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

$36.65 +0.43 (+1.19%)
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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)
78
Total
Institutional Inflows
(last 12 months)
$237.69M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$30.65M
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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
7/1/2025 Private 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%
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%
4/29/2025Strategic Blueprint LLC36,858$1.26M0.1%-2.4%0.322%
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4/29/2025Brookstone Capital Management2,367,341$81.20M1.2%+147.8%20.712%
4/28/2025Physician Wealth Advisors Inc.4,500$154K0.0%N/A0.039%
4/25/2025Ameritas Advisory Services LLC19,668$675K0.0%-54.8%0.172%
4/25/2025Crown Wealth Group LLC29,177$1.00M0.5%N/A0.255%
4/25/2025Sovran Advisors LLC268,941$9.01M1.2%+4.8%2.353%
4/23/2025Kellett Wealth Advisors LLC84,958$2.91M2.0%+54.9%0.743%
4/23/2025Spire Wealth Management75,309$2.58M0.1%-6.5%0.659%
4/23/2025Cornerstone Wealth Group LLC7,857$269K0.0%+17.5%0.069%
4/23/2025IMG Wealth Management Inc.51,122$1.75M1.6%+401.2%0.447%
4/23/2025AssuredPartners Investment Advisors LLC19,552$671K0.1%+121.6%0.171%
4/22/2025Cambridge 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%
4/21/2025Blue Trust Inc.5,847$201K0.0%N/A0.051%
4/16/2025Wealth Enhancement Advisory Services LLC12,962$445K0.0%+51.5%0.150%
4/16/2025Donald L. Hagan LLC54,469$1.87M1.0%-48.8%0.631%
4/15/2025Central Valley Advisors LLC44,868$1.54M0.6%-4.2%0.520%
4/15/2025Accurate Wealth Management LLC7,311$245K0.0%+8.6%0.085%
4/15/2025Fiduciary Financial Group LLC18,526$618K0.1%N/A0.215%
4/14/2025Tounjian Advisory Partners LLC221,966$7.61M1.4%N/A2.572%
4/11/2025KFG Wealth Management LLC114,999$3.94M0.7%+53.2%1.333%
4/10/2025Fermata Advisors LLC23,921$820K0.1%-17.2%0.277%
4/10/2025SMI 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%
4/9/2025Castle 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%
3/17/2025Wealth Enhancement Advisory Services LLC8,555$300K0.0%+49.6%0.136%
3/6/2025Wood Tarver Financial Group LLC13,570$476K0.2%N/A0.239%
3/5/2025Castle Rock Wealth Management LLC45,086$1.62M0.4%-6.5%0.794%
2/17/2025CoreCap Advisors LLC6,956$244K0.0%N/A0.260%
2/17/2025Cetera Investment Advisers36,809$1.29M0.0%+19.2%1.373%
2/17/2025Citadel Advisors LLC17,406$611K0.0%N/A0.649%
2/14/2025Berger Financial Group Inc78,104$2.74M0.2%+345.5%2.914%
2/14/2025MGO One Seven LLC7,029$247K0.0%-92.9%0.262%
2/14/2025IHT Wealth Management LLC28,470$999K0.0%N/A1.062%
2/13/2025NewEdge Advisors LLC44,727$1.57M0.0%-16.2%1.669%
2/13/2025CreativeOne Wealth LLC5,830$205K0.0%N/A0.218%
2/13/2025SageView Advisory Group LLC13,238$465K0.0%N/A0.494%
2/13/2025Raymond James Financial Inc.26,414$927K0.0%N/A0.986%
2/13/2025Advisory Services Network LLC37,138$1.30M0.0%+110.6%1.386%
2/13/2025Trek Financial LLC25,349$889K0.1%+70.3%0.946%
2/13/2025Envestnet Asset Management Inc.29,775$1.05M0.0%+109.7%1.111%
2/12/2025Arete Wealth Advisors LLC51,481$1.81M0.1%-1.2%1.921%
2/12/2025AssuredPartners Investment Advisors LLC8,824$310K0.1%N/A0.329%
2/12/2025PKS Advisory Services LLC42,197$1.48M0.4%N/A1.575%
2/11/2025WorthPointe LLC6,789$238K0.1%N/A0.253%
2/11/2025LPL Financial LLC24,155$848K0.0%+17.2%0.901%
2/10/2025IMG Wealth Management Inc.10,200$358K0.3%N/A0.381%
2/10/2025Commonwealth Equity Services LLC124,963$4.39M0.0%+33.3%4.663%
2/7/2025Novus Advisors LLC6,310$221K0.2%N/A0.235%
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2/6/2025Raymond James Financial Inc.26,414$927K0.0%N/A0.986%
2/6/2025Steward Partners Investment Advisory LLC10,264$360K0.0%-5.3%0.383%
2/6/2025Bravias Capital Group LLC16,862$601K0.5%N/A0.629%
2/5/2025Maia Wealth LLC13,843$492K0.1%N/A0.517%
2/5/2025Allegiance Financial Group Advisory Services LLC15,298$537K0.2%N/A0.571%
2/5/2025Kellett Wealth Advisors LLC54,858$1.93M1.3%N/A2.047%
2/4/2025IFP Advisors Inc2,104$74K0.0%+23.5%0.079%
2/4/2025WealthShield Partners LLC20,019$702K0.1%+2,870.2%0.747%
1/31/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors109,782$3.85M0.1%+13.7%4.096%
1/31/2025Truist Financial Corp60,260$2.12M0.0%+33.1%2.249%
(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, 101 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 ($81.20M), Talon Private Wealth LLC ($32.64M), Altfest L J & Co. Inc. ($21.36M), Raymond James Financial Inc. ($13.21M), Sovran Advisors LLC ($9.01M), WealthPlan Investment Management LLC ($8.53M), 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 88 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 ($2.70M), 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), Sovran Advisors LLC ($268.94K), and Soltis Investment Advisors LLC ($261.81K).

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

Institutional investors have bought a total of 6,873,837 shares in the last 24 months. This purchase volume represents approximately $237.69M in transactions.

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

Of the 25 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: Brookstone Capital Management ($457.36K), MGO One Seven LLC ($127.28K), Donald L. Hagan LLC ($51.98K), NewEdge Advisors LLC ($44.58K), Private Client Services LLC ($43.52K), PKS Advisory Services LLC ($30.40K), and Ameritas Advisory Services LLC ($23.87K).

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

Institutional investors have sold a total of 887,454 shares in the last 24 months. This volume of shares sold represents approximately $30.65M in transactions.


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This page (BATS:UDEC) was last updated on 7/3/2025 by MarketBeat.com Staff
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