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

$35.61 -0.05 (-0.14%)
As of 02/21/2025 03:57 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)
47
Total
Institutional Inflows
(last 12 months)
$77.53M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$23.64M
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UDEC Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 CoreCap Advisors LLC6,956$244K0.0%N/A0.260%
2/17/2025 Cetera Investment Advisers36,809$1.29M0.0%+19.2%1.373%
2/17/2025 Citadel Advisors LLC17,406$611K0.0%N/A0.649%
2/14/2025 Berger Financial Group Inc78,104$2.74M0.2%+345.5%2.914%
2/14/2025 MGO One Seven LLC7,029$247K0.0%-92.9%0.262%
2/14/2025 IHT Wealth Management LLC28,470$999K0.0%N/A1.062%
2/13/2025 NewEdge Advisors LLC44,727$1.57M0.0%-16.2%1.669%
2/13/2025 CreativeOne Wealth LLC5,830$205K0.0%N/A0.218%
2/13/2025 SageView Advisory Group LLC13,238$465K0.0%N/A0.494%
2/13/2025 Raymond James Financial Inc.26,414$927K0.0%N/A0.986%
2/13/2025 Advisory Services Network LLC37,138$1.30M0.0%+110.6%1.386%
2/13/2025 Trek Financial LLC25,349$889K0.1%+70.3%0.946%
2/13/2025 Envestnet Asset Management Inc.29,775$1.05M0.0%+109.7%1.111%
2/12/2025 Arete Wealth Advisors LLC51,481$1.81M0.1%-1.2%1.921%
2/12/2025 AssuredPartners Investment Advisors LLC8,824$310K0.1%N/A0.329%
2/12/2025 PKS Advisory Services LLC42,197$1.48M0.4%N/A1.575%
2/11/2025 WorthPointe LLC6,789$238K0.1%N/A0.253%
2/11/2025 LPL Financial LLC24,155$848K0.0%+17.2%0.901%
2/10/2025 IMG Wealth Management Inc.10,200$358K0.3%N/A0.381%
2/10/2025 Commonwealth Equity Services LLC124,963$4.39M0.0%+33.3%4.663%
2/7/2025 Novus Advisors LLC6,310$221K0.2%N/A0.235%
2/6/2025 Raymond James Financial Inc.26,414$927K0.0%N/A0.986%
2/6/2025 Steward Partners Investment Advisory LLC10,264$360K0.0%-5.3%0.383%
2/6/2025 Bravias Capital Group LLC16,862$601K0.5%N/A0.629%
2/5/2025 Maia Wealth LLC13,843$492K0.1%N/A0.517%
2/5/2025 Allegiance Financial Group Advisory Services LLC15,298$537K0.2%N/A0.571%
2/5/2025 Kellett Wealth Advisors LLC54,858$1.93M1.3%N/A2.047%
2/4/2025 IFP Advisors Inc2,104$74K0.0%+23.5%0.079%
2/4/2025 WealthShield Partners LLC20,019$702K0.1%+2,870.2%0.747%
1/31/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors109,782$3.85M0.1%+13.7%4.096%
1/31/2025 Truist Financial Corp60,260$2.12M0.0%+33.1%2.249%
1/30/2025 Lakeridge Wealth Management LLC19,152$672K0.3%-5.0%0.715%
1/30/2025 Bright Futures Wealth Management LLC.53,613$1.91M1.7%N/A2.000%
1/29/2025 Sovran Advisors LLC256,527$8.97M1.3%N/A9.572%
1/27/2025 Stratos Wealth Advisors LLC10,000$351K0.0%N/A0.373%
1/24/2025 Spire Wealth Management80,584$2.83M0.1%+95.8%3.007%
1/23/2025 Donald L. Hagan LLC106,452$3.74M1.9%N/A3.972%
1/23/2025 Strategic Blueprint LLC37,771$1.33M0.1%+13.4%1.409%
1/22/2025 Foundations Investment Advisors LLC6,367$223K0.0%N/A0.238%
1/22/2025 Cornerstone Wealth Group LLC6,687$235K0.0%N/A0.250%
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1/21/2025 KFG Wealth Management LLC75,082$2.64M0.5%+40.7%2.802%
1/21/2025 Encompass 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%
11/18/2024 Arete Wealth Advisors LLC52,109$1.82M0.2%-4.6%1.944%
11/15/2024 MML Investors Services LLC24,823$869K0.0%-8.0%0.926%
11/15/2024 Jane Street Group LLC17,061$597K0.0%-32.8%0.637%
11/15/2024 Wolverine Trading LLC15,583$545K0.0%+67.3%0.581%
11/15/2024 HighTower Advisors LLC24,216$846K0.0%-27.0%0.904%
11/6/2024 Archer Investment Corp3,956$138K0.0%-77.5%0.148%
10/25/2024 Strategic 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%
10/8/2024 C2P 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%
8/22/2024 Cetera Investment Advisers29,761$1.02M0.0%-17.4%1.110%
8/16/2024 NewEdge Advisors LLC52,901$1.81M0.0%-14.2%1.974%
