13F Insight
DOSSIER · 13F Holders · Q1 2026
UJUL

Innovator S&P 500 Ultra Buffer ETF - July

79 institutions still hold Innovator S&P 500 Ultra Buffer ETF - July as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 45782C839·79 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$76M
visible holders
Holders
79
filers reporting
Concentration
15.12%
RAYMOND JAMES FINANCIAL INC #1
top holder share
AI Holders Summary · Q1 2026

79 institutions reported UJUL in Q1 2026. RAYMOND JAMES FINANCIAL INC leads at 15.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$12M302K0.00%Q1 202602
OSAIC HOLDINGS, INC.
CIK 0001677044
$11M278K0.02%Q1 202603
Kestra Advisory Services, LLC
CIK 0001830819
$8M197K0.03%Q2 202604
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CIK 0001965756
$7M184K0.37%Q2 202605
CWM, LLC
CIK 0001535847
$5M125K0.01%Q1 202606
KFG WEALTH MANAGEMENT, LLC
CIK 0001919344
$4M97K0.45%Q2 202607
Brookstone Capital Management
CIK 0001599584
$3M75K0.03%Q2 202608
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$3M76K0.04%Q1 202609
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M66K0.00%Q2 202610
IMG Wealth Management, Inc.
CIK 0002032103
$2M64K1.57%Q1 202611
CENTRAL VALLEY ADVISORS, LLC
CIK 0002010698
$2M58K0.61%Q2 202612
Berger Financial Group, Inc
CIK 0001826136
$2M58K0.12%Q2 202613
Orion Porfolio Solutions, LLC
CIK 0001360533
$2M60K0.02%Q1 202614
Arete Wealth Advisors, LLC
CIK 0001600151
$2M58K0.17%Q1 202615
Allworth Financial LP
CIK 0001555170
$2M48K0.01%Q1 202616
AssuredPartners Investment Advisors, LLC
CIK 0002055492
$2M46K0.19%Q1 202617
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$2M42K0.00%Q2 202618
Cerity Partners LLC
CIK 0001566475
$2M44K0.00%Q1 202619
Chicago Partners Investment Group LLC
CIK 0001563525
$1M33K0.03%Q2 202620
MML INVESTORS SERVICES, LLC
CIK 0000701059
$1M34K0.00%Q1 2026
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