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

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Stock Analysis Chart Holdings Ownership

Number of Institutional Buyers (last 12 months): 34
Total Institutional Inflows (last 12 months): $130.47M

Number of Institutional Sellers (last 12 months): 20
Total Institutional Outflows (last 12 months): $18.72M

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UFEB Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/19/2024	KFG Wealth Management LLC	41,152	$1.27M	0.5%	+20.3%	1.349%
4/16/2024	Wealth Enhancement Advisory Services LLC	23,940	$737K	0.0%	+9.7%	0.785%
4/15/2024	Brookstone Capital Management	539,511	$16.61M	0.3%	+1,068.9%	17.689%
4/12/2024	Fermata Advisors LLC	10,819	$333K	0.1%	N/A	0.451%
4/12/2024	Central Valley Advisors LLC	11,000	$339K	0.2%	N/A	0.458%
4/11/2024	RFG Advisory LLC	10,760	$331K	0.0%	N/A	0.448%
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3/6/2024	SageView Advisory Group LLC	1,378,176	$40.60M	1.4%	N/A	57.424%
2/23/2024	Chicago Partners Investment Group LLC	7,432	$220K	0.0%	-43.2%	0.310%
2/15/2024	Townsquare Capital LLC	11,910	$351K	0.0%	+12.4%	0.496%
2/15/2024	OLD Mission Capital LLC	37,129	$1.09M	0.0%	+138.5%	1.547%
2/15/2024	Citadel Advisors LLC	22,755	$670K	0.0%	+5.7%	0.948%
2/14/2024	Royal Bank of Canada	5,128	$151K	0.0%	+1,835.1%	0.214%
2/14/2024	Creative Planning	10,570	$311K	0.0%	+255.9%	0.440%
2/13/2024	Envestnet Asset Management Inc.	26,671	$786K	0.0%	-3.1%	1.111%
2/9/2024	SageView Advisory Group LLC	1,378,176	$40.60M	1.4%	N/A	57.424%
2/9/2024	Cambridge Investment Research Advisors Inc.	10,259	$302K	0.0%	-44.3%	0.427%
2/8/2024	Foundations Investment Advisors LLC	7,129	$213K	0.0%	-13.6%	0.297%
2/2/2024	Truist Financial Corp	122,503	$3.61M	0.0%	-0.6%	5.104%
1/31/2024	KFG Wealth Management LLC	34,213	$1.01M	0.5%	-33.9%	1.426%
1/31/2024	Archer Investment Corp	2,310	$68K	0.0%	-75.3%	0.096%
1/26/2024	Soltis Investment Advisors LLC	212,632	$6.26M	0.7%	N/A	8.860%
1/24/2024	Stratos Wealth Advisors LLC	250,013	$7.37M	0.4%	-0.3%	10.417%
1/23/2024	Milestone Asset Management LLC	7,167	$211K	0.1%	-13.1%	0.299%
11/16/2023	Creative Planning	2,970	$82K	0.0%	N/A	0.124%
11/15/2023	Townsquare Capital LLC	10,600	$292K	0.0%	N/A	0.442%
11/13/2023	LPL Financial LLC	9,129	$251K	0.0%	+23.5%	0.380%
11/13/2023	Envestnet Asset Management Inc.	27,538	$758K	0.0%	-1.6%	1.147%
11/8/2023	HighTower Advisors LLC	11,328	$311K	0.0%	-58.5%	0.472%
11/8/2023	Archer Investment Corp	9,337	$257K	0.1%	-23.1%	0.389%
11/2/2023	C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors	55,893	$1.54M	0.2%	-44.9%	2.329%
10/24/2023	Stratos Wealth Advisors LLC	250,738	$6.90M	0.5%	+5.6%	10.447%
10/24/2023	Cambridge Investment Research Advisors Inc.	18,429	$507K	0.0%	-25.9%	0.768%
10/23/2023	Commonwealth Equity Services LLC	49,130	$1.35M	0.0%	-4.1%	2.047%
10/20/2023	Brookstone Capital Management	46,377	$1.28M	0.0%	-91.0%	1.932%
10/10/2023	DHJJ Financial Advisors Ltd.	2,550	$70K	0.0%	N/A	0.106%
10/5/2023	Foundations Investment Advisors LLC	8,249	$227K	0.0%	N/A	0.344%
8/15/2023	Citadel Advisors LLC	9,033	$251K	0.0%	N/A	0.376%
8/14/2023	MML Investors Services LLC	29,203	$813K	0.0%	+86.0%	1.217%
8/10/2023	Osaic Holdings Inc.	111,445	$3.10M	0.0%	-21.6%	4.644%
8/10/2023	Commonwealth Equity Services LLC	51,255	$1.43M	0.0%	-8.0%	2.136%
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8/8/2023	Archer Investment Corp	12,148	$338K	0.1%	-20.8%	0.506%
8/4/2023	Envestnet Asset Management Inc.	27,975	$779K	0.0%	-1.3%	1.166%
8/4/2023	Delta Investment Management LLC	217,999	$6.07M	1.7%	-1.3%	9.083%
7/24/2023	Accurate Wealth Management LLC	8,518	$239K	0.1%	N/A	0.251%
