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Innovator U.S. Equity Ultra Buffer ETF - November (UNOV) Institutional Ownership

$36.31 +0.91 (+2.58%)
Closing price 08/1/2025 03:48 PM Eastern
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$36.32 +0.01 (+0.03%)
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Ultra Buffer ETF - November (BATS:UNOV)

Number of
Institutional Buyers
(last 12 months)
35
Total
Institutional Inflows
(last 12 months)
$96.11M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$60.57M
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UNOV Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Envestnet Asset Management Inc.30,993$1.12M0.0%-3.2%1.348%
7/30/2025 Brookstone Capital Management84,887$3.06M0.0%-94.9%3.691%
7/30/2025 IMG Wealth Management Inc.7,946$287K0.2%-6.6%0.345%
7/25/2025 MGO One Seven LLC99,574$3.59M0.1%-1.1%4.329%
7/23/2025 Castle Rock Wealth Management LLC26,947$981K0.2%-2.9%1.172%
7/21/2025 Ameritas Advisory Services LLC1,100$40K0.0%N/A0.048%
7/14/2025 CRA Financial Services LLC5,875$212K0.0%N/A0.255%
7/14/2025 Buska Wealth Management LLC31,577$1.14M0.3%-24.8%1.373%
7/14/2025 KFG Wealth Management LLC52,386$1.89M0.3%-1.6%2.278%
7/9/2025 Central Valley Advisors LLC48,804$1.76M0.6%-2.9%2.122%
5/19/2025SageView Advisory Group LLC42,946$1.46M0.1%-0.7%1.040%
5/16/2025Arete Wealth Advisors LLC18,347$623K0.0%-10.2%0.444%
5/16/2025Talon Private Wealth LLC966,673$32.83M4.4%+242.3%23.406%
5/15/2025OLD Mission Capital LLC24,218$822K0.0%N/A0.586%
5/14/2025Kestra Advisory Services LLC26,364$895K0.0%-12.1%0.638%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors128,161$4.37M0.3%+14.5%3.103%
5/8/2025 Harbour Investments Inc.1,414$48K0.0%-37.5%0.035%
5/8/2025 MGO One Seven LLC100,732$3.42M0.1%-5.8%2.487%
5/8/2025Arkadios Wealth Advisors10,237$348K0.0%N/A0.253%
5/6/2025Cetera Investment Advisers20,716$703K0.0%+17.1%0.512%
4/30/2025Trek Financial LLC22,037$748K0.1%-62.1%0.544%
4/29/2025Wood Tarver Financial Group LLC4,776$162K0.1%-14.6%0.118%
4/29/2025Envestnet Asset Management Inc.32,028$1.09M0.0%-4.5%0.791%
4/29/2025 Brookstone Capital Management1,648,631$55.97M0.8%+77.3%40.707%
4/23/2025Spire Wealth Management29,728$1.01M0.0%-11.2%0.734%
4/22/2025 Cambridge Investment Research Advisors Inc.15,577$529K0.0%+22.1%0.385%
4/11/2025 KFG Wealth Management LLC53,231$1.81M0.3%-26.2%1.543%
4/9/2025 Buska Wealth Management LLC42,017$1.43M0.4%-3.0%1.218%
4/7/2025FC Advisory LLC6,501$221K0.1%-16.8%0.188%
3/6/2025Wood Tarver Financial Group LLC5,594$193K0.1%N/A0.182%
3/5/2025 Castle Rock Wealth Management LLC27,753$981K0.2%-3.0%0.901%
3/4/2025 Buska Wealth Management LLC43,316$1.50M0.5%+1.2%1.406%
2/25/2025 Armis Advisers LLC16,078$557K0.1%N/A0.522%
2/17/2025Cetera Investment Advisers17,686$612K0.0%+26.6%1.072%
2/14/2025Jane Street Group LLC23,544$815K0.0%+205.6%1.427%
2/14/2025 Three Seasons Wealth LLC11,117$385K0.2%N/A0.674%
2/14/2025 MGO One Seven LLC106,910$3.70M0.1%N/A6.479%
2/13/2025SageView Advisory Group LLC43,246$1.50M0.1%+221.2%2.621%
2/13/2025Advisory Services Network LLC6,676$231K0.0%N/A0.405%
2/13/2025Trek Financial LLC58,190$2.02M0.2%N/A3.527%
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2/13/2025Envestnet Asset Management Inc.33,529$1.16M0.0%+411.1%2.032%
2/12/2025Arete Wealth Advisors LLC20,432$708K0.1%-3.5%1.238%
2/11/2025WorthPointe LLC9,732$337K0.1%N/A0.590%
2/11/2025LPL Financial LLC15,998$554K0.0%+24.6%0.970%
2/10/2025 IMG Wealth Management Inc.8,503$294K0.3%N/A0.515%
2/10/2025 Harbour Investments Inc.2,264$78K0.0%+42.1%0.137%
