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

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+0.03 (+0.09%)
(As of 04/24/2024 ET)
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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)
29
Total
Institutional Inflows
(last 12 months)
$76.45M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$20.07M
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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
4/23/2024 Milestone Asset Management LLC105,017$3.51M1.0%-0.5%3.890%
4/23/2024 Accurate Wealth Management LLC7,177$235K0.1%N/A0.266%
4/19/2024 KFG Wealth Management LLC64,461$2.15M0.9%-4.7%2.387%
4/15/2024 Brookstone Capital Management565,820$18.91M0.3%+6.1%20.956%
2/16/2024SageView Advisory Group LLC407,848$13.07M0.4%N/A16.120%
2/15/2024Garden State Investment Advisory Services LLC25,380$813K0.3%N/A1.003%
2/14/2024MGO One Seven LLC146,057$4.68M0.3%+3.8%5.773%
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%
2/8/2024Foundations Investment Advisors LLC98,010$3.19M0.1%-3.1%3.874%
2/7/2024 Berger 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%
1/31/2024 KFG 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%
1/23/2024 Milestone Asset Management LLC105,573$3.38M1.1%-2.9%4.173%
1/23/2024WealthShield Partners LLC1,106$35K0.0%N/A0.044%
1/17/2024 Atticus Wealth Management LLC4,415$141K0.0%-81.2%0.175%
1/16/2024 Raymond James Financial Services Advisors Inc.14,141$453K0.0%+23.5%0.559%
1/11/2024 Brookstone Capital Management533,363$17.09M0.4%+329.9%21.082%
1/11/2024 Ausdal Financial Partners Inc.8,902$285K0.0%N/A0.352%
1/10/2024 Sugarloaf 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%
1/3/2024 FC Advisory LLC7,858$252K0.1%-5.7%0.311%
11/14/2023 Milestone Asset Management LLC108,691$3.19M1.1%-4.7%4.296%
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%
10/20/2023 Brookstone Capital Management124,058$3.64M0.1%-15.5%4.903%
10/18/2023 Strategic Blueprint LLC37,593$1.10M0.1%-11.6%1.486%
10/17/2023 KFG 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%
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8/11/2023Stone House Investment Management LLC6,927$209K0.1%-20.1%0.274%
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%
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%
7/18/2023 Octavia Wealth Advisors LLC26,355$796K0.2%+3.2%0.742%
7/18/2023Compass Advisory Group LLC12,728$384K0.2%-19.8%0.359%
7/18/2023 KFG Wealth Management LLC113,961$3.44M2.0%+4.9%3.210%
7/11/2023 Brookstone Capital Management146,749$4.40M0.1%-0.7%4.134%
5/22/2023Arete Wealth Advisors LLC33,961$968K0.1%N/A0.943%
5/15/2023Trek Financial LLC37,665$1.07M0.1%N/A1.046%
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%
5/11/2023Commonwealth 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%
5/9/2023 Milestone 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%
4/28/2023 Strategic 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%
4/19/2023 Brookstone Capital Management147,757$4.24M0.1%-8.6%4.104%
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%
4/14/2023 Raymond James Financial Services Advisors Inc.11,447$326K0.0%N/A0.288%
4/14/2023 KFG Wealth Management LLC108,604$3.12M2.2%+126.8%2.736%
4/13/2023 Fermata Advisors LLC8,032$229K0.1%-96.4%0.202%
2/13/2023Kingsview Wealth Management LLC120,367$3.30M0.1%+14.1%0.000%
2/13/2023Wealth Alliance7,866$216K0.0%N/A0.000%
2/10/2023Advisor Group Holdings Inc.195,136$5.35M0.0%+59.4%0.000%
2/10/2023Vise Technologies Inc.11,531$316K0.1%N/A0.000%
2/9/2023HighTower Advisors LLC30,169$827K0.0%N/A0.000%
2/8/2023Cambridge Investment Research Advisors Inc.12,067$331K0.0%+28.0%0.000%
2/7/2023Commonwealth Equity Services LLC90,414$2.48M0.0%+76.6%0.000%
2/6/2023 Milestone Asset Management LLC114,582$3.22M1.9%N/A0.000%
2/6/2023Arete Wealth Advisors LLC31,864$874.03B0.1%-9.9%0.000%
2/3/2023Archer Investment Corp45,923$1.26M0.5%+6.0%0.000%
2/3/2023Tradition Wealth Management LLC25,565$704K0.1%+11.2%0.000%
2/3/2023 Sugarloaf Wealth Management LLC1,100$30K0.0%N/A0.000%
2/3/2023Spire Wealth Management20,663$567K0.0%-49.7%0.000%
1/31/2023 Atticus Wealth Management LLC23,461$644K0.3%N/A0.000%
1/31/2023AE Wealth Management LLC10,260$281K0.0%N/A0.000%
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1/31/2023Castle Rock Wealth Management LLC59,904$1.69M0.8%+33.8%0.000%
1/26/2023 Strategic Blueprint LLC39,549$1.09M0.1%-15.2%0.000%
1/20/2023Delta Investment Management LLC10,635$292K0.1%N/A0.000%
1/19/2023 Octavia Wealth Advisors LLC25,530$700K0.2%+231.6%0.000%
1/19/2023 Cypress Wealth Services LLC18,335$503K0.2%N/A0.000%
1/18/2023 KFG Wealth Management LLC47,883$1.31M1.3%N/A0.000%
1/9/2023 Brookstone Capital Management161,733$4.47M0.1%N/A0.000%
(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, 46 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 41 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 3,175,571 shares in the last 24 months. This purchase volume represents approximately $95.43M 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: Cetera Investment Advisers ($395.00K), Fermata Advisors LLC ($218.21K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($55.44K), KFG Wealth Management LLC ($49.50K), Spire Wealth Management ($39.14K), Brookstone Capital Management ($37.68K), 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 964,655 shares in the last 24 months. This volume of shares sold represents approximately $28.60M in transactions.


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This page (BATS:UDEC) was last updated on 4/25/2024 by MarketBeat.com Staff

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