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Innovator U.S. Equity Ultra Buffer ETF - June (UJUN) Institutional Ownership

$38.42 -0.05 (-0.13%)
As of 11:24 AM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Ultra Buffer ETF - June (BATS:UJUN)

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$71.40M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$68.23M
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UJUN Institutional Buying and Selling by Quarter

Innovator U.S. Equity Ultra Buffer ETF - June Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Fiduciary Financial Group LLC15,022$579K0.1%+58.5%0.653%
7/7/2026 CoreCap Advisors LLC8,979$346K0.0%+17.0%0.390%
5/13/2026Cetera Investment Advisers19,998$745K0.0%-7.7%0.869%
4/28/2026Berger Financial Group Inc175,588$6.54M0.4%-14.2%7.634%
4/21/2026 KFG Wealth Management LLC79,389$2.96M0.4%-18.2%3.452%
4/17/2026 Brookstone Capital Management23,980$893K0.0%-5.3%1.043%
2/18/2026OLD Mission Capital LLC43,283$1.62M0.0%+2.3%1.882%
2/17/2026Cetera Investment Advisers21,678$811K0.0%-7.5%0.943%
2/17/2026Osaic Holdings Inc.45,395$1.70M0.0%-2.1%1.974%
2/12/2026 Commonwealth Equity Services LLC51,450$1.92M0.0%-9.5%2.237%
2/12/2026Wood Tarver Financial Group LLC25,684$960K0.3%-1.3%1.117%
2/11/2026LPL Financial LLC31,593$1.18M0.0%+1.6%1.374%
2/10/2026Foundations Investment Advisors LLC22,665$848K0.0%+108.8%0.985%
2/5/2026IMG Wealth Management Inc.28,142$1.05M0.7%-1.1%1.224%
2/5/2026 Castle Rock Wealth Management LLC40,094$1.51M0.3%-7.3%1.743%
2/4/2026Trek Financial LLC153,095$5.73M0.3%-0.9%6.656%
2/3/2026AssuredPartners Investment Advisors LLC25,510$954K0.1%N/A1.109%
2/2/2026 Truist Financial Corp24,226$906K0.0%-1.4%1.053%
1/27/2026Berger Financial Group Inc204,545$7.65M0.4%-5.6%8.893%
1/26/2026 O Connor Financial Group LLC8,954$337K0.1%-74.2%0.389%
1/26/2026 BCS Wealth Management8,564$320K0.0%N/A0.372%
1/21/2026 KFG Wealth Management LLC97,029$3.63M0.5%-13.5%4.219%
1/20/2026 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors145,710$5.45M0.3%-11.0%6.335%
1/15/2026 Brookstone Capital Management25,319$947K0.0%-98.5%1.101%
1/14/2026 Spire Wealth Management52,376$1.96M0.1%-14.5%2.277%
1/12/2026 SeaCrest Wealth Management LLC97,411$3.65M0.4%-3.2%4.235%
1/1/2026JPMorgan Chase & Co.22,322$819K0.0%N/A0.971%
12/2/2025 IFP Advisors Inc1,450$53K0.0%-92.9%0.063%
11/17/2025Susquehanna International Group LLP23,721$870K0.0%+55.4%1.031%
11/17/2025Citadel Advisors LLC21,169$777K0.0%N/A0.920%
11/14/2025Wood Tarver Financial Group LLC26,030$955K0.3%-2.8%1.132%
11/13/2025 SeaCrest Wealth Management LLC100,634$3.70M0.4%-3.9%4.375%
11/7/2025JPMorgan Chase & Co.22,322$819K0.0%N/A0.971%
11/5/2025IMG Wealth Management Inc.28,462$1.04M0.7%-1.2%1.237%
11/5/2025Envestnet Asset Management Inc.29,650$1.09M0.0%+1.8%1.289%
11/3/2025Foundations Investment Advisors LLC10,854$398K0.0%N/A0.472%
10/31/2025Trek Financial LLC154,553$5.67M0.3%-1.4%6.720%
10/29/2025Arkadios Wealth Advisors11,289$414K0.0%N/A0.491%
10/29/2025 Wealth Enhancement Advisory Services LLC16,627$611K0.0%-10.6%0.723%
10/23/2025 Spire Wealth Management61,280$2.25M0.1%-1.1%2.664%
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10/21/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors163,759$6.01M0.3%+8.3%7.120%
10/20/2025 Chris Bulman Inc6,379$234K0.1%N/A0.277%
10/15/2025 Brookstone Capital Management1,651,928$60.61M0.7%+4,765.5%71.823%
10/14/2025Berger Financial Group Inc216,710$7.95M0.5%-2.6%9.422%
10/10/2025 FC Advisory LLC6,061$222K0.1%N/A0.264%
