Innovator U.S. Equity Ultra Buffer ETF(UJAN)

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Innovator U.S. Equity Ultra Buffer ETF(UJAN)

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$45.20—

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UJAN(UJAN)

UJAN

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 128 Institutional Holders

Holder	Shares	Date	Change	% Held
Brookstone Capital Management	1.52M	Mar 31, 26	+1.43M	32.38%
Talon Private Wealth, LLC	845.01K	Mar 31, 26	+845.01K	18.00%
ENVESTNET ASSET MANAGEMENT INC	202.56K	Mar 31, 26	+149.05K	4.32%
COMMONWEALTH EQUITY SERVICES, LLC	189.29K	Mar 31, 26	+8.86K	4.03%
Campbell Deegan Wealth Management, LLC	150.46K	Mar 31, 26	+69.11K	3.21%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	142.19K	Mar 31, 26	+7.64K	3.03%
VanWeelden Wealth Management, LLC	135.25K	Mar 31, 26	+135.25K	2.88%
ADVISOR GROUP HOLDINGS, INC.	120.04K	Mar 31, 26	+18.46K	2.56%
CWM, LLC	114.20K	Mar 31, 26	+1.12K	2.43%
Strategic Blueprint, LLC	109.77K	Mar 31, 26	+1.28K	2.34%
TRUIST FINANCIAL CORP	89.17K	Mar 31, 26	-231	1.90%
Cetera Investment Advisers	89.05K	Mar 31, 26	+16.77K	1.90%
Clearstead Advisors, LLC	79.80K	Mar 31, 26	-3.98K	1.70%
Berkshire Money Management, Inc.	79.79K	Mar 31, 26	--	1.70%
Spire Wealth Management	77.06K	Mar 31, 26	+37.05K	1.64%
LPL Financial LLC	64.67K	Mar 31, 26	-8.51K	1.38%
RAYMOND JAMES FINANCIAL INC	57.65K	Mar 31, 26	-1.63K	1.23%
Kestra Advisory Services, LLC	57.09K	Mar 31, 26	+3.59K	1.22%
Lantz Financial LLC	55.22K	Mar 31, 26	-595	1.18%
BXM Wealth LLC	55.20K	Mar 31, 26	+55.20K	1.18%
Brinker Capital Investments, LLC	53.88K	Mar 31, 26	+3.84K	1.15%
Foundations Investment Advisors, LLC	50.13K	Mar 31, 26	+4.70K	1.07%
IMG Wealth Management, Inc.	49.60K	Mar 31, 26	-1.15K	1.06%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	49.14K	Mar 31, 26	+49.14K	1.05%
Allworth Financial LP	48.33K	Mar 31, 26	-982	1.03%
CENTRAL VALLEY ADVISORS, LLC	48.27K	Mar 31, 26	+88	1.03%
Cambridge Investment Research Advisors, Inc.	43.33K	Mar 31, 26	+3.87K	0.92%
Trek Financial, LLC	39.44K	Mar 31, 26	+22.41K	0.84%
MML INVESTORS SERVICES, LLC	35.84K	Mar 31, 26	+14.03K	0.76%
KFG WEALTH MANAGEMENT, LLC	30.02K	Mar 31, 26	+13.68K	0.64%
JT Stratford LLC	29.30K	Mar 31, 26	+12.20K	0.62%
Long Island Wealth Management, Inc.	27.90K	Mar 31, 26	-3.42K	0.59%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	27.44K	Mar 31, 26	-16.74K	0.58%
PFG Advisors	27.00K	Mar 31, 26	-1.93K	0.58%
Gladstone Institutional Advisory LLC	25.10K	Mar 31, 26	+4.00K	0.53%
