Go Pro
→ Stranded On The Flood Plains of History (From Porter & Company) (Ad)tc pixel Free UDEC Stock Alerts

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

$41.67 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
81
Total
Institutional Inflows
(last 12 months)
$180.44M
Number of
Institutional Sellers
(last 12 months)
64
Total
Institutional Outflows
(last 12 months)
$149.44M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026NewEdge Advisors LLC14,987$582K0.0%-12.8%0.133%
5/19/2026Sonoma Allocations LLC25,816$1.01M0.3%-1.7%0.229%
5/19/2026NewEdge Advisors LLC14,987$582K0.0%-12.8%0.133%
5/19/2026Arkadios Wealth Advisors13,539$526K0.0%+11.1%0.120%
5/18/2026Talon Private Wealth LLC926,565$35.99M4.8%N/A8.214%
5/16/2026IMG Wealth Management Inc.51,275$1.99M1.3%-1.0%0.455%
5/13/2026Cetera Investment Advisers65,341$2.54M0.0%-17.6%0.579%
5/13/2026Signature Equity Partners LLC7,640$297K0.2%-56.5%0.068%
5/5/2026Sigma Planning Corp10,001$388K0.0%-14.1%0.089%
5/4/2026Archer Investment Corp12,211$474K0.1%-18.7%0.108%
5/2/2026Diversify Wealth Management LLC14,900$606K0.0%N/A0.132%
5/1/2026Sovran Advisors LLC139,430$5.69M0.4%+1,152.0%1.236%
4/30/2026Kestra Advisory Services LLC133,655$5.19M0.0%-2.4%1.185%
4/30/2026Money Concepts Capital Corp36,260$1.41M0.1%+190.1%0.321%
4/29/2026WealthPLAN Partners LLC21,042$817K0.2%-28.7%0.187%
4/28/2026Bravias Capital Group LLC16,016$622K0.4%-1.9%0.142%
4/21/2026KFG Wealth Management LLC101,177$3.93M0.5%+2.8%0.897%
4/20/2026Kestra Private Wealth Services LLC14,400$559K0.0%-37.4%0.128%
4/17/2026Brookstone Capital Management1,886,457$73.27M0.8%+0.6%16.724%
3/6/2026Redwood Family Wealth LLC14,447$573K0.6%N/A0.128%
2/23/2026Sonoma Allocations LLC26,252$1.05M0.4%+26.5%0.233%
2/18/2026Virtue Capital Management LLC40,063$1.59M0.0%N/A0.355%
2/17/2026Cetera Investment Advisers79,293$3.14M0.0%+13.9%0.703%
2/17/2026Osaic Holdings Inc.193,863$7.69M0.0%-0.9%1.719%
2/17/2026Advisory Services Network LLC42,308$1.68M0.0%+15.2%0.375%
2/16/2026MML Investors Services LLC46,960$1.86M0.0%+86.2%0.416%
2/16/2026Aptus Capital Advisors LLC2,400$95K0.0%+14.3%0.021%
2/13/2026Arete Wealth Advisors LLC40,507$1.61M0.1%-11.2%0.359%
2/13/2026Kestra Advisory Services LLC136,943$5.43M0.0%+6.9%1.214%
2/13/2026Arkadios Wealth Advisors12,182$483K0.0%N/A0.108%
2/13/2026Ausdal Financial Partners Inc.7,642$303K0.0%-5.4%0.068%
2/12/2026Jane Street Group LLC41,275$1.64M0.0%N/A0.366%
2/12/2026Triumph Capital Management11,133$441K0.1%-90.6%0.099%
2/12/2026Commonwealth Equity Services LLC355,540$14.09M0.0%-5.9%3.152%
2/12/2026Virtue Capital Management LLC40,063$1.59M0.0%N/A0.355%
2/12/2026WealthPLAN Partners LLC29,520$1.17M0.2%-64.4%0.262%
2/11/2026Legacy Capital Wealth Management LLC215,636$8.55M5.2%N/A1.912%
2/11/2026Jessup Wealth Management Inc2,479$98K0.0%N/A0.022%
2/11/2026LPL Financial LLC49,324$1.96M0.0%-0.5%0.437%
2/10/2026NewCorp Financial Services Inc.13,619$540K0.5%N/A0.121%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free
2/10/2026Foundations Investment Advisors LLC159,928$6.34M0.1%+8.6%1.418%
2/9/2026Kingsview Wealth Management LLC13,725$544K0.0%-59.5%0.122%