2/10/2025Commonwealth Equity Services LLC67,868$2.35M0.0%+3.5%4.113%
2/7/2025Novus Advisors LLC5,857$203K0.2%N/A0.355%
2/5/2025Maia Wealth LLC9,002$315K0.1%N/A0.546%
2/4/2025Rothschild Investment LLC3,000$104K0.0%N/A0.182%
2/3/2025 Financial Management Network Inc.8,365$291K0.1%N/A0.507%
1/31/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors111,969$3.88M0.1%+13.3%6.786%
1/31/2025 Truist Financial Corp14,612$506K0.0%N/A0.886%
1/24/2025Spire Wealth Management33,467$1.16M0.0%+103.3%2.028%
1/21/2025 KFG Wealth Management LLC72,176$2.50M0.5%+149.7%4.374%
1/15/2025 Central Valley Advisors LLC50,381$1.74M0.8%+223.8%3.053%
1/15/2025 Fermata Advisors LLC10,103$350K0.1%N/A0.612%
1/13/2025 AdvisorNet Financial Inc2,828$98K0.0%N/A0.171%
1/13/2025 Brookstone Capital Management929,814$32.19M0.5%+1,089.6%56.352%
1/7/2025FC Advisory LLC7,817$271K0.1%N/A0.474%
12/26/2024JPMorgan Chase & Co.6,999$237K0.0%-30.4%0.424%
11/18/2024Arete Wealth Advisors LLC21,173$717K0.1%-11.5%1.283%
11/15/2024Jane Street Group LLC7,705$261K0.0%-62.0%0.467%
10/10/2024 CRA Financial Services LLC6,375$216K0.0%-15.3%0.386%
10/8/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors98,841$3.35M0.3%+7.9%5.990%
10/8/2024 Brookstone Capital Management78,165$2.65M0.0%-1.5%4.737%
10/5/2024 Central Valley Advisors LLC15,561$527K0.3%-25.5%0.943%
8/13/2024AE Wealth Management LLC21,528$717K0.0%-8.1%1.305%
8/2/2024Archer Investment Corp10,290$343K0.1%-7.5%0.624%
7/31/2024Spire Wealth Management21,217$707K0.0%-14.0%1.286%
7/18/2024 Brookstone Capital Management79,373$2.66M0.0%-6.5%4.810%
7/18/2024 Triad Wealth Partners LLC2,234$74K0.0%N/A0.135%
5/24/2024Cetera Advisors LLC11,231$367K0.0%N/A0.681%
5/3/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors43,466$1.42M0.2%-12.5%2.634%
4/29/2024Commonwealth Equity Services LLC65,292$2.14M0.0%-1.3%3.957%
4/24/2024Spire Wealth Management24,657$806K0.0%-10.1%1.494%
4/17/2024 CRA Financial Services LLC7,525$246K0.1%-30.0%0.456%
4/15/2024 Brookstone Capital Management84,906$2.78M0.0%+0.6%5.146%
4/11/2024 RFG Advisory LLC6,987$228K0.0%N/A0.518%
2/16/2024SageView Advisory Group LLC434,424$13.74M0.5%N/A32.180%
2/9/2024SageView Advisory Group LLC434,424$13.74M0.4%N/A32.180%
2/9/2024 Central Valley Advisors LLC20,927$662K0.4%N/A1.550%
2/6/2024Spire Wealth Management27,430$875K0.0%N/A2.032%
2/1/2024 CRA Financial Services LLC10,750$340K0.1%-23.6%0.796%
1/31/2024 KFG Wealth Management LLC34,567$1.09M0.5%-23.9%2.561%
1/31/2024Archer Investment Corp11,627$368K0.1%-46.9%0.861%
1/17/2024 Atticus Wealth Management LLC21,778$689K0.2%-47.8%1.613%
1/16/2024Raymond James Financial Services Advisors Inc.24,987$791K0.0%+102.0%1.851%
1/11/2024 Brookstone Capital Management84,375$2.67M0.1%+564.4%6.250%
11/8/2023Archer Investment Corp21,879$663K0.2%-4.9%1.621%
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11/2/2023C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors51,818$1.57M0.2%-45.2%3.838%
10/24/2023Raymond James Financial Services Advisors Inc.12,367$375K0.0%-13.9%0.916%
10/24/2023 Cambridge Investment Research Advisors Inc.16,449$499K0.0%-3.2%1.218%
10/17/2023 KFG Wealth Management LLC45,446$1.38M0.7%-3.2%3.366%
10/13/2023 CRA Financial Services LLC14,075$427K0.1%-12.4%1.043%
10/10/2023 DHJJ Financial Advisors Ltd.1,708$52K0.0%N/A0.127%
8/10/2023Osaic Holdings Inc.95,680$2.94M0.0%-51.0%7.087%
8/10/2023Cetera Investment Advisers11,870$365K0.0%-53.2%0.879%
8/8/2023Archer Investment Corp23,014$708K0.3%-20.1%1.705%
8/1/2023 Truist Financial Corp45,418$1.40M0.0%-1.7%3.364%
(Data available from 1/1/2016 forward)

