INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JANUARY

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UJAN·45782C300·US·ETF·Unknown - Unknown-13D/G

UJAN (INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JANUARY) is held by 30 institutional investors as of Q2 2026. Largest holders: COMMONWEALTH EQUITY SERVICES, LLC ($8.6M), OSAIC HOLDINGS, INC. ($5.6M), TRUIST FINANCIAL CORP ($4M). Net institutional sentiment: Mixed.

30

Holders

(5 Elite)

$47.5M

Total Value

61% (28)

Consensus

17 buying - 11 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)54

Insider (Form 4)47

Activist (13D/13G)26

Congressional (STOCK Act)40

Holder Quality

39

★★★★★

Elite

55

★★★★

Strong

47

★★★

Solid

85

★★

Below

40

★

Weak

Held by 30 funds

5 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists Aug 6, 2026 · Congress none

ActivistBRBrookstone Capital Management, LLC1.7%Aug 6, 2026

ActivistBRBrookstone Capital Management, LLC21.3%Feb 3, 2026

View all activist filings

Top Holders

Top Holders (30)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
COMMONWEALTH EQUITY SERVICES, LLC	Increased	189,692(+0.2%)	$8.6M	0.0%	+39.12%	27
OSAIC HOLDINGS, INC.	Increased	122,785(+2.3%)	$5.6M	0.0%	+25.59%	28
TRUIST FINANCIAL CORP	Decreased	88,958(-0.2%)	$4M	0.0%	+43.93%	0
Cetera Investment Advisers	Decreased	83,364(-6.4%)	$3.8M	0.0%	+14.73%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	74,182(-63.4%)	$3.4M	0.0%	+9.47%	0
LPL Financial LLC	Increased	68,612(+6.1%)	$3.1M	0.0%	+19.88%	28
OPOrion Porfolio Solutions, LLC	Increased	59,237(+9.9%)	$2.7M	0.0%	+13.33%	29
RAYMOND JAMES FINANCIAL INC	Decreased	55,754(-3.3%)	$2.5M	0.0%	+16.46%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	55,345(+12.6%)	$2.5M	0.0%	+6.04%	29
MML INVESTORS SERVICES, LLC	Increased	48,767(+36.1%)	$2.2M	0.0%	+13.18%	34
Allworth Financial LP	Decreased	43,186(-10.7%)	$2M	0.0%	+27.58%	0
Kestra Advisory Services, LLC	Decreased	36,392(-36.3%)	$1.6M	0.0%	+17.02%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	27,331(-0.4%)	$1.2M	0.0%	+37.69%	0
HighTower Advisors, LLC	Increased	23,458(+16.9%)	$1.1M	0.0%	+16.89%	29
FWFocus Partners Wealth	Decreased	18,530(-0.2%)	$840,006	0.0%	+21.26%	0
JPMORGAN CHASE & CO	Increased	10,418(+7976.0%)	$470,770	0.0%	+1.85%	26
Creative Planning	Increased	9,823(+0.6%)	$445,298	0.0%	+6.58%	24
BENJAMIN EDWARDS INC	Decreased	9,644(-2.2%)	$437,172	0.0%	+17.24%	0
ZACKS INVESTMENT MANAGEMENT	New	6,086	$275,892	0.0%	+1.76%	32
CITADEL ADVISORS LLC	New	5,518	$250,143	0.0%	+1.76%	35

Showing 1-20 of 30

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UJANINNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JANUARY

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer