UJUL Institutional Ownership & Shareholders
INNOVATOR U.S. EQUITY ULTRA (UJUL) is currently held by 82 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $165.88M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Brookstone Capital Management is currently the largest disclosed institutional shareholder of UJUL tracked by InsiderSet, reporting ownership valued at approximately $54.10M 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 $53.88M, representing an estimated loss of -0.41% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed UJUL value among the investors covered in this analysis. Major shareholders include Brookstone Capital Management, Osaic Holdings, Inc., Greater Midwest Financial Group, Llc, and several other long-term asset managers with concentrated positions in INNOVATOR U.S. EQUITY ULTRA (UJUL).
This page ranks the largest institutional UJUL 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
82
Total Reported Value
$165.88M
Largest Holder
Brookstone Capital Management
Largest Position
$54.10M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
101
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Brookstone Capital Management | 0.54% | 1,307,459 | $54,102,671 | $53,880,385 | -$222,286 | -0.41% | |
| Osaic Holdings, Inc. | 0.01% | 281,971 | $11,495,857 | $11,620,025 | +$124,168 | +1.08% | |
| Greater Midwest Financial Group, Llc | 4.65% | 236,279 | $9,777,225 | $9,737,058 | -$40,167 | -0.41% | |
| Kestra Advisory Services, Llc | 0.03% | 196,626 | $8,016,434 | $8,102,957 | +$86,523 | +1.08% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.39% | 189,645 | $7,847,510 | $7,815,270 | -$32,240 | -0.41% | |
| Cwm, Llc | 0.01% | 125,378 | $4,801,592 | $5,166,827 | +$365,235 | +7.61% | |
| Kfg Wealth Management, Llc | 0.44% | 97,209 | $4,022,500 | $4,005,983 | -$16,517 | -0.41% | |
| Foundations Investment Advisors, Llc | 0.03% | 78,980 | $3,220,015 | $3,254,766 | +$34,751 | +1.08% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 73,104 | $3,048,089 | $3,012,616 | -$35,473 | -1.16% | |
| Central Valley Advisors, Llc | 0.73% | 65,856 | $2,725,119 | $2,713,926 | -$11,193 | -0.41% | |
| Orion Porfolio Solutions, Llc | 0.02% | 66,325 | $2,704,070 | $2,733,253 | +$29,183 | +1.08% | |
| Commonwealth Equity Services, Llc | 0.00% | 65,770 | $2,681,440 | $2,710,382 | +$28,942 | +1.08% | |
| Img Wealth Management, Inc. | 1.37% | 64,117 | $2,653,157 | $2,642,262 | -$10,895 | -0.41% | |
| Arete Wealth Advisors, Llc | 0.16% | 58,450 | $2,383,006 | $2,408,725 | +$25,719 | +1.08% | |
| Berger Financial Group, Inc | 0.12% | 57,745 | $2,354,264 | $2,379,671 | +$25,407 | +1.08% | |
| Concurrent Investment Advisors, Llc | 0.01% | 51,686 | $2,138,759 | $2,129,980 | -$8,779 | -0.41% | |
| Triad Wealth Partners, Llc | 0.12% | 51,098 | $2,114,435 | $2,105,749 | -$8,686 | -0.41% | |
| Cerity Partners Llc | 0.00% | 46,962 | $1,914,641 | $1,935,304 | +$20,663 | +1.08% | |
| Spire Wealth Management | 0.06% | 45,578 | $1,886,001 | $1,878,269 | -$7,732 | -0.41% | |
| Assuredpartners Investment Advisors, Llc | 0.18% | 45,664 | $1,861,721 | $1,881,813 | +$20,092 | +1.08% | |
| Allworth Financial Lp | 0.01% | 44,413 | $1,810,719 | $1,830,260 | +$19,541 | +1.08% | |
| Lpl Financial Llc | 0.00% | 41,184 | $1,679,072 | $1,697,193 | +$18,121 | +1.08% | |
| Chicago Partners Investment Group Llc | 0.02% | 32,647 | $1,349,793 | $1,345,383 | -$4,410 | -0.33% | |
| Fiduciary Financial Group, Llc | 0.15% | 30,156 | $1,247,855 | $1,242,729 | -$5,126 | -0.41% | |
| Riverchase Wealth Management, Llc | 0.56% | 27,942 | $1,156,240 | $1,151,490 | -$4,750 | -0.41% | |
| Accurate Wealth Management, Llc | 0.10% | 26,318 | $1,100,994 | $1,084,565 | -$16,429 | -1.49% | |
