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

$36.08 +0.68 (+1.93%)
As of 07/7/2025 02:56 PM Eastern
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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)
34
Total
Institutional Inflows
(last 12 months)
$95.93M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$3.94M
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UNOV Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/8/2025Harbour Investments Inc.1,414$48K0.0%-37.5%0.035%
5/8/2025MGO 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%
4/29/2025Brookstone Capital Management1,648,631$55.97M0.8%+77.3%40.707%
4/23/2025Spire Wealth Management29,728$1.01M0.0%-11.2%0.734%
4/22/2025Cambridge Investment Research Advisors Inc.15,577$529K0.0%+22.1%0.385%
4/11/2025KFG Wealth Management LLC53,231$1.81M0.3%-26.2%1.543%
4/9/2025Buska 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%
3/5/2025Castle Rock Wealth Management LLC27,753$981K0.2%-3.0%0.901%
3/4/2025Buska Wealth Management LLC43,316$1.50M0.5%+1.2%1.406%
2/25/2025Armis 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%
2/14/2025Three Seasons Wealth LLC11,117$385K0.2%N/A0.674%
2/14/2025MGO 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%
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%
2/10/2025IMG Wealth Management Inc.8,503$294K0.3%N/A0.515%
2/10/2025Harbour 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%
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2/3/2025Financial 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%
1/31/2025Truist Financial Corp14,612$506K0.0%N/A0.886%
1/24/2025Spire Wealth Management33,467$1.16M0.0%+103.3%2.028%
1/21/2025KFG Wealth Management LLC72,176$2.50M0.5%+149.7%4.374%
1/15/2025Central Valley Advisors LLC50,381$1.74M0.8%+223.8%3.053%
1/15/2025Fermata Advisors LLC10,103$350K0.1%N/A0.612%
1/13/2025AdvisorNet Financial Inc2,828$98K0.0%N/A0.171%
1/13/2025Brookstone 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%
10/10/2024CRA 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%
10/8/2024Brookstone Capital Management78,165$2.65M0.0%-1.5%4.737%
10/5/2024Central 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%
7/18/2024Brookstone Capital Management79,373$2.66M0.0%-6.5%4.810%
7/18/2024Triad 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%
4/17/2024CRA Financial Services LLC7,525$246K0.1%-30.0%0.456%
4/15/2024Brookstone Capital Management84,906$2.78M0.0%+0.6%5.146%
4/11/2024RFG 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%
2/9/2024Central Valley Advisors LLC20,927$662K0.4%N/A1.550%
2/6/2024Spire Wealth Management27,430$875K0.0%N/A2.032%
2/1/2024CRA Financial Services LLC10,750$340K0.1%-23.6%0.796%
1/31/2024KFG Wealth Management LLC34,567$1.09M0.5%-23.9%2.561%
1/31/2024Archer Investment Corp11,627$368K0.1%-46.9%0.861%
1/17/2024Atticus 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%
1/11/2024Brookstone Capital Management84,375$2.67M0.1%+564.4%6.250%
11/8/2023Archer Investment Corp21,879$663K0.2%-4.9%1.621%
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%
10/24/2023Cambridge Investment Research Advisors Inc.16,449$499K0.0%-3.2%1.218%
10/17/2023KFG Wealth Management LLC45,446$1.38M0.7%-3.2%3.366%
10/13/2023CRA Financial Services LLC14,075$427K0.1%-12.4%1.043%
10/10/2023DHJJ 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%
8/1/2023Truist Financial Corp45,418$1.40M0.0%-1.7%3.364%
A grave, grave error. (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
7/25/2023Raymond James Financial Services Advisors Inc.14,367$442K0.0%-2.4%0.830%
7/21/2023C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors94,546$2.91M0.4%-12.2%5.465%
7/18/2023KFG Wealth Management LLC46,967$1.45M0.8%-0.9%2.715%
7/11/2023CRA Financial Services LLC16,075$494K0.1%-15.3%0.929%
7/11/2023Brookstone Capital Management41,662$1.28M0.0%+4.2%2.408%
5/12/2023Castle Rock Wealth Management LLC29,082$849K0.3%-2.7%1.643%
5/9/2023Archer Investment Corp28,810$834K0.3%-10.0%1.628%
5/9/2023Spire Wealth Management9,110$264K0.0%-56.7%0.515%
5/8/2023WealthShield Partners LLC2,400$70K0.0%N/A0.136%
5/5/2023C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors107,704$3.12M0.5%+98.1%6.085%
(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, 47 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - November. The most heavily invested institutionals were Brookstone Capital Management ($55.97M), Talon Private Wealth LLC ($32.83M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($4.37M), MGO One Seven LLC ($3.42M), Osaic Holdings Inc. ($2.94M), Commonwealth Equity Services LLC ($2.35M), and KFG Wealth Management LLC ($1.81M).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 38 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 2,796,323 shares in the last 24 months. This purchase volume represents approximately $95.93M 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: Trek Financial LLC ($36.15K), KFG Wealth Management LLC ($18.95K), Jane Street Group LLC ($12.57K), Spire Wealth Management ($7.18K), Brookstone Capital Management ($6.74K), MGO One Seven LLC ($6.18K), and Arete Wealth Advisors LLC ($5.57K).

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

Institutional investors have sold a total of 116,182 shares in the last 24 months. This volume of shares sold represents approximately $3.94M in transactions.


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This page (BATS:UNOV) was last updated on 7/8/2025 by MarketBeat.com Staff
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