Who owns UJUL?
Innovator U.S. Equity Ultra Buffer ETF - Jul · Innovator
75 institutions reported holding UJUL, worth $90.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of UJUL
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Osaic Holdings, Inc. | Scottsdale, AZ | $11.5M | 281,971 | +3,780 shares |
| Kestra Advisory Services, LLC | Austin, TX | $8.0M | 196,626 | −51,933 shares |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | Westlake, OH | $7.5M | 183,958 | +8,606 shares |
| KFG Wealth Management, LLC | Granger, IN | $3.9M | 96,867 | −5,243 shares |
| Foundations Investment Advisors, LLC | Phoenix, AZ | $3.2M | 78,980 | +3,241 shares |
| Brookstone Capital Management | Wheaton, IL | $3.1M | 75,085 | −7,806 shares |
| Orion Porfolio Solutions, LLC | Omaha, NE | $2.7M | 66,325 | +5,932 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $2.7M | 65,770 | +2,727 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $2.6M | 64,286 | +33,296 shares |
| IMG Wealth Management, Inc. | Jacksonville, FL | $2.6M | 64,004 | −107 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns UJUL?
75 institutional managers reported holding UJUL in Form 13F filings for June 30, 2026, worth $90.9M in total. The largest reported position was held by Osaic Holdings, Inc., at $11.5M.
Did institutions buy or sell UJUL last quarter?
Reported 13F value fell 6.6% from March 31, 2026, which includes price moves as well as buying and selling. 14 firms reported a new position and 10 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is UJUL ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.