UDEC Institutional Ownership
Innovator U.S. Equity Ultra Buffer ETF - December
1W: +0.1%
1M: +0.9%
3M: +2.6%
YTD: +8.3%
1Y: +11.8%
3Y: +46.6%
5Y: +44.6%
$42.99
+0.19 (+0.44%)
Weekly Expected Move ±0.6%
$42
$43
$43
$43
$43
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — UDEC
131
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
182M
Total Invested
17
New Positions
17
Increased
56
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (142 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | 328,134 | $14M | -22,659 | -6.5% | 27Q | SEC ↗ |
| 2 | Brookstone Capital Management | 314,144 | $14M | -1,572,313 | -83.3% | 15Q | SEC ↗ |
| 3 | LEGACY CAPITAL WEALTH MANAGEMENT, LLC | 241,913 | $10M | +16,360 | +7.3% | 3Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 212,240 | $9M | -4,424 | -2.0% | 7Q | SEC ↗ |
| 5 | OSAIC HOLDINGS, INC. | 207,415 | $9M | +3,785 | +1.9% | 26Q | SEC ↗ |
| 6 | TOUNJIAN ADVISORY PARTNERS, LLC NEW | 180,440 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 162,403 | $7M | -54,192 | -25.0% | 11Q | SEC ↗ |
| 8 | C2P Capital Advisory Group, LLC d.b.a. | 155,556 | $7M | +6,457 | +4.3% | 15Q | SEC ↗ |
| 9 | Foundations Investment Advisors, LLC | 137,623 | $6M | -19,216 | -12.3% | 7Q | SEC ↗ |
| 10 | Sovran Advisors, LLC | 126,112 | $5M | -13,318 | -9.6% | 7Q | SEC ↗ |
| 11 | Kestra Advisory Services, LLC | 101,861 | $4M | -31,794 | -23.8% | 11Q | SEC ↗ |
| 12 | KFG WEALTH MANAGEMENT, LLC | 99,124 | $4M | -2,053 | -2.0% | 15Q | SEC ↗ |
| 13 | CENTRAL VALLEY ADVISORS, LLC | 88,897 | $4M | -2,451 | -2.7% | 7Q | SEC ↗ |
| 14 | Berger Financial Group, Inc | 83,354 | $4M | -5,031 | -5.7% | 16Q | SEC ↗ |
| 15 | Trek Financial, LLC | 78,712 | $3M | -12,178 | -13.4% | 14Q | SEC ↗ |
| 16 | Cambridge Investment Research Advisors | 73,484 | $3M | -8,672 | -10.6% | 16Q | SEC ↗ |
| 17 | MILESTONE ASSET MANAGEMENT, LLC | 72,820 | $3M | -2,879 | -3.8% | 15Q | SEC ↗ |
| 18 | MBL Wealth, LLC | 71,935 | $3M | +337 | +0.5% | 7Q | SEC ↗ |
| 19 | Spire Wealth Management | 64,538 | $3M | -1,612 | -2.4% | 17Q | SEC ↗ |
| 20 | Cetera Investment Advisers | 62,745 | $3M | -2,596 | -4.0% | 23Q | SEC ↗ |
| 21 | TRUIST FINANCIAL CORP | 57,463 | $2M | -900 | -1.5% | 24Q | SEC ↗ |
| 22 | LPL Financial LLC | 54,164 | $2M | +8,048 | +17.5% | 10Q | SEC ↗ |
| 23 | IMG Wealth Management, Inc. | 53,547 | $2M | +2,272 | +4.4% | 7Q | SEC ↗ |
| 24 | WealthPlan Investment Management, LLC | 49,201 | $2M | -2,860 | -5.5% | 6Q | SEC ↗ |
| 25 | HighTower Advisors, LLC | 49,022 | $2M | +1,500 | +3.2% | 15Q | SEC ↗ |
| 26 | Strategic Blueprint, LLC | 44,260 | $2M | -339 | -0.8% | 23Q | SEC ↗ |
| 27 | Virtue Capital Management, LLC | 42,628 | $2M | -659 | -1.5% | 3Q | SEC ↗ |
| 28 | Advisory Services Network, LLC | 41,908 | $2M | — | +0.0% | 11Q | SEC ↗ |
| 29 | AssuredPartners Investment Advisors, L | 38,904 | $2M | -6,163 | -13.7% | 7Q | SEC ↗ |
| 30 | Castle Rock Wealth Management, LLC | 37,195 | $2M | -125 | -0.3% | 27Q | SEC ↗ |
| 31 | MML INVESTORS SERVICES, LLC | 37,106 | $2M | -540 | -1.4% | 15Q | SEC ↗ |
| 32 | CAPTRUST FINANCIAL ADVISORS | 33,630 | $1M | — | +0.0% | 6Q | SEC ↗ |
| 33 | CITADEL ADVISORS LLC | 32,310 | $1M | +12,305 | +61.5% | 2Q | SEC ↗ |
| 34 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 32,137 | $1M | -12,377 | -27.8% | 5Q | SEC ↗ |
| 35 | Ameritas Advisory Services, LLC | 29,567 | $1M | +2,831 | +10.6% | 7Q | SEC ↗ |
| 36 | Gladstone Institutional Advisory LLC | 28,230 | $1M | -400 | -1.4% | 3Q | SEC ↗ |
| 37 | MONEY CONCEPTS CAPITAL CORP | 26,661 | $1M | -9,599 | -26.5% | 11Q | SEC ↗ |
| 38 | Sonoma Allocations LLC | 25,569 | $1M | -247 | -1.0% | 4Q | SEC ↗ |
