UJUN Institutional Ownership
Innovator U.S. Equity Ultra Buffer ETF - June
1W: +0.1%
1M: +0.7%
3M: +1.8%
YTD: +5.1%
1Y: +7.0%
3Y: +39.5%
5Y: +35.8%
$39.34
+0.20 (+0.51%)
Weekly Expected Move ±0.8%
$39
$39
$39
$40
$40
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — UJUN
77
Institutional Holders
+21 vs prior quarter
0.0%
Ownership
+0.00pp
163M
Total Invested
23
New Positions
29
Increased
15
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (79 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Brookstone Capital Management | 1,441,222 | $57M | +1,417,242 | +5910.1% | 17Q | SEC ↗ |
| 2 | Talon Private Wealth, LLC NEW | 728,001 | $29M | — | +0.0% | 1Q | SEC ↗ |
| 3 | Berger Financial Group, Inc | 185,198 | $7M | +9,610 | +5.5% | 15Q | SEC ↗ |
| 4 | C2P Capital Advisory Group, LLC d.b.a. | 162,090 | $6M | +7,482 | +4.8% | 15Q | SEC ↗ |
| 5 | Trek Financial, LLC | 151,373 | $6M | +1,292 | +0.9% | 17Q | SEC ↗ |
| 6 | KFG WEALTH MANAGEMENT, LLC | 141,429 | $6M | +62,040 | +78.1% | 15Q | SEC ↗ |
| 7 | MML INVESTORS SERVICES, LLC | 104,294 | $4M | +94,471 | +961.7% | 8Q | SEC ↗ |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 97,480 | $4M | +46,030 | +89.5% | 21Q | SEC ↗ |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 96,346 | $4M | +67,596 | +235.1% | 16Q | SEC ↗ |
| 10 | Spire Wealth Management | 67,674 | $3M | +27,889 | +70.1% | 21Q | SEC ↗ |
| 11 | CENTRAL VALLEY ADVISORS, LLC | 65,560 | $3M | +11,503 | +21.3% | 9Q | SEC ↗ |
| 12 | OSAIC HOLDINGS, INC. | 60,449 | $2M | +18,371 | +43.7% | 25Q | SEC ↗ |
| 13 | Kestra Advisory Services, LLC | 60,032 | $2M | +4,227 | +7.6% | 11Q | SEC ↗ |
| 14 | LPL Financial LLC | 44,064 | $2M | +12,471 | +39.5% | 12Q | SEC ↗ |
| 15 | Cetera Investment Advisers | 40,169 | $2M | +20,171 | +100.9% | 9Q | SEC ↗ |
| 16 | Castle Rock Wealth Management, LLC | 40,094 | $2M | — | +0.0% | 25Q | SEC ↗ |
| 17 | AssuredPartners Investment Advisors, L | 39,322 | $2M | +13,966 | +55.1% | 3Q | SEC ↗ |
| 18 | PFG Advisors NEW | 37,762 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 19 | Strategic Blueprint, LLC | 33,323 | $1M | +23,470 | +238.2% | 5Q | SEC ↗ |
| 20 | IMG Wealth Management, Inc. | 31,539 | $1M | +3,402 | +12.1% | 7Q | SEC ↗ |
| 21 | O'Connor Financial Group LLC | 30,611 | $1M | +21,653 | +241.7% | 9Q | SEC ↗ |
| 22 | Beacon Pointe Advisors, LLC | 30,142 | $1M | +4,938 | +19.6% | 12Q | SEC ↗ |
| 23 | BXM Wealth LLC NEW | 29,140 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 24 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV NEW | 28,572 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 25 | Lido Advisors, LLC NEW | 26,150 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 26 | Creative Planning | 24,533 | $965K | +12,103 | +97.4% | 2Q | SEC ↗ |
| 27 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 24,511 | $964K | -36,186 | -59.6% | 2Q | SEC ↗ |
| 28 | SageView Advisory Group, LLC | 24,458 | $962K | +12,028 | +96.8% | 9Q | SEC ↗ |
| 29 | Foundations Investment Advisors, LLC | 23,168 | $911K | +183 | +0.8% | 4Q | SEC ↗ |
| 30 | MONEY CONCEPTS CAPITAL CORP | 22,928 | $902K | +15,858 | +224.3% | 11Q | SEC ↗ |
| 31 | TRUIST FINANCIAL CORP | 22,598 | $889K | — | +0.0% | 9Q | SEC ↗ |
| 32 | SteelPeak Wealth, LLC NEW | 21,568 | $848K | — | +0.0% | 1Q | SEC ↗ |
| 33 | Wood Tarver Financial Group, LLC | 21,127 | $831K | -4,557 | -17.7% | 7Q | SEC ↗ |