2/9/2026TrustBank21,790$864K0.4%N/A0.193%
2/9/2026Harbour Investments Inc.8,798$349K0.0%+29.1%0.078%
2/9/2026Clearstead Advisors LLC8,041$319K0.0%N/A0.071%
2/6/2026RPS Advisory Solutions LLC5,256$208K0.1%N/A0.047%
2/6/2026HighTower Advisors LLC54,772$2.17M0.0%-10.3%0.486%
2/5/2026WealthPlan Investment Management LLC61,160$2.42M0.2%-81.2%0.542%
2/5/2026IMG Wealth Management Inc.51,811$2.05M1.3%+0.8%0.459%
2/4/2026Ameritas Advisory Services LLC34,597$1.37M0.1%+668.8%0.307%
2/4/2026Money Concepts Capital Corp12,498$495K0.0%+25.6%0.111%
2/4/2026Trek Financial LLC94,873$3.76M0.2%-32.8%0.841%
2/3/2026Allegiance Financial Group Advisory Services LLC12,988$515K0.1%-15.1%0.115%
2/3/2026WealthShield Partners LLC18,096$717K0.1%+2.3%0.160%
2/3/2026AssuredPartners Investment Advisors LLC45,395$1.80M0.3%+86.3%0.402%
2/2/2026Truist Financial Corp58,467$2.32M0.0%-2.2%0.518%
1/30/2026Sigma Planning Corp11,647$462K0.0%-72.3%0.103%
1/30/2026Simplicity Wealth LLC5,149$204K0.0%N/A0.046%
1/30/2026Archer Investment Corp15,022$595K0.1%+21.4%0.133%
1/30/2026Strategic Blueprint LLC45,423$1.80M0.1%+24.6%0.403%
1/29/2026Kestra Private Wealth Services LLC23,000$912K0.0%-7.6%0.204%
1/29/2026Bravias Capital Group LLC16,327$647K0.4%-3.2%0.145%
1/28/2026Milestone Asset Management LLC81,225$3.22M0.6%-4.7%0.720%
1/27/2026PFG Advisors13,122$520K0.0%N/A0.116%
1/27/2026Berger Financial Group Inc88,427$3.51M0.2%+0.7%0.784%
1/26/2026O Connor Financial Group LLC7,232$288K0.1%N/A0.064%
1/23/2026Kellett Wealth Advisors LLC5,923$235K0.1%-91.1%0.053%
1/23/2026DHJJ Financial Advisors Ltd.4,794$190K0.1%+771.6%0.043%
1/21/2026MBL Wealth LLC59,041$2.34M0.2%+26.8%0.523%
1/21/2026KFG Wealth Management LLC98,429$3.90M0.5%-22.3%0.873%
1/20/2026Family Legacy Financial Solutions LLC13,900$551K0.4%-91.9%0.123%
1/20/2026C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors141,462$5.61M0.3%-6.9%1.254%
1/15/2026Brookstone Capital Management1,875,251$74.34M0.9%+136.0%16.625%
1/14/2026Lantz Financial LLC8,822$350K0.1%N/A0.078%
1/14/2026Spire Wealth Management74,707$2.96M0.1%+85.0%0.662%
1/14/2026Chris Bulman Inc6,766$268K0.1%N/A0.060%
1/12/2026Central Valley Advisors LLC91,451$3.63M1.1%+17.1%0.811%
1/12/2026Fiduciary Financial Group LLC25,622$1.02M0.1%+38.3%0.227%
1/9/2026First Heartland Consultants Inc.8,320$330K0.0%-29.3%0.074%
1/1/2026JPMorgan Chase & Co.23,791$913K0.0%+84.4%0.211%
11/17/2025Kestra Private Wealth Services LLC24,900$955K0.0%-18.6%0.221%
11/17/2025Triumph Capital Management118,671$4.55M1.1%-0.5%1.052%
11/17/2025Susquehanna International Group LLP11,993$460K0.0%-50.1%0.106%
11/17/2025Citadel Advisors LLC14,468$555K0.0%+74.0%0.128%
11/17/2025Ausdal Financial Partners Inc.8,076$310K0.0%-51.1%0.072%
11/14/2025Raymond James Financial Inc.257,506$9.88M0.0%-44.1%2.283%
11/14/2025Maia Wealth LLC6,595$257K0.0%-6.2%0.058%
11/13/2025Diversify Advisory Services LLC16,600$646K0.0%-3.5%0.147%
11/12/2025Aptus Capital Advisors LLC2,100$81K0.0%-34.4%0.019%
11/12/2025Integrity Advisory Solutions LLC98,269$3.77M0.6%N/A0.871%
PH: Do THESE 4 things to your bank account now … (Ad)

