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

$34.85 +3.53 (+11.27%)
As of 07/25/2025 03:50 PM Eastern
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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)
60
Total
Institutional Inflows
(last 12 months)
$150.44M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$9.15M
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UFEB Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
7/3/2025 Fiduciary Financial Group LLC26,025$892K0.2%+1.3%0.338%
5/20/2025Focus Partners Wealth22,270$721K0.0%N/A0.295%
5/19/2025Jane Street Group LLC18,390$596K0.0%+38.8%0.244%
5/16/2025Talon Private Wealth LLC1,006,435$32.60M4.4%N/A13.330%
5/16/2025NewEdge Advisors LLC19,257$624K0.0%+16.7%0.255%
5/15/2025Pinnacle Wealth Planning Services Inc.6,812$221K0.0%N/A0.090%
5/14/2025PKS Advisory Services LLC84,873$2.75M0.8%N/A1.124%
5/14/2025Kestra Advisory Services LLC32,317$1.05M0.0%+87.8%0.428%
5/14/2025Tradition Wealth Management LLC9,048$293K0.0%N/A0.120%
5/13/2025HighTower Advisors LLC232,744$7.54M0.0%+3,338.9%3.083%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors135,469$4.40M0.3%+16.6%1.794%
5/12/2025Maia Wealth LLC12,104$386K0.1%N/A0.160%
5/12/2025 Berger Financial Group Inc46,426$1.50M0.1%+403.8%0.615%
5/9/2025WealthShield Partners LLC10,807$350K0.0%+38.1%0.146%
5/9/2025Atlantic Private Wealth LLC3,390$110K0.1%N/A0.046%
5/8/2025Harbour Investments Inc.8,756$284K0.0%+3.6%0.119%
5/8/2025Arkadios Wealth Advisors10,697$346K0.0%N/A0.145%
5/6/2025Cetera Investment Advisers74,478$2.41M0.0%+168.3%1.009%
5/6/2025AE Wealth Management LLC6,576$213K0.0%+50.8%0.089%
5/6/2025 Riverpoint Wealth Management Holdings LLC11,542$374K0.1%N/A0.156%
5/6/2025PFG Advisors21,568$699K0.0%N/A0.292%
5/5/2025Beckerman Institutional LLC6,186$200K0.1%N/A0.084%
5/5/2025Archer Investment Corp20,811$674K0.2%+2,564.7%0.282%
5/2/2025Sigma Planning Corp38,325$1.24M0.0%N/A0.519%
5/1/2025Crosspoint Financial LLC31,141$1.01M2.9%N/A0.422%
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4/30/2025Trek Financial LLC22,671$734K0.1%N/A0.307%
4/30/2025Stratos Wealth Advisors LLC26,298$852K0.0%+17.2%0.356%
4/29/2025Wood Tarver Financial Group LLC26,406$855K0.3%+444.2%0.358%
4/29/2025Envestnet Asset Management Inc.90,492$2.93M0.0%+265.4%1.226%
4/29/2025Strategic Blueprint LLC33,387$1.08M0.1%N/A0.452%
4/29/2025Brookstone Capital Management1,686,095$54.61M0.8%+3,268.3%22.847%
4/28/2025Mutual Advisors LLC40,250$1.30M0.0%N/A0.545%
4/28/2025 Physician Wealth Advisors Inc.1,650$53K0.0%N/A0.022%
4/28/2025Alterna Wealth Management Inc.7,750$251K0.2%N/A0.105%
4/25/2025 Sovran Advisors LLC7,414$234K0.0%N/A0.100%
4/23/2025Spire Wealth Management85,720$2.78M0.1%+338.8%1.162%
4/23/2025Cornerstone Wealth Group LLC15,737$510K0.0%N/A0.213%
4/23/2025IMG 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%
4/22/2025Cambridge 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%
3/17/2025 Wealth Enhancement Advisory Services LLC22,915$762K0.0%-4.3%0.488%
3/6/2025Wood 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%
2/17/2025Wolverine Trading LLC6,051$201K0.0%N/A0.198%
2/17/2025Cetera Investment Advisers27,763$924K0.0%-2.6%0.910%
2/17/2025Citadel Advisors LLC26,938$896K0.0%+41.1%0.883%
2/14/2025Jane Street Group LLC13,248$441K0.0%-48.4%0.434%
2/13/2025NewEdge Advisors LLC16,508$549K0.0%-18.4%0.541%
2/13/2025SageView Advisory Group LLC43,261$1.44M0.1%+65.9%1.418%
2/13/2025Townsquare Capital LLC7,375$245K0.0%-24.6%0.242%
2/13/2025Raymond James Financial Inc.6,514$217K0.0%N/A0.214%
2/12/2025Arete Wealth Advisors LLC11,154$371K0.0%-10.7%0.366%
2/12/2025OLD Mission Capital LLC19,008$632K0.0%+16.9%0.623%
2/10/2025IMG Wealth Management Inc.12,172$405K0.4%N/A0.399%
2/10/2025Commonwealth Equity Services LLC68,816$2.29M0.0%-8.3%2.256%
2/7/2025HighTower Advisors LLC6,768$225K0.0%-70.4%0.222%
2/6/2025Raymond James Financial Inc.6,514$217K0.0%N/A0.214%
1/31/2025C2P 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%
1/29/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors273,682$9.11M0.4%+167.0%8.973%
1/27/2025Stratos 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%
1/21/2025RFG Advisory LLC6,104$203K0.0%-42.7%0.200%
1/15/2025 Central Valley Advisors LLC9,994$333K0.2%-9.1%0.328%
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1/13/2025Brookstone Capital Management50,058$1.67M0.0%-12.7%1.641%
11/18/2024Arete Wealth Advisors LLC12,493$406K0.0%-19.6%0.410%
11/15/2024Jane Street Group LLC25,695$836K0.0%-45.3%0.842%
11/15/2024SageView Advisory Group LLC26,076$849K0.0%-55.6%0.855%
11/15/2024HighTower Advisors LLC22,863$744K0.0%-5.1%0.750%
11/13/2024Townsquare Capital LLC9,781$318K0.0%-11.4%0.321%
11/6/2024Archer Investment Corp781$25K0.0%-96.8%0.026%
10/22/2024 Chris Bulman Inc6,771$220K0.1%-44.8%0.222%
10/18/2024Stratos Wealth Advisors LLC23,317$759K0.0%-76.1%0.764%
10/11/2024Creative Planning6,264$204K0.0%N/A0.205%
(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, 76 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 ($14.92M), HighTower Advisors LLC ($7.54M), Soltis Investment Advisors LLC ($6.26M), Delta Investment Management LLC ($6.07M), 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 69 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 ($2.13M), SageView Advisory Group LLC ($1.40M), Talon Private Wealth LLC ($1.01M), KFG Wealth Management LLC ($424.74K), 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 4,621,865 shares in the last 24 months. This purchase volume represents approximately $150.44M in transactions.

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

Of the 22 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 ($33.69K), SageView Advisory Group LLC ($32.66K), Archer Investment Corp ($24.89K), Wealth Enhancement Advisory Services LLC ($17.75K), HighTower Advisors LLC ($17.34K), and KFG Wealth Management LLC ($16.17K).

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

Institutional investors have sold a total of 278,152 shares in the last 24 months. This volume of shares sold represents approximately $9.15M in transactions.


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This page (BATS:UFEB) was last updated on 7/27/2025 by MarketBeat.com Staff
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