UJAN institutional holders

Innovator U.S. Equity Ultra Buffer ETF - January · 127 reporting institutions · $248.8M reported value

Funds that can replace UJAN · UJAN return decomposition

Institutional holdings

Institutions reporting UJAN, largest first
InstitutionReported positionAdvisors at firmReport period
Brookstone Capital Management$59.5M3372026-06-30
Talon Private Wealth, LLC$35.9M02026-03-31
Sonoma Allocations$17.6M32026-06-30
Commonwealth Equity Services, LLC$8.6M2,8632026-06-30
Campbell Deegan Wealth Management, LLC$8.1M42026-06-30
C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors$6.8M1032026-06-30
Osaic Holdings, Inc.$5.6M02026-06-30
Strategic Blueprint, LLC$5M552026-06-30
Cwm, LLC$4.9M6672026-03-31
Truist Financial Corp$4M02026-06-30
Cetera Investment Advisers$3.8M10,3702026-06-30
Clearstead; Clearstead Advisory Solutions$3.6M642026-06-30
Berkshire Money Management, Inc.$3.6M102026-06-30
Spire Wealth Management$3.5M32026-06-30
Envestnet Pmc$3.4M602026-06-30
Lpl Financial LLC$3.1M23,4582026-06-30
Prairie Wealth Advisors, Inc.$2.9M92026-06-30
Orion Porfolio Solutions, LLC$2.7M1992026-06-30
Raymond James Financial Inc$2.5M02026-06-30
Susquehanna International Group, LLP$2.5M02026-06-30
Lantz Financial LLC$2.5M72026-06-30
Foundations Investment Advisors, LLC$2.4M3022026-06-30
Img Wealth Management, Inc.$2.3M72026-06-30
MML Investors Services, LLC$2.2M5,1202026-06-30
Advus Financial Partners, LLC$2.2M102026-06-30
The Salvetti Group$2.1M62026-06-30
Allworth Financial, LP$2M3172026-06-30
First Heartland Consultants, Inc.$1.9M992026-06-30
Trek Financial, LLC$1.8M632026-06-30
Kestra Advisory Services, LLC$1.6M1,4792026-06-30
Triad Wealth Partners, LLC$1.6M492026-06-30
Archer Investment Corp$1.5M782026-06-30
Jt Stratford, LLC$1.3M182026-06-30
Long Island Wealth Management, Inc.$1.2M12026-06-30
Wealth Enhancement Advisory Services, LLC$1.2M1,0262026-06-30
Pfg Advisors$1.2M832026-06-30
Bxm Wealth LLC$1.2M52026-06-30
Kfg Wealth Management, LLC$1.2M492026-06-30
Accurate Wealth Management, LLC$1.1M492026-06-30
Hiley Hunt Wealth Management$1.1M32026-06-30
Hightower Advisors, LLC$1.1M1,0462026-06-30
Ausdal Financial Partners, Inc.$1M1892026-06-30
Mbl Advisors$962.4K102026-06-30
Compass Advisors$895.2K52026-06-30
Summit Financial, LLC$890.7K2292026-06-30
Focus Partners Wealth$840K1,0482026-06-30
Steelpeak Wealth, LLC$839.9K422026-06-30
Old Mission Capital LLC$772.6K02026-06-30
Mutual Advisors, LLC$718.4K1532026-06-30
Maltin Wealth Management, Inc.$685.1K42026-06-30
Diligent Investors, LLC$629.7K32026-06-30
Southland Equity Partners, Llc.$626.5K252026-06-30
Arkadios Wealth Advisors$622.8K2262026-06-30
Atx Financial Planning, LLC$585K32026-06-30
Chicago Partners Investment Group LLC$553.1K572026-06-30
Tradition Wealth Management, LLC$546.2K232026-06-30
Gladstone Institutional Advisory LLC$541.7K1082026-06-30
Valmark Advisers, Inc.$531.3K2952026-06-30
Atria Investments, Inc$489.4K62026-06-30
Rfg Advisory, LLC$477.7K1912026-06-30
Jpmorgan Chase & Co$470.8K02026-06-30
Ballast Rock Private Wealth LLC$447.8K102026-06-30
