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

$34.31

+0.05 (+0.15%)

(As of 07/26/2024 ET)

Number of Institutional Buyers (last 12 months): 22
Total Institutional Inflows (last 12 months): $61.55M

Number of Institutional Sellers (last 12 months): 17
Total Institutional Outflows (last 12 months): $35.17M

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UDEC Institutional Buying and Selling by Quarter

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Innovator U.S. Equity Ultra Buffer ETF - December Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/20/2024	Milestone Asset Management LLC	97,110	$3.33M	0.8%	-7.5%	3.624%
7/19/2024	KFG Wealth Management LLC	63,539	$2.18M	0.9%	-1.4%	2.371%
7/18/2024	Brookstone Capital Management	109,048	$3.76M	0.1%	-80.7%	4.069%
7/18/2024	Triad Wealth Partners LLC	992	$34K	0.0%	N/A	0.037%
5/24/2024	Cetera Advisors LLC	25,446	$850K	0.0%	+27.0%	0.949%
5/3/2024	C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors	42,608	$1.42M	0.2%	-14.0%	1.590%
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4/29/2024	Commonwealth Equity Services LLC	113,098	$3.78M	0.0%	-5.2%	4.220%
4/23/2024	Milestone Asset Management LLC	105,017	$3.51M	1.0%	-0.5%	3.890%
4/23/2024	Accurate Wealth Management LLC	7,177	$235K	0.1%	N/A	0.266%
4/19/2024	KFG Wealth Management LLC	64,461	$2.15M	0.9%	-4.7%	2.387%
4/15/2024	Brookstone Capital Management	565,820	$18.91M	0.3%	+6.1%	20.956%
2/16/2024	SageView Advisory Group LLC	407,848	$13.07M	0.4%	N/A	16.120%
2/15/2024	Garden State Investment Advisory Services LLC	25,380	$813K	0.3%	N/A	1.003%
2/14/2024	MGO One Seven LLC	146,057	$4.68M	0.3%	+3.8%	5.773%
2/12/2024	Steward Partners Investment Advisory LLC	10,834	$347K	0.0%	N/A	0.428%
2/9/2024	Advisory Services Network LLC	17,513	$561K	0.0%	N/A	0.692%
2/9/2024	SageView Advisory Group LLC	407,848	$13.07M	0.4%	N/A	16.120%
2/8/2024	Foundations Investment Advisors LLC	98,010	$3.19M	0.1%	-3.1%	3.874%
2/7/2024	Berger Financial Group Inc	25,506	$817K	0.1%	+137.1%	1.008%
2/6/2024	Spire Wealth Management	47,437	$1.53M	0.1%	+2,332.7%	1.875%
2/2/2024	Truist Financial Corp	50,493	$1.62M	0.0%	+15.0%	1.996%
1/31/2024	KFG Wealth Management LLC	67,625	$2.17M	1.0%	-34.4%	2.673%
1/31/2024	Archer Investment Corp	20,047	$642K	0.2%	-49.8%	0.792%
1/29/2024	Compass Advisory Group LLC	9,716	$311K	0.1%	-23.7%	0.384%
1/23/2024	Milestone Asset Management LLC	105,573	$3.38M	1.1%	-2.9%	4.173%
1/23/2024	WealthShield Partners LLC	1,106	$35K	0.0%	N/A	0.044%
1/17/2024	Atticus Wealth Management LLC	4,415	$141K	0.0%	-81.2%	0.175%
1/16/2024	Raymond James Financial Services Advisors Inc.	14,141	$453K	0.0%	+23.5%	0.559%
1/11/2024	Brookstone Capital Management	533,363	$17.09M	0.4%	+329.9%	21.082%
1/11/2024	Ausdal Financial Partners Inc.	8,902	$285K	0.0%	N/A	0.352%
1/10/2024	Sugarloaf Wealth Management LLC	3,850	$123K	0.0%	+250.0%	0.152%
1/9/2024	Castle Rock Wealth Management LLC	58,017	$1.84M	0.6%	+2.3%	2.293%
1/3/2024	FC Advisory LLC	7,858	$252K	0.1%	-5.7%	0.311%
11/14/2023	Milestone Asset Management LLC	108,691	$3.19M	1.1%	-4.7%	4.296%
11/8/2023	HighTower Advisors LLC	34,759	$1.02M	0.0%	-12.9%	1.374%
11/8/2023	Soltis Investment Advisors LLC	261,808	$7.69M	1.0%	N/A	10.348%
11/8/2023	Archer Investment Corp	39,905	$1.17M	0.4%	-4.1%	1.577%
11/3/2023	MGO One Seven LLC	140,654	$4.13M	0.3%	N/A	5.559%
11/2/2023	C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors	53,645	$1.58M	0.2%	-44.3%	2.120%
10/24/2023	Cambridge Investment Research Advisors Inc.	10,708	$315K	0.0%	-30.7%	0.423%