Accurate Wealth Management, LLC	24.88K	Mar 31, 26	-316	0.53%
MBL Wealth, LLC	24.43K	Mar 31, 26	+3.51K	0.52%
Hiley Hunt Wealth Management	24.38K	Mar 31, 26	+11.56K	0.52%
MONEY CONCEPTS CAPITAL CORP	23.47K	Mar 31, 26	+23.47K	0.50%
Ausdal Financial Partners, Inc.	22.86K	Mar 31, 26	+59	0.49%
Triad Wealth Partners, LLC	21.52K	Mar 31, 26	+6.85K	0.46%
Compass Advisory Group LLC	20.24K	Mar 31, 26	--	0.43%
Archer Investment Corp	20.16K	Mar 31, 26	+19.10K	0.43%
HighTower Advisors, LLC	20.07K	Mar 31, 26	-3.39K	0.43%
Wood Tarver Financial Group, LLC	18.98K	Mar 31, 26	+1.11K	0.40%
Colony Group, LLC	18.57K	Mar 31, 26	-257	0.40%
Mutual Advisors, LLC	15.85K	Mar 31, 26	-5.31K	0.34%
Southland Equity Partners LLC	15.44K	Mar 31, 26	-597	0.33%
Maltin Wealth Management, Inc.	15.11K	Mar 31, 26	--	0.32%
Diligent Investors, LLC	13.89K	Mar 31, 26	--	0.30%
Arkadios Wealth Advisors	12.73K	Mar 31, 26	+12.73K	0.27%
Summit Financial, LLC	12.48K	Mar 31, 26	-200	0.27%
Chicago Partners Investment Group LLC	12.22K	Mar 31, 26	+1.15K	0.26%
Tradition Wealth Management, LLC	12.05K	Mar 31, 26	+5.35K	0.26%
Valmark Advisers, Inc.	11.72K	Mar 31, 26	--	0.25%
RFG Advisory, LLC	11.16K	Mar 31, 26	-186	0.24%
Atria Investments, Inc	10.73K	Mar 31, 26	+477	0.23%
Advisory Services Network, LLC	10.19K	Mar 31, 26	+2.70K	0.22%
BENJAMIN EDWARDS INC	9.86K	Mar 31, 26	-4.06K	0.21%
Creative Planning	9.76K	Mar 31, 26	+9.76K	0.21%
Continuum Advisory, LLC	9.70K	Mar 31, 26	--	0.21%
Bedel Financial Consulting, Inc.	9.47K	Mar 31, 26	+848	0.20%
OLD MISSION CAPITAL LLC	8.98K	Mar 31, 26	-12.64K	0.19%
O'Connor Financial Group LLC	8.97K	Mar 31, 26	-1.11K	0.19%
Chris Bulman Inc	8.61K	Mar 31, 26	+8.61K	0.18%
XML Financial, LLC	8.34K	Mar 31, 26	-52	0.18%
Concurrent Investment Advisors, LLC	8.02K	Mar 31, 26	-2.12K	0.17%
Encompass More Asset Management	7.62K	Mar 31, 26	+774	0.16%
Occidental Asset Management, LLC	7.44K	Mar 31, 26	+7.44K	0.16%
SAGESPRING WEALTH PARTNERS, LLC	6.67K	Mar 31, 26	--	0.14%
Savvy Advisors, Inc.	6.60K	Mar 31, 26	+828	0.14%
Capital Investment Advisors, LLC	5.80K	Mar 31, 26	+5.80K	0.12%
Lakeridge Wealth Management LLC	5.76K	Mar 31, 26	+231	0.12%
DHJJ Financial Advisors, Ltd.	5.36K	Mar 31, 26	+2.41K	0.11%
Koshinski Asset Management, Inc.	5.31K	Mar 31, 26	--	0.11%
WorthPointe, LLC	5.21K	Mar 31, 26	--	0.11%
FIDUCIARY FINANCIAL GROUP, LLC	5.01K	Mar 31, 26	+5.01K	0.11%
Elmwood Wealth Management, Inc.	5.00K	Mar 31, 26	--	0.11%
Visionary Wealth Advisors	4.97K	Mar 31, 26	-600	0.11%
FC Advisory LLC	4.73K	Mar 31, 26	--	0.10%
AE Wealth Management LLC	4.57K	Mar 31, 26	+850	0.10%
