13F Insight
DOSSIER · 13F Holders · Q2 2026
UJUL

Innovator S&P 500 Ultra Buffer ETF - July

81 institutions still hold Innovator S&P 500 Ultra Buffer ETF - July as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 45782C839·81 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$80M
visible holders
Holders
81
filers reporting
Concentration
14.41%
OSAIC HOLDINGS, INC. #1
top holder share
AI Holders Summary · Q2 2026

81 institutions reported UJUL in Q2 2026. OSAIC HOLDINGS, INC. leads at 14.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
OSAIC HOLDINGS, INC.
CIK 0001677044
$11M282K0.01%Q2 202602
Greater Midwest Financial Group, LLC
CIK 0002025409
$10M236K4.59%Q3 202603
Kestra Advisory Services, LLC
CIK 0001830819
$8M197K0.03%Q2 202604
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CIK 0001965756
$8M190K0.39%Q3 202605
CWM, LLC
CIK 0001535847
$5M125K0.01%Q1 202606
KFG WEALTH MANAGEMENT, LLC
CIK 0001919344
$4M97K0.44%Q3 202607
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$3M79K0.03%Q2 202608
Brookstone Capital Management
CIK 0001599584
$3M75K0.03%Q2 202609
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$3M73K0.00%Q3 202610
Orion Porfolio Solutions, LLC
CIK 0001360533
$3M66K0.02%Q2 202611
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M66K0.00%Q2 202612
IMG Wealth Management, Inc.
CIK 0002032103
$3M64K1.45%Q2 202613
Arete Wealth Advisors, LLC
CIK 0001600151
$2M58K0.16%Q2 202614
CENTRAL VALLEY ADVISORS, LLC
CIK 0002010698
$2M58K0.61%Q2 202615
Berger Financial Group, Inc
CIK 0001826136
$2M58K0.12%Q2 202616
Concurrent Investment Advisors, LLC
CIK 0002001015
$2M52K0.01%Q3 202617
Cerity Partners LLC
CIK 0001566475
$2M47K0.00%Q2 202618
AssuredPartners Investment Advisors, LLC
CIK 0002055492
$2M46K0.18%Q2 202619
Allworth Financial LP
CIK 0001555170
$2M44K0.01%Q2 202620
LPL Financial LLC
CIK 0001403438
$2M41K0.00%Q2 2026
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