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Innovator U.S. Equity Ultra Buffer ETF - December (UDEC) Institutional Ownership

$35.64 +0.67 (+1.92%)
As of 01/21/2025 03:42 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Ultra Buffer ETF - December (BATS:UDEC)

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$73.33M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$22.10M
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UDEC Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025KFG Wealth Management LLC75,082$2.64M0.5%+40.7%2.802%
1/21/2025Encompass More Asset Management163,044$5.72M1.9%N/A6.084%
1/15/2025 Ameritas Advisory Services LLC43,537$1.53M0.1%N/A1.625%
1/15/2025 Central Valley Advisors LLC46,825$1.64M0.7%N/A1.747%
1/15/2025 Fermata Advisors LLC28,892$1.01M0.2%N/A1.078%
1/14/2025 Accurate Wealth Management LLC6,733$236K0.0%N/A0.251%
1/13/2025 Brookstone Capital Management955,217$33.52M0.5%+780.7%35.642%
1/10/2025 Sugarloaf Wealth Management LLC4,400$154K0.0%+14.3%0.164%
11/18/2024Arete Wealth Advisors LLC52,109$1.82M0.2%-4.6%1.944%
11/15/2024MML Investors Services LLC24,823$869K0.0%-8.0%0.926%
11/15/2024Jane Street Group LLC17,061$597K0.0%-32.8%0.637%
11/15/2024Wolverine Trading LLC15,583$545K0.0%+67.3%0.581%
11/15/2024HighTower Advisors LLC24,216$846K0.0%-27.0%0.904%
11/6/2024Archer Investment Corp3,956$138K0.0%-77.5%0.148%
10/25/2024Strategic Blueprint LLC33,307$1.17M0.1%-10.8%1.243%
10/24/2024 Wealth Enhancement Advisory Services LLC5,720$200K0.0%N/A0.213%
10/9/2024Castle Rock Wealth Management LLC48,209$1.69M0.4%-6.1%1.799%
10/8/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors96,569$3.38M0.3%+7.6%3.603%
10/8/2024 Brookstone Capital Management108,465$3.80M0.1%-0.5%4.047%
8/22/2024Cetera Investment Advisers29,761$1.02M0.0%-17.4%1.110%
8/16/2024NewEdge Advisors LLC52,901$1.81M0.0%-14.2%1.974%
8/13/2024AE Wealth Management LLC13,974$479K0.0%-4.6%0.521%
8/7/2024MGO One Seven LLC115,312$3.95M0.2%-23.5%4.303%
8/2/2024Archer Investment Corp17,613$604K0.2%-8.4%0.657%
8/2/2024 Octavia Wealth Advisors LLC26,355$904K0.1%+3.2%0.983%
7/31/2024Spire Wealth Management42,214$1.45M0.1%-11.0%1.575%
7/31/2024Commonwealth Equity Services LLC118,032$4.05M0.0%+4.4%4.404%
7/20/2024Milestone Asset Management LLC97,110$3.33M0.8%-7.5%3.624%
7/19/2024KFG Wealth Management LLC63,539$2.18M0.9%-1.4%2.371%
7/18/2024 Brookstone Capital Management109,048$3.76M0.1%-80.7%4.069%
7/18/2024Triad Wealth Partners LLC992$34K0.0%N/A0.037%
5/24/2024Cetera Advisors LLC25,446$850K0.0%+27.0%0.949%
5/3/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors42,608$1.42M0.2%-14.0%1.590%
4/29/2024Commonwealth Equity Services LLC113,098$3.78M0.0%-5.2%4.220%
4/23/2024Milestone Asset Management LLC105,017$3.51M1.0%-0.5%3.890%
4/23/2024 Accurate Wealth Management LLC7,177$235K0.1%N/A0.266%
4/19/2024KFG Wealth Management LLC64,461$2.15M0.9%-4.7%2.387%
4/15/2024 Brookstone Capital Management565,820$18.91M0.3%+6.1%20.956%
2/16/2024SageView Advisory Group LLC407,848$13.07M0.4%N/A16.120%
2/15/2024Garden State Investment Advisory Services LLC25,380$813K0.3%N/A1.003%
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2/14/2024MGO One Seven LLC146,057$4.68M0.3%+3.8%5.773%
