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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)
96
Total
Institutional Inflows
(last 12 months)
$295.13M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$42.88M
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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
10/9/2025Richard P Slaughter Associates Inc6,964$267K0.1%-98.2%0.062%
10/7/2025 Family Legacy Financial Solutions LLC171,080$6.56M5.0%-5.9%1.517%
10/7/2025 KFG Wealth Management LLC126,601$4.86M0.7%-6.7%1.122%
10/6/2025 AssuredPartners Investment Advisors LLC24,366$935K0.2%-3.7%0.216%
9/9/2025NWF Advisory Services Inc.8,347$304K0.0%N/A0.074%
9/4/2025Osaic Holdings Inc.209,424$7.63M0.0%+60.8%1.857%
8/29/2025Evolution Wealth Management Inc.5,293$193K0.2%N/A0.047%
8/29/2025Centaurus Financial Inc.18,405$671K0.0%N/A0.163%
8/20/2025Coppell Advisory Solutions LLC13,413$487K0.1%+10.2%0.119%
8/19/2025Advisory Services Network LLC36,718$1.36M0.0%-1.1%0.326%
8/15/2025Captrust Financial Advisors35,080$1.28M0.0%+13.7%0.311%
8/15/2025MML Investors Services LLC25,598$933K0.0%-2.0%0.227%
8/15/2025IHT Wealth Management LLC111,257$4.05M0.1%-14.2%0.986%
8/15/2025Great Valley Advisor Group Inc.7,320$267K0.0%N/A0.065%
8/15/2025Garden State Investment Advisory Services LLC20,126$733K0.2%-20.7%0.178%
8/14/2025Jane Street Group LLC51,665$1.88M0.0%N/A0.458%
8/14/2025Raymond James Financial Inc.460,973$16.80M0.0%+19.7%4.087%
8/13/2025SageView Advisory Group LLC18,394$683K0.0%+38.9%0.163%
8/13/2025Trek Financial LLC168,747$6.15M0.4%+26.0%1.496%
8/13/2025Maia Wealth LLC7,031$256K0.0%+16.1%0.062%
8/12/2025Steward Partners Investment Advisory LLC9,292$339K0.0%+4.7%0.082%
8/12/2025Tableaux LLC673$25K0.0%N/A0.006%
8/12/2025Archer Investment Corp12,413$452K0.1%+215.5%0.110%
8/12/2025JPMorgan Chase & Co.12,900$470K0.0%N/A0.114%
8/12/2025PKS Advisory Services LLC11,465$418K0.1%-2.8%0.102%
8/8/2025Kingsview Wealth Management LLC35,819$1.31M0.0%N/A0.318%
8/8/2025Cetera Investment Advisers50,158$1.83M0.0%+13.0%0.445%
8/8/2025WealthShield Partners LLC17,759$647K0.1%-11.3%0.157%
8/8/2025Foundations Investment Advisors LLC153,632$5.60M0.1%+862.9%1.362%
8/7/2025Summit Asset Management LLC10,625$387K0.1%-8.3%0.094%
8/6/2025AE Wealth Management LLC16,388$597K0.0%-13.2%0.145%
8/5/2025Milestone Asset Management LLC85,322$3.11M0.7%-3.6%0.756%
8/5/2025WorthPointe LLC7,533$275K0.1%+10.6%0.067%
8/5/2025Sigma Planning Corp44,082$1.61M0.0%N/A0.391%
8/5/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors139,109$5.07M0.5%+10.1%1.233%
8/4/2025Spire Wealth Management53,138$1.94M0.1%-29.4%0.471%
8/1/2025Envestnet Asset Management Inc.293,421$10.69M0.0%+556.4%2.601%
7/31/2025Focus Partners Advisor Solutions LLC15,298$557K0.0%N/A0.136%
7/30/2025Strategic Blueprint LLC36,526$1.33M0.1%-0.9%0.324%
7/30/2025Brookstone Capital Management2,401,201$87.50M1.1%+1.4%21.287%
7/30/2025IMG 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%
7/28/2025WealthPLAN Partners LLC81,742$2.98M0.5%-36.9%0.725%
7/28/2025WealthPlan Investment Management LLC305,957$11.15M0.8%+23.0%2.712%
7/25/2025Kellett Wealth Advisors LLC67,229$2.45M1.6%-20.9%0.596%
7/25/2025MGO One Seven LLC9,674$353K0.0%+33.7%0.086%
7/24/2025Blue Trust Inc.10,950$399K0.0%+87.3%0.097%
7/24/2025IFP Advisors Inc1,161$42K0.0%-51.7%0.010%
7/23/2025Castle Rock Wealth Management LLC42,320$1.56M0.4%-4.8%0.375%
7/22/2025Belpointe Asset Management LLC7,613$277K0.0%+13.9%0.067%
7/22/2025MBL Wealth LLC48,422$1.76M0.2%+30.9%0.429%
7/21/2025Ameritas Advisory Services LLC1,556$57K0.0%-92.1%0.014%
7/21/2025Catalina Capital Group LLC7,532$274K0.2%N/A0.067%
7/18/2025Donald L. Hagan LLC53,719$1.96M1.0%-1.4%0.476%
7/16/2025 Old Port Advisors16,875$615K0.2%N/A0.150%
7/16/2025Crown Wealth Group LLC26,177$954K0.4%-10.3%0.232%
7/16/2025Octavia Wealth Advisors LLC25,530$930K0.1%-3.1%0.226%
7/15/2025Accurate 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%
7/10/2025Sovran Advisors LLC29,044$1.06M0.1%-89.2%0.258%
7/9/2025Central Valley Advisors LLC78,327$2.85M1.0%+74.6%0.696%
7/9/2025Tounjian Advisory Partners LLC188,438$6.46M1.1%-15.1%1.675%
7/9/2025Triumph Capital Management119,278$4.35M1.3%+13.7%1.060%
7/8/2025Advance Capital Management Inc.9,620$351K0.0%N/A0.086%
7/8/2025Richard P Slaughter Associates Inc376,720$13.73M2.8%N/A3.349%
7/1/2025Private Client Services LLC85,253$3.11M1.2%-33.8%0.758%
5/21/2025MBL Wealth LLC36,982$1.27M0.1%+281.3%0.317%
5/20/2025Belpointe 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%
5/15/2025Ashton 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%
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%
5/12/2025Berger Financial Group Inc94,689$3.25M0.2%+21.2%0.813%
5/12/2025Benjamin Edwards Inc.28,443$976K0.0%N/A0.244%
5/12/2025WealthPLAN Partners LLC129,442$4.44M0.6%N/A1.111%
5/12/2025WealthPlan 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%
5/8/2025Harbour 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%
5/6/2025Triumph Capital Management104,938$3.60M1.2%N/A0.918%
5/6/2025Summit Asset Management LLC11,585$397K0.1%N/A0.101%
5/5/2025IFP Advisors Inc2,404$82K0.0%+14.3%0.021%
5/5/2025Diversify Advisory Services LLC17,200$589K0.0%N/A0.150%
(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, 115 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), WealthPlan Investment Management LLC ($11.15M), Envestnet Asset Management Inc. ($10.69M), and Soltis Investment Advisors LLC ($7.69M).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 105 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 8,454,150 shares in the last 24 months. This purchase volume represents approximately $295.13M in transactions.

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

Of the 39 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: Richard P Slaughter Associates Inc ($369.76K), 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), 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 1,172,431 shares in the last 24 months. This volume of shares sold represents approximately $42.88M in transactions.


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This page (BATS:UDEC) was last updated on 10/10/2025 by MarketBeat.com Staff
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