Orion Capital Management LLC	3.98K	Mar 31, 26	--	0.08%
HARBOUR INVESTMENTS, INC.	2.99K	Mar 31, 26	-3.94K	0.06%
CoreCap Advisors, LLC	2.91K	Mar 31, 26	+201	0.06%
Physician Wealth Advisors, Inc.	2.89K	Mar 31, 26	+2.30K	0.06%
Financial Network Wealth Advisors LLC	2.56K	Mar 31, 26	+153	0.05%
MORGAN STANLEY	2.37K	Mar 31, 26	--	0.05%
Ashton Thomas Private Wealth, LLC	2.08K	Mar 31, 26	+2.08K	0.04%
Legacy Wealth Managment, LLC/ID	1.60K	Mar 31, 26	+1.60K	0.03%
Steward Partners Investment Advisory, LLC	1.46K	Mar 31, 26	+68	0.03%
Capital Analysts, LLC	1.09K	Mar 31, 26	--	0.02%
Sound Income Strategies, LLC	1.08K	Mar 31, 26	+1.08K	0.02%
WealthShield Partners, LLC	629	Mar 31, 26	+366	0.01%
Sunbelt Securities, Inc.	600	Mar 31, 26	-400	0.01%
IFP Advisors, Inc	370	Mar 31, 26	+100	0.01%
GUARDIAN WEALTH ADVISORS, LLC / NC	300	Mar 31, 26	+300	0.01%
Aptus Capital Advisors, LLC	300	Mar 31, 26	--	0.01%
NBC SECURITIES, INC.	166	Mar 31, 26	--	0.00%
AdvisorNet Financial, Inc	145	Mar 31, 26	+145	0.00%
JPMORGAN CHASE & CO	129	Mar 31, 26	--	0.00%
ASSETMARK, INC	46	Mar 31, 26	+46	0.00%
Truvestments Capital LLC	27	Mar 31, 26	--	0.00%
OPTIMA CAPITAL LLC	--	Mar 31, 26	-744	--
MGO ONE SEVEN LLC	--	Mar 31, 26	-44.60K	--
RMG Wealth Management LLC	--	Mar 31, 26	-15.73K	--
Camelot Portfolios, LLC	--	Mar 31, 26	-52	--
SRS Capital Advisors, Inc.	--	Mar 31, 26	-475	--
BARCLAYS PLC	--	Mar 31, 26	-92	--
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-700	--
XY Planning Network, Inc.	--	Mar 31, 26	-6.35K	--
UBS Group AG	--	Mar 31, 26	-152	--
SageView Advisory Group, LLC	8.76K	Dec 31, 25	--	0.19%
AVANTAX ADVISORY SERVICES, INC.	7.43K	Jun 30, 25	--	0.16%
Orion Portfolio Solutions, LLC	16.90K	Mar 31, 25	+16.90K	0.36%
Sugarloaf Wealth Management, LLC	1.70K	Dec 31, 24	--	0.04%
RAYMOND JAMES & ASSOCIATES	66.51K	Sep 30, 24	+24.77K	1.42%
Raymond James Financial Services Advisors, Inc.	9.73K	Sep 30, 24	-2.62K	0.21%
Cetera Advisors LLC	31.39K	Mar 31, 24	-5.94K	0.67%
Cetera Advisor Networks LLC	10.32K	Mar 31, 24	-944	0.22%
Baystate Wealth Management LLC	406	Dec 31, 23	--	0.01%
BEDEL FINANCIAL CONSULTING INC	9.71K	Sep 30, 23	+9.71K	0.21%
Wealth Management Solutions, LLC	--	Sep 30, 23	-6.43K	--
ACG Wealth	10.00K	Sep 30, 22	--	0.21%
Covington Capital Management	--	Sep 30, 22	-2.00K	--
Frontier Wealth Management LLC	10.65K	Jun 30, 22	--	0.23%
Carroll Financial Associates, Inc.	1.75K	Dec 31, 21	--	0.04%
Stearns Financial Services Group	2.31K	Sep 30, 20	--	0.05%
Advisor Group, Inc.	56.43K	Dec 31, 19	+16.60K	1.20%

