Innovator U.S. Equity Ultra Buffer ETF
UJUL • BATS
Innovator U.S. Equity Ultra Buffer ETF is an exchange-traded fund on BATS. As of Q3 2025, 79 institutional investors hold shares in this ETF, with total holdings valued at $174.5M. Brookstone Capital Management is the largest holder with a position valued at $62.3M.
Overview
Overview of institutional ownership in UJUL as of Q3 2025
All Institutions
- Institutions
- 79
- Value Held
- $174.5M
- Shares Held
- 4.6M
- Avg Position
- $2.2M
- Median Position
- $535.1K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $289.2K
- Shares Held
- 7.6K
- Avg Position
- $289.2K
- Median Position
- $289.2K
Biggest Investors
Institutions with the largest positions in UJUL as of Q3 2025
| Institution | Position Value |
|---|---|
 Brookstone Capital Management RIA/Wealth | $62.3M 0.75% of portfolio |
A Advisor Group Holdings, Inc. Institution | $12.2M 0.02% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $10.6M 0.00% of portfolio |
$10.3M 0.61% of portfolio | |
 Kestra Advisory Services, LLC RIA/Wealth | $9.6M 0.04% of portfolio |
 KFG WEALTH MANAGEMENT, LLC RIA/Wealth | $6.7M 0.98% of portfolio |
$5.2M 0.01% of portfolio | |
 CWM, LLC RIA/Wealth | $4.3M 0.01% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $2.6M 0.00% of portfolio |
 IMG Wealth Management, Inc. RIA/Wealth | $2.5M 1.70% of portfolio |
Net Capital Flow
Institutional buying and selling activity for UJUL in Q3 2025
- Traded
- +$64.6M
- Buyers
- 47
- Sellers
- 21
- Total Bought
- +$77.1M
- Total Sold
- −$12.5M
- Avg Position
- $2.1M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Brookstone Capital Management RIA/Wealth | +$60.9M +1.6M shares |
 Arete Wealth Advisors, LLC RIA/Wealth | +$1.9M +50.6K shares |
B Berger Financial Group, Inc RIA/Wealth | +$1.6M +41.4K shares |
 SeaCrest Wealth Management, LLC RIA/Wealth | +$1.2M +32.1K shares |
 Spire Wealth Management RIA/Wealth | +$1.1M +28.1K shares |
C CENTRAL VALLEY ADVISORS, LLC Institution | +$782.7K +20.5K shares |
 Foundations Investment Advisors, LLC RIA/Wealth | +$614.7K +16.1K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$580.5K +15.2K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$550.7K +14.5K shares |
G GTS SECURITIES LLC Institution | +$488.9K +12.8K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Seros Financial, LLC RIA/Wealth | −$9.0M −245.6K shares |
 Merit Financial Group, LLC RIA/Wealth | −$1.3M −34.6K shares |
 City Center Advisors, LLC RIA/Wealth | −$536.1K −14.6K shares |
 Worth Financial Advisory Group, LLC RIA/Wealth | −$388.9K −10.6K shares |
Kestra Advisory Services, LLC RIA/Wealth | −$385.5K −10.1K shares |
W WorthPointe, LLC RIA/Wealth | −$293.9K −8.0K shares |
 MORGAN STANLEY RIA/Wealth | −$133.4K −3.5K shares |
 Souders Financial Advisors RIA/Wealth | −$75.2K −2.0K shares |
−$72.1K −1.9K shares | |
 Accurate Wealth Management, LLC RIA/Wealth | −$58.9K −1.5K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited UJUL in Q3 2025
- New Positions
- 8
- New Value
- $3.1M
- Exited Positions
- 5
- Exited Value
- $10.3M
New Positions
| Institution | Position Value |
|---|---|
SeaCrest Wealth Management, LLC RIA/Wealth | $1.2M 32.1K shares |
 Arkadios Wealth Advisors RIA/Wealth | $467.1K 12.3K shares |
A ATRIA INVESTMENTS LLC Institution | $407.9K 10.7K shares |
C Chris Bulman Inc Institution | $353.9K 9.3K shares |
B BENJAMIN EDWARDS INC Institution | $224.1K 5.9K shares |
 BCJ Capital Management, LLC RIA/Wealth | $214.1K 5.6K shares |
 RIVERCHASE WEALTH MANAGEMENT, LLC RIA/Wealth | $200.6K 5.3K shares |
 Aptus Capital Advisors, LLC ETF Provider | $15.2K 400.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Seros Financial, LLC RIA/Wealth | $9.0M 245.6K shares |
City Center Advisors, LLC RIA/Wealth | $536.1K 14.6K shares |
Worth Financial Advisory Group, LLC RIA/Wealth | $388.9K 10.6K shares |
W WorthPointe, LLC RIA/Wealth | $293.9K 8.0K shares |
 UBS Group AG Institution | $12.7K 344.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in UJUL as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with UJUL as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
IMG Wealth Management, Inc. RIA/Wealth | 1.70% $2.5M |
KFG WEALTH MANAGEMENT, LLC RIA/Wealth | 0.98% $6.7M |
Brookstone Capital Management RIA/Wealth | 0.75% $62.3M |
C CENTRAL VALLEY ADVISORS, LLC Institution | 0.63% $2.0M |
0.61% $10.3M | |
 O'Connor Financial Group LLC RIA/Wealth | 0.36% $788.0K |
 WPWealth LLP RIA/Wealth | 0.25% $1.5M |
I InvesTrust Institution | 0.23% $619.6K |
 FIDUCIARY FINANCIAL GROUP, LLC RIA/Wealth | 0.18% $1.1M |
C Chris Bulman Inc Institution | 0.18% $353.9K |
Hedge Fund Spotlight
Discover hedge funds investing in UJUL
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in Innovator U.S. Equity Ultra Buffer ETF
- Market Value
- $289.2K
- Shares Held
- 7.6K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