7/21/2023	C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors	101,402	$2.82M	0.4%	-11.7%	2.982%
7/18/2023	Allworth Financial LP	96,587	$2.69M	0.0%	N/A	2.841%
7/18/2023	Stratos Wealth Advisors LLC	237,413	$6.61M	0.5%	-1.0%	6.983%
7/18/2023	KFG Wealth Management LLC	51,467	$1.43M	0.8%	+5.0%	1.514%
7/13/2023	Cambridge Investment Research Advisors Inc.	24,878	$692K	0.0%	-10.0%	0.732%
7/11/2023	Brookstone Capital Management	515,092	$14.27M	0.3%	+13.7%	15.150%
5/22/2023	Arete Wealth Advisors LLC	18,159	$482K	0.0%	N/A	0.534%
5/18/2023	JPMorgan Chase & Co.	1,300	$35K	0.0%	N/A	0.038%
5/16/2023	Susquehanna International Group LLP	21,217	$563K	0.0%	-11.0%	0.624%
5/16/2023	Harbour Investments Inc.	8,489	$225K	0.0%	-9.5%	0.250%
5/12/2023	OLD Mission Capital LLC	24,638	$654K	0.0%	N/A	0.725%
5/12/2023	MML Investors Services LLC	15,697	$417K	0.0%	N/A	0.462%
5/12/2023	NewEdge Advisors LLC	22,754	$603K	0.0%	N/A	0.669%
5/12/2023	Castle Rock Wealth Management LLC	14,027	$374K	0.1%	-2.8%	0.413%
5/12/2023	HighTower Advisors LLC	43,528	$1.16M	0.0%	-17.6%	1.280%
5/11/2023	Cambridge Investment Research Advisors Inc.	27,627	$733K	0.0%	+7.4%	0.813%
5/11/2023	Envestnet Asset Management Inc.	28,350	$752K	0.0%	N/A	0.834%
5/11/2023	Commonwealth Equity Services LLC	55,717	$1.48M	0.0%	+0.8%	1.639%
5/9/2023	Archer Investment Corp	15,332	$407K	0.2%	+33.6%	0.451%
5/9/2023	Great Lakes Retirement Inc.	17,793	$472K	0.1%	N/A	0.523%
5/9/2023	Milestone Asset Management LLC	7,655	$203K	0.1%	N/A	0.225%
5/8/2023	Delta Investment Management LLC	220,790	$5.86M	1.7%	N/A	6.494%
5/5/2023	C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors	114,858	$3.05M	0.5%	+97.8%	3.378%
5/5/2023	Truist Financial Corp	124,554	$3.31M	0.0%	N/A	3.663%
5/3/2023	Kistler Tiffany Companies LLC	2,970	$79K	0.0%	N/A	0.087%
5/2/2023	SageView Advisory Group LLC	25,700	$682K	0.0%	-26.7%	0.756%
5/1/2023	Arete Wealth Advisors LLC	18,159	$481.94B	0.0%	N/A	0.534%
4/27/2023	Stratos Wealth Advisors LLC	239,888	$6.37M	0.5%	+42.4%	7.056%
4/26/2023	Chicago Partners Investment Group LLC	13,081	$349K	0.0%	N/A	0.385%
4/26/2023	Stone House Investment Management LLC	1,900	$50K	0.0%	-84.2%	0.056%
4/19/2023	Brookstone Capital Management	453,188	$12.11M	0.2%	+17.1%	13.329%
4/14/2023	AE Wealth Management LLC	220,126	$5.84M	0.0%	+3.5%	9.249%
4/14/2023	KFG Wealth Management LLC	49,022	$1.31M	0.9%	+53.1%	2.060%
2/16/2023	Harbour Investments Inc.	9,381	$247K	0.0%	+24.4%	0.000%
2/15/2023	SageView Advisory Group LLC	35,060	$923K	0.1%	N/A	0.000%
2/15/2023	Smith Anglin Financial LLC	35,633	$938K	0.2%	N/A	0.000%
2/14/2023	Susquehanna International Group LLP	23,847	$628K	0.0%	N/A	0.000%
2/10/2023	CoreCap Advisors LLC	4,111	$108K	0.0%	N/A	0.000%
2/10/2023	Advisor Group Holdings Inc.	51,062	$1.34M	0.0%	+46.4%	0.000%
2/9/2023	Soltis Investment Advisors LLC	292,613	$7.70M	1.0%	N/A	0.000%
2/9/2023	HighTower Advisors LLC	52,840	$1.39M	0.0%	+1.8%	0.000%
2/8/2023	Sound View Wealth Advisors Group LLC	50,100	$1.32M	0.3%	N/A	0.000%
2/8/2023	UBS Group AG	3,808	$100K	0.0%	N/A	0.000%
2/7/2023	Commonwealth Equity Services LLC	55,285	$1.46M	0.0%	-5.8%	0.000%
2/7/2023	B.O.S.S. Retirement Advisors LLC	12,374	$326K	0.1%	N/A	0.000%
1/31/2023	AE Wealth Management LLC	212,681	$5.60M	0.0%	-2.9%	0.000%
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1/27/2023	IFS Advisors LLC	1,130	$30K	0.1%	N/A	0.000%
1/20/2023	Stone House Investment Management LLC	12,008	$316K	0.1%	-11.2%	0.000%
1/19/2023	Stratos Wealth Advisors LLC	168,466	$4.44M	0.4%	+1.7%	0.000%
1/18/2023	KFG Wealth Management LLC	32,010	$843K	0.9%	N/A	0.000%
1/9/2023	Brookstone Capital Management	387,035	$10.19M	0.2%	+6.4%	0.000%

