Free Trial
Final Hours! Save $100 on MarketBeat All Access Before 11:59 PM
  • 0Days
  • 0Hours
  • 0Minutes
  • 0Seconds
Lock In $149 Tonight
Claim MarketBeat All Access Sale Promotion

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

$38.46 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
49
Total
Institutional Inflows
(last 12 months)
$134.03M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$90.82M
Get UFEB Insider Trade Alerts

Want to know when executives and insiders are buying or selling Innovator U.S. Equity Ultra Buffer ETF - February 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

UFEB Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Arkadios Wealth Advisors14,472$525K0.0%N/A0.188%
5/18/2026 Talon Private Wealth LLC985,140$35.76M4.8%N/A12.794%
5/16/2026 IMG Wealth Management Inc.15,404$559K0.4%+7.1%0.200%
5/14/2026 Crosspoint Financial LLC26,069$946K2.4%-11.9%0.339%
5/13/2026 Cetera Investment Advisers49,152$1.78M0.0%-3.6%0.638%
5/6/2026 Sterling Financial Planning Inc.5,653$205K0.1%N/A0.073%
5/4/2026 Riverpoint Wealth Management Holdings LLC10,976$398K0.1%-4.9%0.143%
5/4/2026 Archer Investment Corp5,722$208K0.0%-76.1%0.074%
5/1/2026 WealthShield Partners LLC8,259$300K0.0%+32.4%0.107%
4/30/2026 Kestra Advisory Services LLC64,946$2.36M0.0%+89.7%0.843%
4/29/2026 Axxcess Wealth Management LLC10,497$381K0.0%N/A0.136%
4/28/2026 Berger Financial Group Inc47,570$1.73M0.1%-14.3%0.618%
4/28/2026 Northstar Group Inc.36,360$1.32M0.2%N/A0.472%
4/28/2026 Evolution Wealth Management Inc.2,400$87K0.1%-86.7%0.031%
4/25/2026 Physician Wealth Advisors Inc.4,425$161K0.0%-20.6%0.057%
4/24/2026 Financial Life Planners966$35K0.0%N/A0.013%
4/22/2026 Cornerstone Wealth Group LLC18,696$704K0.0%+21.2%0.243%
4/21/2026 KFG Wealth Management LLC378,791$13.75M1.8%+2.6%4.919%
4/17/2026 Brookstone Capital Management1,708,127$62.01M0.7%+4,135.7%22.183%
4/16/2026 Ballast Rock Private Wealth LLC5,778$210K0.1%N/A0.075%
4/16/2026 Founders Financial Securities LLC26,646$986K0.1%-3.6%0.346%
3/13/2026 World Investment Advisors108,822$4.00M0.1%-0.6%1.413%
2/19/2026 BFI Wealth Solutions LLC8,750$322K0.3%N/A0.114%
2/18/2026 Beacon Pointe Advisors LLC10,050$370K0.0%-19.3%0.131%
2/18/2026 NewEdge Advisors LLC14,956$550K0.0%-2.7%0.194%
2/18/2026 OLD Mission Capital LLC8,817$324K0.0%-46.4%0.115%
2/18/2026 IHT Wealth Management LLC31,583$1.18M0.0%N/A0.410%
2/17/2026 Cetera Investment Advisers51,001$1.88M0.0%-8.0%0.662%
2/17/2026 Kovack Advisors Inc.5,626$207K0.0%N/A0.073%
2/17/2026 Osaic Holdings Inc.124,642$4.59M0.0%-17.1%1.619%
2/17/2026 Guardian Wealth Advisors LLC NC7,300$269K0.0%+11.5%0.095%
2/17/2026 Beacon Financial Advisory LLC6,973$257K0.1%-22.2%0.091%
2/16/2026 MML Investors Services LLC101,173$3.72M0.0%+0.9%1.314%
2/16/2026 Aptus Capital Advisors LLC7,300$269K0.0%+11.5%0.095%
2/13/2026 Arete Wealth Advisors LLC7,368$271K0.0%-5.2%0.096%
2/12/2026 Commonwealth Equity Services LLC110,968$4.08M0.0%-2.9%1.441%
2/12/2026 Steward Partners Investment Advisory LLC774$28K0.0%-88.6%0.010%
2/10/2026 Founders Financial Securities LLC27,641$1.02M0.1%-11.8%0.359%
2/10/2026 Foundations Investment Advisors LLC18,443$678K0.0%+63.2%0.240%
2/9/2026 Integrity Advisory Solutions LLC46,162$1.70M0.2%-11.1%0.600%
Before you buy SpaceX shares, consider this alternative approach (Ad)

