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

$7.650572654503651e+126T

% of Float Held

—

QoQ Change in Holders

+15 / -4

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+$5.7M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital AdvisorsNew Position+146K+$5.5M
Spire Wealth ManagementNew Position+52K+$2.0M
Castle Rock Wealth Management, LLCNew Position+40K+$1.5M
IMG Wealth Management, Inc.New Position+28K+$1.1M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+51K+$1.0M
AssuredPartners Investment Advisors, LLCNew Position+26K+$954K
TRUIST FINANCIAL CORPNew Position+24K+$906K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+17K+$623K
Barnes Dennig Private Wealth Management LLCNew Position+14K+$530K
Strategic Blueprint, LLCNew Position+10K+$368K
O'Connor Financial Group LLCNew Position+9K+$336K
BCS Wealth ManagementNew Position+9K+$320K
CoreCap Advisors, LLCNew Position+8K+$287K
MONEY CONCEPTS CAPITAL CORPNew Position+7K+$264K

UJUN — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Brookstone Capital ManagementDecreased-1.6M-$60.6B
Berger Financial Group, IncDecreased-12K-$7.9B
KFG WEALTH MANAGEMENT, LLCDecreased-15K-$4.1B
SeaCrest Wealth Management, LLCDecreased-3K-$3.7B
OSAIC HOLDINGS, INC.Decreased-962-$1.7B
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
SageView Advisory Group, LLCDecreased-4K-$611.9M
Steward Partners Investment Advisory, LLCDecreased-6-$445.6M
RPS ADVISORY SOLUTIONS LLCDecreased-230-$396.3M
BARCLAYS PLCDecreased-25-$106.9M
HARBOUR INVESTMENTS, INC.Closed Position-2K-$80.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Berger Financial Group, Inc204,545$7.7M0.44%Share
2Trek Financial, LLC153,095$5.7M0.33%Share
3C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors145,710$5.5M0.33%Share
4SeaCrest Wealth Management, LLC97,411$3.7M0.37%Share
5KFG WEALTH MANAGEMENT, LLC97,029$3.6M0.49%Share
6CENTRAL VALLEY ADVISORS, LLC54,244$2.0M0.61%Share
7Kestra Advisory Services, LLC55,888$2.0M0.01%Share
8OLD MISSION CAPITAL LLC43,283$1.6M0.04%Share
9Castle Rock Wealth Management, LLC40,094$1.5M0.33%Share
10Spire Wealth Management38,191$1.4M0.05%Share
11IMG Wealth Management, Inc.28,142$1.1M0.67%Share
12LPL Financial LLC31,593$1.0M0.00%Share
13OSAIC HOLDINGS, INC.45,104$1.0M0.00%Share
14COMMONWEALTH EQUITY SERVICES, LLC51,450$1.0M0.00%Share
15Wood Tarver Financial Group, LLC25,684$960K0.27%Share
16AssuredPartners Investment Advisors, LLC25,510$954K0.14%Share
17Brookstone Capital Management25,319$947K0.01%Share
18TRUIST FINANCIAL CORP24,226$906K0.00%Share
19Garden State Investment Advisory Services LLC17,235$644K0.14%Share
20WEALTH ENHANCEMENT ADVISORY SERVICES, LLC16,627$623K0.00%Share
21Barnes Dennig Private Wealth Management LLC14,185$530K0.53%Share
22Spire Wealth Management14,185$530K0.02%Share
23Tradition Wealth Management, LLC12,951$484K0.03%Share
24RPS ADVISORY SOLUTIONS LLC10,581$395K0.19%Share
25Strategic Blueprint, LLC9,853$368K0.02%Share
26FIDUCIARY FINANCIAL GROUP, LLC9,478$354K0.05%Share
27O'Connor Financial Group LLC8,954$336K0.13%Share
28BCS Wealth Management8,564$320K0.03%Share
29CoreCap Advisors, LLC7,687$287K0.01%Share
30MONEY CONCEPTS CAPITAL CORP7,070$264K0.01%Share
31FC Advisory LLC6,061$226K0.06%Share
32WealthShield Partners, LLC5,632$210K0.02%Share
33Integrity Financial Corp /WA2,715$101K0.05%Share
34AE Wealth Management LLC2,670$99K0.00%Share
35Keating Financial Advisory Services, Inc.2,379$88K0.01%Share
36CWM, LLC1,781$67K0.00%Share
37CHAPMAN FINANCIAL GROUP, LLC1,200$44K0.03%Share
38Financial Network Wealth Advisors LLC932$34K0.04%Share
39Archer Investment Corp715$26K0.01%Share
40UBS Group AG218$8K0.00%Share
41JPMORGAN CHASE & CO16,631$00.00%Share
42MML INVESTORS SERVICES, LLC12,711$00.00%Share
43BARCLAYS PLC2,888$00.00%Share
44GTS SECURITIES LLC5,817$00.00%Share
45Rockefeller Capital Management L.P.700$00.00%Share
46OSAIC HOLDINGS, INC.291$00.00%Share
47Cetera Investment Advisers21,678$00.00%Share
48Advisory Services Network, LLC5,745$00.00%Share
49Beacon Pointe Advisors, LLC25,304$00.00%Share
50SageView Advisory Group, LLC12,430$00.00%Share

UJUN Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202553$48.5M+20
Q3 202533$94.1B-15
Q2 202548$45.6B-1
Q1 202549$43.0B+5
Q4 202444$3.0T+4
Q3 202440$46.2T-1
Q2 202441$40.5T+11
Q1 202430$21.7T—

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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 $7.7M in shares. This quarter, 15 institutions opened new positions and 4 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 $7.7M in shares.

Is institutional ownership of UJUN increasing or decreasing?

This quarter, 15 institutions opened new positions in UJUN and 4 closed their positions.