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

$42.61 +0.03 (+0.07%)
As of 02:45 PM Eastern
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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)
64
Total
Institutional Inflows
(last 12 months)
$127.07M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$135.14M
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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
7/10/2026 Fiduciary Financial Group LLC22,702$946K0.1%-11.4%0.201%
7/8/2026 First Heartland Consultants Inc.8,729$364K0.0%+8.8%0.077%
7/8/2026 Sonoma Allocations LLC25,569$1.07M0.4%-1.0%0.227%
6/3/2026 NewEdge Advisors LLC14,987$582K0.0%-12.8%0.133%
5/19/2026 Sonoma Allocations LLC25,816$1.01M0.3%-1.7%0.229%
5/19/2026 NewEdge Advisors LLC14,987$582K0.0%-12.8%0.133%
5/19/2026 Arkadios Wealth Advisors13,539$526K0.0%+11.1%0.120%
5/18/2026Talon Private Wealth LLC926,565$35.99M4.8%N/A8.214%
5/16/2026 IMG Wealth Management Inc.51,275$1.99M1.3%-1.0%0.455%
5/13/2026 Cetera Investment Advisers65,341$2.54M0.0%-17.6%0.579%
5/13/2026 Signature Equity Partners LLC7,640$297K0.2%-56.5%0.068%
5/5/2026 Sigma Planning Corp10,001$388K0.0%-14.1%0.089%
5/4/2026 Archer Investment Corp12,211$474K0.1%-18.7%0.108%
5/2/2026 Diversify Wealth Management LLC14,900$606K0.0%N/A0.132%
5/1/2026 Sovran Advisors LLC139,430$5.69M0.4%+1,152.0%1.236%
4/30/2026 Kestra Advisory Services LLC133,655$5.19M0.0%-2.4%1.185%
4/30/2026 Money Concepts Capital Corp36,260$1.41M0.1%+190.1%0.321%
4/29/2026 WealthPLAN Partners LLC21,042$817K0.2%-28.7%0.187%
4/28/2026 Bravias Capital Group LLC16,016$622K0.4%-1.9%0.142%
4/21/2026 KFG Wealth Management LLC101,177$3.93M0.5%+2.8%0.897%
4/20/2026 Kestra Private Wealth Services LLC14,400$559K0.0%-37.4%0.128%
4/17/2026 Brookstone Capital Management1,886,457$73.27M0.8%+0.6%16.724%
3/6/2026 Redwood Family Wealth LLC14,447$573K0.6%N/A0.128%
2/23/2026 Sonoma Allocations LLC26,252$1.05M0.4%+26.5%0.233%
2/18/2026 Virtue Capital Management LLC40,063$1.59M0.0%N/A0.355%
2/17/2026 Cetera Investment Advisers79,293$3.14M0.0%+13.9%0.703%
2/17/2026Osaic Holdings Inc.193,863$7.69M0.0%-0.9%1.719%
2/17/2026 Advisory Services Network LLC42,308$1.68M0.0%+15.2%0.375%
2/16/2026 MML Investors Services LLC46,960$1.86M0.0%+86.2%0.416%
2/16/2026 Aptus Capital Advisors LLC2,400$95K0.0%+14.3%0.021%
2/13/2026 Arete Wealth Advisors LLC40,507$1.61M0.1%-11.2%0.359%
2/13/2026 Kestra Advisory Services LLC136,943$5.43M0.0%+6.9%1.214%
2/13/2026 Arkadios 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%
2/12/2026 Triumph Capital Management11,133$441K0.1%-90.6%0.099%
2/12/2026 Commonwealth Equity Services LLC355,540$14.09M0.0%-5.9%3.152%
2/12/2026 Virtue Capital Management LLC40,063$1.59M0.0%N/A0.355%
2/12/2026 WealthPLAN Partners LLC29,520$1.17M0.2%-64.4%0.262%
2/11/2026Legacy Capital Wealth Management LLC215,636$8.55M5.2%N/A1.912%
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2/11/2026 Jessup Wealth Management Inc2,479$98K0.0%N/A0.022%
2/11/2026 LPL Financial LLC49,324$1.96M0.0%-0.5%0.437%
2/10/2026 NewCorp Financial Services Inc.13,619$540K0.5%N/A0.121%
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%
2/9/2026 TrustBank21,790$864K0.4%N/A0.193%
2/9/2026 Harbour Investments Inc.8,798$349K0.0%+29.1%0.078%
2/9/2026 Clearstead Advisors LLC8,041$319K0.0%N/A0.071%
2/6/2026 RPS Advisory Solutions LLC5,256$208K0.1%N/A0.047%
2/6/2026 HighTower Advisors LLC54,772$2.17M0.0%-10.3%0.486%
2/5/2026 WealthPlan Investment Management LLC61,160$2.42M0.2%-81.2%0.542%
2/5/2026 IMG 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%
2/4/2026 Money Concepts Capital Corp12,498$495K0.0%+25.6%0.111%
