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Who owns UJULWhat UJUL owns — n/a

Who owns Innovator U.S. Equity Ultra Buffer ETF - July?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.

Institutional ownership of UJUL from SEC Form 13F filings across 57 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

As of the 2026-06-30 reporting period, 57 institutions disclosed 2.1M shares of Innovator U.S. Equity Ultra Buffer ETF - July worth $81.0M — about 37.2% of shares outstanding; the largest disclosed holder is OSAIC HOLDINGS, INC.. Source: SEC Form 13F filings, parsed by EvidInvest.

57

13F holders

$81.0M

value, 2026 filers

37.2%

of shares outstanding (2.1M sh)

8

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of UJUL's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1OSAIC HOLDINGS, INC.281,971$11.5M0.0%5.1%+1.4%
2Kestra Advisory Services, LLC196,626$8.0M0.0%3.6%-20.9%
3C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors183,958$7.5M0.4%3.3%+4.9%
4Arete Wealth Advisors, LLC116,900$4.8M0.2%2.1%+0.1%
5KFG WEALTH MANAGEMENT, LLC96,867$3.9M0.4%1.8%-5.1%
6Foundations Investment Advisors, LLC78,980$3.2M0.0%1.4%+4.3%
7Brookstone Capital Management75,085$3.1M0.0%1.4%-9.4%
8Orion Porfolio Solutions, LLC66,325$2.7M0.0%1.2%+9.8%
9COMMONWEALTH EQUITY SERVICES, LLC65,770$2.7M0.0%1.2%+4.3%
10Cambridge Investment Research Advisors, Inc.64,286$2,6200.0%1.2%+107.4%
11IMG Wealth Management, Inc.64,004$2.6M1.5%1.2%-0.2%
12CENTRAL VALLEY ADVISORS, LLC58,253$2.4M0.6%1.1%+12.3%
13Cerity Partners LLC46,962$1.9M0.0%0.9%+7.7%
14AssuredPartners Investment Advisors, LLC45,664$1.9M0.2%0.8%-0.2%
15Allworth Financial LP44,413$1.8M0.0%0.8%-8.0%
16WEALTH ENHANCEMENT ADVISORY SERVICES, LLC41,684$1.7M0.0%0.8%+38.9%
17LPL Financial LLC41,184$1.7M0.0%0.7%+24.9%
18Triad Wealth Partners, LLC38,984$1.6M0.1%0.7%+65.4%
19Chicago Partners Investment Group LLC32,647$1.3M0.0%0.6%0.0%
20HighTower Advisors, LLC31,600$1.3M0.0%0.6%0.0%
21Accurate Wealth Management, LLC24,368$996,6940.1%0.4%+142.2%
22TRUIST FINANCIAL CORP24,111$983,0050.0%0.4%0.0%
23ENVESTNET ASSET MANAGEMENT INC23,012$938,1990.0%0.4%-52.9%
24SteelPeak Wealth, LLCNEW20,604$840,0260.0%0.4%new
25WPWealth LLP19,434$792,3240.1%0.4%-15.0%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.