Who Owns UDEC?
Innovator U.S. Equity Ultra Buffer ETF — Institutional Ownership & 13F Holdings
$40.66
+0.00 (+0.00%)
Market Cap
$241.0M
Shares Outstanding
6,075,605
Institutional Holders
99
Total Inst. Value
$160.1M
% of Float Held
—
QoQ Holder Change
+58
Institutional data as of Q1 2025
New Positions
43
Closed Positions
7
Increased
27
Decreased
15
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | ALTFEST L J & CO INCNew | $21.4M | 622,655 |
| 2 | RAYMOND JAMES FINANCIAL INC | $13.2M | 385,043 |
| 3 | Sovran Advisors, LLC | $9.0M | 268,941 |
| 4 | WealthPlan Investment Management, LLCNew | $8.5M | 248,790 |
| 5 | TOUNJIAN ADVISORY PARTNERS, LLCNew | $7.6M | 221,966 |
| 6 | Encompass More Asset ManagementNew | $5.6M | 164,273 |
| 7 | Trek Financial, LLC | $4.6M | 133,927 |
| 8 | IHT Wealth Management, LLC | $4.5M | 129,629 |
| 9 | OSAIC HOLDINGS, INC. | $4.5M | 130,227 |
| 10 | WealthPLAN Partners, LLCNew | $4.4M | 129,442 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| ALTFEST L J & CO INCNew | +623K | $21.4M |
| RAYMOND JAMES FINANCIAL INC | +359K | $13.2M |
| Sovran Advisors, LLC | +12K | $9.0M |
| WealthPlan Investment Management, LLCNew | +249K | $8.5M |
| TOUNJIAN ADVISORY PARTNERS, LLCNew | +222K | $7.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| PKS Advisory Services, LLC | -30K | $405K |
| NewEdge Advisors, LLC | -27K | $602K |
| Ameritas Advisory Services, LLC | -24K | $674K |
| Maia Wealth LLC | -8K | $205K |
| MILESTONE ASSET MANAGEMENT, LLC | -7K | $3.0M |
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Frequently Asked Questions
How many institutional investors hold UDEC?
As of Q1 2025, 99 institutional investors report holding UDEC (Innovator U.S. Equity Ultra Buffer ETF) in their 13F filings.
Which hedge fund owns the most UDEC?
The largest institutional holder of UDEC is ALTFEST L J & CO INC with $21.4M in shares.
Are institutions buying or selling UDEC?
This quarter, 43 institutions opened new positions in UDEC and 7 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.