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

$41.34 -0.03 (-0.07%)

As of 09:39 AM Eastern

Number of Institutional Buyers (last 12 months): 69
Total Institutional Inflows (last 12 months): $248.50M

Number of Institutional Sellers (last 12 months): 25
Total Institutional Outflows (last 12 months): $40.86M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/23/2026	Envestnet Asset Management Inc.	976,245	$39.21M	0.0%	+2,190.1%	42.445%
9/11/2026	Bullseye Investment Management LLC	330,724	$13.28M	6.6%	N/A	14.379%
9/11/2026	Talon Private Wealth LLC	121,065	$4.86M	0.6%	-87.5%	5.264%
9/9/2026	Sequoia Financial Advisors LLC	10,984	$441K	0.0%	N/A	0.478%
9/9/2026	Capital Analysts LLC	119,254	$4.79M	0.1%	+4,418.9%	5.185%
9/9/2026	Insight Wealth Partners LLC	12,163	$488K	0.1%	N/A	0.529%
9/9/2026	Integrated Wealth Concepts LLC	14,115	$567K	0.0%	N/A	0.614%
9/9/2026	RFG Advisory LLC	57,249	$2.30M	0.0%	N/A	2.489%
9/9/2026	NewEdge Advisors LLC	162,333	$6.52M	0.0%	N/A	7.058%
9/9/2026	IFP Advisors Inc	237,883	$9.55M	0.2%	+150.9%	10.343%
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9/8/2026	Allworth Financial LP	10,588	$425K	0.0%	N/A	0.460%
9/2/2026	Citadel Advisors LLC	62,005	$2.49M	0.0%	+170.0%	2.696%
8/26/2026	HORAN Wealth LLC	11,838	$475K	0.1%	N/A	0.515%
8/26/2026	Schulz Wealth LTD.	17,285	$694K	0.4%	N/A	0.752%
8/23/2026	Ameritas Advisory Services LLC	22,998	$924K	0.0%	N/A	1.000%
8/23/2026	Straight Path Wealth Management	11,755	$472K	0.1%	N/A	0.511%
8/23/2026	Yarger Wealth Strategies LLC	97,559	$3.92M	1.4%	N/A	4.242%
8/23/2026	HB Wealth Management LLC	21,701	$872K	0.0%	N/A	0.944%
8/23/2026	Clay Northam Wealth Management LLC	32,729	$1.31M	0.6%	N/A	1.423%
8/22/2026	Three Seasons Wealth LLC	106,657	$4.28M	0.4%	+859.4%	4.637%
8/22/2026	Wheelhouse Advisory Group LLC	6,020	$242K	0.1%	N/A	0.262%
8/22/2026	Concurrent Investment Advisors LLC	70,607	$2.84M	0.0%	N/A	3.070%
8/21/2026	KFG Wealth Management LLC	155,410	$6.24M	0.7%	+250.3%	6.757%
8/21/2026	WorthPointe LLC	16,039	$644K	0.2%	N/A	0.697%
8/21/2026	Continuum Advisory LLC	51,503	$2.07M	0.2%	N/A	2.239%
8/21/2026	Orion Capital Management LLC	63,522	$2.55M	0.8%	N/A	2.762%
8/21/2026	Firestone Capital Management	23,478	$943K	0.2%	N/A	1.021%
8/21/2026	Atticus Wealth Management LLC	79,093	$3.18M	0.8%	+263.2%	3.439%
8/21/2026	Beacon Financial Advisory LLC	44,694	$1.80M	0.4%	N/A	1.943%
8/21/2026	Retirement Income Solutions Inc.	53,693	$2.36M	0.4%	N/A	2.334%
8/21/2026	Bedel Financial Consulting Inc.	27,135	$1.09M	0.1%	N/A	1.180%
8/21/2026	Triumph Capital Management	23,944	$962K	0.2%	+7.9%	1.041%
8/20/2026	Gill Capital Partners LLC	227,816	$9.15M	2.4%	N/A	9.905%
7/10/2026	Buska Wealth Management LLC	10,464	$420K	0.2%	-23.4%	0.455%
7/10/2026	FC Advisory LLC	5,235	$210K	0.1%	-23.5%	0.228%
5/19/2026	Arkadios Wealth Advisors	14,524	$541K	0.0%	+10.8%	0.631%
5/18/2026	Talon Private Wealth LLC	966,804	$36.03M	4.8%	N/A	42.035%
5/13/2026	Cetera Investment Advisers	24,072	$897K	0.0%	-43.8%	1.047%
5/6/2026	Independent Financial Group LLC	7,300	$272K	0.0%	N/A	0.317%
5/4/2026	Kellett Wealth Advisors LLC	70,769	$2.64M	1.4%	-12.5%	3.077%
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5/1/2026	WealthShield Partners LLC	11,257	$420K	0.0%	-8.2%	0.489%
4/30/2026	ATX Financial Planning LLC	8,113	$302K	0.2%	-18.2%	0.353%
4/30/2026	Kestra Advisory Services LLC	68,182	$2.54M	0.0%	+4.2%	2.964%
4/30/2026	Money Concepts Capital Corp	22,668	$845K	0.0%	N/A	0.986%
4/22/2026	Cornerstone Wealth Group LLC	10,280	$399K	0.0%	-2.5%	0.447%
4/21/2026	KFG Wealth Management LLC	44,361	$1.65M	0.2%	-5.1%	1.929%
4/17/2026	Financial Management Network Inc.	7,950	$303K	0.0%	-5.0%	0.346%
