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

$39.41 +0.15 (+0.38%)
As of 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
48
Total
Institutional Inflows
(last 12 months)
$134.69M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$64.42M
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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
5/4/2026 Kellett Wealth Advisors LLC70,769$2.64M1.4%-12.5%3.077%
5/1/2026 WealthShield Partners LLC11,257$420K0.0%-8.2%0.489%
4/30/2026 ATX Financial Planning LLC8,113$302K0.2%-18.2%0.353%
4/30/2026 Kestra Advisory Services LLC68,182$2.54M0.0%+4.2%2.964%
4/30/2026 Money Concepts Capital Corp22,668$845K0.0%N/A0.986%
4/22/2026 Cornerstone Wealth Group LLC10,280$399K0.0%-2.5%0.447%
4/21/2026 KFG Wealth Management LLC44,361$1.65M0.2%-5.1%1.929%
4/17/2026 Financial Management Network Inc.7,950$303K0.0%-5.0%0.346%
4/17/2026 Brookstone Capital Management1,707,236$63.63M0.7%+0.7%74.228%
4/16/2026 CWC Advisors LLC.12,446$464K0.2%+10.4%0.541%
2/19/2026 ATX Financial Planning LLC9,923$378K0.3%N/A0.431%
2/18/2026OLD Mission Capital LLC20,633$785K0.0%-50.3%0.897%
2/18/2026IHT Wealth Management LLC69,462$2.67M0.1%+274.0%3.020%
2/17/2026Cetera Investment Advisers42,817$1.63M0.0%+101.9%1.862%
2/17/2026Osaic Holdings Inc.149,524$5.69M0.0%+16.4%6.501%
2/17/2026Advisory Services Network LLC8,178$311K0.0%+22.5%0.356%
2/16/2026 MML Investors Services LLC36,084$1.37M0.0%+24.0%1.569%
2/16/2026Barclays PLC1,231$47K0.0%-68.9%0.054%
2/16/2026Aptus Capital Advisors LLC2,700$103K0.0%+500.0%0.117%
2/13/2026 Kestra Advisory Services LLC65,409$2.49M0.0%+155.7%2.844%
2/13/2026Arkadios Wealth Advisors13,106$499K0.0%N/A0.570%
2/12/2026Triumph Capital Management21,264$809K0.2%N/A0.925%
2/12/2026 Commonwealth Equity Services LLC63,401$2.41M0.0%+1.4%2.757%
2/11/2026Capital Analysts LLC2,639$100K0.0%N/A0.115%
2/11/2026LPL Financial LLC23,777$905K0.0%+31.8%1.034%
2/10/2026Foundations Investment Advisors LLC22,025$838K0.0%+88.7%0.958%
2/9/2026Harbour Investments Inc.1,028$39K0.0%-27.3%0.045%
2/6/2026 IFP Advisors Inc94,828$3.61M0.1%N/A4.123%
2/6/2026HighTower Advisors LLC48,952$1.86M0.0%N/A2.128%
2/5/2026IMG Wealth Management Inc.12,822$488K0.3%+71.8%0.557%
2/5/2026 Castle Rock Wealth Management LLC24,649$942K0.2%-7.5%1.072%
2/4/2026Trek Financial LLC42,365$1.61M0.1%+398.2%1.842%
2/3/2026MGO One Seven LLC60,561$2.31M0.0%-37.6%2.633%
2/3/2026 WealthShield Partners LLC12,266$467K0.1%N/A0.533%
2/2/2026 Truist Financial Corp14,347$546K0.0%-2.7%0.624%
1/30/2026 Sigma Planning Corp5,275$201K0.0%N/A0.229%
1/30/2026 Archer Investment Corp1,919$73K0.0%+287.7%0.083%
1/27/2026 Berger Financial Group Inc22,040$839K0.0%N/A0.958%
1/26/2026 CWC Advisors LLC.11,276$429K0.2%N/A0.490%
1/26/2026 O Connor Financial Group LLC35,972$1.38M0.5%N/A1.564%
1/26/2026 Cornerstone Wealth Group LLC10,542$401K0.0%N/A0.458%
1/26/2026WorthPointe LLC6,591$251K0.1%-32.3%0.287%
1/23/2026Optima Capital LLC700$27K0.0%N/A0.030%
1/23/2026 Kellett Wealth Advisors LLC80,900$3.08M1.8%N/A3.517%
1/23/2026 DHJJ Financial Advisors Ltd.5,532$211K0.1%+1,375.2%0.241%
1/22/2026 Buska Wealth Management LLC18,396$700K0.3%-26.0%0.800%
1/20/2026 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors144,030$5.48M0.3%-5.9%6.262%
1/15/20264J Wealth Management LLC135,531$5.16M3.0%N/A5.893%
1/15/2026 Brookstone Capital Management1,695,601$64.53M0.7%+1,901.5%73.722%
1/14/2026 Lantz Financial LLC17,087$650K0.1%N/A0.743%
1/14/2026 Spire Wealth Management63,725$2.43M0.1%+265.0%2.771%
1/14/2026 Chris Bulman Inc7,050$268K0.1%N/A0.307%
1/12/2026 Central Valley Advisors LLC82,218$3.13M0.9%+68.5%3.575%
