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Closing prices for crude oil, gold and other commodities
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
Bear Market Funds to Watch This Year
Shares of Walmart-backed Ibotta soar on public debut
Closing prices for crude oil, gold and other commodities
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
Bear Market Funds to Watch This Year
Shares of Walmart-backed Ibotta soar on public debut
Closing prices for crude oil, gold and other commodities
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
Bear Market Funds to Watch This Year
Shares of Walmart-backed Ibotta soar on public debut
Closing prices for crude oil, gold and other commodities

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

$32.90
-0.01 (-0.03%)
(As of 04/18/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$90.27M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$30.26M
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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
4/15/2024Brookstone Capital Management565,820$18.91M0.3%+6.1%20.956%
2/16/2024SageView Advisory Group LLC407,848$13.07M0.4%N/A16.120%
2/15/2024Townsquare Capital LLC6,382$204K0.0%-14.6%0.252%
2/15/2024Garden State Investment Advisory Services LLC25,380$813K0.3%N/A1.003%
2/15/2024Citadel Advisors LLC7,546$242K0.0%-47.6%0.298%
2/14/2024Royal Bank of Canada3,675$118K0.0%-35.9%0.145%
2/14/2024Kestra Advisory Services LLC16,447$527K0.0%N/A0.650%
2/14/2024MGO One Seven LLC146,057$4.68M0.3%+3.8%5.773%
2/13/2024Envestnet Asset Management Inc.26,283$842K0.0%N/A1.039%
2/13/2024Cetera Advisor Networks LLC12,069$387K0.0%+55.9%0.477%
2/12/2024Steward Partners Investment Advisory LLC10,834$347K0.0%N/A0.428%
2/9/2024Advisory Services Network LLC17,513$561K0.0%N/A0.692%
2/9/2024SageView Advisory Group LLC407,848$13.07M0.4%N/A16.120%
2/9/2024Cambridge Investment Research Advisors Inc.12,451$399K0.0%+16.3%0.492%
2/8/2024Foundations Investment Advisors LLC98,010$3.19M0.1%-3.1%3.874%
2/7/2024Berger Financial Group Inc25,506$817K0.1%+137.1%1.008%
2/6/2024Spire Wealth Management47,437$1.53M0.1%+2,332.7%1.875%
2/2/2024Truist Financial Corp50,493$1.62M0.0%+15.0%1.996%
1/31/2024KFG Wealth Management LLC67,625$2.17M1.0%-34.4%2.673%
1/31/2024Archer Investment Corp20,047$642K0.2%-49.8%0.792%
1/29/2024Compass Advisory Group LLC9,716$311K0.1%-23.7%0.384%
1/23/2024Milestone Asset Management LLC105,573$3.38M1.1%-2.9%4.173%
1/23/2024WealthShield Partners LLC1,106$35K0.0%N/A0.044%
1/17/2024Atticus Wealth Management LLC4,415$141K0.0%-81.2%0.175%
1/16/2024Raymond James Financial Services Advisors Inc.14,141$453K0.0%+23.5%0.559%
1/11/2024Brookstone Capital Management533,363$17.09M0.4%+329.9%21.082%
1/11/2024 Ausdal Financial Partners Inc.8,902$285K0.0%N/A0.352%
1/10/2024Sugarloaf Wealth Management LLC3,850$123K0.0%+250.0%0.152%
1/9/2024Castle Rock Wealth Management LLC58,017$1.84M0.6%+2.3%2.293%
1/3/2024FC Advisory LLC7,858$252K0.1%-5.7%0.311%
11/15/2023Townsquare Capital LLC7,473$220K0.0%N/A0.295%
11/14/2023Milestone Asset Management LLC108,691$3.19M1.1%-4.7%4.296%
11/9/2023UBS Group AG7,882$232K0.0%+266.6%0.312%
