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Innovator U.S. Equity Ultra Buffer ETF - December (UDEC) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Ultra Buffer ETF - December (BATS:UDEC)

Number of
Institutional Buyers
(last 12 months)
92
Total
Institutional Inflows
(last 12 months)
$291.33M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$28.02M
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Skip Chart & View Institutional Buying and Selling Data

UDEC Institutional Buying and Selling by Quarter

Innovator U.S. Equity Ultra Buffer ETF - December Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/20/2025 Coppell Advisory Solutions LLC13,413$487K0.1%+10.2%0.119%
8/19/2025 Advisory Services Network LLC36,718$1.36M0.0%-1.1%0.326%
8/15/2025 Captrust Financial Advisors35,080$1.28M0.0%+13.7%0.311%
8/15/2025 MML Investors Services LLC25,598$933K0.0%-2.0%0.227%
8/15/2025 IHT Wealth Management LLC111,257$4.05M0.1%-14.2%0.986%
8/15/2025 Great Valley Advisor Group Inc.7,320$267K0.0%N/A0.065%
8/15/2025 Garden State Investment Advisory Services LLC20,126$733K0.2%-20.7%0.178%
8/14/2025 Jane Street Group LLC51,665$1.88M0.0%N/A0.458%
8/14/2025 Raymond James Financial Inc.460,973$16.80M0.0%+19.7%4.087%
8/13/2025 SageView Advisory Group LLC18,394$683K0.0%+38.9%0.163%
8/13/2025 Trek Financial LLC168,747$6.15M0.4%+26.0%1.496%
8/13/2025 Maia Wealth LLC7,031$256K0.0%+16.1%0.062%
8/12/2025 Steward Partners Investment Advisory LLC9,292$339K0.0%+4.7%0.082%
8/12/2025 Tableaux LLC673$25K0.0%N/A0.006%
8/12/2025 Archer Investment Corp12,413$452K0.1%+215.5%0.110%
8/12/2025 JPMorgan Chase & Co.12,900$470K0.0%N/A0.114%
8/12/2025 PKS Advisory Services LLC11,465$418K0.1%-2.8%0.102%
8/8/2025 Kingsview Wealth Management LLC35,819$1.31M0.0%N/A0.318%
8/8/2025 Cetera Investment Advisers50,158$1.83M0.0%+13.0%0.445%
8/8/2025 WealthShield Partners LLC17,759$647K0.1%-11.3%0.157%
8/8/2025 Foundations Investment Advisors LLC153,632$5.60M0.1%+862.9%1.362%
8/7/2025 Summit Asset Management LLC10,625$387K0.1%-8.3%0.094%
8/6/2025 AE Wealth Management LLC16,388$597K0.0%-13.2%0.145%
8/5/2025 Milestone Asset Management LLC85,322$3.11M0.7%-3.6%0.756%
8/5/2025 WorthPointe LLC7,533$275K0.1%+10.6%0.067%
8/5/2025 Sigma Planning Corp44,082$1.61M0.0%N/A0.391%
8/5/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors139,109$5.07M0.5%+10.1%1.233%
8/4/2025 Spire Wealth Management53,138$1.94M0.1%-29.4%0.471%
8/1/2025 Envestnet Asset Management Inc.293,421$10.69M0.0%+556.4%2.601%
7/31/2025 Focus Partners Advisor Solutions LLC15,298$557K0.0%N/A0.136%
7/30/2025 Strategic Blueprint LLC36,526$1.33M0.1%-0.9%0.324%
7/30/2025 Brookstone Capital Management2,401,201$87.50M1.1%+1.4%21.287%
7/30/2025 IMG Wealth Management Inc.51,484$1.88M1.5%+0.7%0.456%
7/29/2025 AssuredPartners Investment Advisors LLC25,311$922K0.2%+29.5%0.224%
7/28/2025 WealthPLAN Partners LLC81,742$2.98M0.5%-36.9%0.725%
7/28/2025 WealthPlan Investment Management LLC305,957$11.15M0.8%+23.0%2.712%
7/25/2025 Kellett Wealth Advisors LLC67,229$2.45M1.6%-20.9%0.596%
7/25/2025 MGO One Seven LLC9,674$353K0.0%+33.7%0.086%
7/24/2025 Blue Trust Inc.10,950$399K0.0%+87.3%0.097%
7/24/2025 IFP Advisors Inc1,161$42K0.0%-51.7%0.010%
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7/23/2025 Castle Rock Wealth Management LLC42,320$1.56M0.4%-4.8%0.375%
7/22/2025 Belpointe Asset Management LLC7,613$277K0.0%+13.9%0.067%
7/22/2025 MBL Wealth LLC48,422$1.76M0.2%+30.9%0.429%
7/21/2025 Ameritas Advisory Services LLC1,556$57K0.0%-92.1%0.014%
7/21/2025 Catalina Capital Group LLC7,532$274K0.2%N/A0.067%
