Free Trial

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

$35.48 -0.18 (-0.50%)
As of 05/16/2025 04:00 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
77
Total
Institutional Inflows
(last 12 months)
$236.71M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$29.07M
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.

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025Coppell Advisory Solutions LLC12,170$417K0.0%N/A0.104%
5/16/2025Arete Wealth Advisors LLC49,568$1.70M0.1%-3.7%0.425%
5/16/2025 Talon Private Wealth LLC951,315$32.64M4.4%+247.9%8.166%
5/16/2025 NewEdge Advisors LLC17,555$602K0.0%-60.8%0.151%
5/15/2025 Ashton Thomas Securities LLC63,674$2.18M0.6%N/A0.547%
5/14/2025 PKS Advisory Services LLC11,797$405K0.1%-72.0%0.101%
5/14/2025 Kestra Advisory Services LLC128,086$4.39M0.0%+6.2%1.099%
5/13/2025 Raymond James Financial Inc.385,043$13.21M0.0%+1,357.7%3.305%
5/13/2025 Long Island Wealth Management Inc.40,965$1.41M0.9%N/A0.352%
5/13/2025 HighTower Advisors LLC68,228$2.34M0.0%+181.7%0.586%
5/12/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors126,369$4.34M0.3%+15.1%1.085%
5/12/2025 Maia Wealth LLC6,056$205K0.0%-56.3%0.052%
5/12/2025 Berger Financial Group Inc94,689$3.25M0.2%+21.2%0.813%
5/12/2025 Benjamin Edwards Inc.28,443$976K0.0%N/A0.244%
5/12/2025 WealthPLAN Partners LLC129,442$4.44M0.6%N/A1.111%
5/12/2025 WealthPlan Investment Management LLC248,790$8.53M0.8%N/A2.136%
5/9/2025 Altfest L J & Co. Inc.622,655$21.36M2.7%N/A5.448%
5/9/2025 Encompass More Asset Management164,273$5.64M1.7%+0.8%1.437%
5/8/2025 Harbour Investments Inc.12,359$424K0.0%-3.7%0.108%
5/8/2025 Arkadios Wealth Advisors10,082$346K0.0%N/A0.088%
5/7/2025 Foundations Investment Advisors LLC15,955$547K0.0%+150.6%0.140%
5/7/2025 Avalon Capital Management88,007$3.02M0.9%N/A0.770%
5/7/2025 First Heartland Consultants Inc.14,508$498K0.1%N/A0.127%
5/6/2025 Cetera Investment Advisers44,406$1.52M0.0%+20.6%0.389%
5/6/2025 Avantax Advisory Services Inc.14,646$502K0.0%N/A0.128%
5/6/2025 AE Wealth Management LLC18,875$647K0.0%-25.7%0.165%
5/6/2025 Summit Wealth Partners LLC5,987$205K0.0%N/A0.052%
5/6/2025 Triumph Capital Management104,938$3.60M1.2%N/A0.918%
5/6/2025 Summit Asset Management LLC11,585$397K0.1%N/A0.101%
5/5/2025 IFP Advisors Inc2,404$82K0.0%+14.3%0.021%
5/5/2025 Diversify Advisory Services LLC17,200$589K0.0%N/A0.150%
4/30/2025 Allworth Financial LP1,700$58K0.0%N/A0.015%
4/30/2025 Trek Financial LLC133,927$4.59M0.3%+428.3%1.172%
4/29/2025 Wood Tarver Financial Group LLC15,143$519K0.2%+11.6%0.132%
4/29/2025 Envestnet Asset Management Inc.44,699$1.53M0.0%+50.1%0.391%
4/29/2025 Capital Investment Advisory Services LLC5,866$201K0.0%N/A0.051%
4/29/2025 Strategic Blueprint LLC36,858$1.26M0.1%-2.4%0.322%
4/29/2025 Brookstone Capital Management2,367,341$81.20M1.2%+147.8%20.712%
4/28/2025 Physician Wealth Advisors Inc.4,500$154K0.0%N/A0.039%
4/25/2025 Ameritas Advisory Services LLC19,668$675K0.0%-54.8%0.172%
Gold Hits New Highs as Global Markets Spiral (Ad)

When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. Now… as new tariffs take effect, gold is breaking records again. You've hopefully already seen this in action… but gold is surpassing $3,000 per ounce for the first time EVER.