10/7/2025 KFG Wealth Management LLC112,120$4.11M0.6%-0.7%4.875%
9/4/2025Osaic Holdings Inc.42,278$1.51M0.0%+77.3%1.838%
8/15/2025Chapman Financial Group LLC1,200$43K0.0%N/A0.052%
8/14/2025Jane Street Group LLC29,391$1.05M0.0%N/A1.278%
8/14/2025Raymond James Financial Inc.5,688$203K0.0%N/A0.247%
8/13/2025SageView Advisory Group LLC16,678$601K0.0%-39.2%0.725%
8/13/2025Trek Financial LLC156,677$5.58M0.4%+2.3%6.812%
8/13/2025Beacon Pointe Advisors LLC25,404$905K0.0%+20.0%1.105%
8/12/2025Archer Investment Corp715$25K0.0%N/A0.031%
8/8/2025Cetera Investment Advisers17,079$608K0.0%+16.3%0.743%
8/8/2025WealthShield Partners LLC5,632$201K0.0%-45.6%0.245%
8/5/2025Sigma Planning Corp34,280$1.22M0.0%N/A1.490%
8/5/2025Integrity Financial Corp WA2,715$97K0.0%-12.0%0.118%
8/5/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors151,276$5.39M0.5%+9.0%6.577%
8/4/2025 Spire Wealth Management61,991$2.21M0.1%+72.7%2.695%
8/4/2025 Barnes Dennig Private Wealth Management LLC14,185$505K0.6%N/A0.617%
8/1/2025Envestnet Asset Management Inc.29,117$1.04M0.0%+11.3%1.266%
7/30/2025 Strategic Blueprint LLC9,853$351K0.0%N/A0.428%
7/30/2025 Brookstone Capital Management33,952$1.21M0.0%-3.3%1.476%
7/30/2025IMG Wealth Management Inc.28,810$1.03M0.8%+10.2%1.253%
7/28/2025Harbour Investments Inc.2,185$78K0.0%-46.2%0.095%
7/24/2025 IFP Advisors Inc20,553$732K0.0%N/A0.894%
7/22/2025 Berkshire Money Management Inc.4,459$159K0.0%N/A0.194%
7/22/2025Berger Financial Group Inc222,471$7.92M0.5%+8.3%9.673%
7/18/2025 Truist Financial Corp24,581$876K0.0%+12.3%1.069%
7/15/2025 Accurate Wealth Management LLC6,336$226K0.0%N/A0.275%
7/14/2025 KFG Wealth Management LLC112,903$4.02M0.6%-5.4%4.909%
7/11/2025 SeaCrest Wealth Management LLC104,756$3.73M0.4%N/A4.555%
7/10/2025 Wealth Enhancement Advisory Services LLC18,597$663K0.0%+6.6%0.809%
7/9/2025 Central Valley Advisors LLC54,455$1.94M0.7%+150.9%2.368%
7/7/2025 O Connor Financial Group LLC34,725$1.24M0.5%+10.3%1.510%
5/16/2025Arete Wealth Advisors LLC9,220$302K0.0%-18.6%0.498%
5/15/2025OLD Mission Capital LLC33,174$1.10M0.0%+61.2%1.793%
5/14/2025CreativeOne Wealth LLC6,111$202K0.0%-12.2%0.330%
5/14/2025Kestra Advisory Services LLC42,686$1.41M0.0%-2.2%2.307%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors138,789$4.61M0.4%+13.0%7.502%
5/12/2025Berger Financial Group Inc205,481$6.81M0.5%-4.0%11.107%
5/9/2025WealthShield Partners LLC10,352$343K0.0%+100.0%0.545%
5/6/2025Cetera Investment Advisers14,685$487K0.0%+38.8%0.773%
5/6/2025AE Wealth Management LLC2,793$93K0.0%-18.5%0.147%
4/30/2025Trek Financial LLC153,090$5.07M0.4%-5.7%8.057%
4/23/2025Spire Wealth Management35,885$1.19M0.0%-15.8%1.889%
4/23/2025AssuredPartners Investment Advisors LLC15,353$509K0.1%-8.6%0.808%
4/16/2025Wealth Enhancement Advisory Services LLC17,447$578K0.0%-4.1%0.918%
4/11/2025KFG Wealth Management LLC119,360$3.96M0.7%-31.2%6.282%
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3/17/2025Wealth Enhancement Advisory Services LLC18,198$615K0.0%-15.1%0.910%
3/6/2025Wood Tarver Financial Group LLC26,790$905K0.3%N/A1.320%
3/5/2025Castle Rock Wealth Management LLC43,251$1.50M0.4%-3.6%2.131%
2/17/2025Cetera Investment Advisers10,580$358K0.0%+5.5%0.630%
2/14/2025Berger Financial Group Inc213,974$7.23M0.5%-22.4%12.737%
2/14/2025IHT Wealth Management LLC11,963$404K0.0%-32.9%0.712%
2/13/2025SageView Advisory Group LLC27,452$928K0.0%+60.3%1.634%
2/13/2025Trek Financial LLC162,316$5.49M0.4%-0.7%9.662%
2/13/2025Envestnet Asset Management Inc.26,177$885K0.0%-4.9%1.558%
2/12/2025Arete Wealth Advisors LLC11,333$383K0.0%-8.9%0.675%


