INNOVATOR U.S. EQUITY ULTRA (UJUN) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $119.00M in UJUN holdings during the latest filing period.
Brookstone Capital Management is currently the largest disclosed institutional shareholder of UJUN tracked by InsiderSet, reporting ownership valued at approximately $55.54M 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 $56.51M, representing an estimated gain of +1.74% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 78% of the total disclosed UJUN value among the investors covered in this analysis. Major shareholders include Brookstone Capital Management, Berger Financial Group, Inc, 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 (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
60
Total Reported Value
$119.00M
Largest Holder
Brookstone Capital Management
Largest Position
$55.54M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
67
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Brookstone Capital Management | 0.56% | 1,441,222 | $55,544,696 | $56,512,476 | +$967,780 | +1.74% | |
| Berger Financial Group, Inc | 0.37% | 175,588 | $6,538,827 | $6,885,069 | +$346,242 | +5.30% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.31% | 162,090 | $6,246,949 | $6,355,792 | +$108,843 | +1.74% | |
| Trek Financial, Llc | 0.30% | 150,081 | $5,588,956 | $5,884,901 | +$295,945 | +5.30% | |
| Kfg Wealth Management, Llc | 0.62% | 141,429 | $5,450,666 | $5,545,643 | +$94,977 | +1.74% | |
| Commonwealth Equity Services, Llc | 0.00% | 97,480 | $3,756,880 | $3,822,337 | +$65,457 | +1.74% | |
| Spire Wealth Management | 0.08% | 67,674 | $2,608,163 | $2,653,599 | +$45,436 | +1.74% | |
| Central Valley Advisors, Llc | 0.65% | 65,560 | $2,526,682 | $2,570,706 | +$44,024 | +1.74% | |
| Kestra Advisory Services, Llc | 0.01% | 60,032 | $2,313,633 | $2,353,945 | +$40,312 | +1.74% | |
| Susquehanna International Group, Llp | 0.00% | 60,697 | $2,260,332 | $2,380,020 | +$119,688 | +5.30% | |
| Osaic Holdings, Inc. | 0.00% | 42,078 | $1,566,974 | $1,649,941 | +$82,967 | +5.29% | |
| Castle Rock Wealth Management, Llc | 0.30% | 40,094 | $1,544,020 | $1,572,146 | +$28,126 | +1.82% | |
| Pfg Advisors | 0.07% | 37,762 | $1,455,347 | $1,480,705 | +$25,358 | +1.74% | |
| Strategic Blueprint, Llc | 0.06% | 33,323 | $1,284,268 | $1,306,645 | +$22,377 | +1.74% | |
| O'Connor Financial Group Llc | 0.42% | 30,611 | $1,179,747 | $1,200,303 | +$20,556 | +1.74% | |
| Lpl Financial Llc | 0.00% | 31,593 | $1,176,511 | $1,238,809 | +$62,298 | +5.30% | |
| Bxm Wealth Llc | 0.61% | 29,140 | $1,123,056 | $1,142,623 | +$19,567 | +1.74% | |
| Nations Financial Group Inc | 0.05% | 28,572 | $1,101,165 | $1,120,351 | +$19,186 | +1.74% | |
| Envestnet Asset Management Inc | 0.00% | 28,750 | $1,070,639 | $1,127,331 | +$56,692 | +5.30% | |
| Img Wealth Management, Inc. | 0.67% | 28,137 | $1,047,811 | $1,103,294 | +$55,483 | +5.30% | |
| Assuredpartners Investment Advisors, Llc | 0.10% | 25,356 | $950,972 | $994,247 | +$43,275 | +4.55% | |
| Beacon Pointe Advisors, Llc | 0.00% | 25,204 | $938,587 | $988,287 | +$49,700 | +5.30% | |
| Truist Financial Corp | 0.00% | 22,598 | $870,927 | $886,101 | +$15,174 | +1.74% | |
| Foundations Investment Advisors, Llc | 0.01% | 22,985 | $855,952 | $901,276 | +$45,324 | +5.30% | |
| Steelpeak Wealth, Llc | 0.02% | 21,568 | $831,231 | $845,714 | +$14,483 | +1.74% | |
| Cetera Investment Advisers | 0.00% | 19,998 | $744,718 | $784,152 | +$39,434 | +5.30% | |
| Garden State Investment Advisory Services Llc | 0.15% | 17,235 | $641,825 | $675,810 | +$33,985 | +5.30% | |
| Fiduciary Financial Group, Llc | 0.07% | 15,022 | $578,948 | $589,035 | +$10,087 | +1.74% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 14,928 | $578,311 | $585,349 | +$7,038 | +1.22% | |
| Barnes Dennig Private Wealth Management Llc | 0.43% | 13,883 | $535,051 | $544,373 | +$9,322 | +1.74% | |
| Tradition Wealth Management, Llc | 0.03% | 12,951 | $482,290 | $507,828 | +$25,538 | +5.30% | |
| Comprehensive Financial Consultants Institutional, Inc. | 0.13% | 12,285 | $473,464 | $481,713 | +$8,249 | +1.74% | |
| Creative Planning | 0.00% | 12,430 | $462,888 | $487,399 | +$24,511 | +5.30% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 12,139 | $452,052 | $475,988 | +$23,936 | +5.30% | |
| Rps Advisory Solutions Llc | 0.22% | 10,211 | $380,254 | $400,389 | +$20,135 | +5.30% | |
| Mml Investors Services, Llc | 0.00% | 9,823 | $365,805 | $385,175 | +$19,370 | +5.30% | |
| Corecap Advisors, Llc | 0.01% | 8,979 | $346,051 | $352,080 | +$6,029 | +1.74% | |
| Old Mission Capital Llc | 0.01% | 8,934 | $332,698 | $350,316 | +$17,618 | +5.30% | |
| Clear Creek Financial Management, Llc | 0.02% | 8,313 | $320,383 | $325,965 | +$5,582 | +1.74% | |
| Citadel Advisors Llc | 0.00% | 7,298 | $271,775 | $286,166 | +$14,391 | +5.30% | |
| Money Concepts Capital Corp | 0.01% | 7,070 | $263,284 | $277,225 | +$13,941 | +5.30% | |
| Chris Bulman Inc | 0.09% | 6,214 | $239,487 | $243,660 | +$4,173 | +1.74% | |
| Lantz Financial Llc | 0.04% | 6,115 | $235,672 | $239,778 | +$4,106 | +1.74% | |
| Fc Advisory Llc | 0.06% | 6,061 | $233,591 | $237,661 | +$4,070 | +1.74% | |
| Gts Securities Llc | 0.01% | 5,817 | $216,625 | $228,093 | +$11,468 | +5.29% | |
| Advisory Services Network, Llc | 0.00% | 5,745 | $213,942 | $225,270 | +$11,328 | +5.29% | |
| Wealthshield Partners, Llc | 0.02% | 5,632 | $209,733 | $220,839 | +$11,106 | +5.30% | |
| Kathmere Capital Management, Llc | 0.01% | 5,251 | $202,374 | $205,900 | +$3,526 | +1.74% | |
| Ae Wealth Management Llc | 0.00% | 2,664 | $99,206 | $104,459 | +$5,253 | +5.30% | |
| Keating Financial Advisory Services, Inc. | 0.01% | 2,259 | $84,124 | $88,579 | +$4,455 | +5.30% |
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.