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

$39.23 0.00 (0.00%)

As of 12:47 PM Eastern

Number of Institutional Buyers (last 12 months): 42
Total Institutional Inflows (last 12 months): $104.87M

Number of Institutional Sellers (last 12 months): 17
Total Institutional Outflows (last 12 months): $67.67M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/26/2026	Schulz Wealth LTD.	5,125	$198K	0.1%	N/A	0.223%
8/23/2026	Atlantic Private Wealth LLC	19,726	$760K	0.5%	N/A	0.858%
8/23/2026	Ameritas Advisory Services LLC	12,003	$463K	0.0%	N/A	0.522%
8/23/2026	Straight Path Wealth Management	20,551	$792K	0.2%	N/A	0.894%
8/23/2026	Yarger Wealth Strategies LLC	67,780	$2.61M	0.9%	N/A	2.947%
8/23/2026	Operose Advisors LLC	2,061	$79K	0.0%	N/A	0.090%
8/23/2026	HB Wealth Management LLC	52,605	$2.03M	0.0%	N/A	2.287%
8/23/2026	Clay Northam Wealth Management LLC	20,595	$794K	0.4%	N/A	0.895%
8/22/2026	Three Seasons Wealth LLC	71,880	$2.77M	0.3%	N/A	3.125%
8/22/2026	Syon Capital LLC	79,430	$3.06M	0.1%	N/A	3.453%
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8/22/2026	Concurrent Investment Advisors LLC	44,087	$1.70M	0.0%	N/A	1.917%
8/21/2026	Integrity Financial Corp WA	5,262	$221K	0.1%	+240.8%	0.229%
8/21/2026	KFG Wealth Management LLC	284,982	$11.98M	1.4%	+259.0%	12.391%
8/21/2026	WorthPointe LLC	5,862	$226K	0.1%	N/A	0.255%
8/21/2026	Continuum Advisory LLC	26,617	$1.03M	0.1%	N/A	1.157%
8/21/2026	Orion Capital Management LLC	45,974	$1.77M	0.6%	N/A	1.999%
8/21/2026	Firestone Capital Management	6,005	$231K	0.0%	N/A	0.261%
8/21/2026	Atticus Wealth Management LLC	23,020	$887K	0.2%	N/A	1.001%
8/21/2026	XML Financial LLC	16,164	$623K	0.0%	N/A	0.703%
8/21/2026	Beacon Financial Advisory LLC	78,751	$3.04M	0.6%	N/A	3.424%
8/21/2026	Retirement Income Solutions Inc.	64,666	$2.49M	0.4%	N/A	2.812%
8/21/2026	Bedel Financial Consulting Inc.	38,542	$1.49M	0.1%	N/A	1.676%
8/21/2026	Triumph Capital Management	11,418	$440K	0.1%	N/A	0.496%
8/20/2026	Gill Capital Partners LLC	65,786	$2.54M	0.7%	N/A	2.860%
8/20/2026	American Asset Management Inc.	6,960	$268K	0.2%	N/A	0.303%
7/10/2026	Fiduciary Financial Group LLC	15,022	$579K	0.1%	+58.5%	0.653%
7/7/2026	CoreCap Advisors LLC	8,979	$346K	0.0%	+17.0%	0.390%
5/13/2026	Cetera Investment Advisers	19,998	$745K	0.0%	-7.7%	0.869%
4/28/2026	Berger Financial Group Inc	175,588	$6.54M	0.4%	-14.2%	7.634%
4/21/2026	KFG Wealth Management LLC	79,389	$2.96M	0.4%	-18.2%	3.452%
4/17/2026	Brookstone Capital Management	23,980	$893K	0.0%	-5.3%	1.043%
2/18/2026	OLD Mission Capital LLC	43,283	$1.62M	0.0%	+2.3%	1.882%
2/17/2026	Cetera Investment Advisers	21,678	$811K	0.0%	-7.5%	0.943%
2/17/2026	Osaic Holdings Inc.	45,395	$1.70M	0.0%	-2.1%	1.974%
2/12/2026	Commonwealth Equity Services LLC	51,450	$1.92M	0.0%	-9.5%	2.237%
2/12/2026	Wood Tarver Financial Group LLC	25,684	$960K	0.3%	-1.3%	1.117%
2/11/2026	LPL Financial LLC	31,593	$1.18M	0.0%	+1.6%	1.374%
2/10/2026	Foundations Investment Advisors LLC	22,665	$848K	0.0%	+108.8%	0.985%
2/5/2026	IMG Wealth Management Inc.	28,142	$1.05M	0.7%	-1.1%	1.224%
2/5/2026	Castle Rock Wealth Management LLC	40,094	$1.51M	0.3%	-7.3%	1.743%
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2/4/2026	Trek Financial LLC	153,095	$5.73M	0.3%	-0.9%	6.656%
2/3/2026	AssuredPartners Investment Advisors LLC	25,510	$954K	0.1%	N/A	1.109%
2/2/2026	Truist Financial Corp	24,226	$906K	0.0%	-1.4%	1.053%
1/27/2026	Berger Financial Group Inc	204,545	$7.65M	0.4%	-5.6%	8.893%
1/26/2026	O Connor Financial Group LLC	8,954	$337K	0.1%	-74.2%	0.389%
1/26/2026	BCS Wealth Management	8,564	$320K	0.0%	N/A	0.372%
1/21/2026	KFG Wealth Management LLC	97,029	$3.63M	0.5%	-13.5%	4.219%
1/20/2026	C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors	145,710	$5.45M	0.3%	-11.0%	6.335%