11/8/2023HighTower Advisors LLC34,759$1.02M0.0%-12.9%1.374%
11/8/2023Soltis Investment Advisors LLC261,808$7.69M1.0%N/A10.348%
11/8/2023Archer Investment Corp39,905$1.17M0.4%-4.1%1.577%
11/3/2023MGO One Seven LLC140,654$4.13M0.3%N/A5.559%
11/2/2023C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors53,645$1.58M0.2%-44.3%2.120%
10/24/2023Cambridge Investment Research Advisors Inc.10,708$315K0.0%-30.7%0.423%
10/23/2023Commonwealth Equity Services LLC104,642$3.07M0.0%-11.1%4.136%
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10/20/2023Brookstone Capital Management124,058$3.64M0.1%-15.5%4.903%
10/18/2023Strategic Blueprint LLC37,593$1.10M0.1%-11.6%1.486%
10/17/2023KFG Wealth Management LLC103,158$3.03M1.6%-9.5%4.077%
10/11/2023AE Wealth Management LLC9,176$270K0.0%-56.8%0.363%
10/10/2023 DHJJ Financial Advisors Ltd.960$28K0.0%N/A0.038%
10/5/2023Foundations Investment Advisors LLC101,127$2.97M0.1%N/A3.997%
8/21/2023Osaic Holdings Inc.77,569$2.34M0.0%-65.5%3.066%
8/16/2023GTS Securities LLC14,041$424K0.0%N/A0.555%
8/15/2023Citadel Advisors LLC22,469$678K0.0%N/A0.888%
8/14/2023MML Investors Services LLC16,142$487K0.0%-22.0%0.638%
8/11/2023Stone House Investment Management LLC6,927$209K0.1%-20.1%0.274%
8/10/2023Osaic Holdings Inc.77,569$2.34M0.0%-65.5%3.066%
8/10/2023Commonwealth Equity Services LLC117,768$3.56M0.0%+5.0%4.655%
8/10/2023Cetera Investment Advisers10,032$303K0.0%-97.5%0.397%
8/9/2023Spire Wealth Management1,950$59K0.0%-82.0%0.077%
8/8/2023Archer Investment Corp41,615$1.26M0.4%-5.8%1.645%
8/4/2023Envestnet Asset Management Inc.8,150$246K0.0%-11.4%0.322%
7/26/2023 Michael S. Ryan Inc.39,613$1.20M1.1%N/A1.116%
7/21/2023C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors96,322$2.91M0.4%-11.7%2.713%
7/18/2023Octavia Wealth Advisors LLC26,355$796K0.2%+3.2%0.742%
7/18/2023Compass Advisory Group LLC12,728$384K0.2%-19.8%0.359%
7/18/2023KFG Wealth Management LLC113,961$3.44M2.0%+4.9%3.210%
7/11/2023Brookstone Capital Management146,749$4.40M0.1%-0.7%4.134%
5/22/2023Arete Wealth Advisors LLC33,961$968K0.1%N/A0.943%
5/16/2023Harbour Investments Inc.12,924$368K0.0%-7.5%0.359%
5/15/2023White Knight Strategic Wealth Advisors LLC10,377$296K0.4%-40.8%0.288%
5/15/2023Cetera Investment Advisers405,034$11.55M0.1%+604.6%11.251%
5/15/2023Trek Financial LLC37,665$1.07M0.1%N/A1.046%
5/12/2023OLD Mission Capital LLC13,230$377K0.0%N/A0.368%
5/12/2023MML Investors Services LLC20,692$590K0.0%-1.9%0.575%
5/12/2023NewEdge Advisors LLC207,127$5.88M0.1%+4.7%5.754%
5/12/2023Castle Rock Wealth Management LLC56,965$1.63M0.6%-4.9%1.582%
5/12/2023Tradition Wealth Management LLC14,812$424K0.1%-42.1%0.411%
5/12/2023HighTower Advisors LLC42,962$1.23M0.0%+42.4%1.193%
5/11/2023Cambridge Investment Research Advisors Inc.15,276$435K0.0%+26.6%0.424%
5/11/2023Envestnet Asset Management Inc.9,203$262K0.0%N/A0.256%
5/11/2023Commonwealth Equity Services LLC112,146$3.20M0.0%+24.0%3.115%
5/9/2023Archer Investment Corp44,183$1.26M0.5%-3.8%1.227%
5/9/2023Spire Wealth Management10,813$308K0.0%-47.7%0.300%
5/9/2023Milestone Asset Management LLC111,836$3.19M1.8%-2.4%3.107%
5/8/2023MGO One Seven LLC42,028$1.20M0.1%N/A1.167%
5/8/2023WealthShield Partners LLC3,617$103K0.0%N/A0.100%