We’re in a code red crisis and 99% of Americans are clueless (Ad) Folks, it's 2024… Things that we used to rely on - are failing us. Take the phasing out of fossil fuels… Matched with the destruction of oil refineries around the world… And the outright failure of solar and wind technologies… But there is just one solution… And right now governments around the world are stockpiling this resource at the fastest rate in DECADES! And how YOU can prepare for the next 2024 BOOM here!
10/23/2023	Commonwealth Equity Services LLC	104,642	$3.07M	0.0%	-11.1%	4.136%
10/20/2023	Brookstone Capital Management	124,058	$3.64M	0.1%	-15.5%	4.903%
10/18/2023	Strategic Blueprint LLC	37,593	$1.10M	0.1%	-11.6%	1.486%
10/17/2023	KFG Wealth Management LLC	103,158	$3.03M	1.6%	-9.5%	4.077%
10/11/2023	AE Wealth Management LLC	9,176	$270K	0.0%	-56.8%	0.363%
10/10/2023	DHJJ Financial Advisors Ltd.	960	$28K	0.0%	N/A	0.038%
10/5/2023	Foundations Investment Advisors LLC	101,127	$2.97M	0.1%	N/A	3.997%
8/11/2023	Stone House Investment Management LLC	6,927	$209K	0.1%	-20.1%	0.274%
8/10/2023	Commonwealth Equity Services LLC	117,768	$3.56M	0.0%	+5.0%	4.655%
8/10/2023	Cetera Investment Advisers	10,032	$303K	0.0%	-97.5%	0.397%
8/9/2023	Spire Wealth Management	1,950	$59K	0.0%	-82.0%	0.077%
8/8/2023	Archer Investment Corp	41,615	$1.26M	0.4%	-5.8%	1.645%
7/26/2023	Michael S. Ryan Inc.	39,613	$1.20M	1.1%	N/A	1.116%
7/21/2023	C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors	96,322	$2.91M	0.4%	-11.7%	2.713%
7/18/2023	Octavia Wealth Advisors LLC	26,355	$796K	0.2%	+3.2%	0.742%
7/18/2023	Compass Advisory Group LLC	12,728	$384K	0.2%	-19.8%	0.359%
7/18/2023	KFG Wealth Management LLC	113,961	$3.44M	2.0%	+4.9%	3.210%
7/11/2023	Brookstone Capital Management	146,749	$4.40M	0.1%	-0.7%	4.134%
5/22/2023	Arete Wealth Advisors LLC	33,961	$968K	0.1%	N/A	0.943%
5/15/2023	Trek Financial LLC	37,665	$1.07M	0.1%	N/A	1.046%
5/12/2023	NewEdge Advisors LLC	207,127	$5.88M	0.1%	+4.7%	5.754%
5/12/2023	Castle Rock Wealth Management LLC	56,965	$1.63M	0.6%	-4.9%	1.582%
5/12/2023	Tradition Wealth Management LLC	14,812	$424K	0.1%	-42.1%	0.411%
5/11/2023	Commonwealth Equity Services LLC	112,146	$3.20M	0.0%	+24.0%	3.115%
5/9/2023	Archer Investment Corp	44,183	$1.26M	0.5%	-3.8%	1.227%
5/9/2023	Spire Wealth Management	10,813	$308K	0.0%	-47.7%	0.300%
5/9/2023	Milestone Asset Management LLC	111,836	$3.19M	1.8%	-2.4%	3.107%
5/8/2023	MGO One Seven LLC	42,028	$1.20M	0.1%	N/A	1.167%
5/8/2023	WealthShield Partners LLC	3,617	$103K	0.0%	N/A	0.100%
5/8/2023	Delta Investment Management LLC	280,916	$8.01M	2.3%	+2,541.4%	7.803%
5/5/2023	C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors	109,087	$3.11M	0.5%	+95.4%	3.030%
5/5/2023	Truist Financial Corp	47,402	$1.35M	0.0%	+6.5%	1.317%
5/1/2023	Arete Wealth Advisors LLC	33,961	$968.15B	0.1%	N/A	0.943%
4/28/2023	Strategic Blueprint LLC	45,961	$1.31M	0.1%	+16.2%	1.277%
4/26/2023	Stone House Investment Management LLC	8,667	$247K	0.1%	N/A	0.241%
4/20/2023	Compass Advisory Group LLC	15,878	$453K	0.3%	-38.0%	0.441%
4/19/2023	Brookstone Capital Management	147,757	$4.24M	0.1%	-8.6%	4.104%
4/18/2023	IFP Advisors Inc	2,954	$78K	0.0%	-90.3%	0.082%
4/14/2023	AE Wealth Management LLC	21,442	$611K	0.0%	+109.0%	0.540%
4/14/2023	Raymond James Financial Services Advisors Inc.	11,447	$326K	0.0%	N/A	0.288%
4/14/2023	KFG Wealth Management LLC	108,604	$3.12M	2.2%	+126.8%	2.736%
4/13/2023	Fermata Advisors LLC	8,032	$229K	0.1%	-96.4%	0.202%