SpaceX has confidentially filed for an IPO with the SEC, targeting a June 2026 listing at a valuation exceeding $1.75 trillion - potentially the largest IPO in history. But one expert says buying shares directly may not be the smartest move. There is a lesser-known way to tap into this windfall that most investors haven't considered.tc pixel

Discover the overlooked SpaceX IPO strategy before the June listing
2/9/2026 Harbour Investments Inc.1,721$63K0.0%-80.3%0.022%
2/6/2026 RPS Advisory Solutions LLC6,190$228K0.1%-19.3%0.080%
2/6/2026 HighTower Advisors LLC673,551$24.78M0.0%-12.6%8.747%
2/5/2026 Crosspoint Financial LLC29,591$1.09M2.6%-5.0%0.384%
2/4/2026 World Investment Advisors108,822$3.95M0.1%-0.6%1.413%
2/4/2026 Trek Financial LLC35,369$1.30M0.1%-27.3%0.459%
2/3/2026 WealthShield Partners LLC6,237$229K0.0%-19.8%0.081%
2/2/2026 Truist Financial Corp126,315$4.65M0.0%-9.4%1.640%
2/2/2026 Mutual Advisors LLC36,575$1.35M0.0%-2.3%0.475%
2/2/2026 Vantage Point Financial LLC7,601$280K0.1%-8.1%0.099%
1/30/2026 Strategic Blueprint LLC50,969$1.88M0.1%-29.1%0.662%
1/27/2026 PFG Advisors6,489$239K0.0%-91.6%0.084%
1/27/2026 Berger Financial Group Inc55,537$2.04M0.1%-2.8%0.721%
1/26/2026 Merit Financial Group LLC7,317$269K0.0%N/A0.095%
1/26/2026 Cornerstone Wealth Group LLC15,428$568K0.0%-2.0%0.200%
1/21/2026 KFG Wealth Management LLC369,168$13.58M1.8%-11.0%4.794%
1/20/2026 Stratos Wealth Advisors LLC63,381$2.33M0.1%-13.9%0.823%
1/20/2026 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors151,481$5.57M0.3%-6.6%1.967%
1/15/2026 Brookstone Capital Management40,327$1.48M0.0%-10.4%0.524%
1/14/2026 Spire Wealth Management33,938$1.25M0.0%-30.0%0.441%
12/2/2025 IFP Advisors Inc100,819$3.61M0.1%+2.2%1.309%
11/17/2025 Susquehanna International Group LLP35,105$1.26M0.0%+62.2%0.456%
11/17/2025 Citadel Advisors LLC14,752$528K0.0%N/A0.192%
11/14/2025 Raymond James Financial Inc.12,605$451K0.0%-7.1%0.164%
11/14/2025 Maia Wealth LLC8,255$299K0.1%-31.2%0.107%
11/13/2025 Financial Life Planners1,096$39K0.0%N/A0.014%
11/13/2025 PFG Advisors77,335$2.77M0.1%-10.9%1.004%
11/12/2025 Aptus Capital Advisors LLC6,550$234K0.0%-10.3%0.085%
11/12/2025 Integrity Advisory Solutions LLC51,907$1.86M0.3%N/A0.674%
11/12/2025 Arete Wealth Advisors LLC7,770$278K0.0%-34.8%0.101%
11/7/2025 HighTower Advisors LLC770,721$27.58M0.0%-20.4%10.009%
11/6/2025 Stratos Wealth Advisors LLC73,646$2.64M0.1%-3.0%0.956%
11/5/2025 Riverpoint Wealth Management Holdings LLC11,542$413K0.1%N/A0.150%
11/5/2025 Envestnet Asset Management Inc.105,083$3.76M0.0%-4.5%1.365%
11/4/2025 Mutual Advisors LLC37,433$1.35M0.0%-5.1%0.486%
11/3/2025 Foundations Investment Advisors LLC11,302$404K0.0%N/A0.147%
11/3/2025 Archer Investment Corp23,968$858K0.2%-2.1%0.311%
11/3/2025 Truist Financial Corp139,403$4.99M0.0%-0.4%1.810%
10/31/2025 Trek Financial LLC48,637$1.74M0.1%-42.8%0.632%
10/24/2025 Sonoma Allocations LLC10,819$385K0.1%N/A0.141%
10/23/2025 Spire Wealth Management48,508$1.74M0.1%-41.2%0.630%
10/21/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors162,156$5.80M0.3%+8.9%2.106%
10/16/2025 Castle Rock Wealth Management LLC12,804$459K0.1%-2.2%0.166%
10/15/2025 Brookstone Capital Management44,983$1.61M0.0%-97.4%0.584%
10/15/2025 Founders Financial Securities LLC31,348$1.12M0.1%-6.8%0.407%
10/7/2025 KFG Wealth Management LLC414,803$14.85M2.1%-4.6%5.387%
9/4/2025 Osaic Holdings Inc.161,082$5.53M0.0%+14.1%2.092%
8/29/2025 Evolution Wealth Management Inc.18,102$621K0.8%N/A0.235%
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%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
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%


