Free Trial
→ Your $29.97 book is free today (From Profits Run) (Ad)tc pixel Free UDEC Stock Alerts

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

$40.94 +0.12 (+0.29%)
As of 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)
93
Total
Institutional Inflows
(last 12 months)
$232.55M
Number of
Institutional Sellers
(last 12 months)
62
Total
Institutional Outflows
(last 12 months)
$152.43M
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
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%
3/6/2026Redwood 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%
2/16/2026 MML 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%
2/13/2026 Kestra 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%
2/12/2026 Commonwealth Equity Services LLC355,540$14.09M0.0%-5.9%3.152%
2/12/2026Virtue Capital Management LLC40,063$1.59M0.0%N/A0.355%
2/12/2026 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%
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%
2/10/2026 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%
2/9/2026Harbour Investments Inc.8,798$349K0.0%+29.1%0.078%
2/9/2026Clearstead Advisors LLC8,041$319K0.0%N/A0.071%
2/6/2026 RPS Advisory Solutions LLC5,256$208K0.1%N/A0.047%
2/6/2026HighTower 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%
2/5/2026IMG 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%
2/4/2026 Money Concepts Capital Corp12,498$495K0.0%+25.6%0.111%
2/4/2026Trek Financial LLC94,873$3.76M0.2%-32.8%0.841%
2/3/2026Allegiance 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%
1/27/2026PFG 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%
1/1/2026JPMorgan 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%
11/17/2025Triumph 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%
11/13/2025 Diversify 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%
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%
11/10/2025 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%
11/7/2025JPMorgan 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%
11/5/2025 Envestnet 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%
11/3/2025Foundations Investment Advisors LLC147,230$5.65M0.1%-4.2%1.305%
11/3/2025AE Wealth Management LLC16,818$645K0.0%+2.6%0.149%
11/3/2025 Belpointe Asset Management LLC6,092$234K0.0%-20.0%0.054%
10/31/2025 NWF Advisory Services Inc.13,504$518K0.1%+61.8%0.120%
10/31/2025 Sovran Advisors LLC11,340$441K0.0%-61.0%0.101%
10/31/2025Trek Financial LLC141,131$5.42M0.3%-16.4%1.251%
10/28/2025 Octavia Wealth Advisors LLC26,355$1.01M0.1%+3.2%0.234%
10/27/2025 WealthPLAN Partners LLC82,849$3.18M0.5%+1.4%0.734%


UDEC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UDEC shares?

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 ($32.64M), 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.

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

Of the 125 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 ($677.83K), 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).

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

Institutional investors have bought a total of 6,357,503 shares in the last 24 months. This purchase volume represents approximately $232.55M in transactions.

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

Of the 62 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).

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

Institutional investors have sold a total of 3,976,539 shares in the last 24 months. This volume of shares sold represents approximately $152.43M in transactions.


Related Companies

This page (BATS:UDEC) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
The $1.75T "Backdoor" ticker (NOT Starlink)
When the SpaceX IPO launches, most investors will already be too late. The real opportunity isn't the IPO itse...
Behind the Markets | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel