Who Owns UJUN?
Innovator U.S. Equity Ultra Buffer ETF — Institutional Ownership & 13F Holdings
$38.37
-0.03 (-0.07%)
Market Cap
$148.0M
Shares Outstanding
3,936,900
Institutional Holders
49
Total Inst. Value
$40.5M
% of Float Held
—
QoQ Holder Change
+19
Institutional data as of Q1 2025
New Positions
7
Closed Positions
2
Increased
7
Decreased
20
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Berger Financial Group, Inc | $6.8M | 205,481 |
| 2 | Trek Financial, LLC | $5.1M | 153,090 |
| 3 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital AdvisorsNew | $4.6M | 138,789 |
| 4 | KFG WEALTH MANAGEMENT, LLC | $4.0M | 119,360 |
| 5 | Castle Rock Wealth Management, LLC | $1.4M | 43,251 |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 41,223 |
| 7 | Spire Wealth Management | $1.2M | 35,885 |
| 8 | O'Connor Financial Group LLCNew | $1.0M | 31,470 |
| 9 | LPL Financial LLC | $974K | 29,390 |
| 10 | Worth Financial Advisory Group, LLC | $917K | 27,675 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital AdvisorsNew | +139K | $4.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +28K | $1.4M |
| O'Connor Financial Group LLCNew | +31K | $1.0M |
| LPL Financial LLC | +6K | $974K |
| CENTRAL VALLEY ADVISORS, LLCNew | +22K | $719K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | -68K | $553K |
| KFG WEALTH MANAGEMENT, LLC | -54K | $4.0M |
| Trek Financial, LLC | -9K | $5.1M |
| Berger Financial Group, Inc | -8K | $6.8M |
| Spire Wealth Management | -7K | $1.2M |
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Frequently Asked Questions
How many institutional investors hold UJUN?
As of Q1 2025, 49 institutional investors report holding UJUN (Innovator U.S. Equity Ultra Buffer ETF) in their 13F filings.
Which hedge fund owns the most UJUN?
The largest institutional holder of UJUN is Berger Financial Group, Inc with $6.8M in shares.
Are institutions buying or selling UJUN?
This quarter, 7 institutions opened new positions in UJUN and 2 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.