Across its top 20 institutional holders, UJAN's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 11/100, avg. turnover score 28/100).

Quarterly Activity

Recent Activity

+$174.3M

Total Buy Value

$69.4M

Total Sell Value

New buy18

Trim27

Add44

Sold out10

Net Buyers

Net Sellers

Smart Money Convergence

UJAN does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

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

CUSIP

45782C300

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.