Free Trial

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

$36.63 +0.41 (+1.13%)
Closing price 08/1/2025 03:52 PM Eastern
Extended Trading
$36.57 -0.06 (-0.17%)
As of 08/1/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
84
Total
Institutional Inflows
(last 12 months)
$275.32M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$27.74M
Get UDEC Insider Trade Alerts

Want to know when executives and insiders are buying or selling Innovator U.S. Equity Ultra Buffer ETF - December stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Envestnet 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%
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%
5/16/2025Coppell Advisory Solutions LLC12,170$417K0.0%N/A0.104%
5/16/2025Arete Wealth Advisors LLC49,568$1.70M0.1%-3.7%0.425%
5/16/2025Talon Private Wealth LLC951,315$32.64M4.4%+247.9%8.166%
5/16/2025NewEdge Advisors LLC17,555$602K0.0%-60.8%0.151%
5/15/2025 Ashton Thomas Securities LLC63,674$2.18M0.6%N/A0.547%
5/14/2025PKS Advisory Services LLC11,797$405K0.1%-72.0%0.101%
5/14/2025Kestra Advisory Services LLC128,086$4.39M0.0%+6.2%1.099%
Is Elon's empire crumbling? (Ad)

The Tesla Shock Nobody Sees Coming While headlines scream "Tesla is doomed"... Jeff Brown has uncovered a revolutionary AI breakthrough buried inside Tesla's labs. One that is helping AI escape from our computer screens and manifest itself here in the real world all while creating a 25,000% growth market explosion starting as early as October 23rd.

Click here to see the Tesla shock that could blindside everyone.
5/13/2025Raymond James Financial Inc.385,043$13.21M0.0%+1,357.7%3.305%
5/13/2025Long Island Wealth Management Inc.40,965$1.41M0.9%N/A0.352%
5/13/2025HighTower Advisors LLC68,228$2.34M0.0%+181.7%0.586%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors126,369$4.34M0.3%+15.1%1.085%
5/12/2025Maia Wealth LLC6,056$205K0.0%-56.3%0.052%
5/12/2025 Berger Financial Group Inc94,689$3.25M0.2%+21.2%0.813%
5/12/2025Benjamin 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%
5/9/2025Altfest L J & Co. Inc.622,655$21.36M2.7%N/A5.448%
5/9/2025Encompass 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%
5/8/2025Arkadios Wealth Advisors10,082$346K0.0%N/A0.088%
5/7/2025Foundations Investment Advisors LLC15,955$547K0.0%+150.6%0.140%
5/7/2025Avalon Capital Management88,007$3.02M0.9%N/A0.770%
5/7/2025First Heartland Consultants Inc.14,508$498K0.1%N/A0.127%
5/6/2025Cetera Investment Advisers44,406$1.52M0.0%+20.6%0.389%
5/6/2025Avantax Advisory Services Inc.14,646$502K0.0%N/A0.128%
5/6/2025AE Wealth Management LLC18,875$647K0.0%-25.7%0.165%
5/6/2025Summit Wealth Partners LLC5,987$205K0.0%N/A0.052%
5/6/2025 Triumph Capital Management104,938$3.60M1.2%N/A0.918%
5/6/2025Summit Asset Management LLC11,585$397K0.1%N/A0.101%
5/5/2025 IFP Advisors Inc2,404$82K0.0%+14.3%0.021%
5/5/2025Diversify Advisory Services LLC17,200$589K0.0%N/A0.150%
4/30/2025Allworth Financial LP1,700$58K0.0%N/A0.015%
4/30/2025Trek Financial LLC133,927$4.59M0.3%+428.3%1.172%
4/29/2025Wood Tarver Financial Group LLC15,143$519K0.2%+11.6%0.132%
4/29/2025Envestnet Asset Management Inc.44,699$1.53M0.0%+50.1%0.391%
4/29/2025Capital 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%
4/25/2025 Ameritas Advisory Services LLC19,668$675K0.0%-54.8%0.172%
4/25/2025 Crown Wealth Group LLC29,177$1.00M0.5%N/A0.255%
4/25/2025 Sovran Advisors LLC268,941$9.01M1.2%+4.8%2.353%
4/23/2025 Kellett Wealth Advisors LLC84,958$2.91M2.0%+54.9%0.743%
4/23/2025Spire Wealth Management75,309$2.58M0.1%-6.5%0.659%
4/23/2025 Cornerstone Wealth Group LLC7,857$269K0.0%+17.5%0.069%
4/23/2025 IMG Wealth Management Inc.51,122$1.75M1.6%+401.2%0.447%
4/23/2025 AssuredPartners Investment Advisors LLC19,552$671K0.1%+121.6%0.171%
4/22/2025 Cambridge Investment Research Advisors Inc.18,591$638K0.0%+37.2%0.163%
4/22/2025Bright Futures Wealth Management LLC.56,917$1.89M2.0%+6.2%0.498%
4/21/2025 Blue Trust Inc.5,847$201K0.0%N/A0.051%
4/16/2025 Wealth Enhancement Advisory Services LLC12,962$445K0.0%+51.5%0.150%
4/16/2025 Donald L. Hagan LLC54,469$1.87M1.0%-48.8%0.631%
4/15/2025 Central Valley Advisors LLC44,868$1.54M0.6%-4.2%0.520%
4/15/2025 Accurate Wealth Management LLC7,311$245K0.0%+8.6%0.085%
4/15/2025 Fiduciary Financial Group LLC18,526$618K0.1%N/A0.215%
4/14/2025 Tounjian Advisory Partners LLC221,966$7.61M1.4%N/A2.572%
4/11/2025 KFG Wealth Management LLC114,999$3.94M0.7%+53.2%1.333%
Microsoft's Next Big Bet? (Ad)

