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Innovator U.S. Equity Ultra Buffer ETF - February (UFEB) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
58
Total
Institutional Inflows
(last 12 months)
$142.57M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$23.44M
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UFEB Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2025 Focus Partners Wealth22,270$721K0.0%N/A0.295%
5/19/2025 Jane Street Group LLC18,390$596K0.0%+38.8%0.244%
5/16/2025 Talon Private Wealth LLC1,006,435$32.60M4.4%N/A13.330%
5/16/2025 NewEdge Advisors LLC19,257$624K0.0%+16.7%0.255%
5/15/2025 Pinnacle Wealth Planning Services Inc.6,812$221K0.0%N/A0.090%
5/14/2025 PKS Advisory Services LLC84,873$2.75M0.8%N/A1.124%
5/14/2025 Kestra Advisory Services LLC32,317$1.05M0.0%+87.8%0.428%
5/14/2025 Tradition Wealth Management LLC9,048$293K0.0%N/A0.120%
5/13/2025 HighTower Advisors LLC232,744$7.54M0.0%+3,338.9%3.083%
5/12/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors135,469$4.40M0.3%+16.6%1.794%
5/12/2025 Maia Wealth LLC12,104$386K0.1%N/A0.160%
5/12/2025 Berger Financial Group Inc46,426$1.50M0.1%+403.8%0.615%
5/9/2025 WealthShield Partners LLC10,807$350K0.0%+38.1%0.146%
5/9/2025 Atlantic Private Wealth LLC3,390$110K0.1%N/A0.046%
5/8/2025 Harbour Investments Inc.8,756$284K0.0%+3.6%0.119%
5/8/2025 Arkadios Wealth Advisors10,697$346K0.0%N/A0.145%
5/6/2025 Cetera Investment Advisers74,478$2.41M0.0%+168.3%1.009%
5/6/2025 AE Wealth Management LLC6,576$213K0.0%+50.8%0.089%
5/6/2025 Riverpoint Wealth Management Holdings LLC11,542$374K0.1%N/A0.156%
5/6/2025 PFG Advisors21,568$699K0.0%N/A0.292%
5/5/2025 Beckerman Institutional LLC6,186$200K0.1%N/A0.084%
5/5/2025 Archer Investment Corp20,811$674K0.2%+2,564.7%0.282%
5/2/2025 Sigma Planning Corp38,325$1.24M0.0%N/A0.519%
5/1/2025 Crosspoint Financial LLC31,141$1.01M2.9%N/A0.422%
4/30/2025 Trek Financial LLC22,671$734K0.1%N/A0.307%
4/30/2025 Stratos Wealth Advisors LLC26,298$852K0.0%+17.2%0.356%
4/29/2025 Wood Tarver Financial Group LLC26,406$855K0.3%+444.2%0.358%
4/29/2025 Envestnet Asset Management Inc.90,492$2.93M0.0%+265.4%1.226%
4/29/2025 Strategic Blueprint LLC33,387$1.08M0.1%N/A0.452%
4/29/2025 Brookstone Capital Management1,686,095$54.61M0.8%+3,268.3%22.847%
4/28/2025 Mutual Advisors LLC40,250$1.30M0.0%N/A0.545%
4/28/2025 Physician Wealth Advisors Inc.1,650$53K0.0%N/A0.022%
4/28/2025 Alterna Wealth Management Inc.7,750$251K0.2%N/A0.105%
4/25/2025 Sovran Advisors LLC7,414$234K0.0%N/A0.100%
4/23/2025 Spire Wealth Management85,720$2.78M0.1%+338.8%1.162%
4/23/2025 Cornerstone Wealth Group LLC15,737$510K0.0%N/A0.213%
4/23/2025 IMG Wealth Management Inc.12,967$420K0.4%+6.5%0.176%
4/23/2025 Vantage Point Financial LLC8,800$285K0.1%+19.5%0.119%
4/22/2025 Cambridge Investment Research Advisors Inc.35,839$1.16M0.0%+393.4%0.486%
4/18/2025 DHJJ Financial Advisors Ltd.1,225$40K0.0%-47.9%0.017%
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4/16/2025 Wealth Enhancement Advisory Services LLC41,668$1.35M0.0%+81.8%0.734%
4/15/2025 Chris Bulman Inc13,584$440K0.3%+26.9%0.239%
4/15/2025 Central Valley Advisors LLC60,158$1.95M0.7%+501.9%1.059%
4/15/2025 Fiduciary Financial Group LLC25,693$813K0.2%+8.0%0.452%
4/14/2025 Tounjian Advisory Partners LLC73,290$2.37M0.4%N/A1.290%
4/11/2025 KFG Wealth Management LLC308,745$10M1.8%+1,699.8%5.436%
4/10/2025 SMI Advisory Services LLC5,827$181K0.0%N/A0.103%
4/7/2025 O Connor Financial Group LLC8,713$282K0.1%N/A0.153%
4/7/2025 AdvisorNet Financial Inc20,615$668K0.0%+45,711.1%0.363%
3/17/2025 Wealth Enhancement Advisory Services LLC22,915$762K0.0%-4.3%0.488%
3/6/2025 Wood Tarver Financial Group LLC4,852$161K0.1%N/A0.128%
3/5/2025 Castle Rock Wealth Management LLC13,476$454K0.1%-3.9%0.357%
2/17/2025 Wolverine Trading LLC6,051$201K0.0%N/A0.198%
2/17/2025 Cetera Investment Advisers27,763$924K0.0%-2.6%0.910%
2/17/2025 Citadel Advisors LLC26,938$896K0.0%+41.1%0.883%
2/14/2025 Jane Street Group LLC13,248$441K0.0%-48.4%0.434%
2/13/2025 NewEdge Advisors LLC16,508$549K0.0%-18.4%0.541%
2/13/2025 SageView Advisory Group LLC43,261$1.44M0.1%+65.9%1.418%
2/13/2025 Townsquare Capital LLC7,375$245K0.0%-24.6%0.242%
2/13/2025 Raymond James Financial Inc.6,514$217K0.0%N/A0.214%
2/12/2025 Arete Wealth Advisors LLC11,154$371K0.0%-10.7%0.366%
2/12/2025 OLD Mission Capital LLC19,008$632K0.0%+16.9%0.623%
2/10/2025 IMG Wealth Management Inc.12,172$405K0.4%N/A0.399%
2/10/2025 Commonwealth Equity Services LLC68,816$2.29M0.0%-8.3%2.256%
2/7/2025 HighTower Advisors LLC6,768$225K0.0%-70.4%0.222%
2/6/2025 Raymond James Financial Inc.6,514$217K0.0%N/A0.214%
1/31/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors116,141$3.86M0.1%+13.3%3.808%
1/31/2025 Truist Financial Corp119,141$3.96M0.0%-2.0%3.906%
1/29/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors273,682$9.11M0.4%+167.0%8.973%
1/27/2025 Stratos Wealth Advisors LLC22,444$747K0.0%-3.7%0.736%
1/24/2025 Vantage Point Financial LLC7,362$245K0.1%N/A0.241%
1/21/2025 KFG Wealth Management LLC17,154$571K0.1%-48.5%0.562%
1/21/2025 RFG Advisory LLC6,104$203K0.0%-42.7%0.200%
1/15/2025 Central Valley Advisors LLC9,994$333K0.2%-9.1%0.328%
1/13/2025 Brookstone Capital Management50,058$1.67M0.0%-12.7%1.641%
11/18/2024 Arete Wealth Advisors LLC12,493$406K0.0%-19.6%0.410%
11/15/2024 Jane Street Group LLC25,695$836K0.0%-45.3%0.842%
11/15/2024 SageView Advisory Group LLC26,076$849K0.0%-55.6%0.855%
11/15/2024 HighTower Advisors LLC22,863$744K0.0%-5.1%0.750%
11/13/2024 Townsquare Capital LLC9,781$318K0.0%-11.4%0.321%
11/6/2024 Archer Investment Corp781$25K0.0%-96.8%0.026%
10/22/2024 Chris Bulman Inc6,771$220K0.1%-44.8%0.222%
10/18/2024 Stratos Wealth Advisors LLC23,317$759K0.0%-76.1%0.764%
10/11/2024 Creative Planning6,264$204K0.0%N/A0.205%
10/8/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors102,488$3.34M0.3%+7.6%3.360%
10/8/2024 Brookstone Capital Management57,313$1.87M0.0%+2.8%1.879%
9/5/2024Sanctuary Advisors LLC6,770$207K0.0%N/A0.222%
8/6/2024 Chris Bulman Inc12,261$388K0.3%N/A0.402%
8/2/2024 Archer Investment Corp24,677$781K0.2%-3.9%0.809%
7/31/2024 Commonwealth Equity Services LLC76,479$2.42M0.0%-1.5%2.508%
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7/29/2024 Nations Financial Group Inc. IA ADV16,214$513K0.0%-19.2%0.532%
7/19/2024 KFG Wealth Management LLC40,117$1.27M0.5%-2.5%1.315%
7/18/2024 Brookstone Capital Management55,727$1.78M0.0%-89.7%1.827%
7/18/2024 Triad Wealth Partners LLC1,763$56K0.0%N/A0.058%
7/18/2024 Fiduciary Financial Group LLC23,800$763K0.2%N/A0.780%
7/15/2024 RFG Advisory LLC11,331$359K0.0%+5.3%0.372%
5/24/2024Cetera Advisors LLC25,116$773K0.0%+64.1%0.823%
5/9/2024 SageView Advisory Group LLC16,935$553K0.0%-98.8%0.555%
5/7/2024 PFG Advisors10,466$322K0.0%N/A0.343%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors43,806$1.35M0.2%-13.8%1.436%
(Data available from 1/1/2016 forward)