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Market Movers

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Holder

Date

Change

% Held

Brookstone Capital Management

1.52M

Mar 31, 26

+1.43M

32.38%

Talon Private Wealth, LLC

845.01K

Mar 31, 26

+845.01K

18.00%

ENVESTNET ASSET MANAGEMENT INC

202.56K

Mar 31, 26

+149.05K

4.32%

COMMONWEALTH EQUITY SERVICES, LLC

189.29K

Mar 31, 26

+8.86K

4.03%

Campbell Deegan Wealth Management, LLC

150.46K

Mar 31, 26

+69.11K

3.21%

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

142.19K

Mar 31, 26

+7.64K

3.03%

VanWeelden Wealth Management, LLC

135.25K

Mar 31, 26

+135.25K

2.88%

ADVISOR GROUP HOLDINGS, INC.

120.04K

Mar 31, 26

+18.46K

2.56%

CWM, LLC

114.20K

Mar 31, 26

+1.12K

2.43%

Strategic Blueprint, LLC

109.77K

Mar 31, 26

+1.28K

2.34%

TRUIST FINANCIAL CORP

89.17K

Mar 31, 26

-231

1.90%

Cetera Investment Advisers

89.05K

Mar 31, 26

+16.77K

1.90%

Clearstead Advisors, LLC

79.80K

Mar 31, 26

-3.98K

1.70%

Berkshire Money Management, Inc.

79.79K

Mar 31, 26

1.70%

Spire Wealth Management

77.06K

Mar 31, 26

+37.05K

1.64%

LPL Financial LLC

64.67K

Mar 31, 26

-8.51K

1.38%

RAYMOND JAMES FINANCIAL INC

57.65K

Mar 31, 26

-1.63K

1.23%

Kestra Advisory Services, LLC

57.09K

Mar 31, 26

+3.59K

1.22%

Lantz Financial LLC

55.22K

Mar 31, 26

-595

1.18%

BXM Wealth LLC

55.20K

Mar 31, 26

+55.20K

1.18%

Brinker Capital Investments, LLC

53.88K

Mar 31, 26

+3.84K

1.15%

Foundations Investment Advisors, LLC

50.13K

Mar 31, 26

+4.70K

1.07%

IMG Wealth Management, Inc.

49.60K

Mar 31, 26

-1.15K

1.06%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

49.14K

Mar 31, 26

+49.14K

1.05%

Allworth Financial LP

48.33K

Mar 31, 26

-982

1.03%

CENTRAL VALLEY ADVISORS, LLC

48.27K

Mar 31, 26

+88

1.03%

Cambridge Investment Research Advisors, Inc.

43.33K

Mar 31, 26

+3.87K

0.92%

Trek Financial, LLC

39.44K

Mar 31, 26

+22.41K

0.84%

MML INVESTORS SERVICES, LLC

35.84K

Mar 31, 26

+14.03K

0.76%

KFG WEALTH MANAGEMENT, LLC

30.02K

Mar 31, 26

+13.68K

0.64%

JT Stratford LLC

29.30K

Mar 31, 26

+12.20K

0.62%

Long Island Wealth Management, Inc.

27.90K

Mar 31, 26

-3.42K

0.59%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

27.44K

Mar 31, 26

-16.74K

0.58%

PFG Advisors

27.00K

Mar 31, 26

-1.93K

0.58%

Gladstone Institutional Advisory LLC

25.10K

Mar 31, 26

+4.00K

0.53%

Accurate Wealth Management, LLC

24.88K

Mar 31, 26

-316

0.53%

MBL Wealth, LLC

24.43K

Mar 31, 26

+3.51K

0.52%

Hiley Hunt Wealth Management

24.38K

Mar 31, 26

+11.56K

0.52%

MONEY CONCEPTS CAPITAL CORP

23.47K

Mar 31, 26

+23.47K

0.50%

Ausdal Financial Partners, Inc.

