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 $90.23M in UJUL holdings during the latest filing period.
Osaic Holdings, Inc. is currently the largest disclosed institutional shareholder of UJUL tracked by InsiderSet, reporting ownership valued at approximately $11.50M 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 $11.56M, representing an estimated gain of +0.52% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed UJUL value among the investors covered in this analysis. Major shareholders include Osaic Holdings, Inc., Kestra Advisory Services, Llc, C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors, 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
72
Total Reported Value
$90.23M
Largest Holder
Osaic Holdings, Inc.
Largest Position
$11.50M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
91
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Osaic Holdings, Inc. | 0.01% | 281,971 | $11,495,857 | $11,555,172 | +$59,315 | +0.52% | |
| Kestra Advisory Services, Llc | 0.03% | 196,626 | $8,016,434 | $8,057,733 | +$41,299 | +0.52% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.37% | 183,958 | $7,499,968 | $7,538,599 | +$38,631 | +0.52% | |
| Cwm, Llc | 0.01% | 125,378 | $4,801,592 | $5,137,990 | +$336,398 | +7.01% | |
| Kfg Wealth Management, Llc | 0.45% | 96,867 | $3,949,260 | $3,969,610 | +$20,350 | +0.52% | |
| Foundations Investment Advisors, Llc | 0.03% | 78,980 | $3,220,015 | $3,236,600 | +$16,585 | +0.52% | |
| Brookstone Capital Management | 0.03% | 75,085 | $3,061,228 | $3,076,983 | +$15,755 | +0.51% | |
| Orion Porfolio Solutions, Llc | 0.02% | 66,325 | $2,704,070 | $2,717,999 | +$13,929 | +0.52% | |
| Commonwealth Equity Services, Llc | 0.00% | 65,770 | $2,681,440 | $2,695,255 | +$13,815 | +0.52% | |
| Img Wealth Management, Inc. | 1.45% | 64,004 | $2,609,443 | $2,622,884 | +$13,441 | +0.52% | |
| Arete Wealth Advisors, Llc | 0.16% | 58,450 | $2,383,006 | $2,395,281 | +$12,275 | +0.52% | |
| Central Valley Advisors, Llc | 0.61% | 58,253 | $2,374,975 | $2,387,208 | +$12,233 | +0.52% | |
| Berger Financial Group, Inc | 0.12% | 57,745 | $2,354,264 | $2,366,390 | +$12,126 | +0.52% | |
| Cerity Partners Llc | 0.00% | 46,962 | $1,914,641 | $1,924,503 | +$9,862 | +0.52% | |
| Assuredpartners Investment Advisors, Llc | 0.18% | 45,664 | $1,861,721 | $1,871,311 | +$9,590 | +0.52% | |
| Allworth Financial Lp | 0.01% | 44,413 | $1,810,719 | $1,820,045 | +$9,326 | +0.52% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 41,684 | $1,705,292 | $1,708,210 | +$2,918 | +0.17% | |
| Lpl Financial Llc | 0.00% | 41,184 | $1,679,072 | $1,687,720 | +$8,648 | +0.52% | |
| Triad Wealth Partners, Llc | 0.09% | 38,984 | $1,599,903 | $1,597,564 | -$2,339 | -0.15% | |
| Chicago Partners Investment Group Llc | 0.03% | 32,647 | $1,322,856 | $1,337,874 | +$15,018 | +1.14% | |
| Fiduciary Financial Group, Llc | 0.14% | 30,156 | $1,229,460 | $1,235,793 | +$6,333 | +0.52% | |
| Accurate Wealth Management, Llc | 0.10% | 24,368 | $996,694 | $998,601 | +$1,907 | +0.19% | |
| Truist Financial Corp | 0.00% | 24,111 | $983,005 | $988,069 | +$5,064 | +0.52% | |
| Envestnet Asset Management Inc | 0.00% | 23,012 | $938,199 | $943,032 | +$4,833 | +0.52% | |
| Steelpeak Wealth, Llc | 0.02% | 20,604 | $840,026 | $844,352 | +$4,326 | +0.51% | |
| Spire Wealth Management | 0.02% | 20,088 | $819,001 | $823,206 | +$4,205 | +0.51% | |
| Wpwealth Llp | 0.12% | 19,434 | $792,324 | $796,405 | +$4,081 | +0.52% | |
| Campbell Deegan Wealth Management, Llc | 0.53% | 18,365 | $748,741 | $752,598 | +$3,857 | +0.52% | |
| Fort Washington Investment Advisors Inc | 0.00% | 16,675 | $679,840 | $683,342 | +$3,502 | +0.52% | |
| Investrust | 0.26% | 16,258 | $662,838 | $666,253 | +$3,415 | +0.52% | |
| Aqr Capital Management Llc | 0.00% | 14,535 | $592,592 | $595,644 | +$3,052 | +0.52% | |
| Jpmorgan Chase & Co | 0.00% | 13,727 | $558,138 | $562,532 | +$4,394 | +0.79% | |
| Cetera Investment Advisers | 0.00% | 13,118 | $534,821 | $537,576 | +$2,755 | +0.52% | |
| Strategic Blueprint, Llc | 0.03% | 13,095 | $533,883 | $536,633 | +$2,750 | +0.52% | |
| Susquehanna International Group, Llp | 0.00% | 12,995 | $529,806 | $532,535 | +$2,729 | +0.52% | |
| Advisory Services Network, Llc | 0.01% | 12,500 | $509,625 | $512,250 | +$2,625 | +0.52% | |
| Raymond James Financial Inc | 0.00% | 12,068 | $492,013 | $494,547 | +$2,534 | +0.51% | |
| Retirement Guys Formula Llc | 0.18% | 12,036 | $490,708 | $493,235 | +$2,527 | +0.52% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 11,989 | $488,792 | $491,309 | +$2,517 | +0.51% | |
| Atria Investments, Inc | 0.00% | 11,956 | $487,446 | $489,957 | +$2,511 | +0.52% | |
| Souders Financial Advisors | 0.05% | 11,680 | $476,194 | $478,646 | +$2,452 | +0.52% | |
| Bedel Financial Consulting, Inc. | 0.04% | 11,394 | $464,533 | $466,926 | +$2,393 | +0.52% | |
| Concurrent Investment Advisors, Llc | 0.00% | 10,964 | $447,011 | $449,305 | +$2,294 | +0.51% | |
| Encompass More Asset Management | 0.07% | 10,947 | $446,309 | $448,608 | +$2,299 | +0.52% | |
| Rfg Advisory, Llc | 0.01% | 10,659 | $434,567 | $436,806 | +$2,239 | +0.52% | |
| Tradition Wealth Management, Llc | 0.03% | 10,492 | $427,759 | $429,962 | +$2,203 | +0.52% | |
| Archer Investment Corp | 0.08% | 10,287 | $419,401 | $421,561 | +$2,160 | +0.52% | |
| Altium Investment Strategies Llc | 0.54% | 9,213 | $376,904 | $377,549 | +$645 | +0.17% | |
| Principal Securities, Inc. | 0.00% | 8,799 | $358,735 | $360,583 | +$1,848 | +0.52% | |
| Centaurus Financial, Inc. | 0.01% | 8,691 | $354,000 | $356,157 | +$2,157 | +0.61% |
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.