| 39 | Octavia Wealth Advisors, LLC | 25,364 | $1M | -825 | -3.2% | 18Q | SEC ↗ |
| 40 | Arete Wealth Advisors, LLC | 24,661 | $1M | -15,825 | -39.1% | 11Q | SEC ↗ |
| 41 | FIDUCIARY FINANCIAL GROUP, LLC | 22,702 | $976K | -2,920 | -11.4% | 6Q | SEC ↗ |
| 42 | OLD MISSION CAPITAL LLC | 21,834 | $939K | +4,263 | +24.3% | 2Q | SEC ↗ |
| 43 | SteelPeak Wealth, LLC NEW | 20,206 | $869K | — | +0.0% | 1Q | SEC ↗ |
| 44 | AE Wealth Management LLC | 19,228 | $827K | +1,805 | +10.4% | 15Q | SEC ↗ |
| 45 | Lakeridge Wealth Management LLC | 18,531 | $797K | — | +0.0% | 11Q | SEC ↗ |
| 46 | Lantz Financial LLC | 18,165 | $781K | -673 | -3.6% | 3Q | SEC ↗ |
| 47 | WealthShield Partners, LLC | 17,695 | $761K | -401 | -2.2% | 11Q | SEC ↗ |
| 48 | TrustBank | 16,900 | $727K | -140 | -0.8% | 3Q | SEC ↗ |
| 49 | Old Port Advisors | 16,875 | $725K | — | +0.0% | 5Q | SEC ↗ |
| 50 | WealthPLAN Partners, LLC | 16,042 | $690K | -5,000 | -23.8% | 6Q | SEC ↗ |
Recent Activity
New Positions (17)
| Holder | Shares | Value |
|---|---|---|
| TOUNJIAN ADVISORY PARTNERS, LLC | 180,440 | $8M |
| SteelPeak Wealth, LLC | 20,206 | $869K |
| Diversify Advisory Services, LLC | 14,900 | $641K |
| HRT FINANCIAL LP | 12,135 | $522K |
| Coppell Advisory Solutions LLC | 10,143 | $436K |
| BANK OF AMERICA CORP /DE | 8,368 | $360K |
| Madison Wealth Partners, Inc | 6,627 | $285K |
| ZACKS INVESTMENT MANAGEMENT | 6,627 | $285K |
| MY Wealth Management Inc. | 5,272 | $227K |
| Betterment LLC | 4,908 | $211K |
| WELLS FARGO & COMPANY/MN | 3,282 | $141K |
| JPMORGAN CHASE & CO | 2,645 | $114K |
| Rockefeller Capital Management L.P. | 1,695 | $73K |
| Highland Investment Advisors LLC | 1,326 | $57K |
| Regatta Research & Money Management | 557 | $24K |
| COMPASS FINANCIAL MANAGEMENT LLC | 123 | $5K |
| BARCLAYS PLC | 1 | $0K |
Sold Out (15)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Integrity Advisory Solutions, LLC | 98,236 | $4M |
| JANE STREET GROUP, LLC | 41,275 | $2M |
| Arkadios Wealth Advisors | 13,539 | $582K |
| Allegiance Financial Group Advisory | 12,988 | $558K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 12,962 | $557K |
| Richard P Slaughter Associates Inc | 6,964 | $299K |
| Maia Wealth LLC | 6,583 | $283K |
| Chris Bulman Inc | 6,330 | $272K |
| RPS ADVISORY SOLUTIONS LLC | 5,256 | $226K |
| Simplicity Wealth,LLC | 5,149 | $221K |
| Jessup Wealth Management, Inc | 2,479 | $107K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 2,400 | $103K |
| PNC Financial Services Group, Inc. | 175 | $8K |
| ROYAL BANK OF CANADA | 81 | $3K |
| Camelot Portfolios, LLC | 56 | $2K |
Biggest Increases (17)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LEGACY CAPITAL WEALTH MANAGEMENT, L | +16,360 | +7.3% | 241,913 |
| CITADEL ADVISORS LLC | +12,305 | +61.5% | 32,310 |
| LPL Financial LLC | +8,048 | +17.5% | 54,164 |
| C2P Capital Advisory Group, LLC d.b | +6,457 | +4.3% | 155,556 |
| Cerity Partners LLC | +4,578 | +61.0% | 12,083 |
| OLD MISSION CAPITAL LLC | +4,263 | +24.3% | 21,834 |
| OSAIC HOLDINGS, INC. | +3,785 | +1.9% | 207,415 |
| Ameritas Advisory Services, LLC | +2,831 | +10.6% | 29,567 |
| IMG Wealth Management, Inc. | +2,272 | +4.4% | 53,547 |
| AE Wealth Management LLC | +1,805 | +10.4% | 19,228 |
| HighTower Advisors, LLC | +1,500 | +3.2% | 49,022 |
| IFP Advisors, Inc | +1,378 | +269.7% | 1,889 |
| First Heartland Consultants, Inc. | +705 | +8.8% | 8,729 |
| MORGAN STANLEY | +471 | +43.8% | 1,547 |
| MBL Wealth, LLC | +337 | +0.5% | 71,935 |
| Kellett Wealth Advisors, LLC | +153 | +2.6% | 6,097 |
| Kingsview Wealth Management, LLC | +19 | +0.1% | 13,806 |