2/12/2024Steward Partners Investment Advisory LLC10,834$347K0.0%N/A0.428%
2/9/2024Advisory Services Network LLC17,513$561K0.0%N/A0.692%
2/9/2024SageView Advisory Group LLC407,848$13.07M0.4%N/A16.120%
2/8/2024Foundations Investment Advisors LLC98,010$3.19M0.1%-3.1%3.874%
2/7/2024Berger Financial Group Inc25,506$817K0.1%+137.1%1.008%
2/6/2024Spire Wealth Management47,437$1.53M0.1%+2,332.7%1.875%
2/2/2024Truist Financial Corp50,493$1.62M0.0%+15.0%1.996%
1/31/2024KFG Wealth Management LLC67,625$2.17M1.0%-34.4%2.673%
1/31/2024Archer Investment Corp20,047$642K0.2%-49.8%0.792%
1/29/2024Compass Advisory Group LLC9,716$311K0.1%-23.7%0.384%
1/23/2024Milestone Asset Management LLC105,573$3.38M1.1%-2.9%4.173%
1/23/2024WealthShield Partners LLC1,106$35K0.0%N/A0.044%
1/17/2024Atticus Wealth Management LLC4,415$141K0.0%-81.2%0.175%
1/16/2024Raymond James Financial Services Advisors Inc.14,141$453K0.0%+23.5%0.559%
1/11/2024 Brookstone Capital Management533,363$17.09M0.4%+329.9%21.082%
1/11/2024Ausdal Financial Partners Inc.8,902$285K0.0%N/A0.352%
1/10/2024 Sugarloaf Wealth Management LLC3,850$123K0.0%+250.0%0.152%
1/9/2024Castle Rock Wealth Management LLC58,017$1.84M0.6%+2.3%2.293%
1/3/2024 FC Advisory LLC7,858$252K0.1%-5.7%0.311%
11/14/2023Milestone Asset Management LLC108,691$3.19M1.1%-4.7%4.296%
11/8/2023HighTower Advisors LLC34,759$1.02M0.0%-12.9%1.374%
11/8/2023Soltis Investment Advisors LLC261,808$7.69M1.0%N/A10.348%
11/8/2023Archer Investment Corp39,905$1.17M0.4%-4.1%1.577%
11/3/2023MGO One Seven LLC140,654$4.13M0.3%N/A5.559%
11/2/2023C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors53,645$1.58M0.2%-44.3%2.120%
10/24/2023Cambridge Investment Research Advisors Inc.10,708$315K0.0%-30.7%0.423%
10/23/2023Commonwealth Equity Services LLC104,642$3.07M0.0%-11.1%4.136%
10/20/2023 Brookstone Capital Management124,058$3.64M0.1%-15.5%4.903%
10/18/2023Strategic Blueprint LLC37,593$1.10M0.1%-11.6%1.486%
10/17/2023KFG Wealth Management LLC103,158$3.03M1.6%-9.5%4.077%
10/11/2023AE Wealth Management LLC9,176$270K0.0%-56.8%0.363%
10/10/2023DHJJ Financial Advisors Ltd.960$28K0.0%N/A0.038%
10/5/2023Foundations Investment Advisors LLC101,127$2.97M0.1%N/A3.997%
8/11/2023Stone House Investment Management LLC6,927$209K0.1%-20.1%0.274%
8/10/2023Commonwealth Equity Services LLC117,768$3.56M0.0%+5.0%4.655%
8/10/2023Cetera Investment Advisers10,032$303K0.0%-97.5%0.397%
8/9/2023Spire Wealth Management1,950$59K0.0%-82.0%0.077%
8/8/2023Archer Investment Corp41,615$1.26M0.4%-5.8%1.645%
7/26/2023 Michael S. Ryan Inc.39,613$1.20M1.1%N/A1.116%
7/21/2023C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors96,322$2.91M0.4%-11.7%2.713%
7/18/2023 Octavia Wealth Advisors LLC26,355$796K0.2%+3.2%0.742%
7/18/2023Compass Advisory Group LLC12,728$384K0.2%-19.8%0.359%
7/18/2023KFG Wealth Management LLC113,961$3.44M2.0%+4.9%3.210%
7/11/2023 Brookstone Capital Management146,749$4.40M0.1%-0.7%4.134%
5/22/2023Arete Wealth Advisors LLC33,961$968K0.1%N/A0.943%
5/15/2023Trek Financial LLC37,665$1.07M0.1%N/A1.046%
5/12/2023NewEdge Advisors LLC207,127$5.88M0.1%+4.7%5.754%
5/12/2023Castle Rock Wealth Management LLC56,965$1.63M0.6%-4.9%1.582%
5/12/2023Tradition Wealth Management LLC14,812$424K0.1%-42.1%0.411%
January 29th - the next big trading catalyst to watch (Ad)