22.86K

Mar 31, 26

+59

0.49%

Triad Wealth Partners, LLC

21.52K

Mar 31, 26

+6.85K

0.46%

Compass Advisory Group LLC

20.24K

Mar 31, 26

0.43%

Archer Investment Corp

20.16K

Mar 31, 26

+19.10K

0.43%

HighTower Advisors, LLC

20.07K

Mar 31, 26

-3.39K

0.43%

Wood Tarver Financial Group, LLC

18.98K

Mar 31, 26

+1.11K

0.40%

Colony Group, LLC

18.57K

Mar 31, 26

-257

0.40%

Mutual Advisors, LLC

15.85K

Mar 31, 26

-5.31K

0.34%

Southland Equity Partners LLC

15.44K

Mar 31, 26

-597

0.33%

Maltin Wealth Management, Inc.

15.11K

Mar 31, 26

0.32%

Diligent Investors, LLC

13.89K

Mar 31, 26

0.30%

Arkadios Wealth Advisors

12.73K

Mar 31, 26

+12.73K

0.27%

Summit Financial, LLC

12.48K

Mar 31, 26

-200

0.27%

Chicago Partners Investment Group LLC

12.22K

Mar 31, 26

+1.15K

0.26%

Tradition Wealth Management, LLC

12.05K

Mar 31, 26

+5.35K

0.26%

Valmark Advisers, Inc.

11.72K

Mar 31, 26

0.25%

RFG Advisory, LLC

11.16K

Mar 31, 26

-186

0.24%

Atria Investments, Inc

10.73K

Mar 31, 26

+477

0.23%

Advisory Services Network, LLC

10.19K

Mar 31, 26

+2.70K

0.22%

BENJAMIN EDWARDS INC

9.86K

Mar 31, 26

-4.06K

0.21%

Creative Planning

9.76K

Mar 31, 26

+9.76K

0.21%

Continuum Advisory, LLC

9.70K

Mar 31, 26

0.21%

Bedel Financial Consulting, Inc.

9.47K

Mar 31, 26

+848

0.20%

OLD MISSION CAPITAL LLC

8.98K

Mar 31, 26

-12.64K

0.19%

O'Connor Financial Group LLC

8.97K

Mar 31, 26

-1.11K

0.19%

Chris Bulman Inc

8.61K

Mar 31, 26

+8.61K

0.18%

XML Financial, LLC

8.34K

Mar 31, 26

-52

0.18%

Concurrent Investment Advisors, LLC

8.02K

Mar 31, 26

-2.12K

0.17%

Encompass More Asset Management

7.62K

Mar 31, 26

+774

0.16%

Occidental Asset Management, LLC

7.44K

Mar 31, 26

+7.44K

0.16%

SAGESPRING WEALTH PARTNERS, LLC

6.67K

Mar 31, 26

0.14%

Savvy Advisors, Inc.

6.60K

Mar 31, 26

+828

0.14%

Capital Investment Advisors, LLC

5.80K

Mar 31, 26

+5.80K

0.12%

Lakeridge Wealth Management LLC

5.76K

Mar 31, 26

+231

0.12%

DHJJ Financial Advisors, Ltd.

5.36K

Mar 31, 26

+2.41K

0.11%

Koshinski Asset Management, Inc.

5.31K

Mar 31, 26

0.11%

WorthPointe, LLC

5.21K

Mar 31, 26

0.11%

FIDUCIARY FINANCIAL GROUP, LLC

5.01K

Mar 31, 26

+5.01K

0.11%

Elmwood Wealth Management, Inc.

5.00K

Mar 31, 26

0.11%

Visionary Wealth Advisors

4.97K

Mar 31, 26

-600

0.11%

FC Advisory LLC

4.73K

Mar 31, 26

0.10%

AE Wealth Management LLC

4.57K

Mar 31, 26

+850

0.10%

Orion Capital Management LLC

3.98K

Mar 31, 26

0.08%

HARBOUR INVESTMENTS, INC.