UJUN Institutional Ownership - Frequently Asked Questions

During the previous two years, 54 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - June. The most heavily invested institutionals were Berger Financial Group Inc ($6.54M), Trek Financial LLC ($5.73M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($5.45M), SeaCrest Wealth Management LLC ($3.65M), KFG Wealth Management LLC ($2.96M), Spire Wealth Management ($1.96M), and Central Valley Advisors LLC ($1.94M).Learn more on Innovator U.S. Equity Ultra Buffer ETF - June's institutional investors.

Of the 46 institutional investors that purchased Innovator U.S. Equity Ultra Buffer ETF - June's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brookstone Capital Management ($1.66M), SeaCrest Wealth Management LLC ($104.76K), Spire Wealth Management ($62.40K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($58.90K), JPMorgan Chase & Co. ($44.64K), AssuredPartners Investment Advisors LLC ($42.31K), and Jane Street Group LLC ($38.19K).

Institutional investors have bought a total of 1,949,683 shares in the last 24 months. This purchase volume represents approximately $71.40M in transactions.

Of the 20 institutional investors that sold Innovator U.S. Equity Ultra Buffer ETF - June's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brookstone Capital Management ($1.63M), Berger Financial Group Inc ($46.88K), KFG Wealth Management LLC ($33.51K), O Connor Financial Group LLC ($25.79K), IFP Advisors Inc ($19.10K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($18.05K), and SageView Advisory Group LLC ($10.77K).

Institutional investors have sold a total of 1,824,744 shares in the last 24 months. This volume of shares sold represents approximately $68.23M in transactions.


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This page (BATS:UJUN) was last updated on 7/31/2026 by MarketBeat.com Staff.
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