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Innovator U.S. Equity Ultra Buffer ETF - February (UFEB) Institutional Ownership

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As of 04/17/2025 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Ultra Buffer ETF - February (BATS:UFEB)

Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$28.68M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$65.57M
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UFEB Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/18/2025 DHJJ Financial Advisors Ltd.1,225$40K0.0%-47.9%0.017%
4/16/2025 Wealth Enhancement Advisory Services LLC41,668$1.35M0.0%+81.8%0.734%
4/15/2025 Chris Bulman Inc13,584$440K0.3%+26.9%0.239%
4/15/2025 Central Valley Advisors LLC60,158$1.95M0.7%+501.9%1.059%
4/15/2025 Fiduciary Financial Group LLC25,693$813K0.2%+8.0%0.452%
4/14/2025 Tounjian Advisory Partners LLC73,290$2.37M0.4%N/A1.290%
4/11/2025 KFG Wealth Management LLC308,745$10M1.8%+1,699.8%5.436%
4/10/2025 SMI Advisory Services LLC5,827$181K0.0%N/A0.103%
4/7/2025 O Connor Financial Group LLC8,713$282K0.1%N/A0.153%
4/7/2025 AdvisorNet Financial Inc20,615$668K0.0%+45,711.1%0.363%
3/17/2025 Wealth Enhancement Advisory Services LLC22,915$762K0.0%-4.3%0.488%
3/6/2025Wood Tarver Financial Group LLC4,852$161K0.1%N/A0.128%
3/5/2025 Castle Rock Wealth Management LLC13,476$454K0.1%-3.9%0.357%
2/17/2025Wolverine Trading LLC6,051$201K0.0%N/A0.198%
2/17/2025Cetera Investment Advisers27,763$924K0.0%-2.6%0.910%
2/17/2025Citadel Advisors LLC26,938$896K0.0%+41.1%0.883%
2/14/2025Jane Street Group LLC13,248$441K0.0%-48.4%0.434%
2/13/2025NewEdge Advisors LLC16,508$549K0.0%-18.4%0.541%
2/13/2025SageView Advisory Group LLC43,261$1.44M0.1%+65.9%1.418%
2/13/2025Townsquare Capital LLC7,375$245K0.0%-24.6%0.242%
2/13/2025Raymond James Financial Inc.6,514$217K0.0%N/A0.214%
2/12/2025Arete Wealth Advisors LLC11,154$371K0.0%-10.7%0.366%
2/12/2025OLD Mission Capital LLC19,008$632K0.0%+16.9%0.623%
2/10/2025IMG Wealth Management Inc.12,172$405K0.4%N/A0.399%
2/10/2025Commonwealth Equity Services LLC68,816$2.29M0.0%-8.3%2.256%
2/7/2025HighTower Advisors LLC6,768$225K0.0%-70.4%0.222%
2/6/2025Raymond James Financial Inc.6,514$217K0.0%N/A0.214%
1/31/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors116,141$3.86M0.1%+13.3%3.808%
1/31/2025Truist Financial Corp119,141$3.96M0.0%-2.0%3.906%
1/29/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors273,682$9.11M0.4%+167.0%8.973%
1/27/2025Stratos Wealth Advisors LLC22,444$747K0.0%-3.7%0.736%
1/24/2025Vantage Point Financial LLC7,362$245K0.1%N/A0.241%
1/21/2025 KFG Wealth Management LLC17,154$571K0.1%-48.5%0.562%
1/21/2025 RFG Advisory LLC6,104$203K0.0%-42.7%0.200%
1/15/2025 Central Valley Advisors LLC9,994$333K0.2%-9.1%0.328%
1/13/2025Brookstone Capital Management50,058$1.67M0.0%-12.7%1.641%
11/18/2024Arete Wealth Advisors LLC12,493$406K0.0%-19.6%0.410%
11/15/2024Jane Street Group LLC25,695$836K0.0%-45.3%0.842%
11/15/2024SageView Advisory Group LLC26,076$849K0.0%-55.6%0.855%
11/15/2024HighTower Advisors LLC22,863$744K0.0%-5.1%0.750%
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11/13/2024Townsquare Capital LLC9,781$318K0.0%-11.4%0.321%
11/6/2024Archer Investment Corp781$25K0.0%-96.8%0.026%
10/22/2024 Chris Bulman Inc6,771$220K0.1%-44.8%0.222%
10/18/2024Stratos Wealth Advisors LLC23,317$759K0.0%-76.1%0.764%
10/11/2024Creative Planning6,264$204K0.0%N/A0.205%
10/8/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors102,488$3.34M0.3%+7.6%3.360%
10/8/2024Brookstone Capital Management57,313$1.87M0.0%+2.8%1.879%
9/5/2024Sanctuary Advisors LLC6,770$207K0.0%N/A0.222%
8/6/2024 Chris Bulman Inc12,261$388K0.3%N/A0.402%
8/2/2024Archer Investment Corp24,677$781K0.2%-3.9%0.809%
7/31/2024Commonwealth Equity Services LLC76,479$2.42M0.0%-1.5%2.508%
7/29/2024Nations Financial Group Inc. IA ADV16,214$513K0.0%-19.2%0.532%
7/19/2024 KFG Wealth Management LLC40,117$1.27M0.5%-2.5%1.315%
7/18/2024Brookstone Capital Management55,727$1.78M0.0%-89.7%1.827%
7/18/2024Triad Wealth Partners LLC1,763$56K0.0%N/A0.058%
7/18/2024 Fiduciary Financial Group LLC23,800$763K0.2%N/A0.780%
7/15/2024 RFG Advisory LLC11,331$359K0.0%+5.3%0.372%
5/24/2024Cetera Advisors LLC25,116$773K0.0%+64.1%0.823%
5/9/2024SageView Advisory Group LLC16,935$553K0.0%-98.8%0.555%
5/7/2024PFG Advisors10,466$322K0.0%N/A0.343%
5/3/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors43,806$1.35M0.2%-13.8%1.436%
4/29/2024Commonwealth Equity Services LLC77,640$2.39M0.0%+55.9%2.546%
4/24/2024Spire Wealth Management19,627$605K0.0%+3,501.3%0.644%
4/23/2024Nations Financial Group Inc. IA ADV20,069$618K0.1%N/A0.658%
4/23/2024OxenFree Capital LLC6,592$203K0.2%N/A0.216%
4/19/2024 KFG Wealth Management LLC41,152$1.27M0.5%+20.3%1.349%
4/16/2024 Wealth Enhancement Advisory Services LLC23,940$737K0.0%+9.7%0.785%
4/15/2024Brookstone Capital Management539,511$16.61M0.3%+1,068.9%17.689%
4/12/2024 Fermata Advisors LLC10,819$333K0.1%N/A0.451%
4/12/2024 Central Valley Advisors LLC11,000$339K0.2%N/A0.458%
4/11/2024 RFG Advisory LLC10,760$331K0.0%N/A0.448%
3/6/2024SageView Advisory Group LLC1,378,176$40.60M1.4%N/A57.424%
2/23/2024Chicago Partners Investment Group LLC7,432$220K0.0%-43.2%0.310%
2/8/2024Foundations Investment Advisors LLC7,129$213K0.0%-13.6%0.297%
2/2/2024Truist Financial Corp122,503$3.61M0.0%-0.6%5.104%
1/31/2024 KFG Wealth Management LLC34,213$1.01M0.5%-33.9%1.426%
1/31/2024Archer Investment Corp2,310$68K0.0%-75.3%0.096%
1/26/2024Soltis Investment Advisors LLC212,632$6.26M0.7%N/A8.860%
1/24/2024Stratos Wealth Advisors LLC250,013$7.37M0.4%-0.3%10.417%
1/23/2024 Milestone Asset Management LLC7,167$211K0.1%-13.1%0.299%
11/8/2023HighTower Advisors LLC11,328$311K0.0%-58.5%0.472%
11/8/2023Archer Investment Corp9,337$257K0.1%-23.1%0.389%
11/2/2023C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors55,893$1.54M0.2%-44.9%2.329%
10/24/2023Stratos Wealth Advisors LLC250,738$6.90M0.5%+5.6%10.447%
10/24/2023Cambridge Investment Research Advisors Inc.18,429$507K0.0%-25.9%0.768%
10/23/2023Commonwealth Equity Services LLC49,130$1.35M0.0%-4.1%2.047%
10/20/2023Brookstone Capital Management46,377$1.28M0.0%-91.0%1.932%
10/10/2023 DHJJ Financial Advisors Ltd.2,550$70K0.0%N/A0.106%
10/5/2023Foundations Investment Advisors LLC8,249$227K0.0%N/A0.344%
8/10/2023Commonwealth Equity Services LLC51,255$1.43M0.0%-8.0%2.136%
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8/8/2023Archer Investment Corp12,148$338K0.1%-20.8%0.506%
8/4/2023Delta Investment Management LLC217,999$6.07M1.7%-1.3%9.083%
7/24/2023 Accurate Wealth Management LLC8,518$239K0.1%N/A0.251%
7/21/2023C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors101,402$2.82M0.4%-11.7%2.982%
7/18/2023Allworth Financial LP96,587$2.69M0.0%N/A2.841%
7/18/2023Stratos Wealth Advisors LLC237,413$6.61M0.5%-1.0%6.983%
7/18/2023 KFG Wealth Management LLC51,467$1.43M0.8%+5.0%1.514%
7/13/2023Cambridge Investment Research Advisors Inc.24,878$692K0.0%-10.0%0.732%
7/11/2023Brookstone Capital Management515,092$14.27M0.3%+13.7%15.150%
5/22/2023Arete Wealth Advisors LLC18,159$482K0.0%N/A0.534%
(Data available from 1/1/2016 forward)