Microsoft just broke ground on a revolutionary power system that could deliver virtually limitless, carbon-free energy. Bill Gates calls it “abundant” and is backing four separate startups in the space. While most of these plays are off-limits to everyday investors, a little-known backdoor could give you access to one tiny company leading the charge—and it’s publicly traded.

Get the name and ticker of this breakthrough energy stock before the window closes.
4/10/2025 Fermata Advisors LLC23,921$820K0.1%-17.2%0.277%
4/10/2025 SMI Advisory Services LLC5,123$169K0.0%N/A0.059%
4/9/2025 Harbor Investment Advisory LLC1,458$50K0.0%N/A0.017%
4/9/2025Milestone Asset Management LLC88,554$3.04M0.6%-7.7%1.026%
4/9/2025 Castle Rock Wealth Management LLC44,469$1.53M0.4%-1.4%0.515%
4/8/2025 Private Client Services LLC128,771$4.42M2.2%N/A1.492%
3/17/2025 Wealth Enhancement Advisory Services LLC8,555$300K0.0%+49.6%0.136%
3/6/2025Wood Tarver Financial Group LLC13,570$476K0.2%N/A0.239%
3/5/2025 Castle Rock Wealth Management LLC45,086$1.62M0.4%-6.5%0.794%
2/17/2025CoreCap Advisors LLC6,956$244K0.0%N/A0.260%
(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, 106 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), Richard P Slaughter Associates Inc ($13.73M), Raymond James Financial Inc. ($13.21M), 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 93 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 ($828.93K), Talon Private Wealth LLC ($677.83K), Altfest L J & Co. Inc. ($622.66K), Raymond James Financial Inc. ($411.46K), 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 7,909,124 shares in the last 24 months. This purchase volume represents approximately $275.32M in transactions.

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

Of the 32 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 ($127.28K), Donald L. Hagan LLC ($52.73K), WealthPLAN Partners LLC ($47.70K), NewEdge Advisors LLC ($44.58K), Private Client Services LLC ($43.52K), and Ameritas Advisory Services LLC ($41.98K).

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

Institutional investors have sold a total of 780,766 shares in the last 24 months. This volume of shares sold represents approximately $27.74M in transactions.



This page (BATS:UDEC) was last updated on 8/2/2025 by MarketBeat.com Staff
From Our Partners