INNOVATOR U.S. EQUITY ULTRA (UJUL) Institutional Shareholders
INNOVATOR U.S. EQUITY ULTRA (UJUL) 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 $98.62M in UJUL holdings during the latest filing period.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of UJUL tracked by InsiderSet, reporting ownership valued at approximately $11.56M in its March 31, 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 $12.29M, representing an estimated gain of +6.33% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed UJUL value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Osaic Holdings, Inc., Kestra Advisory Services, 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
73
Total Reported Value
$98.62M
Largest Holder
Raymond James Financial Inc
Largest Position
$11.56M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
87
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | 0.00% | 301,861 | $11,560,371 | $12,291,780 | +$731,409 | +6.33% | |
| Osaic Holdings, Inc. | 0.02% | 278,191 | $10,654,504 | $11,327,938 | +$673,434 | +6.32% | |
| Kestra Advisory Services, Llc | 0.03% | 196,626 | $8,016,434 | $8,006,611 | -$9,823 | -0.12% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.37% | 183,958 | $7,499,968 | $7,490,770 | -$9,198 | -0.12% | |
| Cwm, Llc | 0.01% | 125,378 | $4,801,592 | $5,105,392 | +$303,800 | +6.33% | |
| Kfg Wealth Management, Llc | 0.45% | 96,867 | $3,949,260 | $3,944,424 | -$4,836 | -0.12% | |
| Brookstone Capital Management | 0.03% | 75,085 | $3,061,228 | $3,057,461 | -$3,767 | -0.12% | |
| Foundations Investment Advisors, Llc | 0.04% | 75,739 | $2,900,577 | $3,084,092 | +$183,515 | +6.33% | |
| Commonwealth Equity Services, Llc | 0.00% | 65,770 | $2,681,440 | $2,678,154 | -$3,286 | -0.12% | |
| Img Wealth Management, Inc. | 1.57% | 64,111 | $2,455,259 | $2,610,600 | +$155,341 | +6.33% | |
| Central Valley Advisors, Llc | 0.61% | 58,253 | $2,374,975 | $2,372,062 | -$2,913 | -0.12% | |
| Orion Porfolio Solutions, Llc | 0.02% | 60,393 | $2,312,871 | $2,459,203 | +$146,332 | +6.33% | |
| Arete Wealth Advisors, Llc | 0.17% | 58,380 | $2,235,954 | $2,377,234 | +$141,280 | +6.32% | |
| Berger Financial Group, Inc | 0.12% | 55,885 | $2,140,228 | $2,275,637 | +$135,409 | +6.33% | |
| Envestnet Asset Management Inc | 0.00% | 48,807 | $1,869,162 | $1,987,421 | +$118,259 | +6.33% | |
| Allworth Financial Lp | 0.01% | 48,288 | $1,849,286 | $1,966,287 | +$117,001 | +6.33% | |
| Assuredpartners Investment Advisors, Llc | 0.19% | 45,737 | $1,765,558 | $1,862,411 | +$96,853 | +5.49% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 41,684 | $1,705,292 | $1,697,372 | -$7,920 | -0.46% | |
| Cerity Partners Llc | 0.00% | 43,612 | $1,670,209 | $1,775,881 | +$105,672 | +6.33% | |
| Chicago Partners Investment Group Llc | 0.03% | 32,647 | $1,322,856 | $1,329,386 | +$6,530 | +0.49% | |
| Mml Investors Services, Llc | 0.00% | 33,949 | $1,300,145 | $1,382,403 | +$82,258 | +6.33% | |
| Lpl Financial Llc | 0.00% | 32,966 | $1,262,499 | $1,342,376 | +$79,877 | +6.33% | |
| Fiduciary Financial Group, Llc | 0.14% | 30,156 | $1,229,460 | $1,227,952 | -$1,508 | -0.12% | |
| Hightower Advisors, Llc | 0.00% | 31,600 | $1,210,185 | $1,286,752 | +$76,567 | +6.33% | |
| Accurate Wealth Management, Llc | 0.10% | 24,368 | $996,694 | $992,265 | -$4,429 | -0.44% | |
| Truist Financial Corp | 0.00% | 24,111 | $983,005 | $981,800 | -$1,205 | -0.12% | |
| Triad Wealth Partners, Llc | 0.07% | 23,564 | $902,431 | $959,526 | +$57,095 | +6.33% | |
| Wpwealth Llp | 0.13% | 22,862 | $875,546 | $930,941 | +$55,395 | +6.33% | |
| Steelpeak Wealth, Llc | 0.02% | 20,604 | $840,026 | $838,995 | -$1,031 | -0.12% | |
| Spire Wealth Management | 0.02% | 20,088 | $819,001 | $817,983 | -$1,018 | -0.12% | |
| Fort Washington Investment Advisors Inc | 0.00% | 16,675 | $679,840 | $679,006 | -$834 | -0.12% | |
| Investrust | 0.26% | 16,258 | $662,838 | $662,026 | -$812 | -0.12% | |
| Susquehanna International Group, Llp | 0.00% | 14,034 | $537,460 | $571,464 | +$34,004 | +6.33% | |
| Strategic Blueprint, Llc | 0.03% | 13,095 | $533,883 | $533,228 | -$655 | -0.12% | |
| Cetera Investment Advisers | 0.00% | 13,364 | $511,801 | $544,182 | +$32,381 | +6.33% | |
| Retirement Guys Formula Llc | 0.18% | 12,036 | $490,708 | $490,106 | -$602 | -0.12% | |
| Atria Investments, Inc | 0.00% | 11,956 | $487,446 | $486,848 | -$598 | -0.12% | |
| Advisory Services Network, Llc | 0.01% | 12,155 | $465,500 | $494,952 | +$29,452 | +6.33% | |
| Bedel Financial Consulting, Inc. | 0.04% | 11,394 | $464,533 | $463,964 | -$569 | -0.12% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 11,989 | $459,143 | $488,192 | +$29,049 | +6.33% | |
| Souders Financial Advisors | 0.05% | 11,680 | $447,309 | $475,610 | +$28,301 | +6.33% | |
| Concurrent Investment Advisors, Llc | 0.00% | 10,964 | $447,011 | $446,454 | -$557 | -0.12% | |
| Encompass More Asset Management | 0.07% | 10,947 | $446,309 | $445,762 | -$547 | -0.12% | |
| Rfg Advisory, Llc | 0.01% | 10,659 | $434,567 | $434,034 | -$533 | -0.12% | |
| Archer Investment Corp | 0.09% | 10,832 | $414,833 | $441,079 | +$26,246 | +6.33% | |
| Altium Investment Strategies Llc | 0.54% | 9,213 | $376,904 | $375,153 | -$1,751 | -0.46% | |
| Altfest L J & Co Inc | 0.03% | 8,507 | $346,830 | $346,405 | -$425 | -0.12% | |
| Tradition Wealth Management, Llc | 0.02% | 8,137 | $311,623 | $331,339 | +$19,716 | +6.33% | |
| Money Concepts Capital Corp | 0.01% | 6,998 | $268,002 | $284,959 | +$16,957 | +6.33% | |
| Ae Wealth Management Llc | 0.00% | 6,550 | $250,845 | $266,716 | +$15,871 | +6.33% |
Frequently asked questions about UJUL
Who owns the most UJUL stock?
The largest holders of UJUL 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 (UJUL).
Is UJUL widely held by superinvestors?
Many widely followed stocks like UJUL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly UJUL 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.