2/4/2026Trek Financial LLC94,873$3.76M0.2%-32.8%0.841%
2/3/2026 Allegiance Financial Group Advisory Services LLC12,988$515K0.1%-15.1%0.115%
2/3/2026 WealthShield Partners LLC18,096$717K0.1%+2.3%0.160%
2/3/2026 AssuredPartners Investment Advisors LLC45,395$1.80M0.3%+86.3%0.402%
2/2/2026 Truist Financial Corp58,467$2.32M0.0%-2.2%0.518%
1/30/2026 Sigma Planning Corp11,647$462K0.0%-72.3%0.103%
1/30/2026 Simplicity Wealth LLC5,149$204K0.0%N/A0.046%
1/30/2026 Archer Investment Corp15,022$595K0.1%+21.4%0.133%
1/30/2026 Strategic Blueprint LLC45,423$1.80M0.1%+24.6%0.403%
1/29/2026 Kestra Private Wealth Services LLC23,000$912K0.0%-7.6%0.204%
1/29/2026 Bravias Capital Group LLC16,327$647K0.4%-3.2%0.145%
1/28/2026 Milestone Asset Management LLC81,225$3.22M0.6%-4.7%0.720%
1/27/2026 PFG Advisors13,122$520K0.0%N/A0.116%
1/27/2026 Berger Financial Group Inc88,427$3.51M0.2%+0.7%0.784%
1/26/2026 O Connor Financial Group LLC7,232$288K0.1%N/A0.064%
1/23/2026 Kellett Wealth Advisors LLC5,923$235K0.1%-91.1%0.053%
1/23/2026 DHJJ Financial Advisors Ltd.4,794$190K0.1%+771.6%0.043%
1/21/2026 MBL Wealth LLC59,041$2.34M0.2%+26.8%0.523%
1/21/2026 KFG Wealth Management LLC98,429$3.90M0.5%-22.3%0.873%
1/20/2026 Family Legacy Financial Solutions LLC13,900$551K0.4%-91.9%0.123%
1/20/2026 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors141,462$5.61M0.3%-6.9%1.254%
1/15/2026 Brookstone Capital Management1,875,251$74.34M0.9%+136.0%16.625%
1/14/2026 Lantz Financial LLC8,822$350K0.1%N/A0.078%
1/14/2026 Spire Wealth Management74,707$2.96M0.1%+85.0%0.662%
1/14/2026 Chris Bulman Inc6,766$268K0.1%N/A0.060%
1/12/2026 Central Valley Advisors LLC91,451$3.63M1.1%+17.1%0.811%
1/12/2026 Fiduciary Financial Group LLC25,622$1.02M0.1%+38.3%0.227%
1/9/2026 First Heartland Consultants Inc.8,320$330K0.0%-29.3%0.074%
1/1/2026 JPMorgan Chase & Co.23,791$913K0.0%+84.4%0.211%
11/17/2025 Kestra Private Wealth Services LLC24,900$955K0.0%-18.6%0.221%
11/17/2025 Triumph 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%
11/14/2025 Maia Wealth LLC6,595$257K0.0%-6.2%0.058%
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11/13/2025 Diversify Advisory Services LLC16,600$646K0.0%-3.5%0.147%
11/12/2025 Aptus Capital Advisors LLC2,100$81K0.0%-34.4%0.019%
11/12/2025 Integrity Advisory Solutions LLC98,269$3.77M0.6%N/A0.871%
11/12/2025 Focus 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%
11/12/2025 Arete Wealth Advisors LLC45,640$1.75M0.1%-8.2%0.405%
11/10/2025 First Heartland Consultants Inc.11,770$452K0.0%-9.5%0.104%
11/7/2025 Axxcess Wealth Management LLC14,084$540K0.0%N/A0.125%
11/7/2025 JPMorgan Chase & Co.23,791$913K0.0%+84.4%0.211%
11/7/2025 HighTower Advisors LLC61,060$2.34M0.0%-60.9%0.541%


UDEC Institutional Ownership - Frequently Asked Questions

During the previous two years, 133 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 123 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 3,246,868 shares in the last 24 months. This purchase volume represents approximately $127.07M in transactions.

Of the 55 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), Raymond James Financial Inc. ($203.47K), Family Legacy Financial Solutions LLC ($167.86K), Triumph Capital Management ($108.15K), and HighTower Advisors LLC ($101.37K).

Institutional investors have sold a total of 3,493,934 shares in the last 24 months. This volume of shares sold represents approximately $135.14M in transactions.


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Institutional ownership data for BATS:UDEC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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