INNOVATOR U.S. EQUITY ULTRA UJAN
$45.31
-0.0% 52w: $41.21 – $45.36
Latest 13F among current holders filed 8 days ago (Aug 25, 2026)
Price — last 12 months
research preview data41.2143.2845.36
Aug 18, 2025 Jul 2, 2026
Institutional holders
113
+8 QoQ
13F value
$254.3M
+91.4% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns UJAN?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Brookstone Capital Management | Wealth advisor | 1.5M | $64.6M | 0.7% | +1573.8% |
| Talon Private Wealth, LLC | Wealth advisor | 845.0K | $35.9M | 4.8% | — |
| Sonoma Allocations LLC | Wealth advisor | 410.1K | $17.5M | 6.0% | +5.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 202.6K | $8.6M | 0.0% | +278.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 189.3K | $8.0M | 0.0% | +4.9% |
| Campbell Deegan Wealth Management, LLC | Wealth advisor | 150.5K | $6.4M | 5.1% | +84.9% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | Wealth advisor | 142.2K | $6.0M | 0.3% | +5.7% |
| VanWeelden Wealth Management, LLC | Wealth advisor | 135.2K | $5.7M | — | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 120.0K | $5.1M | 0.0% | +18.2% |
| CWM, LLC | Wealth advisor | 114.2K | $4.9M | 0.0% | +1.0% |
| Strategic Blueprint, LLC | Wealth advisor | 109.8K | $4.7M | 0.3% | +1.2% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 89.2K | $3.8M | 0.0% | -0.3% |
| Cetera Investment Advisers | Wealth advisor | 89.0K | $3.8M | 0.0% | +23.2% |
| Clearstead Advisors, LLC | Wealth advisor | 79.8K | $3.4M | 0.0% | -4.8% |
| Berkshire Money Management, Inc. | Wealth advisor | 79.8K | $3.4M | 0.3% | Held |
| Spire Wealth Management | Wealth advisor | 77.1K | $3.3M | 0.1% | +92.6% |
| Prairie Wealth Advisors, Inc. | Other | 0 | $2.8M | 1.2% | — |
| LPL Financial LLC | Bank broker | 64.7K | $2.7M | 0.0% | -11.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 57.6K | $2.5M | 0.0% | -2.7% |
| Kestra Advisory Services, LLC | Wealth advisor | 57.1K | $2.4M | 0.0% | +6.7% |
| Lantz Financial LLC | Wealth advisor | 55.2K | $2.3M | 0.5% | -1.1% |
| BXM Wealth LLC | Wealth advisor | 55.2K | $2.3M | — | New |
| Orion Porfolio Solutions, LLC | Wealth advisor | 53.9K | $2.3M | 0.0% | +7.7% |
| Foundations Investment Advisors, LLC | Wealth advisor | 50.1K | $2.1M | 0.0% | +10.3% |
| IMG Wealth Management, Inc. | Wealth advisor | 49.6K | $2.1M | 1.3% | -2.3% |
| Advus Financial Partners, LLC | — | 49.2K | $2.1M | 0.5% | -17.1% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 49.1K | $2.1M | 0.0% | New |
| Allworth Financial LP | Wealth advisor | 48.3K | $2.1M | 0.0% | -2.0% |
| CENTRAL VALLEY ADVISORS, LLC | Wealth advisor | 48.3K | $2.1M | 0.6% | +0.2% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 43.3K | $1.8M | 0.0% | +9.8% |
| Trek Financial, LLC | Wealth advisor | 39.4K | $1.7M | 0.1% | +131.6% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 35.8K | $1.5M | 0.0% | +64.3% |
| KFG WEALTH MANAGEMENT, LLC | Wealth advisor | 30.0K | $1.3M | 0.2% | +83.7% |
| JT Stratford LLC | Wealth advisor | 29.3K | $1.2M | 0.2% | +71.3% |
| Long Island Wealth Management, Inc. | Wealth advisor | 27.9K | $1.2M | — | -10.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 27.4K | $1.2M | — | -37.9% |
| PFG Advisors | Wealth advisor | 27.0K | $1.1M | 0.1% | -6.7% |
| Accurate Wealth Management, LLC | Other | 24.9K | $1.1M | 0.1% | -1.3% |
| Gladstone Institutional Advisory LLC | Wealth advisor | 25.1K | $1.1M | 0.0% | +19.0% |
| MBL Wealth, LLC | Wealth advisor | 24.4K | $1.0M | 0.1% | +16.8% |
| Hiley Hunt Wealth Management | Wealth advisor | 24.4K | $1.0M | 0.5% | +90.1% |
| MONEY CONCEPTS CAPITAL CORP | Wealth advisor | 23.5K | $998K | 0.1% | New |
| Ausdal Financial Partners, Inc. | Wealth advisor | 22.9K | $972K | 0.0% | +0.3% |
| Triad Wealth Partners, LLC | Wealth advisor | 21.5K | $915K | 0.1% | +46.7% |
| Compass Advisory Group LLC | Wealth advisor | 20.2K | $860K | 0.2% | Held |
| Archer Investment Corp | Wealth advisor | 20.2K | $857K | 0.2% | +1807.2% |
| HighTower Advisors, LLC | Diversified mechanical | 20.1K | $853K | 0.0% | -14.4% |
| Wood Tarver Financial Group, LLC | Wealth advisor | 19.0K | $807K | 0.2% | +6.2% |
| Focus Partners Wealth | Wealth advisor | 18.6K | $789K | 0.0% | -1.4% |
| Mutual Advisors, LLC | Wealth advisor | 15.8K | $674K | 0.0% | -25.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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Top funds holding UJAN
Brookstone Capital ManagementTalon Private Wealth, LLCSonoma Allocations LLCENVESTNET ASSET MANAGEMENT INCCOMMONWEALTH EQUITY SERVICES, LLCCampbell Deegan Wealth Management, LLCC2P Capital Advisory Group, LLC d.b.a. Prosperity Capital AdvisorsVanWeelden Wealth Management, LLCOSAIC HOLDINGS, INC.CWM, LLC