Innovator U.s. Equity Ultra ETF (UJUL): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of UJUL (all 13F filers)
- Osaic Holdings282 KWealth adviser+3,780
- FAI Advisors204 KType not verified+2,203
- Kestra Advisory Services197 KWealth adviser−52 K
- C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors184 KType not verified+8,606
- KFG Wealth Management97 KWealth adviser−5,243
- Foundations Investment Advisors79 KType not verified+3,241
- Brookstone Capital Management75 KType not verified−7,806
- Orion Porfolio Solutions66 KType not verified+5,932
- Commonwealth Equity Services66 KWealth adviser+2,727
- IMG Wealth Management64 KWealth adviser−107
- Shares
- 282 K
- Change
- +3,780
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- Type
- Wealth adviser
- Value
- $11.5M
- FAI Advisors
- Shares
- 204 K
- Change
- +2,203
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- Type
- Type not verified
- Value
- $8.3M
- Shares
- 197 K
- Change
- −52 K
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- Type
- Wealth adviser
- Value
- $8.0M
- Shares
- 184 K
- Change
- +8,606
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- Type
- Type not verified
- Value
- $7.5M
- KFG Wealth Management
- Shares
- 97 K
- Change
- −5,243
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- Type
- Wealth adviser
- Value
- $3.9M
- Shares
- 79 K
- Change
- +3,241
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- Type
- Type not verified
- Value
- $3.2M
- Shares
- 75 K
- Change
- −7,806
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- Type
- Type not verified
- Value
- $3.1M
- Shares
- 66 K
- Change
- +5,932
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- Type
- Type not verified
- Value
- $2.7M
- Shares
- 66 K
- Change
- +2,727
See more
- Type
- Wealth adviser
- Value
- $2.7M
- IMG Wealth Management
- Shares
- 64 K
- Change
- −107
See more
- Type
- Wealth adviser
- Value
- $2.6M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- Brookstone Capital Management18.09%13Gfiling ↗Event: Jul 31, 2026 · filed: Aug 6, 2026
- Brookstone Capital Management2.12%(fell below 5%)13G · amendmentfiling ↗Event: Dec 31, 2025 · filed: Jan 6, 2026
- Brookstone Capital Management28.52%13Gfiling ↗Event: Jul 31, 2025 · filed: Aug 4, 2025
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