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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+67,596+235.1%96,346$3.71MQ2 2026Sep 23, 2026
Talon Private Wealth, LlcBuy+728,001—728,001$28.06MQ2 2026Sep 11, 2026
Archer Investment CorpBuy+130+18.2%845$32.57KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+4,938+19.6%30,142$1.16MQ2 2026Aug 18, 2026
Centaurus Financial, Inc.Buy+3,875—3,875$149.00KQ2 2026Aug 17, 2026
Susquehanna International Group, LlpSell-36,186-59.6%24,511$944.65KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+18,371+43.7%60,449$2.33MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+10,023—10,023$386.29KQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+7,216—7,216$278.00KQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+183+0.8%23,168$892.89KQ2 2026Aug 14, 2026
Wood Tarver Financial Group, LlcSell-4,557-17.7%21,127$814.00KQ2 2026Aug 13, 2026
Trek Financial, LlcBuy+1,292+0.9%151,373$5.83MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcSell-655-5.4%11,484$442.59KQ2 2026Aug 13, 2026
Cetera Investment AdvisersBuy+20,171+100.9%40,169$1.55MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+8,146—8,146$312.32KQ2 2026Aug 12, 2026
Advisory Services Network, LlcBuy+1,400+24.4%7,145$275.37KQ2 2026Aug 12, 2026
Wealthshield Partners, LlcSell-456-8.1%5,176$199.48KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+439—439$16.92KQ2 2026Aug 12, 2026
Keating Financial Advisory Services, Inc.Sell-22-1.0%2,237$86.21KQ2 2026Aug 11, 2026
Arkadios Wealth AdvisorsBuy+15,710—15,710$605.46KQ2 2026Aug 10, 2026
Assuredpartners Investment Advisors, LlcBuy+13,966+55.1%39,322$1.52MQ2 2026Aug 10, 2026
Ima Advisory Services, Inc.Buy+2,400—2,400$92.50KQ2 2026Aug 10, 2026
Mml Investors Services, LlcBuy+94,471+961.7%104,294$4.02MQ2 2026Aug 07, 2026
Lido Advisors, LlcBuy+26,150—26,150$1.01MQ2 2026Aug 07, 2026
Lpl Financial LlcBuy+12,471+39.5%44,064$1.70MQ2 2026Aug 07, 2026
Silver Oak Securities, IncorporatedBuy+10,482—10,482$403.98KQ2 2026Aug 07, 2026
Tounjian Advisory Partners, LlcBuy+8,430—8,430$324.89KQ2 2026Aug 07, 2026
Img Wealth Management, Inc.Buy+3,402+12.1%31,539$1.22MQ2 2026Aug 07, 2026
Financial Management Network IncBuy+13,130—13,130$505.50KQ2 2026Aug 06, 2026
Virtue Capital Management, LlcBuy+13,849—13,849$533.74KQ2 2026Aug 05, 2026
Showing 30 of 66

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.

UJUN Institutional Ownership Changes and 13F Activity Q2 2026 | InsiderSet