11/17/2025Susquehanna International Group LLP40,666$1.52M0.0%+74.2%1.768%
11/17/2025Citadel Advisors LLC5,812$218K0.0%N/A0.253%
11/14/2025Raymond James Financial Inc.6,772$254K0.0%-8.3%0.294%
11/13/2025UBS Group AG37,729$1.41M0.0%+23.1%1.640%
11/13/2025SageView Advisory Group LLC37,408$1.40M0.0%-10.8%1.626%
11/12/2025Arete Wealth Advisors LLC14,280$535K0.0%-18.3%0.621%
11/12/2025 Buska Wealth Management LLC24,854$931K0.3%-21.3%1.081%
11/5/2025IMG Wealth Management Inc.7,465$280K0.2%-6.1%0.325%
11/5/2025 Envestnet Asset Management Inc.9,043$339K0.0%-70.8%0.393%
11/3/2025Foundations Investment Advisors LLC11,675$437K0.0%N/A0.508%
10/31/2025Trek Financial LLC8,504$319K0.0%-61.4%0.370%
10/24/2025MGO One Seven LLC97,006$3.64M0.1%-2.6%4.218%
10/23/2025 Spire Wealth Management17,461$654K0.0%-11.0%0.759%
10/21/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors153,045$5.74M0.3%+8.7%6.654%
10/16/2025 Castle Rock Wealth Management LLC26,657$1M0.2%-1.1%1.159%
10/7/2025 KFG Wealth Management LLC47,002$1.76M0.3%-10.3%2.044%
9/4/2025Osaic Holdings Inc.133,083$4.80M0.0%+4.8%5.786%
8/29/2025 Evolution Wealth Management Inc.1,336$48K0.1%N/A0.058%
8/15/2025IHT Wealth Management LLC82,802$2.99M0.1%-15.8%3.600%
8/14/2025Jane Street Group LLC8,573$309K0.0%N/A0.373%
8/14/2025Raymond James Financial Inc.7,387$267K0.0%N/A0.321%
8/13/2025SageView Advisory Group LLC41,922$1.54M0.1%-2.4%1.823%
8/13/2025RK Capital Management LLC FL107,130$3.87M0.0%N/A4.658%
8/12/2025Tableaux LLC232,212$8.38M0.6%N/A10.096%
8/8/2025Cetera Investment Advisers21,023$759K0.0%+1.5%0.914%
8/6/2025AE Wealth Management LLC22,374$808K0.0%-7.0%0.973%
8/5/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors140,841$5.08M0.5%+9.9%6.124%
8/4/2025 Spire Wealth Management19,629$708K0.0%-34.0%0.853%
8/1/2025 Envestnet 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%
7/30/2025IMG Wealth Management Inc.7,946$287K0.2%-6.6%0.345%
7/25/2025MGO 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%
7/21/2025Ameritas 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%
5/8/2025Harbour 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%


UNOV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UNOV shares?

During the previous two years, 74 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), Talon Private Wealth LLC ($32.83M), Tableaux LLC ($8.38M), Osaic Holdings Inc. ($5.69M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($5.48M), 4J Wealth Management LLC ($5.16M), and RK Capital Management LLC FL ($3.87M).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 69 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 ($684.29K), Tableaux LLC ($232.21K), 4J Wealth Management LLC ($135.53K), RK Capital Management LLC FL ($107.13K), MGO One Seven LLC ($106.91K), and IFP Advisors Inc ($94.83K).

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

Institutional investors have bought a total of 3,639,752 shares in the last 24 months. This purchase volume represents approximately $134.69M in transactions.

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

Of the 27 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), MGO One Seven LLC ($46.35K), Buska Wealth Management LLC ($23.62K), Envestnet Asset Management Inc. ($22.99K), OLD Mission Capital LLC ($20.92K), IHT Wealth Management LLC ($15.52K), and Trek Financial LLC ($13.53K).

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

Institutional investors have sold a total of 1,780,375 shares in the last 24 months. This volume of shares sold represents approximately $64.42M in transactions.


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