UFEB Institutional Ownership - Frequently Asked Questions

During the previous two years, 95 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 ($62.01M), Talon Private Wealth LLC ($35.76M), HighTower Advisors LLC ($24.78M), KFG Wealth Management LLC ($13.75M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($5.57M), Truist Financial Corp ($4.65M), and Osaic Holdings Inc. ($4.59M).Learn more on Innovator U.S. Equity Ultra Buffer ETF - February's institutional investors.

Of the 84 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 ($3.35M), Talon Private Wealth LLC ($1.99M), KFG Wealth Management LLC ($427.43K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($238.13K), HighTower Advisors LLC ($225.98K), World Investment Advisors ($109.45K), and IFP Advisors Inc ($100.82K).

Institutional investors have bought a total of 3,736,849 shares in the last 24 months. This purchase volume represents approximately $134.03M in transactions.

Of the 46 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: Brookstone Capital Management ($1.69M), HighTower Advisors LLC ($295.17K), PFG Advisors ($80.33K), KFG Wealth Management LLC ($65.79K), Spire Wealth Management ($51.78K), Trek Financial LLC ($49.74K), and Osaic Holdings Inc. ($25.66K).

Institutional investors have sold a total of 2,529,749 shares in the last 24 months. This volume of shares sold represents approximately $90.82M in transactions.


Related Companies

This page (BATS:UFEB) was last updated on 5/25/2026 by MarketBeat.com Staff.
From Our Partners
SpaceX eyes a 1.75 trillion valuation - here's what to know
Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a...
Brownstone Research | Sponsoredtc pixel
$30 stock to buy before Starlink goes public (WATCH NOW!)
In the next 3 minutes… James Altucher – legendary investor and venture capitalist… And someone who’s kno...
Paradigm Press | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
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
SpaceX IPO hides a much bigger story
The SpaceX IPO could be the biggest in history at $1.75 trillion - but the real story isn't the IPO itself. ...
Weiss Ratings | Sponsoredtc pixel
SpaceX will mint billionaires. You won't be one of them.
By the time a company goes public, 95% of profits have already been made. Insiders bought SpaceX at $20 billio...
Behind the Markets | Sponsoredtc pixel
Satellite Images Spot Potential $10 Trillion Discovery
'Dark Energy': Elon Musk's Next Potential $10 Trillion Move A highly secure site in West Texas now houses a...
Altimetry | Sponsoredtc pixel
Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...
After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...
Banyan Hill Publishing | Sponsoredtc pixel