In a few short months, the US government could gain unprecedented powers over personal bank accounts - including the ability to track every transaction or freeze funds. Martin D. Weiss, PhD, founder of Weiss Ratings, has identified 4 simple steps Americans can take today to help safeguard their savings before any changes take effect.tc pixel

Discover all 4 steps to help protect your bank account now
11/12/2025Focus Partners Advisor Solutions LLC24,964$974K0.0%+63.2%0.221%
11/12/2025Kingsview Wealth Management LLC33,913$1.30M0.0%-5.3%0.301%
11/12/2025Arete Wealth Advisors LLC45,640$1.75M0.1%-8.2%0.405%
11/10/2025First Heartland Consultants Inc.11,770$452K0.0%-9.5%0.104%
11/7/2025Axxcess Wealth Management LLC14,084$540K0.0%N/A0.125%
11/7/2025JPMorgan Chase & Co.23,791$913K0.0%+84.4%0.211%
11/7/2025HighTower Advisors LLC61,060$2.34M0.0%-60.9%0.541%
11/6/2025Ameritas Advisory Services LLC4,500$173K0.0%+189.2%0.040%
11/5/2025Envestnet Asset Management Inc.195,692$7.51M0.0%-33.3%1.735%
11/4/2025Ashton Thomas Private Wealth LLC45,899$1.76M0.0%N/A0.407%


UDEC Institutional Ownership - Frequently Asked Questions

During the previous two years, 134 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 ($73.27M), Talon Private Wealth LLC ($35.99M), Altfest L J & Co. Inc. ($21.36M), Commonwealth Equity Services LLC ($14.09M), Raymond James Financial Inc. ($9.88M), Legacy Capital Wealth Management LLC ($8.55M), and Osaic Holdings Inc. ($7.69M).Learn more on Innovator U.S. Equity Ultra Buffer ETF - December's institutional investors.

Of the 124 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 ($3.38M), Talon Private Wealth LLC ($1.60M), Altfest L J & Co. Inc. ($622.66K), Raymond James Financial Inc. ($487.39K), Sovran Advisors LLC ($397.23K), Richard P Slaughter Associates Inc ($376.72K), and WealthPlan Investment Management LLC ($326.16K).

Institutional investors have bought a total of 4,716,002 shares in the last 24 months. This purchase volume represents approximately $180.44M in transactions.

Of the 64 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 ($1.61M), Richard P Slaughter Associates Inc ($369.76K), WealthPlan Investment Management LLC ($265.00K), Sovran Advisors LLC ($257.60K), Raymond James Financial Inc. ($203.47K), Family Legacy Financial Solutions LLC ($167.86K), and WealthPLAN Partners LLC ($109.51K).

Institutional investors have sold a total of 3,887,961 shares in the last 24 months. This volume of shares sold represents approximately $149.44M in transactions.


Related Companies

This page (BATS:UDEC) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel