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

$38.05 +0.10 (+0.26%)
As of 04:10 PM Eastern

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)
$147.61M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$90.62M
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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
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%
2/19/2026BFI 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%
2/17/2026 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%
2/16/2026Aptus Capital Advisors LLC7,300$269K0.0%+11.5%0.095%
2/13/2026Arete Wealth Advisors LLC7,368$271K0.0%-5.2%0.096%
2/12/2026 Commonwealth Equity Services LLC110,968$4.08M0.0%-2.9%1.441%
2/12/2026Steward Partners Investment Advisory LLC774$28K0.0%-88.6%0.010%
2/10/2026 Founders 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%
2/6/2026 RPS 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%
2/4/2026 World Investment Advisors108,822$3.95M0.1%-0.6%1.413%
2/4/2026Trek Financial LLC35,369$1.30M0.1%-27.3%0.459%
2/3/2026 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%
1/27/2026PFG 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%
11/17/2025Susquehanna 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%
11/13/2025 Financial 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%
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%
11/3/2025Foundations 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%
10/31/2025Trek Financial LLC48,637$1.74M0.1%-42.8%0.632%
10/24/2025Sonoma 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%
9/4/2025Osaic 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%
8/15/2025IHT Wealth Management LLC105,473$3.62M0.1%-18.1%1.370%
8/15/2025Garden State Investment Advisory Services LLC7,850$269K0.1%N/A0.102%
8/14/2025Jane Street Group LLC9,510$326K0.0%-48.3%0.124%
8/14/2025Raymond James Financial Inc.13,564$465K0.0%+30.1%0.176%
8/14/2025NewEdge Advisors LLC15,372$527K0.0%-20.2%0.200%
8/13/2025Trek Financial LLC85,104$2.92M0.2%+275.4%1.105%
8/13/2025Beacon Pointe Advisors LLC18,450$633K0.0%-11.9%0.240%
8/12/2025 Archer Investment Corp24,489$840K0.2%+17.7%0.318%
8/12/2025PKS Advisory Services LLC86,503$2.97M0.7%+1.9%1.123%
8/8/2025Cetera Investment Advisers61,510$2.11M0.0%-17.4%0.799%
8/8/2025 WealthShield Partners LLC7,780$267K0.0%-28.0%0.101%
8/7/2025Allworth Financial LP800$27K0.0%N/A0.010%
8/7/2025PFG Advisors86,816$2.98M0.1%+302.5%1.127%
8/6/2025AE 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%
8/4/2025Atria Investments Inc110,097$3.78M0.0%+4.5%1.430%
8/4/2025 Spire Wealth Management82,460$2.83M0.1%-3.8%1.071%


UFEB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UFEB shares?

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 ($32.60M), 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.

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

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 ($1.01M), 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).

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

Institutional investors have bought a total of 4,277,039 shares in the last 24 months. This purchase volume represents approximately $147.61M in transactions.

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

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).

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

Institutional investors have sold a total of 2,524,378 shares in the last 24 months. This volume of shares sold represents approximately $90.62M in transactions.



This page (BATS:UFEB) was last updated on 5/5/2026 by MarketBeat.com Staff.
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