4/17/2026	Brookstone Capital Management	1,707,236	$63.63M	0.7%	+0.7%	74.228%
4/16/2026	CWC Advisors LLC.	12,446	$464K	0.2%	+10.4%	0.541%
2/19/2026	ATX Financial Planning LLC	9,923	$378K	0.3%	N/A	0.431%
2/18/2026	OLD Mission Capital LLC	20,633	$785K	0.0%	-50.3%	0.897%
2/18/2026	IHT Wealth Management LLC	69,462	$2.67M	0.1%	+274.0%	3.020%
2/17/2026	Cetera Investment Advisers	42,817	$1.63M	0.0%	+101.9%	1.862%
2/17/2026	Osaic Holdings Inc.	149,524	$5.69M	0.0%	+16.4%	6.501%
2/17/2026	Advisory Services Network LLC	8,178	$311K	0.0%	+22.5%	0.356%
2/16/2026	MML Investors Services LLC	36,084	$1.37M	0.0%	+24.0%	1.569%
2/16/2026	Barclays PLC	1,231	$47K	0.0%	-68.9%	0.054%
2/16/2026	Aptus Capital Advisors LLC	2,700	$103K	0.0%	+500.0%	0.117%
2/13/2026	Kestra Advisory Services LLC	65,409	$2.49M	0.0%	+155.7%	2.844%
2/13/2026	Arkadios Wealth Advisors	13,106	$499K	0.0%	N/A	0.570%
2/12/2026	Triumph Capital Management	21,264	$809K	0.2%	N/A	0.925%
2/12/2026	Commonwealth Equity Services LLC	63,401	$2.41M	0.0%	+1.4%	2.757%
2/11/2026	Capital Analysts LLC	2,639	$100K	0.0%	N/A	0.115%
2/11/2026	LPL Financial LLC	23,777	$905K	0.0%	+31.8%	1.034%
2/10/2026	Foundations Investment Advisors LLC	22,025	$838K	0.0%	+88.7%	0.958%
2/9/2026	Harbour Investments Inc.	1,028	$39K	0.0%	-27.3%	0.045%
2/6/2026	IFP Advisors Inc	94,828	$3.61M	0.1%	N/A	4.123%
2/6/2026	HighTower Advisors LLC	48,952	$1.86M	0.0%	N/A	2.128%
2/5/2026	IMG Wealth Management Inc.	12,822	$488K	0.3%	+71.8%	0.557%
2/5/2026	Castle Rock Wealth Management LLC	24,649	$942K	0.2%	-7.5%	1.072%
2/4/2026	Trek Financial LLC	42,365	$1.61M	0.1%	+398.2%	1.842%
2/3/2026	MGO One Seven LLC	60,561	$2.31M	0.0%	-37.6%	2.633%
2/3/2026	WealthShield Partners LLC	12,266	$467K	0.1%	N/A	0.533%
2/2/2026	Truist Financial Corp	14,347	$546K	0.0%	-2.7%	0.624%
1/30/2026	Sigma Planning Corp	5,275	$201K	0.0%	N/A	0.229%
1/30/2026	Archer Investment Corp	1,919	$73K	0.0%	+287.7%	0.083%
1/27/2026	Berger Financial Group Inc	22,040	$839K	0.0%	N/A	0.958%
1/26/2026	CWC Advisors LLC.	11,276	$429K	0.2%	N/A	0.490%
1/26/2026	O Connor Financial Group LLC	35,972	$1.38M	0.5%	N/A	1.564%
1/26/2026	Cornerstone Wealth Group LLC	10,542	$401K	0.0%	N/A	0.458%
1/26/2026	WorthPointe LLC	6,591	$251K	0.1%	-32.3%	0.287%
1/23/2026	Optima Capital LLC	700	$27K	0.0%	N/A	0.030%
1/23/2026	Kellett Wealth Advisors LLC	80,900	$3.08M	1.8%	N/A	3.517%
1/23/2026	DHJJ Financial Advisors Ltd.	5,532	$211K	0.1%	+1,375.2%	0.241%
1/22/2026	Buska Wealth Management LLC	18,396	$700K	0.3%	-26.0%	0.800%
1/20/2026	C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors	144,030	$5.48M	0.3%	-5.9%	6.262%
1/15/2026	4J Wealth Management LLC	135,531	$5.16M	3.0%	N/A	5.893%
1/15/2026	Brookstone Capital Management	1,695,601	$64.53M	0.7%	+1,901.5%	73.722%
1/14/2026	Lantz Financial LLC	17,087	$650K	0.1%	N/A	0.743%
1/14/2026	Spire Wealth Management	63,725	$2.43M	0.1%	+265.0%	2.771%
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1/14/2026	Chris Bulman Inc	7,050	$268K	0.1%	N/A	0.307%
1/12/2026	Central Valley Advisors LLC	82,218	$3.13M	0.9%	+68.5%	3.575%
11/17/2025	Susquehanna International Group LLP	40,666	$1.52M	0.0%	+74.2%	1.768%
11/17/2025	Citadel Advisors LLC	5,812	$218K	0.0%	N/A	0.253%
11/14/2025	Raymond James Financial Inc.	6,772	$254K	0.0%	-8.3%	0.294%
11/13/2025	UBS Group AG	37,729	$1.41M	0.0%	+23.1%	1.640%
11/13/2025	SageView Advisory Group LLC	37,408	$1.40M	0.0%	-10.8%	1.626%
11/12/2025	Arete Wealth Advisors LLC	14,280	$535K	0.0%	-18.3%	0.621%
11/12/2025	Buska Wealth Management LLC	24,854	$931K	0.3%	-21.3%	1.081%
11/5/2025	IMG Wealth Management Inc.	7,465	$280K	0.2%	-6.1%	0.325%