Creative Planning$445.3K1,1712026-06-30
Advisory Services Network$438.8K2532026-06-30
Benjamin Edwards Inc$437.2K02026-06-30
Encompass More Asset Management$426.9K862026-06-30
Bfi Wealth Solutions, LLC$412.5K12026-06-30
Bedel Financial Consulting, Inc.$404.6K192026-06-30
O'Connor Financial Group LLC$403.9K42026-06-30
Concurrent Investment Advisors, LLC$401.5K3492026-06-30
Sageview Advisory Group, LLC$397.2K942026-06-30
Continuum Advisory, LLC$395.2K402026-06-30
Xml Financial, LLC$378K282026-06-30
Chris Bulman Inc$366.3K72026-06-30
Principal Securities, Inc.$359.6K1,4632026-06-30
Occidental Asset Management, LLC$337.2K122026-06-30
Money Concepts Capital Corp$316.3K3892026-06-30
Sagespring Wealth Partners$302.5K1262026-06-30
Simplicity Wealth, LLC$290.3K02026-06-30
Savvy Advisors, Inc.$279K2142026-06-30
Zacks Investment Management$275.9K832026-06-30
Madison Wealth Partners, Inc$275.9K412026-06-30
Lakeridge Wealth Management LLC$257.8K122026-06-30
Citadel Advisors LLC$250.1K02026-06-30
Tounjian Advisory Partners, LLC$241.9K52026-06-30
Koshinski Asset Management, Inc.$240.8K692026-06-30
Journey Retirement Planning and Investment Management, LLC$239.4K52026-06-30
Dhjj Financial Advisors, Ltd.$236.5K72026-06-30
Capital Investment Advisors, LLC$233.9K592026-06-30
Fiduciary Financial Group, LLC$227K92026-06-30
Elmwood Wealth Management, Inc.$226.7K42026-06-30
Visionary Wealth Advisors$225.3K462026-06-30
Fc Advisory LLC$214.6K52026-06-30
Mtm Financial Group, LLC$214.4K82026-06-30
Toptier Wealth Management, LLC$207K22026-06-30
Ae Wealth Management LLC$206.9K4712026-06-30
Newcorp Financial Services, Inc.$206.1K22026-06-30
Peak Wealth Management LLC$204.4K02026-06-30
Orion Capital Management LLC$180.6K42026-06-30
Corecap Advisors, LLC$172.6K1182026-06-30
Harbour Investments, Inc.$135.7K2472026-06-30
Physician Wealth Advisors, Inc.$130.8K92026-06-30
Morgan Stanley$126.1K23,1852026-06-30
Arax Advisory Partners$97.7K2322026-06-30
Financial Network Wealth Advisors LLC$83.1K72026-06-30
Ashton Thomas Private Wealth, LLC$82K962026-06-30
Keating Financial Advisory Services, Inc.$80.2K252026-06-30
Ifp Advisors, Inc$74K3182026-06-30
Integrated Wealth Concepts LLC$61.6K4802026-06-30
Steward Partners Investment Advisory, LLC$50.9K4812026-06-30
Highland Investment Advisors LLC$38.5K102026-06-30
Sunbelt Securities, Inc.$25.5K632026-03-31
Gilpin Wealth Management, LLC$22.7K42026-06-30
Aptus Capital Advisors, LLC$13.6K212026-06-30
Wealthshield Partners, LLC$11.9K02026-06-30
UBS Group AG$8.2K02026-06-30
Lanark Financial, Inc.$7.5K692026-06-30
Advisornet Wealth Partners$6.6K582026-06-30
Compass Financial Management LLC$5.1K462026-06-30
Assetmark, Inc$2.1K2202026-06-30
Cambridge Investment Research Advisors, Inc.$1.8K3,9402026-03-31
Truvestments Capital LLC$1.2K162026-06-30
Wood Tarver Financial$86052026-06-30
Farther Finance Advisors, LLC$6803342026-06-30
Hrt Financial LP$54502026-06-30
Barclays PLC$54402026-06-30
Capital Analysts, LLC$506082026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2026-03-31 to 2026-06-30