UJAN

Innovator U.s. Equity Ultra

+$121.6M

Net Activity

Institutions Holding

111

Popularity Rank

#4234

Avg Weight

0.30%

Total Value

$251.9M

Ownership Trend

111 institutions currently hold UJAN, with 62 net buyers and 37 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

37

Net Buying Institutions

62

Key Holders

Key Holders

Top 5 by Value

BC
Brookstone Capital Management
$64.6M
TP
Talon Private Wealth, LLC
$35.9M
SA
Sonoma Allocations LLC
$17.5M
EA
Envestnet Asset Management INC
$8.6M
CE
Commonwealth Equity Services, LLC
$8.0M

Top 5 by Conviction

SA
Sonoma Allocations LLC
6.05%
CD
Campbell Deegan Wealth Management, LLC
5.12%
TP
Talon Private Wealth, LLC
4.77%
VW
VanWeelden Wealth Management, LLC
4.58%
BW
BXM Wealth LLC
1.81%
View all 111 holding institutions

Quarterly Activity

Recent Activity

+$174.3M

Total Buy Value

$69.4M

Total Sell Value

New buy18
Trim27
Add44
Sold out10

62

Net Buyers

37

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding INNOVATOR U.S. EQUITY ULTRA (UJAN)?
Major stakeholders currently include Brookstone Capital Management ($64.6M), Talon Private Wealth, LLC ($35.9M), Sonoma Allocations LLC ($17.5M). Based on the latest 13F filings, there are a total of 111 tracked investment funds and institutions maintaining positions in UJAN.
What is the overall institutional sentiment toward UJAN recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $121.6M, driven by 62 managers accumulating shares while 37 reduced their exposure.
Which institutions have been selling or reducing their UJAN positions?
In the latest period, 27 funds trimmed their holdings, and 10 managers completely exited their positions. The aggregate reported sell value was $69.4M.
Are there any notable investors adding UJAN to their portfolios?
Yes, buying activity remains notable. 18 institutions opened new positions in {ticker}, and 44 existing holders added to their shares. The total reported buy value for the quarter amounted to $174.3M.

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