(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, 48 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - February. The most heavily invested institutionals were SageView Advisory Group LLC ($40.60M), Brookstone Capital Management ($16.61M), Stratos Wealth Advisors LLC ($7.37M), Soltis Investment Advisors LLC ($6.26M), Delta Investment Management LLC ($6.07M), AE Wealth Management LLC ($5.84M), and Truist Financial Corp ($3.61M).Learn more on UFEB's institutional investors.
Which institutional investors have been buying Innovator U.S. Equity Ultra Buffer ETF - February stock?: Of the 45 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: SageView Advisory Group LLC ($2.79M), Brookstone Capital Management ($644.77K), Soltis Investment Advisors LLC ($505.25K), Delta Investment Management LLC ($220.79K), Truist Financial Corp ($124.55K), Allworth Financial LP ($96.59K), and Stratos Wealth Advisors LLC ($87.58K).
How much institutional buying is happening at Innovator U.S. Equity Ultra Buffer ETF - February?: Institutional investors have bought a total of 5,048,713 shares in the last 24 months. This purchase volume represents approximately $145.22M in transactions.

Which Innovator U.S. Equity Ultra Buffer ETF - February major shareholders have been selling company stock?: Of the 21 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: Brookstone Capital Management ($468.72K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($58.97K), Osaic Holdings Inc. ($30.64K), HighTower Advisors LLC ($25.29K), KFG Wealth Management LLC ($17.54K), Cambridge Investment Research Advisors Inc. ($17.37K), and Archer Investment Corp ($13.02K).
How much institutional selling is happening at Innovator U.S. Equity Ultra Buffer ETF - February?: Institutional investors have sold a total of 688,991 shares in the last 24 months. This volume of shares sold represents approximately $19.01M in transactions.

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This page (BATS:UFEB) was last updated on 4/19/2024 by MarketBeat.com Staff

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

UFEB Institutional Buying and Selling by Quarter

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

UFEB Institutional Ownership - Frequently Asked Questions

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

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

UFEB Institutional Buying and Selling by Quarter

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

UFEB Institutional Ownership - Frequently Asked Questions