7/18/2025 Donald L. Hagan LLC53,719$1.96M1.0%-1.4%0.476%
7/16/2025 Old Port Advisors16,875$615K0.2%N/A0.150%
7/16/2025 Crown Wealth Group LLC26,177$954K0.4%-10.3%0.232%
7/16/2025 Octavia Wealth Advisors LLC25,530$930K0.1%-3.1%0.226%
7/15/2025 Accurate Wealth Management LLC6,824$250K0.0%-6.7%0.061%
7/14/2025 KFG Wealth Management LLC135,656$4.94M0.8%+18.0%1.206%
7/10/2025 Family Legacy Financial Solutions LLC181,756$6.62M5.6%N/A1.616%
7/10/2025 Sovran Advisors LLC29,044$1.06M0.1%-89.2%0.258%
7/9/2025 Central Valley Advisors LLC78,327$2.85M1.0%+74.6%0.696%
7/9/2025 Tounjian Advisory Partners LLC188,438$6.46M1.1%-15.1%1.675%
7/9/2025 Triumph Capital Management119,278$4.35M1.3%+13.7%1.060%
7/8/2025 Advance Capital Management Inc.9,620$351K0.0%N/A0.086%
7/8/2025 Richard P Slaughter Associates Inc376,720$13.73M2.8%N/A3.349%
7/1/2025 Private Client Services LLC85,253$3.11M1.2%-33.8%0.758%
5/21/2025 MBL Wealth LLC36,982$1.27M0.1%+281.3%0.317%
5/20/2025 Belpointe Asset Management LLC6,685$229K0.0%N/A0.057%
5/16/2025 Coppell Advisory Solutions LLC12,170$417K0.0%N/A0.104%
5/16/2025 Arete Wealth Advisors LLC49,568$1.70M0.1%-3.7%0.425%
5/16/2025 Talon Private Wealth LLC951,315$32.64M4.4%+247.9%8.166%
5/16/2025 NewEdge Advisors LLC17,555$602K0.0%-60.8%0.151%
5/15/2025 Ashton Thomas Securities LLC63,674$2.18M0.6%N/A0.547%
5/14/2025 PKS Advisory Services LLC11,797$405K0.1%-72.0%0.101%
5/14/2025 Kestra Advisory Services LLC128,086$4.39M0.0%+6.2%1.099%
5/13/2025 Raymond James Financial Inc.385,043$13.21M0.0%+1,357.7%3.305%
5/13/2025 Long Island Wealth Management Inc.40,965$1.41M0.9%N/A0.352%
5/13/2025 HighTower Advisors LLC68,228$2.34M0.0%+181.7%0.586%
5/12/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors126,369$4.34M0.3%+15.1%1.085%
5/12/2025 Maia Wealth LLC6,056$205K0.0%-56.3%0.052%
5/12/2025 Berger Financial Group Inc94,689$3.25M0.2%+21.2%0.813%
5/12/2025 Benjamin Edwards Inc.28,443$976K0.0%N/A0.244%
5/12/2025 WealthPLAN Partners LLC129,442$4.44M0.6%N/A1.111%
5/12/2025 WealthPlan Investment Management LLC248,790$8.53M0.8%N/A2.136%
5/9/2025 Altfest L J & Co. Inc.622,655$21.36M2.7%N/A5.448%
5/9/2025 Encompass More Asset Management164,273$5.64M1.7%+0.8%1.437%
5/8/2025 Harbour Investments Inc.12,359$424K0.0%-3.7%0.108%
5/8/2025 Arkadios Wealth Advisors10,082$346K0.0%N/A0.088%
5/7/2025 Foundations Investment Advisors LLC15,955$547K0.0%+150.6%0.140%
5/7/2025 Avalon Capital Management88,007$3.02M0.9%N/A0.770%
5/7/2025 First Heartland Consultants Inc.14,508$498K0.1%N/A0.127%
5/6/2025 Cetera Investment Advisers44,406$1.52M0.0%+20.6%0.389%
5/6/2025 Avantax Advisory Services Inc.14,646$502K0.0%N/A0.128%
5/6/2025 AE Wealth Management LLC18,875$647K0.0%-25.7%0.165%
5/6/2025 Summit Wealth Partners LLC5,987$205K0.0%N/A0.052%
5/6/2025 Triumph Capital Management104,938$3.60M1.2%N/A0.918%
5/6/2025 Summit Asset Management LLC11,585$397K0.1%N/A0.101%
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5/5/2025 IFP Advisors Inc2,404$82K0.0%+14.3%0.021%
5/5/2025 Diversify Advisory Services LLC17,200$589K0.0%N/A0.150%
4/30/2025 Allworth Financial LP1,700$58K0.0%N/A0.015%
4/30/2025 Trek Financial LLC133,927$4.59M0.3%+428.3%1.172%
4/29/2025 Wood Tarver Financial Group LLC15,143$519K0.2%+11.6%0.132%
4/29/2025 Envestnet Asset Management Inc.44,699$1.53M0.0%+50.1%0.391%
4/29/2025 Capital Investment Advisory Services LLC5,866$201K0.0%N/A0.051%
4/29/2025 Strategic Blueprint LLC36,858$1.26M0.1%-2.4%0.322%
4/29/2025 Brookstone Capital Management2,367,341$81.20M1.2%+147.8%20.712%
4/28/2025 Physician Wealth Advisors Inc.4,500$154K0.0%N/A0.039%
(Data available from 1/1/2016 forward)

