Who owns UJUN?
Innovator U.S. Equity Ultra Buffer ETF - Jun · Innovator
69 institutions reported holding UJUN, worth $135.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of UJUN
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Brookstone Capital Management | Wheaton, IL | $55.5M | 1,441,222 | +1,417,242 shares |
| Berger Financial Group, Inc | Plymouth, MN | $7.1M | 185,198 | +9,610 shares |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | Westlake, OH | $6.2M | 162,090 | +7,482 shares |
| Trek Financial, LLC | Scottsdale, AZ | $5.8M | 151,373 | +1,292 shares |
| KFG Wealth Management, LLC | Granger, IN | $5.5M | 141,429 | +62,040 shares |
| MML Investors Services, LLC | Springfield, MA | $4.0M | 104,294 | +94,471 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $3.8M | 97,480 | +46,030 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $3.7M | 96,346 | +67,596 shares |
| Spire Wealth Management | Mclean, VA | $2.6M | 67,674 | +27,889 shares |
| Central Valley Advisors, LLC | Sacramento, CA | $2.5M | 65,560 | +11,503 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 UJUN?
69 institutional managers reported holding UJUN in Form 13F filings for June 30, 2026, worth $135.5M in total. The largest reported position was held by Brookstone Capital Management, at $55.5M.
Did institutions buy or sell UJUN last quarter?
Reported 13F value rose 147.3% from March 31, 2026, which includes price moves as well as buying and selling. 23 firms reported a new position and 7 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 UJUN 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.