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

$38.50 +0.03 (+0.08%)
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)
37
Total
Institutional Inflows
(last 12 months)
$79.70M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$68.94M
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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
4/28/2026 Berger 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%
2/3/2026 AssuredPartners Investment Advisors LLC25,510$954K0.1%N/A1.109%
2/2/2026 Truist Financial Corp24,226$906K0.0%-1.4%1.053%
1/27/2026 Berger 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%
11/5/2025 Envestnet 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%
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%
10/14/2025 Berger 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%
8/12/2025 Archer Investment Corp715$25K0.0%N/A0.031%
8/8/2025Cetera Investment Advisers17,079$608K0.0%+16.3%0.743%
8/8/2025 WealthShield Partners LLC5,632$201K0.0%-45.6%0.245%
8/5/2025 Sigma 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%
8/1/2025 Envestnet 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%
7/22/2025 Berger 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%
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%
2/12/2025OLD Mission Capital LLC20,582$696K0.0%-13.4%1.225%
2/12/2025AssuredPartners Investment Advisors LLC16,795$568K0.1%N/A1.000%
2/10/2025IMG Wealth Management Inc.26,209$886K0.8%N/A1.560%


UJUN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UJUN shares?

During the previous two years, 55 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.

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

Of the 49 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 ($2.15M), KFG Wealth Management LLC ($159.01K), SeaCrest Wealth Management LLC ($104.76K), Spire Wealth Management ($62.40K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($58.90K), Central Valley Advisors LLC ($55.70K), and JPMorgan Chase & Co. ($44.64K).

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

Institutional investors have bought a total of 2,186,181 shares in the last 24 months. This purchase volume represents approximately $79.70M in transactions.

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

Of the 25 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 ($55.38K), KFG Wealth Management LLC ($39.97K), 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).

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

Institutional investors have sold a total of 1,845,612 shares in the last 24 months. This volume of shares sold represents approximately $68.94M in transactions.


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This page (BATS:UJUN) was last updated on 5/5/2026 by MarketBeat.com Staff.
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