Mark your calendar for January 29th. Because on that day, I believe we could see a $2 Trillion shock INTO the market… Unleashing more explosive moves than ever before.

So please watch this video now before the hammer falls and it’s too late.
5/11/2023Commonwealth Equity Services LLC112,146$3.20M0.0%+24.0%3.115%
5/9/2023Archer Investment Corp44,183$1.26M0.5%-3.8%1.227%
5/9/2023Spire Wealth Management10,813$308K0.0%-47.7%0.300%
5/9/2023Milestone Asset Management LLC111,836$3.19M1.8%-2.4%3.107%
5/8/2023MGO One Seven LLC42,028$1.20M0.1%N/A1.167%
5/8/2023WealthShield Partners LLC3,617$103K0.0%N/A0.100%
5/8/2023Delta Investment Management LLC280,916$8.01M2.3%+2,541.4%7.803%
5/5/2023C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors109,087$3.11M0.5%+95.4%3.030%
5/5/2023Truist Financial Corp47,402$1.35M0.0%+6.5%1.317%
5/1/2023Arete Wealth Advisors LLC33,961$968.15B0.1%N/A0.943%
(Data available from 1/1/2016 forward)

UDEC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UDEC shares?

During the previous two years, 54 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - December. The most heavily invested institutionals were Brookstone Capital Management ($33.52M), SageView Advisory Group LLC ($13.07M), Delta Investment Management LLC ($8.01M), Soltis Investment Advisors LLC ($7.69M), Encompass More Asset Management ($5.72M), Advisor Group Holdings Inc. ($5.35M), and Commonwealth Equity Services LLC ($4.05M).Learn more on UDEC's institutional investors.

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

Of the 48 institutional investors that purchased Innovator U.S. Equity Ultra Buffer ETF - December stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brookstone Capital Management ($1.29M), SageView Advisory Group LLC ($815.70K), Delta Investment Management LLC ($270.28K), Soltis Investment Advisors LLC ($261.81K), MGO One Seven LLC ($188.09K), Encompass More Asset Management ($163.04K), and Milestone Asset Management LLC ($114.58K).

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

Institutional investors have bought a total of 4,108,153 shares in the last 24 months. This purchase volume represents approximately $130.19M in transactions.

Which Innovator U.S. Equity Ultra Buffer ETF - December major shareholders have been selling company stock?

Of the 26 institutional investors that sold Innovator U.S. Equity Ultra Buffer ETF - December stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brookstone Capital Management ($495.03K), Cetera Investment Advisers ($401.26K), Fermata Advisors LLC ($218.21K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($62.36K), KFG Wealth Management LLC ($50.42K), Spire Wealth Management ($44.36K), and Archer Investment Corp ($41.15K).

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

Institutional investors have sold a total of 1,544,600 shares in the last 24 months. This volume of shares sold represents approximately $48.51M in transactions.


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This page (BATS:UDEC) was last updated on 1/22/2025 by MarketBeat.com Staff
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