8/13/2024 AE Wealth Management LLC13,974$479K0.0%-4.6%0.521%
8/7/2024 MGO One Seven LLC115,312$3.95M0.2%-23.5%4.303%
8/2/2024 Archer Investment Corp17,613$604K0.2%-8.4%0.657%
8/2/2024 Octavia Wealth Advisors LLC26,355$904K0.1%+3.2%0.983%
7/31/2024 Spire Wealth Management42,214$1.45M0.1%-11.0%1.575%
7/31/2024 Commonwealth Equity Services LLC118,032$4.05M0.0%+4.4%4.404%
7/20/2024 Milestone Asset Management LLC97,110$3.33M0.8%-7.5%3.624%
7/19/2024 KFG 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%
7/18/2024 Triad Wealth Partners LLC992$34K0.0%N/A0.037%
5/24/2024Cetera Advisors LLC25,446$850K0.0%+27.0%0.949%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors42,608$1.42M0.2%-14.0%1.590%
4/29/2024 Commonwealth Equity Services LLC113,098$3.78M0.0%-5.2%4.220%
4/23/2024 Milestone Asset Management LLC105,017$3.51M1.0%-0.5%3.890%
4/23/2024 Accurate Wealth Management LLC7,177$235K0.1%N/A0.266%
4/19/2024 KFG 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%
2/16/2024 SageView Advisory Group LLC407,848$13.07M0.4%N/A16.120%
2/15/2024 Garden State Investment Advisory Services LLC25,380$813K0.3%N/A1.003%
2/14/2024 MGO One Seven LLC146,057$4.68M0.3%+3.8%5.773%
2/12/2024 Steward Partners Investment Advisory LLC10,834$347K0.0%N/A0.428%
2/9/2024 Advisory Services Network LLC17,513$561K0.0%N/A0.692%
2/9/2024 SageView Advisory Group LLC407,848$13.07M0.4%N/A16.120%
2/8/2024 Foundations Investment Advisors LLC98,010$3.19M0.1%-3.1%3.874%
2/7/2024 Berger Financial Group Inc25,506$817K0.1%+137.1%1.008%
2/6/2024 Spire Wealth Management47,437$1.53M0.1%+2,332.7%1.875%
2/2/2024 Truist Financial Corp50,493$1.62M0.0%+15.0%1.996%
1/31/2024 KFG Wealth Management LLC67,625$2.17M1.0%-34.4%2.673%
1/31/2024 Archer Investment Corp20,047$642K0.2%-49.8%0.792%
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1/29/2024 Compass Advisory Group LLC9,716$311K0.1%-23.7%0.384%
1/23/2024 Milestone Asset Management LLC105,573$3.38M1.1%-2.9%4.173%
1/23/2024 WealthShield Partners LLC1,106$35K0.0%N/A0.044%
1/17/2024 Atticus 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%
1/11/2024 Ausdal 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%
(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, 72 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), Sovran Advisors LLC ($8.97M), Delta Investment Management LLC ($8.01M), Soltis Investment Advisors LLC ($7.69M), Encompass More Asset Management ($5.72M), Commonwealth Equity Services LLC ($4.39M), and C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($3.85M).Learn more on UDEC's institutional investors.

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

Of the 61 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 ($828.93K), Delta Investment Management LLC ($270.28K), Soltis Investment Advisors LLC ($261.81K), Sovran Advisors LLC ($256.53K), MGO One Seven LLC ($188.09K), and Encompass More Asset Management ($163.04K).

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

Institutional investors have bought a total of 4,737,633 shares in the last 24 months. This purchase volume represents approximately $155.03M in transactions.

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

Of the 28 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), MGO One Seven LLC ($127.28K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($62.36K), KFG Wealth Management LLC ($50.42K), 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 1,616,361 shares in the last 24 months. This volume of shares sold represents approximately $51.27M in transactions.



This page (BATS:UDEC) was last updated on 2/22/2025 by MarketBeat.com Staff
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