Go Here to Learn What's Happening and How to Prepare >>
4/25/2025 Crown Wealth Group LLC29,177$1.00M0.5%N/A0.255%
4/25/2025 Sovran Advisors LLC268,941$9.01M1.2%+4.8%2.353%
4/23/2025 Kellett Wealth Advisors LLC84,958$2.91M2.0%+54.9%0.743%
4/23/2025 Spire Wealth Management75,309$2.58M0.1%-6.5%0.659%
4/23/2025 Cornerstone Wealth Group LLC7,857$269K0.0%+17.5%0.069%
4/23/2025 IMG Wealth Management Inc.51,122$1.75M1.6%+401.2%0.447%
4/23/2025 AssuredPartners Investment Advisors LLC19,552$671K0.1%+121.6%0.171%
4/22/2025 Cambridge Investment Research Advisors Inc.18,591$638K0.0%+37.2%0.163%
4/22/2025 Bright Futures Wealth Management LLC.56,917$1.89M2.0%+6.2%0.498%
4/21/2025 Blue Trust Inc.5,847$201K0.0%N/A0.051%
4/16/2025 Wealth Enhancement Advisory Services LLC12,962$445K0.0%+51.5%0.150%
4/16/2025 Donald L. Hagan LLC54,469$1.87M1.0%-48.8%0.631%
4/15/2025 Central Valley Advisors LLC44,868$1.54M0.6%-4.2%0.520%
4/15/2025 Accurate Wealth Management LLC7,311$245K0.0%+8.6%0.085%
4/15/2025 Fiduciary Financial Group LLC18,526$618K0.1%N/A0.215%
4/14/2025 Tounjian Advisory Partners LLC221,966$7.61M1.4%N/A2.572%
4/11/2025 KFG Wealth Management LLC114,999$3.94M0.7%+53.2%1.333%
4/10/2025 Fermata Advisors LLC23,921$820K0.1%-17.2%0.277%
4/10/2025 SMI Advisory Services LLC5,123$169K0.0%N/A0.059%
4/9/2025 Harbor Investment Advisory LLC1,458$50K0.0%N/A0.017%
4/9/2025 Milestone Asset Management LLC88,554$3.04M0.6%-7.7%1.026%
4/9/2025 Castle Rock Wealth Management LLC44,469$1.53M0.4%-1.4%0.515%
4/8/2025 Private Client Services LLC128,771$4.42M2.2%N/A1.492%
3/17/2025 Wealth Enhancement Advisory Services LLC8,555$300K0.0%+49.6%0.136%
3/6/2025 Wood Tarver Financial Group LLC13,570$476K0.2%N/A0.239%
3/5/2025 Castle Rock Wealth Management LLC45,086$1.62M0.4%-6.5%0.794%
2/17/2025 CoreCap Advisors LLC6,956$244K0.0%N/A0.260%
2/17/2025 Cetera Investment Advisers36,809$1.29M0.0%+19.2%1.373%
2/17/2025 Citadel Advisors LLC17,406$611K0.0%N/A0.649%
2/14/2025 Berger Financial Group Inc78,104$2.74M0.2%+345.5%2.914%
2/14/2025 MGO One Seven LLC7,029$247K0.0%-92.9%0.262%
2/14/2025 IHT Wealth Management LLC28,470$999K0.0%N/A1.062%
2/13/2025 NewEdge Advisors LLC44,727$1.57M0.0%-16.2%1.669%
2/13/2025 CreativeOne Wealth LLC5,830$205K0.0%N/A0.218%
2/13/2025SageView Advisory Group LLC13,238$465K0.0%N/A0.494%
2/13/2025 Raymond James Financial Inc.26,414$927K0.0%N/A0.986%
2/13/2025 Advisory Services Network LLC37,138$1.30M0.0%+110.6%1.386%
2/13/2025 Trek Financial LLC25,349$889K0.1%+70.3%0.946%
2/13/2025 Envestnet Asset Management Inc.29,775$1.05M0.0%+109.7%1.111%
2/12/2025Arete Wealth Advisors LLC51,481$1.81M0.1%-1.2%1.921%
2/12/2025 AssuredPartners Investment Advisors LLC8,824$310K0.1%N/A0.329%
2/12/2025 PKS Advisory Services LLC42,197$1.48M0.4%N/A1.575%
2/11/2025 WorthPointe LLC6,789$238K0.1%N/A0.253%
2/11/2025 LPL Financial LLC24,155$848K0.0%+17.2%0.901%
2/10/2025 IMG Wealth Management Inc.10,200$358K0.3%N/A0.381%
2/10/2025 Commonwealth Equity Services LLC124,963$4.39M0.0%+33.3%4.663%
2/7/2025 Novus Advisors LLC6,310$221K0.2%N/A0.235%
2/6/2025 Raymond James Financial Inc.26,414$927K0.0%N/A0.986%
2/6/2025 Steward Partners Investment Advisory LLC10,264$360K0.0%-5.3%0.383%
2/6/2025 Bravias Capital Group LLC16,862$601K0.5%N/A0.629%
Trump’s Bitcoin Reserve is No Accident… (Ad)

