INNOVATOR U.S. EQUITY ULTRA (UJUN) Institutional Ownership Changes & 13F Activity
INNOVATOR U.S. EQUITY ULTRA (UJUN). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Talon Private Wealth, Llc, Mml Investors Services, Llc, Envestnet Asset Management Inc, Susquehanna International Group, Llp, and Lido Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +67,596 | +235.1% | 96,346 | $3.71M | Q2 2026 | Sep 23, 2026 |
| Talon Private Wealth, Llc | Buy | +728,001 | — | 728,001 | $28.06M | Q2 2026 | Sep 11, 2026 |
| Archer Investment Corp | Buy | +130 | +18.2% | 845 | $32.57K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +4,938 | +19.6% | 30,142 | $1.16M | Q2 2026 | Aug 18, 2026 |
| Centaurus Financial, Inc. | Buy | +3,875 | — | 3,875 | $149.00K | Q2 2026 | Aug 17, 2026 |
| Susquehanna International Group, Llp | Sell | -36,186 | -59.6% | 24,511 | $944.65K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +18,371 | +43.7% | 60,449 | $2.33M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +10,023 | — | 10,023 | $386.29K | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Buy | +7,216 | — | 7,216 | $278.00K | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Buy | +183 | +0.8% | 23,168 | $892.89K | Q2 2026 | Aug 14, 2026 |
| Wood Tarver Financial Group, Llc | Sell | -4,557 | -17.7% | 21,127 | $814.00K | Q2 2026 | Aug 13, 2026 |
| Trek Financial, Llc | Buy | +1,292 | +0.9% | 151,373 | $5.83M | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Sell | -655 | -5.4% | 11,484 | $442.59K | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Buy | +20,171 | +100.9% | 40,169 | $1.55M | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +8,146 | — | 8,146 | $312.32K | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, Llc | Buy | +1,400 | +24.4% | 7,145 | $275.37K | Q2 2026 | Aug 12, 2026 |
| Wealthshield Partners, Llc | Sell | -456 | -8.1% | 5,176 | $199.48K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +439 | — | 439 | $16.92K | Q2 2026 | Aug 12, 2026 |
| Keating Financial Advisory Services, Inc. | Sell | -22 | -1.0% | 2,237 | $86.21K | Q2 2026 | Aug 11, 2026 |
| Arkadios Wealth Advisors | Buy | +15,710 | — | 15,710 | $605.46K | Q2 2026 | Aug 10, 2026 |
| Assuredpartners Investment Advisors, Llc | Buy | +13,966 | +55.1% | 39,322 | $1.52M | Q2 2026 | Aug 10, 2026 |
| Ima Advisory Services, Inc. | Buy | +2,400 | — | 2,400 | $92.50K | Q2 2026 | Aug 10, 2026 |
| Mml Investors Services, Llc | Buy | +94,471 | +961.7% | 104,294 | $4.02M | Q2 2026 | Aug 07, 2026 |
| Lido Advisors, Llc | Buy | +26,150 | — | 26,150 | $1.01M | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Buy | +12,471 | +39.5% | 44,064 | $1.70M | Q2 2026 | Aug 07, 2026 |
| Silver Oak Securities, Incorporated | Buy | +10,482 | — | 10,482 | $403.98K | Q2 2026 | Aug 07, 2026 |
| Tounjian Advisory Partners, Llc | Buy | +8,430 | — | 8,430 | $324.89K | Q2 2026 | Aug 07, 2026 |
| Img Wealth Management, Inc. | Buy | +3,402 | +12.1% | 31,539 | $1.22M | Q2 2026 | Aug 07, 2026 |
| Financial Management Network Inc | Buy | +13,130 | — | 13,130 | $505.50K | Q2 2026 | Aug 06, 2026 |
| Virtue Capital Management, Llc | Buy | +13,849 | — | 13,849 | $533.74K | Q2 2026 | Aug 05, 2026 |
Frequently asked questions about UJUN activity
Which institutional owners are buying UJUN?
Institutional owners buying UJUN include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in UJUN activity?
"Buy" means an investor increased their reported position in UJUN compared to the prior reporting period. This reflects growing exposure to INNOVATOR U.S. EQUITY ULTRA (UJUN) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in UJUN increasing?
Institutional interest in UJUN can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.