UJAN Innovator U.S. Equity Ultra Buffer ETF - January
BATSUJAN Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
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10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Not enough fundamentals data to compute this ratio group yet.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Not enough fundamentals data to compute this ratio group yet.
Financial Health Debt, liquidity, solvency — balance sheet strength
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Not enough fundamentals data to compute this ratio group yet.
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Not enough fundamentals data to compute this ratio group yet.
value · ≈ 5Y avg · industry median · verdict relative to median
Institutional owners (13F) 119 filers · $183.1M total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 17 (-3 vs prior Q) | 5 (-5 vs prior Q) | 26 (-16 vs prior Q) | 44 (+18 vs prior Q) | -883K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| Talon Private Wealth, LLC | $28,536,394 | 629,495 | 15.59% | Shares |
| Sonoma Allocations LLC | $17,574,669 | 387,022 | 9.60% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $8,599,160 | 189,692 | 4.70% | Shares |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $7,504,458 | 161,734 | 4.10% | Shares |
| Campbell Deegan Wealth Management, LLC | $6,396,162 | 150,463 | 3.49% | Shares |
| OSAIC HOLDINGS, INC. | $5,565,846 | 122,785 | 3.04% | Shares |
| Strategic Blueprint, LLC | $5,048,946 | 108,814 | 2.76% | Shares |
| CWM, LLC | $4,854,493 | 114,197 | 2.65% | Shares |
| Brookstone Capital Management | $4,655,915 | 100,343 | 2.54% | Shares |
| TRUIST FINANCIAL CORP | $4,032,662 | 88,958 | 2.20% | Shares |
| Cetera Investment Advisers | $3,779,091 | 83,364 | 2.06% | Shares |
| Clearstead Advisors, LLC | $3,623,448 | 79,931 | 1.98% | Shares |
| Spire Wealth Management | $3,468,638 | 76,520 | 1.89% | Shares |
| Concurrent Investment Advisors, LLC | $3,404,895 | 73,381 | 1.86% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $3,362,833 | 74,182 | 1.84% | Shares |
| LPL Financial LLC | $3,110,310 | 68,612 | 1.70% | Shares |
| Prairie Wealth Advisors, Inc. | $2,949,910 | 0 | 1.61% | Shares |
| Orion Porfolio Solutions, LLC | $2,685,344 | 59,237 | 1.47% | Shares |
| RAYMOND JAMES FINANCIAL INC | $2,527,452 | 55,754 | 1.38% | Shares |
| Lantz Financial LLC | $2,526,387 | 54,448 | 1.38% | Shares |
| IMG Wealth Management, Inc. | $2,526,368 | 54,448 | 1.38% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2,508,911 | 55,345 | 1.37% | Shares |
| Foundations Investment Advisors, LLC | $2,363,077 | 52,128 | 1.29% | Shares |
| MML INVESTORS SERVICES, LLC | $2,210,715 | 48,767 | 1.21% | Shares |
| CENTRAL VALLEY ADVISORS, LLC | $2,134,395 | 46,000 | 1.17% | Shares |
| Triad Wealth Partners, LLC | $2,096,213 | 45,177 | 1.14% | Shares |
| First Heartland Consultants, Inc. | $2,010,558 | 43,331 | 1.10% | Shares |
| Allworth Financial LP | $1,957,717 | 43,186 | 1.07% | Shares |
| Trek Financial, LLC | $1,787,766 | 39,437 | 0.98% | Shares |
| Kestra Advisory Services, LLC | $1,649,729 | 36,392 | 0.90% | Shares |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1,291,680 | 27,683 | 0.71% | Shares |
| JT Stratford LLC | $1,277,189 | 28,174 | 0.70% | Shares |
| Long Island Wealth Management, Inc. | $1,268,298 | 27,334 | 0.69% | Shares |
| BXM Wealth LLC | $1,238,702 | 27,325 | 0.68% | Shares |
| MBL Wealth, LLC | $1,196,007 | 25,776 | 0.65% | Shares |
| KFG WEALTH MANAGEMENT, LLC | $1,181,947 | 25,473 | 0.65% | Shares |
| Hiley Hunt Wealth Management | $1,131,418 | 24,384 | 0.62% | Shares |
| Accurate Wealth Management, LLC | $1,095,915 | 23,427 | 0.60% | Shares |
| HighTower Advisors, LLC | $1,063,403 | 23,458 | 0.58% | Shares |
| Ausdal Financial Partners, Inc. | $1,036,475 | 22,864 | 0.57% | Shares |
| Berkshire Money Management, Inc. | $941,781 | 20,297 | 0.51% | Shares |
| Compass Advisory Group LLC | $895,220 | 19,748 | 0.49% | Shares |
| Summit Financial, LLC | $890,732 | 19,649 | 0.49% | Shares |
| Focus Partners Wealth | $840,006 | 18,530 | 0.46% | Shares |
| SteelPeak Wealth, LLC | $791,816 | 17,065 | 0.43% | Shares |
| OLD MISSION CAPITAL LLC | $772,596 | 17,043 | 0.42% | Shares |
| Archer Investment Corp | $736,043 | 16,237 | 0.40% | Shares |
| Mutual Advisors, LLC | $718,414 | 15,848 | 0.39% | Shares |
| Maltin Wealth Management, Inc. | $701,243 | 15,113 | 0.38% | Shares |
| Diligent Investors, LLC | $644,496 | 13,890 | 0.35% | Shares |
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