UNOV Institutional Ownership - Frequently Asked Questions

During the previous two years, 96 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 ($63.63M), Envestnet Asset Management Inc. ($39.21M), Bullseye Investment Management LLC ($13.28M), IFP Advisors Inc ($9.55M), Gill Capital Partners LLC ($9.15M), Tableaux LLC ($8.38M), and NewEdge Advisors LLC ($6.52M).Learn more on Innovator U.S. Equity Ultra Buffer ETF - November's institutional investors.

Of the 91 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 ($3.19M), Talon Private Wealth LLC ($1.65M), Envestnet Asset Management Inc. ($960.59K), Bullseye Investment Management LLC ($330.72K), IFP Advisors Inc ($237.91K), Tableaux LLC ($232.21K), and Gill Capital Partners LLC ($227.82K).

Institutional investors have bought a total of 6,391,161 shares in the last 24 months. This purchase volume represents approximately $248.50M in transactions.

Of the 25 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: Talon Private Wealth LLC ($845.74K), MGO One Seven LLC ($39.01K), Envestnet Asset Management Inc. ($21.95K), OLD Mission Capital LLC ($20.92K), Cetera Investment Advisers ($18.75K), Buska Wealth Management LLC ($16.38K), and Trek Financial LLC ($13.53K).

Institutional investors have sold a total of 1,028,234 shares in the last 24 months. This volume of shares sold represents approximately $40.86M in transactions.

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Institutional ownership data for BATS:UNOV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.

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

UNOV Institutional Buying and Selling by Quarter

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

UNOV Institutional Ownership - Frequently Asked Questions

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

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

UNOV Institutional Buying and Selling by Quarter

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

UNOV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UNOV shares?

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

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

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

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