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

$38.40 +0.09 (+0.23%)
As of 04:10 PM 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)
50
Total
Institutional Inflows
(last 12 months)
$146.13M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$217.56M
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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
11/6/2026Money Concepts Capital Corp18,423$721K0.0%N/A0.801%
11/2/2026 Kestra Advisory Services LLC56,958$2.23M0.0%-92.7%2.476%
11/2/2026 Commonwealth Equity Services LLC102,676$4.02M0.0%N/A4.464%
10/29/2026 Trek Financial LLC151,373$5.93M0.3%-50.5%6.581%
10/29/2026 Virtue Capital Management LLC14,632$573K0.1%+5.7%0.636%
10/28/2026 Financial Network Wealth Advisors LLC932$36K0.0%-92.6%0.041%
10/27/2026 IMG Wealth Management Inc.22,406$877K0.5%-56.8%0.974%
10/22/2026 MBL Wealth LLC9,885$387K0.0%-12.3%0.430%
10/22/2026 Brookstone Capital Management1,322,583$51.77M0.5%-62.2%57.504%
10/21/2026 Axxcess Wealth Management LLC15,652$613K0.0%-51.2%0.681%
10/20/2026 Retirement Planning Group LLC7,803$305K0.0%N/A0.339%
10/17/2026 SteelPeak Wealth LLC20,119$788K0.0%-6.7%0.875%
10/16/2026 KFG Wealth Management LLC140,761$5.51M0.6%-50.6%6.120%
10/15/2026 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors176,407$6.91M0.3%-2.3%7.670%
10/9/2026 Castle Rock Wealth Management LLC39,368$1.56M0.3%-65.1%1.712%
10/8/2026 CoreCap Advisors LLC8,880$348K0.0%-98.3%0.386%
9/23/2026Envestnet Asset Management Inc.1,138,655$43.88M0.0%+3,860.5%49.507%
9/11/2026 Bullseye Investment Management LLC19,909$767K0.4%N/A0.866%
9/11/2026Talon Private Wealth LLC1,057,015$43.78M5.2%N/A45.957%
9/9/2026Sequoia Financial Advisors LLC15,284$589K0.0%N/A0.665%
9/9/2026 Lotus Asset Management LLC4,618$178K0.2%N/A0.201%
9/9/2026Capital Analysts LLC17,583$678K0.0%N/A0.764%
9/9/2026Integrated Wealth Concepts LLC7,393$285K0.0%N/A0.321%
9/9/2026 RFG Advisory LLC66,330$2.56M0.0%N/A2.884%
9/9/2026NewEdge Advisors LLC115,415$4.45M0.0%N/A5.018%
9/9/2026 IFP Advisors Inc122,360$4.72M0.1%N/A5.320%
9/8/2026Allworth Financial LP5,679$219K0.0%N/A0.247%
8/26/2026 Schulz Wealth LTD.5,125$198K0.1%N/A0.223%
8/23/2026Atlantic Private Wealth LLC19,726$760K0.5%N/A0.858%
8/23/2026Ameritas Advisory Services LLC12,003$463K0.0%N/A0.522%
8/23/2026 Straight Path Wealth Management20,551$792K0.2%N/A0.894%
8/23/2026Yarger Wealth Strategies LLC67,780$2.61M0.9%N/A2.947%
8/23/2026Operose Advisors LLC2,061$79K0.0%N/A0.090%
8/23/2026 HB Wealth Management LLC52,605$2.03M0.0%N/A2.287%
8/23/2026 Clay Northam Wealth Management LLC20,595$794K0.4%N/A0.895%
8/22/2026 Three Seasons Wealth LLC71,880$2.77M0.3%N/A3.125%
8/22/2026Syon Capital LLC79,430$3.06M0.1%N/A3.453%
8/22/2026 Concurrent Investment Advisors LLC44,087$1.70M0.0%N/A1.917%
8/21/2026Integrity Financial Corp WA5,262$221K0.1%+240.8%0.229%
8/21/2026 KFG Wealth Management LLC284,982$11.98M1.4%+259.0%12.391%
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8/21/2026WorthPointe LLC5,862$226K0.1%N/A0.255%
8/21/2026Continuum Advisory LLC26,617$1.03M0.1%N/A1.157%
8/21/2026Orion Capital Management LLC45,974$1.77M0.6%N/A1.999%
8/21/2026 Firestone Capital Management6,005$231K0.0%N/A0.261%
8/21/2026 Atticus Wealth Management LLC23,020$887K0.2%N/A1.001%
8/21/2026 XML Financial LLC16,164$623K0.0%N/A0.703%
8/21/2026 Beacon Financial Advisory LLC78,751$3.04M0.6%N/A3.424%
8/21/2026Retirement Income Solutions Inc.64,666$2.49M0.4%N/A2.812%
8/21/2026Bedel Financial Consulting Inc.38,542$1.49M0.1%N/A1.676%
8/21/2026 Triumph Capital Management11,418$440K0.1%N/A0.496%
8/20/2026 Gill Capital Partners LLC65,786$2.54M0.7%N/A2.860%
8/20/2026American Asset Management Inc.6,960$268K0.2%N/A0.303%
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%
2/5/2026 IMG 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%
2/4/2026 Trek 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%
11/5/2025 IMG 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%
10/31/2025 Trek Financial LLC154,553$5.67M0.3%-1.4%6.720%
10/29/2025Arkadios Wealth Advisors11,289$414K0.0%N/A0.491%
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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%
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%
8/15/2025 Chapman Financial Group LLC1,200$43K0.0%N/A0.052%


UJUN Institutional Ownership - Frequently Asked Questions

During the previous two years, 92 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - June. The most heavily invested institutionals were Brookstone Capital Management ($51.77M), Envestnet Asset Management Inc. ($43.88M), Talon Private Wealth LLC ($43.78M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($6.91M), Berger Financial Group Inc ($6.54M), Trek Financial LLC ($5.93M), and KFG Wealth Management LLC ($5.51M).Learn more on Innovator U.S. Equity Ultra Buffer ETF - June's institutional investors.

Of the 82 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 ($1.62M), Envestnet Asset Management Inc. ($1.11M), Talon Private Wealth LLC ($1.06M), KFG Wealth Management LLC ($205.59K), IFP Advisors Inc ($142.91K), NewEdge Advisors LLC ($115.42K), and SeaCrest Wealth Management LLC ($104.76K).

Institutional investors have bought a total of 3,794,560 shares in the last 24 months. This purchase volume represents approximately $146.13M in transactions.

Of the 22 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 ($3.80M), Kestra Advisory Services LLC ($725.37K), CoreCap Advisors LLC ($501.08K), KFG Wealth Management LLC ($176.95K), Trek Financial LLC ($155.83K), Castle Rock Wealth Management LLC ($76.61K), and Berger Financial Group Inc ($41.12K).

Institutional investors have sold a total of 5,636,689 shares in the last 24 months. This volume of shares sold represents approximately $217.56M in transactions.


Related Companies

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 11/6/2026. New 13F filings are added each quarter as they're published.
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