| 34 | Garden State Investment Advisory Servi | 17,235 | $678K | — | +0.0% | 13Q | SEC ↗ |
| 35 | Arkadios Wealth Advisors NEW | 15,710 | $618K | — | +0.0% | 1Q | SEC ↗ |
| 36 | FIDUCIARY FINANCIAL GROUP, LLC | 15,022 | $591K | +5,544 | +58.5% | 9Q | SEC ↗ |
| 37 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 14,928 | $587K | -13 | -0.1% | 12Q | SEC ↗ |
| 38 | Barnes Dennig Private Wealth Managemen | 13,883 | $546K | -302 | -2.1% | 5Q | SEC ↗ |
| 39 | Virtue Capital Management, LLC NEW | 13,849 | $545K | — | +0.0% | 1Q | SEC ↗ |
| 40 | FINANCIAL MANAGEMENT NETWORK INC NEW | 13,130 | $517K | — | +0.0% | 1Q | SEC ↗ |
| 41 | Tradition Wealth Management, LLC | 12,951 | $509K | — | +0.0% | 10Q | SEC ↗ |
| 42 | Comprehensive Financial Consultants In NEW | 12,285 | $483K | — | +0.0% | 1Q | SEC ↗ |
| 43 | Steward Partners Investment Advisory, | 11,484 | $452K | -655 | -5.4% | 13Q | SEC ↗ |
| 44 | SILVER OAK SECURITIES, INCORPORATED NEW | 10,482 | $412K | — | +0.0% | 1Q | SEC ↗ |
| 45 | RAYMOND JAMES FINANCIAL INC NEW | 10,023 | $394K | — | +0.0% | 1Q | SEC ↗ |
| 46 | CoreCap Advisors, LLC | 8,979 | $353K | +1,302 | +17.0% | 10Q | SEC ↗ |
| 47 | TOUNJIAN ADVISORY PARTNERS, LLC NEW | 8,430 | $332K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Clear Creek Financial Management, LLC NEW | 8,313 | $327K | — | +0.0% | 1Q | SEC ↗ |
| 49 | JPMORGAN CHASE & CO | 8,146 | $320K | -6,541 | -44.5% | 4Q | SEC ↗ |
| 50 | Retirement Planning Group, LLC NEW | 7,803 | $307K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Talon Private Wealth, LLC | 728,001 | $29M |
| PFG Advisors | 37,762 | $1M |
| BXM Wealth LLC | 29,140 | $1M |
| NATIONS FINANCIAL GROUP INC, /IA/ / | 28,572 | $1M |
| Lido Advisors, LLC | 26,150 | $1M |
| SteelPeak Wealth, LLC | 21,568 | $848K |
| Arkadios Wealth Advisors | 15,710 | $618K |
| Virtue Capital Management, LLC | 13,849 | $545K |
| FINANCIAL MANAGEMENT NETWORK INC | 13,130 | $517K |
| Comprehensive Financial Consultants | 12,285 | $483K |
| SILVER OAK SECURITIES, INCORPORATED | 10,482 | $412K |
| RAYMOND JAMES FINANCIAL INC | 10,023 | $394K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 8,430 | $332K |
| Clear Creek Financial Management, L | 8,313 | $327K |
| Retirement Planning Group, LLC | 7,803 | $307K |
| Thrivent Financial for Lutherans | 7,216 | $284K |
| Chris Bulman Inc | 6,214 | $244K |
| Lantz Financial LLC | 6,115 | $241K |
| Beacon Financial Advisory LLC | 5,608 | $221K |
| Kathmere Capital Management, LLC | 5,251 | $207K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SeaCrest Wealth Management, LLC | 96,537 | $4M |
| RPS ADVISORY SOLUTIONS LLC | 10,211 | $402K |
| OLD MISSION CAPITAL LLC | 8,934 | $351K |
| BCS Wealth Management | 8,564 | $337K |
| CITADEL ADVISORS LLC | 7,298 | $287K |
| GTS SECURITIES LLC | 5,817 | $229K |
| CWM, LLC | 1,781 | $70K |
| BARCLAYS PLC | 219 | $9K |
| UBS Group AG | 196 | $8K |
Biggest Increases (20)
Biggest Decreases (8)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -36,186 | -59.6% | 24,511 |
| JPMORGAN CHASE & CO | -6,541 | -44.5% | 8,146 |
| Wood Tarver Financial Group, LLC | -4,557 | -17.7% | 21,127 |
| Steward Partners Investment Advisor | -655 | -5.4% | 11,484 |
| WealthShield Partners, LLC | -456 | -8.1% | 5,176 |
| Barnes Dennig Private Wealth Manage | -302 | -2.1% | 13,883 |
| Keating Financial Advisory Services | -22 | -1.0% | 2,237 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -13 | -0.1% | 14,928 |