UFEB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UFEB shares?

During the previous two years, 74 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - February. The most heavily invested institutionals were Brookstone Capital Management ($54.61M), Talon Private Wealth LLC ($32.60M), KFG Wealth Management LLC ($10M), HighTower Advisors LLC ($7.54M), Soltis Investment Advisors LLC ($6.26M), Delta Investment Management LLC ($6.07M), and C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($4.40M).Learn more on UFEB's institutional investors.

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

Of the 68 institutional investors that purchased Innovator U.S. Equity Ultra Buffer ETF - February stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brookstone Capital Management ($2.19M), SageView Advisory Group LLC ($1.40M), Talon Private Wealth LLC ($1.01M), KFG Wealth Management LLC ($300.98K), HighTower Advisors LLC ($225.98K), Soltis Investment Advisors LLC ($212.63K), and C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($211.44K).

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

Institutional investors have bought a total of 6,816,637 shares in the last 24 months. This purchase volume represents approximately $214.36M in transactions.

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

Of the 26 institutional investors that sold Innovator U.S. Equity Ultra Buffer ETF - February stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: SageView Advisory Group LLC ($1.39M), Brookstone Capital Management ($959.75K), Stratos Wealth Advisors LLC ($78.14K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($65.99K), Archer Investment Corp ($37.92K), KFG Wealth Management LLC ($34.74K), and Jane Street Group LLC ($33.69K).

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

Institutional investors have sold a total of 2,704,559 shares in the last 24 months. This volume of shares sold represents approximately $82.28M in transactions.



This page (BATS:UFEB) was last updated on 5/22/2025 by MarketBeat.com Staff
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