UFEB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UFEB shares?

During the previous two years, 52 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - February. The most heavily invested institutionals were KFG Wealth Management LLC ($10M), Soltis Investment Advisors LLC ($6.26M), Delta Investment Management LLC ($6.07M), Truist Financial Corp ($3.96M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($3.86M), Allworth Financial LP ($2.69M), and Tounjian Advisory Partners LLC ($2.37M).Learn more on UFEB's institutional investors.

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

Of the 44 institutional investors that purchased Innovator U.S. Equity Ultra Buffer ETF - February stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: SageView Advisory Group LLC ($1.40M), Brookstone Capital Management ($556.85K), KFG Wealth Management LLC ($300.98K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($248.91K), Delta Investment Management LLC ($220.79K), Soltis Investment Advisors LLC ($212.63K), and Truist Financial Corp ($124.55K).

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

Institutional investors have bought a total of 3,758,525 shares in the last 24 months. This purchase volume represents approximately $112.14M in transactions.

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

Of the 27 institutional investors that sold Innovator U.S. Equity Ultra Buffer ETF - February stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: SageView Advisory Group LLC ($1.40M), Brookstone Capital Management ($959.75K), Stratos Wealth Advisors LLC ($78.14K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($65.99K), Archer Investment Corp ($37.92K), KFG Wealth Management LLC ($34.74K), and Jane Street Group LLC ($33.69K).

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

Institutional investors have sold a total of 2,724,432 shares in the last 24 months. This volume of shares sold represents approximately $82.81M in transactions.


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This page (BATS:UFEB) was last updated on 4/20/2025 by MarketBeat.com Staff
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