| Truist Financial Corp | 0.00% | 23,839 | $986,458 | $982,405 | -$4,053 | -0.41% | |
| Envestnet Asset Management Inc | 0.00% | 23,012 | $938,199 | $948,325 | +$10,126 | +1.08% | |
| Kellett Wealth Advisors, Llc | 0.34% | 22,286 | $922,196 | $918,406 | -$3,790 | -0.41% | |
| Partners Wealth Management, Llc | 0.09% | 20,942 | $866,580 | $863,020 | -$3,560 | -0.41% | |
| Steelpeak Wealth, Llc | 0.02% | 19,176 | $793,503 | $790,243 | -$3,260 | -0.41% | |
| Wpwealth Llp | 0.12% | 19,434 | $792,324 | $800,875 | +$8,551 | +1.08% | |
| Campbell Deegan Wealth Management, Llc | 0.53% | 18,365 | $748,741 | $756,822 | +$8,081 | +1.08% | |
| Fort Washington Investment Advisors Inc | 0.00% | 16,675 | $690,012 | $687,177 | -$2,835 | -0.41% | |
| Axxcess Wealth Management, Llc | 0.03% | 16,289 | $674,038 | $671,270 | -$2,768 | -0.41% | |
| Investrust | 0.27% | 16,258 | $672,756 | $669,992 | -$2,764 | -0.41% | |
| Trek Financial, Llc | 0.03% | 15,079 | $623,969 | $621,406 | -$2,563 | -0.41% | |
| Aqr Capital Management Llc | 0.00% | 14,535 | $592,592 | $598,987 | +$6,395 | +1.08% | |
| Strategic Blueprint, Llc | 0.03% | 13,822 | $571,954 | $569,605 | -$2,349 | -0.41% | |
| Encompass More Asset Management | 0.08% | 13,574 | $561,692 | $559,385 | -$2,307 | -0.41% | |
| Jpmorgan Chase & Co | 0.00% | 13,727 | $558,138 | $565,690 | +$7,552 | +1.35% | |
| Cetera Investment Advisers | 0.00% | 13,118 | $534,821 | $540,593 | +$5,772 | +1.08% | |
| Susquehanna International Group, Llp | 0.00% | 12,995 | $529,806 | $535,524 | +$5,718 | +1.08% | |
| Advisory Services Network, Llc | 0.01% | 12,500 | $509,625 | $515,125 | +$5,500 | +1.08% | |
| Retirement Guys Formula Llc | 0.18% | 12,033 | $497,926 | $495,880 | -$2,046 | -0.41% | |
| Raymond James Financial Inc | 0.00% | 12,068 | $492,013 | $497,322 | +$5,309 | +1.08% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 11,989 | $488,792 | $494,067 | +$5,275 | +1.08% | |
| Atria Investments, Inc | 0.00% | 11,636 | $481,498 | $479,520 | -$1,978 | -0.41% | |
| Lantz Financial Llc | 0.09% | 11,519 | $476,656 | $474,698 | -$1,958 | -0.41% | |
| Souders Financial Advisors | 0.05% | 11,680 | $476,194 | $481,333 | +$5,139 | +1.08% |
Frequently asked questions about UJUL
Who are the largest institutional holders of UJUL?
The largest institutional holders of UJUL reported in the latest SEC Form 13F filings include Brookstone Capital Management, Osaic Holdings, Inc., Greater Midwest Financial Group, Llc, Kestra Advisory Services, Llc, and C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors. InsiderSet ranks institutional holders by their latest reported UJUL position.
What is UJUL institutional ownership?
This page tracks UJUL positions reported by institutional investment managers through SEC Form 13F. INNOVATOR U.S. EQUITY ULTRA (UJUL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own UJUL?
InsiderSet currently tracks 82 institutional managers reporting UJUL 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 UJUL shareholders.
How much UJUL stock do institutions own?
Institutional investment managers disclosed approximately $165.88M in UJUL holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was UJUL institutional ownership last updated?
The latest UJUL 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 UJUL 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 UJUL position after the reporting date.
Are institutions buying or selling UJUL?
Institutional buying and selling can be analyzed by comparing UJUL positions across consecutive 13F reporting periods. InsiderSet's UJUL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View UJUL ownership changes.
How has UJUL institutional ownership changed over time?
InsiderSet tracks UJUL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.