UJUN Institutional Ownership & Shareholders
INNOVATOR U.S. EQUITY ULTRA (UJUN) is currently held by 71 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $161.07M 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 UJUN tracked by InsiderSet, reporting ownership valued at approximately $51.77M 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 $51.39M, representing an estimated loss of -0.74% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% of the total disclosed UJUN value among the investors covered in this analysis. Major shareholders include Brookstone Capital Management, Talon Private Wealth, Llc, Berger Financial Group, Inc, 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
71
Total Reported Value
$161.07M
Largest Holder
Brookstone Capital Management
Largest Position
$51.77M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
84
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Brookstone Capital Management | 0.51% | 1,322,583 | $51,772,659 | $51,386,979 | -$385,680 | -0.74% | |
| Talon Private Wealth, Llc | 3.28% | 728,001 | $28,057,159 | $28,285,387 | +$228,228 | +0.81% | |
| Berger Financial Group, Inc | 0.36% | 185,198 | $7,137,531 | $7,195,590 | +$58,059 | +0.81% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.34% | 176,407 | $6,905,470 | $6,854,029 | -$51,441 | -0.74% | |
| Trek Financial, Llc | 0.27% | 151,373 | $5,925,511 | $5,881,371 | -$44,140 | -0.74% | |
| Kfg Wealth Management, Llc | 0.60% | 140,761 | $5,510,121 | $5,469,058 | -$41,063 | -0.75% | |
| Mml Investors Services, Llc | 0.01% | 104,294 | $4,019,491 | $4,052,187 | +$32,696 | +0.81% | |
| Commonwealth Equity Services, Llc | 0.01% | 102,676 | $4,019,260 | $3,989,322 | -$29,938 | -0.74% | |
| Envestnet Asset Management Inc | 0.00% | 96,346 | $3,713,175 | $3,743,379 | +$30,204 | +0.81% | |
| Spire Wealth Management | 0.08% | 66,018 | $2,584,523 | $2,565,030 | -$19,493 | -0.75% | |
| Central Valley Advisors, Llc | 0.69% | 65,447 | $2,561,930 | $2,542,845 | -$19,085 | -0.74% | |
| Osaic Holdings, Inc. | 0.00% | 60,449 | $2,329,684 | $2,348,655 | +$18,971 | +0.81% | |
| Kestra Advisory Services, Llc | 0.01% | 56,958 | $2,229,627 | $2,213,018 | -$16,609 | -0.74% | |
| Concurrent Investment Advisors, Llc | 0.01% | 52,317 | $2,047,961 | $2,032,699 | -$15,262 | -0.75% | |
| Lpl Financial Llc | 0.00% | 44,064 | $1,698,227 | $1,712,041 | +$13,814 | +0.81% | |
| Bxm Wealth Llc | 0.86% | 41,200 | $1,612,778 | $1,600,764 | -$12,014 | -0.74% | |
| Castle Rock Wealth Management, Llc | 0.29% | 39,368 | $1,559,756 | $1,529,585 | -$30,171 | -1.93% | |
| Cetera Investment Advisers | 0.00% | 40,169 | $1,548,113 | $1,560,706 | +$12,593 | +0.81% | |
| Assuredpartners Investment Advisors, Llc | 0.15% | 39,322 | $1,515,470 | $1,527,797 | +$12,327 | +0.81% | |
| Strategic Blueprint, Llc | 0.06% | 32,804 | $1,284,131 | $1,274,550 | -$9,581 | -0.75% | |
| Beacon Pointe Advisors, Llc | 0.01% | 30,142 | $1,161,673 | $1,171,122 | +$9,449 | +0.81% | |
| O'Connor Financial Group Llc | 0.40% | 29,144 | $1,140,845 | $1,132,346 | -$8,499 | -0.74% | |
| Nations Financial Group Inc | 0.05% | 28,572 | $1,101,165 | $1,110,122 | +$8,957 | +0.81% | |
| Lido Advisors, Llc | 0.00% | 26,150 | $1,007,821 | $1,016,019 | +$8,198 | +0.81% | |
| Creative Planning | 0.00% | 24,533 | $960,347 | $953,193 | -$7,154 | -0.74% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 24,278 | $958,001 | $943,285 | -$14,716 | -1.54% | |
| Susquehanna International Group, Llp | 0.00% | 24,511 | $944,654 | $952,338 | +$7,684 | +0.81% | |
| Truist Financial Corp | 0.00% | 23,390 | $915,604 | $908,783 | -$6,821 | -0.74% | |
| Foundations Investment Advisors, Llc | 0.01% | 23,168 | $892,895 | $900,158 | +$7,263 | +0.81% | |
| Img Wealth Management, Inc. | 0.45% | 22,406 | $877,085 | $870,552 | -$6,533 | -0.74% | |
| Wood Tarver Financial Group, Llc | 0.19% | 21,127 | $814,000 | $820,858 | +$6,858 | +0.84% | |
| Steelpeak Wealth, Llc | 0.02% | 20,119 | $787,561 | $781,694 | -$5,867 | -0.75% | |
| Financial Management Network Inc | 0.11% | 19,920 | $783,043 | $773,962 | -$9,081 | -1.16% | |
| Garden State Investment Advisory Services Llc | 0.13% | 17,235 | $664,237 | $669,640 | +$5,403 | +0.81% | |
| Axxcess Wealth Management, Llc | 0.03% | 15,652 | $612,694 | $608,135 | -$4,559 | -0.74% | |
| Arkadios Wealth Advisors | 0.01% | 15,710 | $605,463 | $610,388 | +$4,925 | +0.81% | |
| Fiduciary Financial Group, Llc | 0.07% | 15,022 | $588,038 | $583,657 | -$4,381 | -0.74% | |
| Virtue Capital Management, Llc | 0.07% | 14,632 | $572,771 | $568,504 | -$4,267 | -0.74% | |
| Barnes Dennig Private Wealth Management Llc | 0.46% | 13,883 | $543,451 | $539,403 | -$4,048 | -0.74% | |
| Tradition Wealth Management, Llc | 0.03% | 12,951 | $499,132 | $503,192 | +$4,060 | +0.81% | |
| Comprehensive Financial Consultants Institutional, Inc. | 0.13% | 12,234 | $478,901 | $475,334 | -$3,567 | -0.74% | |
| Atx Financial Planning, Llc | 0.30% | 12,128 | $474,752 | $471,215 | -$3,537 | -0.74% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 11,484 | $442,593 | $446,194 | +$3,601 | +0.81% | |
| Silver Oak Securities, Incorporated | 0.02% | 10,482 | $403,976 | $407,262 | +$3,286 | +0.81% | |
| Mbl Wealth, Llc | 0.02% | 9,885 | $386,950 | $384,067 | -$2,883 | -0.75% | |
| Raymond James Financial Inc | 0.00% | 10,023 | $386,286 | $389,429 | +$3,143 | +0.81% | |
| Corecap Advisors, Llc | 0.01% | 8,880 | $347,608 | $345,019 | -$2,589 | -0.74% | |
| Pfg Advisors | 0.02% | 8,325 | $325,883 | $323,455 | -$2,428 | -0.74% | |
| Tounjian Advisory Partners, Llc | 0.14% | 8,430 | $324,892 | $327,535 | +$2,643 | +0.81% | |
| Jpmorgan Chase & Co | 0.00% | 8,146 | $312,318 | $316,501 | +$4,183 | +1.34% |
Frequently asked questions about UJUN
Who are the largest institutional holders of UJUN?
The largest institutional holders of UJUN reported in the latest SEC Form 13F filings include Brookstone Capital Management, Talon Private Wealth, Llc, Berger Financial Group, Inc, C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors, and Trek Financial, Llc. InsiderSet ranks institutional holders by their latest reported UJUN position.
What is UJUN institutional ownership?
This page tracks UJUN positions reported by institutional investment managers through SEC Form 13F. INNOVATOR U.S. EQUITY ULTRA (UJUN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own UJUN?
InsiderSet currently tracks 71 institutional managers reporting UJUN 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 UJUN shareholders.
How much UJUN stock do institutions own?
Institutional investment managers disclosed approximately $161.07M in UJUN holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was UJUN institutional ownership last updated?
The latest UJUN 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 UJUN 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 UJUN position after the reporting date.
Are institutions buying or selling UJUN?
Institutional buying and selling can be analyzed by comparing UJUN positions across consecutive 13F reporting periods. InsiderSet's UJUN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View UJUN ownership changes.
How has UJUN institutional ownership changed over time?
InsiderSet tracks UJUN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.