Who Owns UJAN?
Innovator U.S. Equity Ultra Buffer ETF — Institutional Ownership & 13F Holdings
$44.35
+0.14 (+0.32%)
Market Cap
$203.1M
Shares Outstanding
4,694,048
Institutional Holders
128
Total Inst. Value
$156.6M
% of Float Held
—
QoQ Holder Change
+69
Institutional data as of Q1 2025
New Positions
48
Closed Positions
7
Increased
36
Decreased
20
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Fermata Advisors, LLCNew | $19.3M | 510,303 |
| 2 | VanWeelden Wealth Management, LLCNew | $16.3M | 689,069 |
| 3 | RAYMOND JAMES FINANCIAL INC | $7.1M | 278,704 |
| 4 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital AdvisorsNew | $7.0M | 183,451 |
| 5 | AE Wealth Management LLC | $6.9M | 288,221 |
| 6 | OSAIC HOLDINGS, INC. | $5.8M | 183,438 |
| 7 | Strategic Blueprint, LLC | $5.2M | 135,176 |
| 8 | MGO ONE SEVEN LLC | $4.2M | 109,426 |
| 9 | TRUIST FINANCIAL CORP | $3.7M | 96,628 |
| 10 | IHT Wealth Management, LLCNew | $3.6M | 92,679 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Fermata Advisors, LLCNew | +510K | $19.3M |
| VanWeelden Wealth Management, LLCNew | +689K | $16.3M |
| RAYMOND JAMES FINANCIAL INC | +201K | $7.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital AdvisorsNew | +183K | $7.0M |
| AE Wealth Management LLC | +44K | $6.9M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -30K | $339K |
| Cambridge Investment Research Advisors, Inc. | -10K | $2.0M |
| CoreCap Advisors, LLC | -4K | $154K |
| MGO ONE SEVEN LLC | -4K | $4.2M |
| Tradition Wealth Management, LLC | -4K | $633K |
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Frequently Asked Questions
How many institutional investors hold UJAN?
As of Q1 2025, 128 institutional investors report holding UJAN (Innovator U.S. Equity Ultra Buffer ETF) in their 13F filings.
Which hedge fund owns the most UJAN?
The largest institutional holder of UJAN is Fermata Advisors, LLC with $19.3M in shares.
Are institutions buying or selling UJAN?
This quarter, 48 institutions opened new positions in UJAN and 7 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.