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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)
65
Total
Institutional Inflows
(last 12 months)
$166.13M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$11.05M
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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
8/15/2025 MML Investors Services LLC98,496$3.38M0.0%+72.7%1.279%
8/15/2025 IHT Wealth Management LLC105,473$3.62M0.1%-18.1%1.370%
8/15/2025 Garden State Investment Advisory Services LLC7,850$269K0.1%N/A0.102%
8/14/2025 Jane Street Group LLC9,510$326K0.0%-48.3%0.124%
8/14/2025 Raymond James Financial Inc.13,564$465K0.0%+30.1%0.176%
8/14/2025 NewEdge Advisors LLC15,372$527K0.0%-20.2%0.200%
8/13/2025 Trek Financial LLC85,104$2.92M0.2%+275.4%1.105%
8/13/2025 Beacon Pointe Advisors LLC18,450$633K0.0%-11.9%0.240%
8/12/2025 Archer Investment Corp24,489$840K0.2%+17.7%0.318%
8/12/2025 PKS Advisory Services LLC86,503$2.97M0.7%+1.9%1.123%
8/8/2025 Cetera Investment Advisers61,510$2.11M0.0%-17.4%0.799%
8/8/2025 WealthShield Partners LLC7,780$267K0.0%-28.0%0.101%
8/7/2025 Allworth Financial LP800$27K0.0%N/A0.010%
8/7/2025 PFG Advisors86,816$2.98M0.1%+302.5%1.127%
8/6/2025 AE Wealth Management LLC4,232$145K0.0%-35.6%0.055%
8/5/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors148,837$5.11M0.5%+9.9%1.933%
8/4/2025 Atria Investments Inc110,097$3.78M0.0%+4.5%1.430%
8/4/2025 Spire Wealth Management82,460$2.83M0.1%-3.8%1.071%
8/4/2025 World Investment Advisors109,450$3.76M0.1%N/A1.421%
8/1/2025 Envestnet Asset Management Inc.110,071$3.78M0.0%+21.6%1.429%
7/30/2025 Strategic Blueprint LLC71,889$2.47M0.1%+115.3%0.934%
7/30/2025 Brookstone Capital Management1,732,839$59.46M0.8%+2.8%22.504%
7/30/2025 IMG Wealth Management Inc.14,410$494K0.4%+11.1%0.187%
7/29/2025 Stratos Wealth Advisors LLC75,896$2.60M0.1%+188.6%0.986%
7/28/2025 Mutual Advisors LLC39,433$1.38M0.0%-2.0%0.512%
7/24/2025 Vantage Point Financial LLC8,352$287K0.1%-5.1%0.108%
7/24/2025 IFP Advisors Inc98,680$3.39M0.1%N/A1.282%
7/23/2025 Castle Rock Wealth Management LLC13,097$454K0.1%-2.8%0.170%
7/22/2025 Beacon Financial Advisory LLC8,957$307K0.1%N/A0.116%
7/22/2025 Berger Financial Group Inc57,159$1.96M0.1%+23.1%0.742%
7/21/2025 Ameritas Advisory Services LLC1,474$51K0.0%N/A0.019%
7/18/2025 Truist Financial Corp139,913$4.80M0.0%-3.2%1.817%
7/15/2025 CGN Advisors LLC6,168$212K0.0%N/A0.080%
7/14/2025 Chris Bulman Inc7,634$262K0.1%-43.8%0.099%
7/14/2025 KFG Wealth Management LLC434,957$14.92M2.4%+40.9%5.649%
7/14/2025 Physician Wealth Advisors Inc.5,575$191K0.0%+237.9%0.072%
7/11/2025 OxenFree Capital LLC6,279$215K0.1%N/A0.082%
7/10/2025 Wealth Enhancement Advisory Services LLC24,940$860K0.0%-40.1%0.324%
7/9/2025 Central Valley Advisors LLC57,625$1.98M0.7%-4.2%0.748%
7/7/2025 O Connor Financial Group LLC8,126$280K0.1%-6.7%0.106%
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7/3/2025 Fiduciary Financial Group LLC26,025$892K0.2%+1.3%0.338%
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%
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%
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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%
(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, 82 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 ($59.46M), Talon Private Wealth LLC ($32.60M), KFG Wealth Management LLC ($14.92M), HighTower Advisors LLC ($7.54M), Soltis Investment Advisors LLC ($6.26M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($5.11M), and Truist Financial Corp ($4.80M).Learn more on Innovator U.S. Equity Ultra Buffer ETF - February's institutional investors.

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

Of the 74 institutional investors that purchased Innovator U.S. Equity Ultra Buffer ETF - February's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brookstone Capital Management ($2.18M), SageView Advisory Group LLC ($1.40M), Talon Private Wealth LLC ($1.01M), KFG Wealth Management LLC ($424.74K), HighTower Advisors LLC ($225.98K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($224.81K), and Soltis Investment Advisors LLC ($212.63K).

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

Institutional investors have bought a total of 5,079,250 shares in the last 24 months. This purchase volume represents approximately $166.13M in transactions.

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

Of the 27 institutional investors that sold Innovator U.S. Equity Ultra Buffer ETF - February's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Stratos Wealth Advisors LLC ($74.94K), Jane Street Group LLC ($42.57K), SageView Advisory Group LLC ($32.66K), Archer Investment Corp ($23.90K), IHT Wealth Management LLC ($23.35K), Wealth Enhancement Advisory Services LLC ($17.75K), and HighTower Advisors LLC ($17.34K).

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

Institutional investors have sold a total of 333,168 shares in the last 24 months. This volume of shares sold represents approximately $11.05M in transactions.



This page (BATS:UFEB) was last updated on 8/19/2025 by MarketBeat.com Staff
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