1/15/2026	Brookstone Capital Management	25,319	$947K	0.0%	-98.5%	1.101%
1/14/2026	Spire Wealth Management	52,376	$1.96M	0.1%	-14.5%	2.277%
1/12/2026	SeaCrest Wealth Management LLC	97,411	$3.65M	0.4%	-3.2%	4.235%
1/1/2026	JPMorgan Chase & Co.	22,322	$819K	0.0%	N/A	0.971%
12/2/2025	IFP Advisors Inc	1,450	$53K	0.0%	-92.9%	0.063%
11/17/2025	Susquehanna International Group LLP	23,721	$870K	0.0%	+55.4%	1.031%
11/17/2025	Citadel Advisors LLC	21,169	$777K	0.0%	N/A	0.920%
11/14/2025	Wood Tarver Financial Group LLC	26,030	$955K	0.3%	-2.8%	1.132%
11/13/2025	SeaCrest Wealth Management LLC	100,634	$3.70M	0.4%	-3.9%	4.375%
11/7/2025	JPMorgan Chase & Co.	22,322	$819K	0.0%	N/A	0.971%
11/5/2025	IMG Wealth Management Inc.	28,462	$1.04M	0.7%	-1.2%	1.237%
11/5/2025	Envestnet Asset Management Inc.	29,650	$1.09M	0.0%	+1.8%	1.289%
11/3/2025	Foundations Investment Advisors LLC	10,854	$398K	0.0%	N/A	0.472%
10/31/2025	Trek Financial LLC	154,553	$5.67M	0.3%	-1.4%	6.720%
10/29/2025	Arkadios Wealth Advisors	11,289	$414K	0.0%	N/A	0.491%
10/29/2025	Wealth Enhancement Advisory Services LLC	16,627	$611K	0.0%	-10.6%	0.723%
10/23/2025	Spire Wealth Management	61,280	$2.25M	0.1%	-1.1%	2.664%
10/21/2025	C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors	163,759	$6.01M	0.3%	+8.3%	7.120%
10/20/2025	Chris Bulman Inc	6,379	$234K	0.1%	N/A	0.277%
10/15/2025	Brookstone Capital Management	1,651,928	$60.61M	0.7%	+4,765.5%	71.823%
10/14/2025	Berger Financial Group Inc	216,710	$7.95M	0.5%	-2.6%	9.422%
10/10/2025	FC Advisory LLC	6,061	$222K	0.1%	N/A	0.264%
10/7/2025	KFG Wealth Management LLC	112,120	$4.11M	0.6%	-0.7%	4.875%
9/4/2025	Osaic Holdings Inc.	42,278	$1.51M	0.0%	+77.3%	1.838%
8/15/2025	Chapman Financial Group LLC	1,200	$43K	0.0%	N/A	0.052%
8/14/2025	Jane Street Group LLC	29,391	$1.05M	0.0%	N/A	1.278%
8/14/2025	Raymond James Financial Inc.	5,688	$203K	0.0%	N/A	0.247%
8/13/2025	SageView Advisory Group LLC	16,678	$601K	0.0%	-39.2%	0.725%
8/13/2025	Trek Financial LLC	156,677	$5.58M	0.4%	+2.3%	6.812%
8/13/2025	Beacon Pointe Advisors LLC	25,404	$905K	0.0%	+20.0%	1.105%
8/12/2025	Archer Investment Corp	715	$25K	0.0%	N/A	0.031%
8/8/2025	Cetera Investment Advisers	17,079	$608K	0.0%	+16.3%	0.743%
8/8/2025	WealthShield Partners LLC	5,632	$201K	0.0%	-45.6%	0.245%
8/5/2025	Sigma Planning Corp	34,280	$1.22M	0.0%	N/A	1.490%
8/5/2025	Integrity Financial Corp WA	2,715	$97K	0.0%	-12.0%	0.118%
8/5/2025	C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors	151,276	$5.39M	0.5%	+9.0%	6.577%
8/4/2025	Spire Wealth Management	61,991	$2.21M	0.1%	+72.7%	2.695%
8/4/2025	Barnes Dennig Private Wealth Management LLC	14,185	$505K	0.6%	N/A	0.617%
8/1/2025	Envestnet Asset Management Inc.	29,117	$1.04M	0.0%	+11.3%	1.266%
7/30/2025	Strategic Blueprint LLC	9,853	$351K	0.0%	N/A	0.428%
7/30/2025	Brookstone Capital Management	33,952	$1.21M	0.0%	-3.3%	1.476%
7/30/2025	IMG Wealth Management Inc.	28,810	$1.03M	0.8%	+10.2%	1.253%
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7/28/2025	Harbour Investments Inc.	2,185	$78K	0.0%	-46.2%	0.095%
7/24/2025	IFP Advisors Inc	20,553	$732K	0.0%	N/A	0.894%
7/22/2025	Berkshire Money Management Inc.	4,459	$159K	0.0%	N/A	0.194%
7/22/2025	Berger Financial Group Inc	222,471	$7.92M	0.5%	+8.3%	9.673%
7/18/2025	Truist Financial Corp	24,581	$876K	0.0%	+12.3%	1.069%
7/15/2025	Accurate Wealth Management LLC	6,336	$226K	0.0%	N/A	0.275%
7/14/2025	KFG Wealth Management LLC	112,903	$4.02M	0.6%	-5.4%	4.909%
7/11/2025	SeaCrest Wealth Management LLC	104,756	$3.73M	0.4%	N/A	4.555%
7/10/2025	Wealth Enhancement Advisory Services LLC	18,597	$663K	0.0%	+6.6%	0.809%
7/9/2025	Central Valley Advisors LLC	54,455	$1.94M	0.7%	+150.9%	2.368%

