026May 15, 2026
Harbour Investments, Inc.Sell-3,936-56.8%2,994$127.28KQ1 2026May 15, 2026
Advisory Services Network, LlcBuy+2,700+36.0%10,192$433.26KQ1 2026May 15, 2026
Keating Financial Advisory Services, Inc.Sell-1,629-47.9%1,769$75.20KQ1 2026May 15, 2026
Img Wealth Management, Inc.Sell-1,147-2.3%49,605$2.11MQ1 2026May 15, 2026
Allworth Financial LpSell-982-2.0%48,331$2.05MQ1 2026May 15, 2026
Guardian Wealth Advisors, Llc / NcBuy+300—300$12.75KQ1 2026May 15, 2026
Focus Partners WealthSell-257-1.4%18,572$789.50KQ1 2026May 15, 2026
Summit Financial, LlcSell-200-1.6%12,476$530.36KQ1 2026May 15, 2026
Gladstone Institutional Advisory LlcBuy+4,000+19.0%25,100$1.07MQ1 2026May 14, 2026
Raymond James Financial IncSell-1,628-2.7%57,647$2.45MQ1 2026May 14, 2026
Cwm, LlcBuy+1,116+1.0%114,197$4.85MQ1 2026May 14, 2026
Financial Network Wealth Advisors LlcBuy+153+6.4%2,555$108.61KQ1 2026May 14, 2026
Trek Financial, LlcBuy+22,406+131.6%39,437$1.68MQ1 2026May 13, 2026
Cetera Investment AdvisersBuy+16,766+23.2%89,049$3.79MQ1 2026May 13, 2026
Orion Porfolio Solutions, LlcBuy+3,840+7.7%53,875$2.29MQ1 2026May 13, 2026
Ae Wealth Management LlcBuy+850+22.9%4,567$194.14KQ1 2026May 13, 2026
Visionary Wealth AdvisorsSell-600-10.8%4,970$211.28KQ1 2026May 13, 2026
Vanweelden Wealth Management, LlcBuy+135,247—135,247$5.75MQ1 2026May 12, 2026
Creative PlanningBuy+9,761—9,761$414.94KQ1 2026May 12, 2026
Benjamin Edwards IncSell-4,056-29.1%9,862$419.22KQ1 2026May 12, 2026
Wood Tarver Financial Group, LlcBuy+1,110+6.2%18,984$807.00KQ1 2026May 12, 2026
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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.