5/8/2023Delta Investment Management LLC280,916$8.01M2.3%+2,541.4%7.803%
5/5/2023C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors109,087$3.11M0.5%+95.4%3.030%
5/5/2023Truist Financial Corp47,402$1.35M0.0%+6.5%1.317%
5/1/2023Arete Wealth Advisors LLC33,961$968.15B0.1%N/A0.943%
4/28/2023Strategic Blueprint LLC45,961$1.31M0.1%+16.2%1.277%
4/26/2023Stone House Investment Management LLC8,667$247K0.1%N/A0.241%
4/20/2023Compass Advisory Group LLC15,878$453K0.3%-38.0%0.441%
4/19/2023Brookstone Capital Management147,757$4.24M0.1%-8.6%4.104%
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4/18/2023IFP Advisors Inc2,954$78K0.0%-90.3%0.082%
4/14/2023AE Wealth Management LLC21,442$611K0.0%+109.0%0.540%
4/14/2023Raymond James Financial Services Advisors Inc.11,447$326K0.0%N/A0.288%
4/14/2023KFG Wealth Management LLC108,604$3.12M2.2%+126.8%2.736%
4/13/2023 Fermata Advisors LLC8,032$229K0.1%-96.4%0.202%
2/17/2023Truist Financial Corp44,527$1.22M0.0%+337.5%0.000%
2/16/2023Harbour Investments Inc.13,971$383K0.0%+707.1%0.000%
2/15/2023SageView Advisory Group LLC11,357$312K0.0%N/A0.000%
2/15/2023Cerity Partners LLC7,505$206K0.0%N/A0.000%
2/15/2023Money Concepts Capital Corp15,387$422K0.0%+161.4%0.000%
(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, 62 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 ($18.91M), SageView Advisory Group LLC ($13.07M), Delta Investment Management LLC ($8.01M), Soltis Investment Advisors LLC ($7.69M), NewEdge Advisors LLC ($5.88M), Advisor Group Holdings Inc. ($5.35M), and MGO One Seven LLC ($4.68M).Learn more on UDEC's institutional investors.

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

Of the 53 institutional investors that purchased Innovator U.S. Equity Ultra Buffer ETF - December stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: SageView Advisory Group LLC ($827.05K), Brookstone Capital Management ($603.50K), Cetera Investment Advisers ($355.68K), Delta Investment Management LLC ($280.92K), Soltis Investment Advisors LLC ($261.81K), MGO One Seven LLC ($188.09K), and Milestone Asset Management LLC ($114.58K).

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

Institutional investors have bought a total of 3,737,470 shares in the last 24 months. This purchase volume represents approximately $111.56M in transactions.

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

Of the 32 institutional investors that sold Innovator U.S. Equity Ultra Buffer ETF - December stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cetera Investment Advisers ($395.00K), Osaic Holdings Inc. ($294.77K), Fermata Advisors LLC ($218.21K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($55.44K), KFG Wealth Management LLC ($46.34K), Spire Wealth Management ($39.14K), and Brookstone Capital Management ($37.68K).

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

Institutional investors have sold a total of 1,281,808 shares in the last 24 months. This volume of shares sold represents approximately $38.17M in transactions.


This page (BATS:UDEC) was last updated on 4/19/2024 by MarketBeat.com Staff

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