| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Brookstone Capital Management | 1.3% | -95% | $2,487,463 | -$49,651,392 | 63,391 | -95% | Brookstone Capital Management, LLC | 31 Jul 2025 |
As of 30 Sep 2025, 95 institutional investors reported holding 2,970,459 shares of Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - January (UJAN). This represents 59% of the company’s total 5,031,032 outstanding shares.
The largest institutional shareholders of Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - January (UJAN) together control 46% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Sonoma Allocations LLC | 8.5% | 427,208 | 0% | 6.5% | $17,900,570 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4.1% | 205,424 | +5.9% | 0.5% | $8,653,650 |
| COMMONWEALTH EQUITY SERVICES, LLC | 3.7% | 187,452 | -17% | 0.01% | $7,897,000 |
| Strategic Blueprint, LLC | 2.7% | 135,380 | -0.41% | 0.25% | $5,702,991 |
| OSAIC HOLDINGS, INC. | 2.5% | 124,690 | -11% | 0.01% | $5,210,580 |
| CWM, LLC | 2.1% | 104,410 | +1.2% | 0.01% | $4,398,000 |
| TRUIST FINANCIAL CORP | 1.8% | 91,555 | -5% | 0.01% | $3,856,828 |
| Clearstead Advisors, LLC | 1.7% | 83,781 | -30% | 0.05% | $3,529,342 |
| Brookstone Capital Management | 1.6% | 82,291 | -94% | 0.04% | $3,466,574 |
| Berkshire Money Management, Inc. | 1.6% | 79,793 | 0% | 0.35% | $3,361,344 |
| MGO ONE SEVEN LLC | 1.5% | 76,709 | -3.8% | 0.07% | $3,231,428 |
| LPL Financial LLC | 1.4% | 72,653 | -1.3% | 0% | $3,060,565 |
| Prairie Wealth Advisors, Inc. | 1.3% | 65,764 | 0% | 1.1% | $2,770,363 |
| RAYMOND JAMES FINANCIAL INC | 1.1% | 56,516 | -4.2% | 0% | $2,380,782 |
| Cetera Investment Advisers | 1.1% | 55,659 | +12% | 0% | $2,344,680 |
| Lantz Financial LLC | 1% | 51,929 | -1.3% | 0.48% | $2,187,551 |
| Allworth Financial LP | 1% | 51,869 | -2.5% | 0.01% | $2,185,024 |
| IMG Wealth Management, Inc. | 0.98% | 49,467 | +0.81% | 1.4% | $2,083,837 |
| Kestra Advisory Services, LLC | 0.92% | 46,262 | +23% | 0.01% | $1,948,824 |
| Orion Porfolio Solutions, LLC | 0.92% | 46,076 | +16% | 0.02% | $1,940,988 |
| Spire Wealth Management | 0.89% | 44,979 | -9.1% | 0.06% | $1,894,945 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.84% | 42,382 | -3% | 0% | $1,785,130 |
| PFG Advisors | 0.81% | 40,636 | -0.97% | 0.07% | $1,711,824 |
| ENVESTNET ASSET MANAGEMENT INC | 0.77% | 38,513 | -11% | 0% | $1,622,391 |
| CENTRAL VALLEY ADVISORS, LLC | 0.75% | 37,717 | -0.49% | 0.49% | $1,588,860 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 697,974 | $30,215,405 | +$1,624,833 | $43.26 | 22 |
| 2025 Q3 | 2,970,459 | $124,993,141 | -$69,131,627 | $42.13 | 95 |
| 2025 Q2 | 5,059,147 | $204,563,361 | -$8,371,915 | $40.45 | 101 |
| 2025 Q1 | 5,285,300 | $201,599,543 | +$105,958,194 | $38.14 | 95 |
| 2024 Q4 | 2,503,940 | $97,491,314 | -$5,771,713 | $38.95 | 82 |
| 2024 Q3 | 2,584,678 | $98,361,024 | -$7,409,277 | $38.05 | 79 |
| 2024 Q2 | 2,781,778 | $103,254,098 | -$28,580,487 | $37.11 | 86 |
| 2024 Q1 | 3,555,251 | $128,315,807 | +$69,587,088 | $36.10 | 85 |
| 2023 Q4 | 1,621,857 | $55,863,357 | -$7,532,334 | $34.43 | 68 |
| 2023 Q3 | 1,810,313 | $58,962,535 | -$9,402,723 | $32.57 | 70 |
| 2023 Q2 | 2,055,921 | $67,293,919 | -$18,570,435 | $32.73 | 70 |
| 2023 Q1 | 2,679,579 | $83,162,756 | -$44,397,188 | $31.09 | 76 |
| 2022 Q4 | 4,219,004 | $125,203,307 | -$44,988,404 | $29.71 | 87 |
| 2022 Q3 | 5,622,989 | $164,024,877 | -$16,969,508 | $29.19 | 85 |
| 2022 Q2 | 6,216,857 | $181,116,743 | +$44,852,431 | $29.12 | 89 |
| 2022 Q1 | 4,360,622 | $134,218,571 | +$98,636,045 | $30.94 | 70 |
| 2021 Q4 | 1,107,987 | $34,940,496 | -$15,787,702 | $31.59 | 43 |
| 2021 Q3 | 1,286,511 | $40,003,158 | -$3,052,192 | $31.09 | 41 |
| 2021 Q2 | 1,498,429 | $46,409,360 | -$5,673,114 | $30.97 | 46 |
| 2021 Q1 | 1,632,346 | $49,621,079 | +$1,073,196 | $30.36 | 45 |
| 2020 Q4 | 1,551,924 | $46,415,354 | -$24,367,861 | $29.86 | 39 |
| 2020 Q3 | 2,132,548 | $61,081,606 | +$1,751,810 | $28.57 | 31 |
| 2020 Q2 | 2,054,416 | $57,201,627 | +$2,607,125 | $27.71 | 30 |
| 2020 Q1 | 1,897,631 | $48,758,000 | +$25,403,698 | $25.68 | 28 |
| 2019 Q4 | 982,571 | $27,568,000 | +$1,307,385 | $27.84 | 9 |
| 2019 Q3 | 304,155 | $8,590,499 | -$7,171,458 | $27.39 | 9 |
| 2019 Q2 | 555,778 | $15,345,000 | +$1,011,635 | $27.14 | 9 |
| 2019 Q1 | 518,597 | $14,107,000 | +$11,990,000 | $26.64 | 8 |