Innovator ETFs Trust - Innovator S&P Ultra Buffer ETF - July (UJUL) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2018 to Q4 2025

Type / Class
Equity / Innovator S&P Ultra Buffer ETF - July
Symbol
UJUL
Shares outstanding
4,028,019
Price per share
$38.86
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
2,224,707
Total reported value
$86,304,801
% of total 13F portfolios
0%
Share change
-1,708,235
Value change
-$66,134,254
Number of holders
72
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Innovator ETFs Trust - Innovator S&P Ultra Buffer ETF - July (UJUL) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Brookstone Capital Management 2.1% -91% $3,308,164 -$59,681,023 85,394 -95% Brookstone Capital Management, LLC 31 Dec 2025

As of 31 Dec 2025, 72 institutional investors reported holding 2,224,707 shares of Innovator ETFs Trust - Innovator S&P Ultra Buffer ETF - July (UJUL). This represents 55% of the company’s total 4,028,019 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Innovator ETFs Trust - Innovator S&P Ultra Buffer ETF - July (UJUL) together control 44% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Kestra Advisory Services, LLC 6.2% 250,540 -0.06% 0.04% $9,708,417
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 4.1% 165,237 -39% 0.38% $6,402,934
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3.4% 135,679 -0.06% 0.01% $5,291,481
KFG WEALTH MANAGEMENT, LLC 3.3% 133,406 -24% 0.69% $5,169,475
CWM, LLC 3% 122,668 +8.9% 0.01% $4,753,000
Brookstone Capital Management 2.1% 85,394 -95% 0.04% $3,309,018
FOUNDATIONS INVESTMENT ADVISORS, LLC 1.9% 74,601 +363% 0.04% $2,890,789
IMG Wealth Management, Inc. 1.6% 64,393 -1% 1.6% $2,495,229
COMMONWEALTH EQUITY SERVICES, LLC 1.6% 63,183 -6.4% 0% $2,448,330
Arete Wealth Advisors, LLC 1.4% 58,373 -5.7% 0.14% $2,262,000
Berger Financial Group, Inc 1.4% 57,177 -3.2% 0.13% $2,215,609
Orion Porfolio Solutions, LLC 1.4% 55,087 +8.5% 0.02% $2,134,621
CENTRAL VALLEY ADVISORS, LLC 1.3% 52,235 0% 0.6% $2,024,109
AssuredPartners Investment Advisors, LLC 1.3% 51,266 0.3% $1,986,558
Allworth Financial LP 1.2% 49,456 -2.4% 0.01% $1,916,420
ENVESTNET ASSET MANAGEMENT INC 1.2% 47,092 +1.2% 0% $1,824,815
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1.1% 45,501 +2% 0.09% $1,763,164
Cerity Partners LLC 1.1% 43,612 -20% 0% $1,689,965
MML INVESTORS SERVICES, LLC 0.86% 34,608 +2.8% 0% $1,341,060
Spire Wealth Management 0.84% 33,680 -5.4% 0.04% $1,305,113
LPL Financial LLC 0.84% 33,675 -0.67% 0% $1,304,906
Chicago Partners Investment Group LLC 0.81% 32,647 0% 0.03% $1,273,592
HighTower Advisors, LLC 0.78% 31,600 0% 0% $1,224,500
Cambridge Investment Research Advisors, Inc. 0.77% 30,863 +8.5% 0% $1,196,000
SeaCrest Wealth Management, LLC 0.75% 30,162 -5.9% 0.12% $1,174,961

Institutional Holders of Innovator ETFs Trust - Innovator S&P Ultra Buffer ETF - July (UJUL) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 2,224,707 $86,304,801 -$66,134,254 $38.75 72
2025 Q3 4,581,249 $174,517,255 +$64,585,481 $38.11 80
2025 Q2 2,902,458 $106,812,663 +$8,070,868 $36.79 69
2025 Q1 2,705,938 $90,531,675 +$7,417,380 $33.53 68
2024 Q4 2,486,683 $85,825,626 -$19,342,775 $34.49 67
2024 Q3 2,932,107 $99,434,303 +$20,952,513 $33.91 64
2024 Q2 2,315,983 $75,948,967 +$20,947,991 $32.54 59
2024 Q1 1,649,086 $52,544,807 -$33,621,326 $31.87 53
2023 Q4 2,682,071 $81,290,475 -$65,348,950 $30.30 56
2023 Q3 4,891,361 $138,166,320 +$105,026,357 $28.23 56
2023 Q2 982,246 $28,274,053 +$7,535,382 $28.80 35
2023 Q1 725,573 $19,638,107 -$14,000,851 $27.04 32
2022 Q4 1,261,320 $32,577,301 +$3,319,888 $25.75 36
2022 Q3 1,005,620 $24,907,661 +$7,409,955 $24.79 26
2022 Q2 694,705 $17,626,579 -$311,970 $25.33 23
2022 Q1 702,309 $19,352,251 -$1,329,981 $27.51 26
2021 Q4 749,860 $20,755,313 -$2,420,151 $27.68 24
2021 Q3 816,437 $21,964,278 +$9,655,580 $26.90 23
2021 Q2 542,675 $14,619,423 +$2,441,536 $26.94 18
2021 Q1 428,685 $11,477,904 -$4,804,090 $26.77 18
2020 Q4 622,768 $16,478,054 -$980,002 $26.46 26
2020 Q3 646,687 $16,652,241 -$407,507 $25.75 22
2020 Q2 625,017 $15,835,000 -$48,211,167 $25.34 17
2020 Q1 2,560,191 $58,938,000 +$51,546,915 $23.02 23
2019 Q4 315,390 $7,992,091 -$497,133 $25.21 21
2019 Q3 315,782 $8,233,000 -$2,917,035 $26.06 19
2019 Q2 428,015 $11,044,000 +$6,329,660 $25.79 14
2019 Q1 141,976 $3,576,000 -$6,132,763 $25.09 8
2018 Q4 356,685 $9,018,000 +$8,136,641 $23.76 8
2018 Q3 37,015 $944,000 +$944,000 $25.30 4