Who Owns Innovator U.S. Equity Ultra Buffer ETF (UJUN)?Hedge Fund & Institutional Holders

$37.33-0.05 (-0.15%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$7.650000572600037e+197T

% of Float Held

—

QoQ Change in Holders

+14 / -5

Price History

$30.77$32.52$34.27$36.03$37.78Sep 24Jun 25Mar 26

UJUN — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Trek Financial, LLCNew Position+153K+$5.7B
Spire Wealth ManagementNew Position+52K+$2.0B
IMG Wealth Management, Inc.New Position+28K+$1.1B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+51K+$1.0B
AssuredPartners Investment Advisors, LLCNew Position+26K+$954.0M
Strategic Blueprint, LLCNew Position+10K+$368.0M
O'Connor Financial Group LLCNew Position+9K+$336.0M
CoreCap Advisors, LLCNew Position+8K+$287.0M
MONEY CONCEPTS CAPITAL CORPNew Position+7K+$264.0M
Integrity Financial Corp /WANew Position+3K+$101.0M
OLD MISSION CAPITAL LLCIncreased+966+$65.4M
Archer Investment CorpNew Position+715+$26.0M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital AdvisorsNew Position+146K+$5.5M
Castle Rock Wealth Management, LLCNew Position+40K+$1.5M
TRUIST FINANCIAL CORPNew Position+24K+$906K

UJUN — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Brookstone Capital ManagementDecreased-1.6M-$60.6B
Sigma Planning CorpClosed Position-24K-$877.9M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-24K-$870.3M
Cetera Investment AdvisersDecreased-2K-$859.7M
JPMORGAN CHASE & CODecreased-6K-$819.0M
CITADEL ADVISORS LLCClosed Position-21K-$776.7M
OSAIC HOLDINGS, INC.Decreased-962-$684.3M
KFG WEALTH MANAGEMENT, LLCDecreased-15K-$484.8M
Steward Partners Investment Advisory, LLCDecreased-6-$445.6M
Berger Financial Group, IncDecreased-12K-$301.3M
BARCLAYS PLCDecreased-25-$106.9M
HARBOUR INVESTMENTS, INC.Closed Position-2K-$80.2M
IFP Advisors, IncClosed Position-1K-$53.2M
UBS Group AGDecreased-1K-$38.2M
RPS ADVISORY SOLUTIONS LLCDecreased-230-$1.7M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Berger Financial Group, Inc204,545$7.7B0.44%Share
2Trek Financial, LLC153,095$5.7B0.33%Share
3KFG WEALTH MANAGEMENT, LLC97,029$3.6B0.49%Share
4CENTRAL VALLEY ADVISORS, LLC54,244$2.0B0.61%Share
5OLD MISSION CAPITAL LLC43,283$1.6B0.04%Share
6Spire Wealth Management38,191$1.4B0.05%Share
7IMG Wealth Management, Inc.28,142$1.1B0.67%Share
8OSAIC HOLDINGS, INC.45,104$1.0B0.00%Share
9COMMONWEALTH EQUITY SERVICES, LLC51,450$1.0B0.00%Share
10AssuredPartners Investment Advisors, LLC25,510$954.0M0.14%Share
11Garden State Investment Advisory Services LLC17,235$644.0M0.14%Share
12Spire Wealth Management14,185$530.0M0.02%Share
13Tradition Wealth Management, LLC12,951$484.0M0.03%Share
14RPS ADVISORY SOLUTIONS LLC10,581$395.0M0.19%Share
15Strategic Blueprint, LLC9,853$368.0M0.02%Share
16FIDUCIARY FINANCIAL GROUP, LLC9,478$354.0M0.05%Share
17O'Connor Financial Group LLC8,954$336.0M0.13%Share
18CoreCap Advisors, LLC7,687$287.0M0.01%Share
19MONEY CONCEPTS CAPITAL CORP7,070$264.0M0.01%Share
20FC Advisory LLC6,061$226.0M0.06%Share
21Integrity Financial Corp /WA2,715$101.0M0.05%Share
22CHAPMAN FINANCIAL GROUP, LLC1,200$44.0M0.03%Share
23Archer Investment Corp715$26.0M0.01%Share
24UBS Group AG218$8.0M0.00%Share
25C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors145,710$5.5M0.00%Share
26SeaCrest Wealth Management, LLC97,411$3.7M0.37%Share
27Kestra Advisory Services, LLC55,888$2.0M0.01%Share
28Castle Rock Wealth Management, LLC40,094$1.5M0.33%Share
29LPL Financial LLC31,593$1.0M0.00%Share
30Wood Tarver Financial Group, LLC25,684$960K0.27%Share
31Brookstone Capital Management25,319$947K0.01%Share
32TRUIST FINANCIAL CORP24,226$906K0.00%Share
33WEALTH ENHANCEMENT ADVISORY SERVICES, LLC16,627$623K0.00%Share
34Barnes Dennig Private Wealth Management LLC14,185$530K0.53%Share
35BCS Wealth Management8,564$320K0.03%Share
36WealthShield Partners, LLC5,632$210K0.02%Share
37Keating Financial Advisory Services, Inc.2,379$88K0.01%Share
38CWM, LLC1,781$67K0.00%Share
39Financial Network Wealth Advisors LLC932$34K0.04%Share
40AE Wealth Management LLC2,670$00.00%Share
41FOUNDATIONS INVESTMENT ADVISORS, LLC22,665$00.00%Share
42Advisory Services Network, LLC5,745$00.00%Share
43Steward Partners Investment Advisory, LLC12,139$00.00%Share
44Rockefeller Capital Management L.P.700$00.00%Share
45OSAIC HOLDINGS, INC.291$00.00%Share
46SageView Advisory Group, LLC12,430$00.00%Share
47ENVESTNET ASSET MANAGEMENT INC25,663$00.00%Share
48Cetera Investment Advisers21,678$00.00%Share
49Beacon Pointe Advisors, LLC25,304$00.00%Share
50Larson Financial Group LLC181$00.00%Share

UJUN Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202553$30.2B+20
Q3 202533$87.7B-15
Q2 202548$35.1B-1
Q1 202549$34.4B+5
Q4 202444$33.8B+4
Q3 202440$4.1T-1
Q2 202441$1.6T+11
Q1 202430$809.1T—

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As of Q4 2025, 50 institutional investors hold UJUN (Innovator U.S. Equity Ultra Buffer ETF). The largest holder is Berger Financial Group, Inc with $7.7B in shares. This quarter, 14 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own UJUN?

As of Q4 2025, 50 institutional investors report holding UJUN (Innovator U.S. Equity Ultra Buffer ETF) in their 13F filings.

Who is the largest institutional holder of UJUN?

The largest institutional holder of UJUN is Berger Financial Group, Inc with $7.7B in shares.

Is institutional ownership of UJUN increasing or decreasing?

This quarter, 14 institutions opened new positions in UJUN and 5 closed their positions.