UNOV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UNOV shares?

During the previous two years, 48 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - November. The most heavily invested institutionals were Talon Private Wealth LLC ($32.83M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($4.37M), MGO One Seven LLC ($3.59M), Brookstone Capital Management ($3.06M), Osaic Holdings Inc. ($2.94M), Commonwealth Equity Services LLC ($2.35M), and KFG Wealth Management LLC ($1.89M).Learn more on Innovator U.S. Equity Ultra Buffer ETF - November's institutional investors.

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

Of the 40 institutional investors that purchased Innovator U.S. Equity Ultra Buffer ETF - November's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brookstone Capital Management ($1.64M), SageView Advisory Group LLC ($898.63K), Talon Private Wealth LLC ($684.29K), MGO One Seven LLC ($106.91K), Trek Financial LLC ($58.19K), Central Valley Advisors LLC ($55.75K), and Spire Wealth Management ($44.44K).

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

Institutional investors have bought a total of 2,801,064 shares in the last 24 months. This purchase volume represents approximately $96.11M in transactions.

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

Of the 20 institutional investors that sold Innovator U.S. Equity Ultra Buffer ETF - November's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brookstone Capital Management ($1.56M), Trek Financial LLC ($36.15K), KFG Wealth Management LLC ($19.79K), Jane Street Group LLC ($12.57K), Buska Wealth Management LLC ($11.74K), MGO One Seven LLC ($7.34K), and Central Valley Advisors LLC ($6.81K).

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

Institutional investors have sold a total of 1,686,434 shares in the last 24 months. This volume of shares sold represents approximately $60.57M in transactions.



This page (BATS:UNOV) was last updated on 8/2/2025 by MarketBeat.com Staff
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