2.99K

Mar 31, 26

-3.94K

0.06%

CoreCap Advisors, LLC

2.91K

Mar 31, 26

+201

0.06%

Physician Wealth Advisors, Inc.

2.89K

Mar 31, 26

+2.30K

0.06%

Financial Network Wealth Advisors LLC

2.56K

Mar 31, 26

+153

0.05%

MORGAN STANLEY

2.37K

Mar 31, 26

0.05%

Ashton Thomas Private Wealth, LLC

2.08K

Mar 31, 26

+2.08K

0.04%

Legacy Wealth Managment, LLC/ID

1.60K

Mar 31, 26

+1.60K

0.03%

Steward Partners Investment Advisory, LLC

1.46K

Mar 31, 26

+68

0.03%

Capital Analysts, LLC

1.09K

Mar 31, 26

0.02%

Sound Income Strategies, LLC

1.08K

Mar 31, 26

+1.08K

0.02%

WealthShield Partners, LLC

629

Mar 31, 26

+366

0.01%

Sunbelt Securities, Inc.

600

Mar 31, 26

-400

0.01%

IFP Advisors, Inc

370

Mar 31, 26

+100

0.01%

GUARDIAN WEALTH ADVISORS, LLC / NC

300

Mar 31, 26

+300

0.01%

Aptus Capital Advisors, LLC

300

Mar 31, 26

0.01%

NBC SECURITIES, INC.

166

Mar 31, 26

0.00%

AdvisorNet Financial, Inc

145

Mar 31, 26

+145

0.00%

JPMORGAN CHASE & CO

129

Mar 31, 26

0.00%

ASSETMARK, INC

Mar 31, 26

+46

0.00%

Truvestments Capital LLC

Mar 31, 26

0.00%

OPTIMA CAPITAL LLC

Mar 31, 26

-744

MGO ONE SEVEN LLC

Mar 31, 26

-44.60K

RMG Wealth Management LLC

Mar 31, 26

-15.73K

Camelot Portfolios, LLC

Mar 31, 26

-52

SRS Capital Advisors, Inc.

Mar 31, 26

-475

BARCLAYS PLC

Mar 31, 26

-92

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Mar 31, 26

-700

XY Planning Network, Inc.

Mar 31, 26

-6.35K

UBS Group AG

Mar 31, 26

-152

SageView Advisory Group, LLC

8.76K

Dec 31, 25

0.19%

AVANTAX ADVISORY SERVICES, INC.

7.43K

Jun 30, 25

0.16%

Orion Portfolio Solutions, LLC

16.90K

Mar 31, 25

+16.90K

0.36%

Sugarloaf Wealth Management, LLC

1.70K

Dec 31, 24

0.04%

RAYMOND JAMES & ASSOCIATES

66.51K

Sep 30, 24

+24.77K

1.42%

Raymond James Financial Services Advisors, Inc.

9.73K

Sep 30, 24

-2.62K

0.21%

Cetera Advisors LLC

31.39K

Mar 31, 24

-5.94K

0.67%

Cetera Advisor Networks LLC

10.32K

Mar 31, 24

-944

0.22%

Baystate Wealth Management LLC

406

Dec 31, 23

0.01%

BEDEL FINANCIAL CONSULTING INC

9.71K

Sep 30, 23

+9.71K

0.21%

Wealth Management Solutions, LLC

Sep 30, 23

-6.43K

ACG Wealth

10.00K

Sep 30, 22

0.21%

Covington Capital Management

Sep 30, 22

-2.00K

Frontier Wealth Management LLC

10.65K

Jun 30, 22

0.23%

Carroll Financial Associates, Inc.

1.75K

Dec 31, 21

0.04%

Stearns Financial Services Group

2.31K

Sep 30, 20

0.05%

Advisor Group, Inc.

56.43K

Dec 31, 19

+16.60K

1.20%