UJUN Institutional Ownership - Frequently Asked Questions

During the previous two years, 77 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - June. The most heavily invested institutionals were KFG Wealth Management LLC ($11.98M), 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), Syon Capital LLC ($3.06M), and Beacon Financial Advisory LLC ($3.04M).Learn more on Innovator U.S. Equity Ultra Buffer ETF - June's institutional investors.

Of the 69 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), KFG Wealth Management LLC ($205.59K), SeaCrest Wealth Management LLC ($104.76K), Syon Capital LLC ($79.43K), Beacon Financial Advisory LLC ($78.75K), Three Seasons Wealth LLC ($71.88K), and Yarger Wealth Strategies LLC ($67.78K).

Institutional investors have bought a total of 2,807,388 shares in the last 24 months. This purchase volume represents approximately $104.87M in transactions.

Of the 17 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 Spire Wealth Management ($9.62K).

Institutional investors have sold a total of 1,808,881 shares in the last 24 months. This volume of shares sold represents approximately $67.67M in transactions.

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Institutional ownership data for BATS:UJUN is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/26/2026. New 13F filings are added each quarter as they're published.

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

UJUN Institutional Buying and Selling by Quarter

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

UJUN Institutional Ownership - Frequently Asked Questions

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

Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Ultra Buffer ETF - June (BATS:UJUN)

UJUN Institutional Buying and Selling by Quarter

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

UJUN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UJUN shares?

Which institutional investors have been buying Innovator U.S. Equity Ultra Buffer ETF - June's stock?

How much institutional buying is happening at Innovator U.S. Equity Ultra Buffer ETF - June?

Which of Innovator U.S. Equity Ultra Buffer ETF - June's major shareholders have been selling company stock?

How much institutional selling is happening at Innovator U.S. Equity Ultra Buffer ETF - June?

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