UDEC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UDEC shares?

During the previous two years, 111 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - December. The most heavily invested institutionals were Brookstone Capital Management ($87.50M), Talon Private Wealth LLC ($32.64M), Altfest L J & Co. Inc. ($21.36M), Raymond James Financial Inc. ($16.80M), Richard P Slaughter Associates Inc ($13.73M), WealthPlan Investment Management LLC ($11.15M), and Envestnet Asset Management Inc. ($10.69M).Learn more on Innovator U.S. Equity Ultra Buffer ETF - December's institutional investors.

Which institutional investors have been buying Innovator U.S. Equity Ultra Buffer ETF - December's stock?

Of the 101 institutional investors that purchased Innovator U.S. Equity Ultra Buffer ETF - December's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brookstone Capital Management ($2.73M), SageView Advisory Group LLC ($834.09K), Talon Private Wealth LLC ($677.83K), Altfest L J & Co. Inc. ($622.66K), Raymond James Financial Inc. ($487.39K), Richard P Slaughter Associates Inc ($376.72K), and WealthPlan Investment Management LLC ($305.96K).

How much institutional buying is happening at Innovator U.S. Equity Ultra Buffer ETF - December?

Institutional investors have bought a total of 8,349,718 shares in the last 24 months. This purchase volume represents approximately $291.33M in transactions.

Which of Innovator U.S. Equity Ultra Buffer ETF - December's major shareholders have been selling company stock?

Of the 36 institutional investors that sold Innovator U.S. Equity Ultra Buffer ETF - December's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sovran Advisors LLC ($239.90K), MGO One Seven LLC ($91.88K), Donald L. Hagan LLC ($52.73K), WealthPLAN Partners LLC ($47.70K), Private Client Services LLC ($43.52K), Ameritas Advisory Services LLC ($41.98K), and NewEdge Advisors LLC ($35.84K).

How much institutional selling is happening at Innovator U.S. Equity Ultra Buffer ETF - December?

Institutional investors have sold a total of 785,703 shares in the last 24 months. This volume of shares sold represents approximately $28.02M in transactions.


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This page (BATS:UDEC) was last updated on 8/28/2025 by MarketBeat.com Staff
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