Bryce Paul believes this is the #1 coin to buy right now The catalyst behind this surge is a massive new blockchain development…

Just click here to get all the details on this crypto coin now
2/5/2025 Maia Wealth LLC13,843$492K0.1%N/A0.517%
2/5/2025 Allegiance Financial Group Advisory Services LLC15,298$537K0.2%N/A0.571%
2/5/2025 Kellett Wealth Advisors LLC54,858$1.93M1.3%N/A2.047%
2/4/2025 IFP Advisors Inc2,104$74K0.0%+23.5%0.079%
2/4/2025 WealthShield Partners LLC20,019$702K0.1%+2,870.2%0.747%
1/31/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors109,782$3.85M0.1%+13.7%4.096%
1/31/2025 Truist Financial Corp60,260$2.12M0.0%+33.1%2.249%
1/30/2025 Lakeridge Wealth Management LLC19,152$672K0.3%-5.0%0.715%
1/30/2025 Bright Futures Wealth Management LLC.53,613$1.91M1.7%N/A2.000%
1/29/2025 Sovran Advisors LLC256,527$8.97M1.3%N/A9.572%
(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, 99 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 ($81.20M), Talon Private Wealth LLC ($32.64M), Altfest L J & Co. Inc. ($21.36M), Raymond James Financial Inc. ($13.21M), Sovran Advisors LLC ($9.01M), WealthPlan Investment Management LLC ($8.53M), and Soltis Investment Advisors LLC ($7.69M).Learn more on UDEC's institutional investors.

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

Of the 87 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: Brookstone Capital Management ($2.70M), SageView Advisory Group LLC ($828.93K), Talon Private Wealth LLC ($677.83K), Altfest L J & Co. Inc. ($622.66K), Raymond James Financial Inc. ($411.46K), Sovran Advisors LLC ($268.94K), and Soltis Investment Advisors LLC ($261.81K).

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

Institutional investors have bought a total of 8,842,527 shares in the last 24 months. This purchase volume represents approximately $299.19M in transactions.

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

Of the 32 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 ($481.05K), Cetera Investment Advisers ($401.26K), MGO One Seven LLC ($127.28K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($62.36K), Donald L. Hagan LLC ($51.98K), KFG Wealth Management LLC ($50.42K), and NewEdge Advisors LLC ($44.58K).

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

Institutional investors have sold a total of 1,493,214 shares in the last 24 months. This volume of shares sold represents approximately $48.78M in transactions.



This page (BATS:UDEC) was last updated on 5/17/2025 by MarketBeat.com Staff
From Our Partners