2/13/2023	Kingsview Wealth Management LLC	120,367	$3.30M	0.1%	+14.1%	0.000%
2/13/2023	Wealth Alliance	7,866	$216K	0.0%	N/A	0.000%
2/10/2023	Advisor Group Holdings Inc.	195,136	$5.35M	0.0%	+59.4%	0.000%
2/10/2023	Vise Technologies Inc.	11,531	$316K	0.1%	N/A	0.000%
2/9/2023	HighTower Advisors LLC	30,169	$827K	0.0%	N/A	0.000%
2/8/2023	Cambridge Investment Research Advisors Inc.	12,067	$331K	0.0%	+28.0%	0.000%
2/7/2023	Commonwealth Equity Services LLC	90,414	$2.48M	0.0%	+76.6%	0.000%
2/6/2023	Milestone Asset Management LLC	114,582	$3.22M	1.9%	N/A	0.000%
We’re in a code red crisis and 99% of Americans are clueless (Ad) Folks, it's 2024… Things that we used to rely on - are failing us. Take the phasing out of fossil fuels… Matched with the destruction of oil refineries around the world… And the outright failure of solar and wind technologies… But there is just one solution… And right now governments around the world are stockpiling this resource at the fastest rate in DECADES! And how YOU can prepare for the next 2024 BOOM here!
2/6/2023	Arete Wealth Advisors LLC	31,864	$874.03B	0.1%	-9.9%	0.000%
2/3/2023	Archer Investment Corp	45,923	$1.26M	0.5%	+6.0%	0.000%
2/3/2023	Tradition Wealth Management LLC	25,565	$704K	0.1%	+11.2%	0.000%
2/3/2023	Sugarloaf Wealth Management LLC	1,100	$30K	0.0%	N/A	0.000%
2/3/2023	Spire Wealth Management	20,663	$567K	0.0%	-49.7%	0.000%
1/31/2023	Atticus Wealth Management LLC	23,461	$644K	0.3%	N/A	0.000%
1/31/2023	AE Wealth Management LLC	10,260	$281K	0.0%	N/A	0.000%
1/31/2023	Castle Rock Wealth Management LLC	59,904	$1.69M	0.8%	+33.8%	0.000%
1/26/2023	Strategic Blueprint LLC	39,549	$1.09M	0.1%	-15.2%	0.000%
1/20/2023	Delta Investment Management LLC	10,635	$292K	0.1%	N/A	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, 48 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - December. The most heavily invested institutionals were 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), MGO One Seven LLC ($4.68M), and Commonwealth Equity Services LLC ($3.78M).Learn more on UDEC's institutional investors.
Which institutional investors have been buying Innovator U.S. Equity Ultra Buffer ETF - December stock?: Of the 43 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 ($815.70K), Brookstone Capital Management ($603.50K), Delta Investment Management LLC ($280.92K), Soltis Investment Advisors LLC ($261.81K), MGO One Seven LLC ($188.09K), Milestone Asset Management LLC ($114.58K), and KFG Wealth Management LLC ($113.96K).
How much institutional buying is happening at Innovator U.S. Equity Ultra Buffer ETF - December?: Institutional investors have bought a total of 3,181,968 shares in the last 24 months. This purchase volume represents approximately $95.64M in transactions.

Which Innovator U.S. Equity Ultra Buffer ETF - December major shareholders have been selling company stock?: Of the 22 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: Brookstone Capital Management ($494.45K), Cetera Investment Advisers ($395.00K), Fermata Advisors LLC ($218.21K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($62.36K), KFG Wealth Management LLC ($50.42K), Spire Wealth Management ($39.14K), and IFP Advisors Inc ($27.55K).
How much institutional selling is happening at Innovator U.S. Equity Ultra Buffer ETF - December?: Institutional investors have sold a total of 1,443,369 shares in the last 24 months. This volume of shares sold represents approximately $45.01M in transactions.