INNOVATOR U.S. EQUITY ULTRA (UJUN) Top Institutional Shareholders
INNOVATOR U.S. EQUITY ULTRA (UJUN) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $53.10M in UJUN holdings during the latest filing period.
Berger Financial Group, Inc is currently the largest disclosed institutional shareholder of UJUN tracked by InsiderSet, reporting ownership valued at approximately $6.54M 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 $6.72M, representing an estimated gain of +2.71% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed UJUN value among the investors covered in this analysis. Major shareholders include Berger Financial Group, Inc, C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors, Trek Financial, Llc, and several other long-term asset managers with concentrated positions in INNOVATOR U.S. EQUITY ULTRA (UJUN).
This page ranks the largest institutional UJUN 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
52
Total Reported Value
$53.10M
Largest Holder
Berger Financial Group, Inc
Largest Position
$6.54M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
56
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Berger Financial Group, Inc | 0.37% | 175,588 | $6,538,827 | $6,716,065 | +$177,238 | +2.71% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.33% | 154,608 | $5,757,540 | $5,913,601 | +$156,061 | +2.71% | |
| Trek Financial, Llc | 0.30% | 150,081 | $5,588,956 | $5,740,448 | +$151,492 | +2.71% | |
| Seacrest Wealth Management, Llc | 0.38% | 96,537 | $3,594,999 | $3,692,444 | +$97,445 | +2.71% | |
| Kfg Wealth Management, Llc | 0.38% | 79,389 | $2,956,407 | $3,036,550 | +$80,143 | +2.71% | |
| Susquehanna International Group, Llp | 0.00% | 60,697 | $2,260,332 | $2,321,600 | +$61,268 | +2.71% | |
| Kestra Advisory Services, Llc | 0.01% | 55,805 | $2,078,156 | $2,134,485 | +$56,329 | +2.71% | |
| Central Valley Advisors, Llc | 0.55% | 54,057 | $2,013,063 | $2,067,626 | +$54,563 | +2.71% | |
| Commonwealth Equity Services, Llc | 0.00% | 51,450 | $1,915,980 | $1,967,911 | +$51,931 | +2.71% | |
| Osaic Holdings, Inc. | 0.00% | 42,078 | $1,566,974 | $1,609,441 | +$42,467 | +2.71% | |
| Castle Rock Wealth Management, Llc | 0.32% | 40,094 | $1,499,820 | $1,533,555 | +$33,735 | +2.25% | |
| Spire Wealth Management | 0.05% | 39,785 | $1,481,578 | $1,521,736 | +$40,158 | +2.71% | |
| Lpl Financial Llc | 0.00% | 31,593 | $1,176,511 | $1,208,401 | +$31,890 | +2.71% | |
| Envestnet Asset Management Inc | 0.00% | 28,750 | $1,070,639 | $1,099,659 | +$29,020 | +2.71% | |
| Img Wealth Management, Inc. | 0.67% | 28,137 | $1,047,811 | $1,076,212 | +$28,401 | +2.71% | |
| Assuredpartners Investment Advisors, Llc | 0.10% | 25,356 | $950,972 | $969,842 | +$18,870 | +1.98% | |
| Beacon Pointe Advisors, Llc | 0.00% | 25,204 | $938,587 | $964,028 | +$25,441 | +2.71% | |
| Brookstone Capital Management | 0.01% | 23,980 | $893,006 | $917,211 | +$24,205 | +2.71% | |
| Foundations Investment Advisors, Llc | 0.01% | 22,985 | $855,952 | $879,153 | +$23,201 | +2.71% | |
| Truist Financial Corp | 0.00% | 22,598 | $841,540 | $864,351 | +$22,811 | +2.71% | |
| Cetera Investment Advisers | 0.00% | 19,998 | $744,718 | $764,904 | +$20,186 | +2.71% | |
| Garden State Investment Advisory Services Llc | 0.15% | 17,235 | $641,825 | $659,222 | +$17,397 | +2.71% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 14,941 | $558,907 | $571,478 | +$12,571 | +2.25% | |
| Barnes Dennig Private Wealth Management Llc | 0.52% | 14,185 | $528,244 | $542,562 | +$14,318 | +2.71% | |
| Tradition Wealth Management, Llc | 0.03% | 12,951 | $482,290 | $495,363 | +$13,073 | +2.71% | |
| Creative Planning | 0.00% | 12,430 | $462,888 | $475,435 | +$12,547 | +2.71% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 12,139 | $452,052 | $464,305 | +$12,253 | +2.71% | |
| Rps Advisory Solutions Llc | 0.22% | 10,211 | $380,254 | $390,561 | +$10,307 | +2.71% | |
| Strategic Blueprint, Llc | 0.02% | 9,853 | $366,922 | $376,867 | +$9,945 | +2.71% | |
| Mml Investors Services, Llc | 0.00% | 9,823 | $365,805 | $375,720 | +$9,915 | +2.71% | |
| Fiduciary Financial Group, Llc | 0.05% | 9,478 | $352,957 | $362,524 | +$9,567 | +2.71% | |
| O'Connor Financial Group Llc | 0.14% | 8,958 | $333,592 | $342,635 | +$9,043 | +2.71% | |
| Old Mission Capital Llc | 0.01% | 8,934 | $332,698 | $341,717 | +$9,019 | +2.71% | |
| Corecap Advisors, Llc | 0.01% | 7,677 | $285,888 | $293,638 | +$7,750 | +2.71% | |
| Citadel Advisors Llc | 0.00% | 7,298 | $271,775 | $279,141 | +$7,366 | +2.71% | |
| Money Concepts Capital Corp | 0.01% | 7,070 | $263,284 | $270,420 | +$7,136 | +2.71% | |
| Fc Advisory Llc | 0.07% | 6,061 | $225,709 | $231,827 | +$6,118 | +2.71% | |
| Gts Securities Llc | 0.01% | 5,817 | $216,625 | $222,494 | +$5,869 | +2.71% | |
| Advisory Services Network, Llc | 0.00% | 5,745 | $213,942 | $219,741 | +$5,799 | +2.71% | |
| Wealthshield Partners, Llc | 0.02% | 5,632 | $209,733 | $215,418 | +$5,685 | +2.71% | |
| Ae Wealth Management Llc | 0.00% | 2,664 | $99,206 | $101,895 | +$2,689 | +2.71% | |
| Keating Financial Advisory Services, Inc. | 0.01% | 2,259 | $84,124 | $86,404 | +$2,280 | +2.71% | |
| Integrity Financial Corp | 0.03% | 1,544 | $57,498 | $59,056 | +$1,558 | +2.71% | |
| Financial Network Wealth Advisors Llc | 0.04% | 932 | $34,707 | $35,648 | +$941 | +2.71% | |
| Chapman Financial Group, Llc | 0.02% | 800 | $29,792 | $30,599 | +$807 | +2.71% | |
| Archer Investment Corp | 0.01% | 715 | $26,626 | $27,348 | +$722 | +2.71% | |
| Rockefeller Capital Management L.P. | 0.00% | 700 | $26,068 | $26,774 | +$706 | +2.71% | |
| Barclays Plc | 0.00% | 219 | $8,155 | $8,377 | +$222 | +2.72% | |
| Ubs Group Ag | 0.00% | 196 | $7,299 | $7,497 | +$198 | +2.71% | |
| Larson Financial Group Llc | 0.00% | 181 | $6,740 | $6,923 | +$183 | +2.72% |
Frequently asked questions about UJUN
Who owns the most UJUN stock?
The largest holders of UJUN 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 (UJUN).
Is UJUN widely held by superinvestors?
Many widely followed stocks like UJUN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly UJUN 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.