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

$39.83 -0.06 (-0.14%)
As of 10:15 AM 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)
42
Total
Institutional Inflows
(last 12 months)
$116.82M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$91.14M
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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
10/8/2026CoreCap Advisors LLC4,298$170K0.0%-87.2%0.056%
9/23/2026Envestnet Asset Management Inc.199,309$7.70M0.0%+59.4%2.588%
9/11/2026Bullseye Investment Management LLC2,930$113K0.1%N/A0.038%
9/11/2026Talon Private Wealth LLC906,275$38.50M4.6%-8.0%11.770%
9/9/2026RFG Advisory LLC5,007$194K0.0%N/A0.065%
9/9/2026NewEdge Advisors LLC15,556$601K0.0%+5.4%0.202%
9/9/2026IFP Advisors Inc4,781$185K0.0%+1,875.6%0.062%
9/8/2026Allworth Financial LP2,121$82K0.0%N/A0.028%
9/2/2026Citadel Advisors LLC16,180$625K0.0%N/A0.210%
8/26/2026Schulz Wealth LTD.32,130$1.24M0.6%N/A0.417%
8/22/2026Highland Investment Advisors LLC1,500$58K0.0%N/A0.019%
8/22/2026Timbuktu Capital Management LLC1,000$39K0.1%N/A0.013%
8/21/2026KFG Wealth Management LLC431,456$16.68M1.9%+13.9%5.603%
8/21/2026Continuum Advisory LLC3,945$152K0.0%N/A0.051%
8/21/2026Orion Capital Management LLC9,660$373K0.1%N/A0.125%
8/21/2026Firestone Capital Management12,238$473K0.1%N/A0.159%
8/21/2026Beacon Financial Advisory LLC12,045$466K0.1%+72.7%0.156%
8/21/2026Retirement Income Solutions Inc.6,757$261K0.0%N/A0.088%
8/21/2026Bedel Financial Consulting Inc.6,420$248K0.0%N/A0.083%
5/19/2026Arkadios Wealth Advisors14,472$525K0.0%N/A0.188%
5/18/2026Talon Private Wealth LLC985,140$35.76M4.8%N/A12.794%
5/16/2026IMG Wealth Management Inc.15,404$559K0.4%+7.1%0.200%
5/14/2026Crosspoint Financial LLC26,069$946K2.4%-11.9%0.339%
5/13/2026Cetera Investment Advisers49,152$1.78M0.0%-3.6%0.638%
5/6/2026Sterling Financial Planning Inc.5,653$205K0.1%N/A0.073%
5/4/2026Riverpoint Wealth Management Holdings LLC10,976$398K0.1%-4.9%0.143%
5/4/2026Archer Investment Corp5,722$208K0.0%-76.1%0.074%
5/1/2026WealthShield Partners LLC8,259$300K0.0%+32.4%0.107%
4/30/2026Kestra Advisory Services LLC64,946$2.36M0.0%+89.7%0.843%
4/29/2026Axxcess Wealth Management LLC10,497$381K0.0%N/A0.136%
4/28/2026Berger Financial Group Inc47,570$1.73M0.1%-14.3%0.618%
4/28/2026Northstar Group Inc.36,360$1.32M0.2%N/A0.472%
4/28/2026Evolution Wealth Management Inc.2,400$87K0.1%-86.7%0.031%
4/25/2026Physician Wealth Advisors Inc.4,425$161K0.0%-20.6%0.057%
4/24/2026Financial Life Planners966$35K0.0%N/A0.013%
4/22/2026Cornerstone Wealth Group LLC18,696$704K0.0%+21.2%0.243%
4/21/2026KFG Wealth Management LLC378,791$13.75M1.8%+2.6%4.919%
4/17/2026Brookstone Capital Management1,708,127$62.01M0.7%+4,135.7%22.183%
4/16/2026Ballast Rock Private Wealth LLC5,778$210K0.1%N/A0.075%
4/16/2026Founders Financial Securities LLC26,646$986K0.1%-3.6%0.346%
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3/13/2026World Investment Advisors108,822$4.00M0.1%-0.6%1.413%
2/19/2026BFI Wealth Solutions LLC8,750$322K0.3%N/A0.114%
2/18/2026Beacon Pointe Advisors LLC10,050$370K0.0%-19.3%0.131%
2/18/2026NewEdge Advisors LLC14,956$550K0.0%-2.7%0.194%
2/18/2026OLD Mission Capital LLC8,817$324K0.0%-46.4%0.115%
2/18/2026IHT Wealth Management LLC31,583$1.18M0.0%N/A0.410%
2/17/2026Cetera Investment Advisers51,001$1.88M0.0%-8.0%0.662%
2/17/2026Kovack Advisors Inc.5,626$207K0.0%N/A0.073%
2/17/2026Osaic Holdings Inc.124,642$4.59M0.0%-17.1%1.619%
2/17/2026Guardian Wealth Advisors LLC NC7,300$269K0.0%+11.5%0.095%
2/17/2026Beacon Financial Advisory LLC6,973$257K0.1%-22.2%0.091%
2/16/2026MML Investors Services LLC101,173$3.72M0.0%+0.9%1.314%
2/16/2026Aptus Capital Advisors LLC7,300$269K0.0%+11.5%0.095%
2/13/2026Arete Wealth Advisors LLC7,368$271K0.0%-5.2%0.096%
2/12/2026Commonwealth Equity Services LLC110,968$4.08M0.0%-2.9%1.441%
2/12/2026Steward Partners Investment Advisory LLC774$28K0.0%-88.6%0.010%
2/10/2026Founders Financial Securities LLC27,641$1.02M0.1%-11.8%0.359%
2/10/2026Foundations Investment Advisors LLC18,443$678K0.0%+63.2%0.240%
2/9/2026Integrity Advisory Solutions LLC46,162$1.70M0.2%-11.1%0.600%
2/9/2026Harbour Investments Inc.1,721$63K0.0%-80.3%0.022%
2/6/2026RPS Advisory Solutions LLC6,190$228K0.1%-19.3%0.080%
2/6/2026HighTower Advisors LLC673,551$24.78M0.0%-12.6%8.747%
2/5/2026Crosspoint Financial LLC29,591$1.09M2.6%-5.0%0.384%
2/4/2026World Investment Advisors108,822$3.95M0.1%-0.6%1.413%
2/4/2026Trek Financial LLC35,369$1.30M0.1%-27.3%0.459%
2/3/2026WealthShield Partners LLC6,237$229K0.0%-19.8%0.081%
2/2/2026Truist Financial Corp126,315$4.65M0.0%-9.4%1.640%
2/2/2026Mutual Advisors LLC36,575$1.35M0.0%-2.3%0.475%
2/2/2026Vantage Point Financial LLC7,601$280K0.1%-8.1%0.099%
1/30/2026Strategic Blueprint LLC50,969$1.88M0.1%-29.1%0.662%
1/27/2026PFG Advisors6,489$239K0.0%-91.6%0.084%
1/27/2026Berger Financial Group Inc55,537$2.04M0.1%-2.8%0.721%
1/26/2026Merit Financial Group LLC7,317$269K0.0%N/A0.095%
1/26/2026Cornerstone Wealth Group LLC15,428$568K0.0%-2.0%0.200%
1/21/2026KFG Wealth Management LLC369,168$13.58M1.8%-11.0%4.794%
1/20/2026Stratos Wealth Advisors LLC63,381$2.33M0.1%-13.9%0.823%
1/20/2026C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors151,481$5.57M0.3%-6.6%1.967%
1/15/2026Brookstone Capital Management40,327$1.48M0.0%-10.4%0.524%
1/14/2026Spire Wealth Management33,938$1.25M0.0%-30.0%0.441%
12/2/2025IFP Advisors Inc100,819$3.61M0.1%+2.2%1.309%
11/17/2025Susquehanna International Group LLP35,105$1.26M0.0%+62.2%0.456%
11/17/2025Citadel Advisors LLC14,752$528K0.0%N/A0.192%
11/14/2025Raymond James Financial Inc.12,605$451K0.0%-7.1%0.164%
11/14/2025Maia Wealth LLC8,255$299K0.1%-31.2%0.107%
11/13/2025Financial Life Planners1,096$39K0.0%N/A0.014%
11/13/2025PFG Advisors77,335$2.77M0.1%-10.9%1.004%
11/12/2025Aptus Capital Advisors LLC6,550$234K0.0%-10.3%0.085%
11/12/2025Integrity Advisory Solutions LLC51,907$1.86M0.3%N/A0.674%
11/12/2025Arete Wealth Advisors LLC7,770$278K0.0%-34.8%0.101%
11/7/2025HighTower Advisors LLC770,721$27.58M0.0%-20.4%10.009%
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11/6/2025Stratos Wealth Advisors LLC73,646$2.64M0.1%-3.0%0.956%
11/5/2025Riverpoint Wealth Management Holdings LLC11,542$413K0.1%N/A0.150%
11/5/2025Envestnet Asset Management Inc.105,083$3.76M0.0%-4.5%1.365%
11/4/2025Mutual Advisors LLC37,433$1.35M0.0%-5.1%0.486%
11/3/2025Foundations Investment Advisors LLC11,302$404K0.0%N/A0.147%
11/3/2025Archer Investment Corp23,968$858K0.2%-2.1%0.311%
11/3/2025Truist Financial Corp139,403$4.99M0.0%-0.4%1.810%
10/31/2025Trek Financial LLC48,637$1.74M0.1%-42.8%0.632%
10/24/2025Sonoma Allocations LLC10,819$385K0.1%N/A0.141%
10/23/2025Spire Wealth Management48,508$1.74M0.1%-41.2%0.630%


UFEB Institutional Ownership - Frequently Asked Questions

During the previous two years, 101 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 ($38.50M), HighTower Advisors LLC ($24.78M), KFG Wealth Management LLC ($16.68M), Envestnet Asset Management Inc. ($7.70M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($5.57M), and Truist Financial Corp ($4.65M).Learn more on Innovator U.S. Equity Ultra Buffer ETF - February's institutional investors.

Of the 90 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 ($480.09K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($230.86K), HighTower Advisors LLC ($225.98K), Envestnet Asset Management Inc. ($159.58K), and World Investment Advisors ($109.45K).

Institutional investors have bought a total of 3,203,703 shares in the last 24 months. This purchase volume represents approximately $116.82M in transactions.

Of the 41 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), Talon Private Wealth LLC ($78.87K), Trek Financial LLC ($49.74K), Spire Wealth Management ($48.52K), and KFG Wealth Management LLC ($45.64K).

Institutional investors have sold a total of 2,525,460 shares in the last 24 months. This volume of shares sold represents approximately $91.14M in transactions.


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Institutional ownership data for BATS:UFEB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/8/2026. New 13F filings are added each quarter as they're published.
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