INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JULY

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UJUL·45782C839·US·ETF·Unknown - Unknown-13D/G

UJUL (INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JULY) is held by 25 institutional investors as of Q2 2026. Largest holders: OSAIC HOLDINGS, INC. ($11.5M), Kestra Advisory Services, LLC ($8M), Orion Porfolio Solutions, LLC ($2.7M). Net institutional sentiment: Mixed.

25

Holders

(6 Elite)

$40.4M

Total Value

50% (22)

Consensus

11 buying - 11 selling

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

Smart Money Verdict

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Institutional (13F)27

Insider (Form 4)62

Activist (13D/13G)67

Congressional (STOCK Act)42

Holder Quality

77

★★★★★

Elite

81

★★★★

Strong

85

★★★

Solid

43

★★

Below

66

★

Weak

Held by 25 funds

6 elite

Who's Trading

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

ActivistBRBrookstone Capital Management, LLC18.1%Aug 6, 2026

ActivistBRBrookstone Capital Management, LLC2.1%Jan 6, 2026

View all activist filings

Top Holders

Top Holders (25)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
OSAIC HOLDINGS, INC.	Increased	281,971(+1.4%)	$11.5M	0.0%	+23.65%	28
Kestra Advisory Services, LLC	Decreased	196,626(-20.9%)	$8M	0.0%	+30.49%	0
OPOrion Porfolio Solutions, LLC	Increased	66,325(+9.8%)	$2.7M	0.0%	+13.03%	29
COMMONWEALTH EQUITY SERVICES, LLC	Increased	65,770(+4.3%)	$2.7M	0.0%	+37.40%	27
Cerity Partners LLC	Increased	46,962(+7.7%)	$1.9M	0.0%	+12.18%	28
Allworth Financial LP	Decreased	44,413(-8.0%)	$1.8M	0.0%	+31.43%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	41,684(+38.9%)	$1.7M	0.0%	+27.30%	34
LPL Financial LLC	Increased	41,184(+24.9%)	$1.7M	0.0%	+24.21%	31
HighTower Advisors, LLC	Unchanged	31,600	$1.3M	0.0%	+21.49%	0
TRUIST FINANCIAL CORP	Unchanged	24,111	$983,005	0.0%	+21.78%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	23,012(-52.9%)	$938,199	0.0%	+21.14%	0
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Unchanged	16,675	$679,840	0.0%	+46.37%	0
AQR CAPITAL MANAGEMENT LLC	New	14,535	$592,592	0.0%	+1.35%	34
JPMORGAN CHASE & CO	Decreased	13,727(-0.4%)	$558,138	0.0%	+13.43%	0
Cetera Investment Advisers	Decreased	13,118(-1.8%)	$534,821	0.0%	+23.82%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	12,995(-7.4%)	$529,806	0.0%	+7.08%	0
RAYMOND JAMES FINANCIAL INC	Decreased	12,068(-96.0%)	$492,013	0.0%	+18.14%	0
Steward Partners Investment Advisory, LLC	Unchanged	11,989	$488,792	0.0%	+39.32%	0
AE Wealth Management LLC	Increased	9,413(+43.7%)	$383,768	0.0%	+8.92%	32
Creative Planning	New	8,710	$355,107	0.0%	+1.35%	33

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UJULINNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JULY

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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