Who Owns Innovator U.S. Equity Ultra Buffer ETF (UDEC)?Hedge Fund & Institutional Holders

$39.16-0.14 (-0.34%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+13 / -4

Price History

$32.77$34.60$36.43$38.26$40.09Sep 24Jun 25Mar 26

UDEC — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COMMONWEALTH EQUITY SERVICES, LLCNew Position+356K+$14.0B
Trek Financial, LLCNew Position+95K+$3.8B
Spire Wealth ManagementNew Position+75K+$3.0B
WealthPlan Investment Management, LLCNew Position+61K+$2.4B
MBL Wealth, LLCNew Position+59K+$2.3B
IMG Wealth Management, Inc.New Position+52K+$2.1B
Strategic Blueprint, LLCNew Position+45K+$1.8B
Sonoma Allocations LLCNew Position+26K+$1.1B
Octavia Wealth Advisors, LLCNew Position+26K+$1.0B
Gladstone Institutional Advisory LLCNew Position+37K+$1.0B
AssuredPartners Investment Advisors, LLCIncreased+21K+$864.1M
Lakeridge Wealth Management LLCNew Position+19K+$740.0M
Bravias Capital Group, LLCNew Position+16K+$647.0M
CENTRAL VALLEY ADVISORS, LLCIncreased+13K+$627.5M
Archer Investment CorpNew Position+15K+$595.0M

UDEC — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Family Legacy Financial Solutions, LLCClosed Position-171K-$6.6B
Triumph Capital ManagementDecreased-108K-$4.1B
Mach-1 Financial Group, LLCClosed Position-98K-$3.8B
RAYMOND JAMES FINANCIAL INCDecreased-43K-$2.9B
HighTower Advisors, LLCDecreased-6K-$2.3B
LPL Financial LLCDecreased-252-$1.9B
Kingsview Wealth Management, LLCDecreased-20K-$1.3B
Sigma Planning CorpDecreased-30K-$1.2B
KFG WEALTH MANAGEMENT, LLCDecreased-28K-$956.7M
JPMORGAN CHASE & CODecreased-24K-$912.0M
NewEdge Advisors, LLCDecreased-162-$665.4M
OLD MISSION CAPITAL LLCClosed Position-15K-$573.9M
CITADEL ADVISORS LLCClosed Position-14K-$555.1M
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-6K-$460.2M
OSAIC HOLDINGS, INC.Decreased-2K-$368.8M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1COMMONWEALTH EQUITY SERVICES, LLC355,540$14.0B18.66%Share
2OSAIC HOLDINGS, INC.189,463$7.0B10.23%Share
3RAYMOND JAMES FINANCIAL INC121,644$4.0B1.24%Share
4KFG WEALTH MANAGEMENT, LLC98,429$3.9B0.52%Share
5Integrity Advisory Solutions, LLC98,236$3.9B0.56%Share
6Trek Financial, LLC94,873$3.8B0.22%Share
7CENTRAL VALLEY ADVISORS, LLC91,451$3.6B1.08%Share
8Berger Financial Group, Inc88,427$3.5B0.20%Share
9MILESTONE ASSET MANAGEMENT, LLC81,225$3.2B0.61%Share
10RAYMOND JAMES FINANCIAL INC92,745$3.0B0.93%Share
11Spire Wealth Management74,707$3.0B0.10%Share
12WealthPlan Investment Management, LLC61,160$2.4B0.15%Share
13MBL Wealth, LLC59,041$2.3B0.19%Share
14IMG Wealth Management, Inc.51,811$2.1B1.30%Share
15Strategic Blueprint, LLC45,423$1.8B0.11%Share
16AssuredPartners Investment Advisors, LLC45,395$1.8B0.27%Share
17Sonoma Allocations LLC26,252$1.1B0.35%Share
18Octavia Wealth Advisors, LLC26,189$1.0B0.10%Share
19FIDUCIARY FINANCIAL GROUP, LLC25,622$1.0B0.14%Share
20Gladstone Institutional Advisory LLC36,930$1.0B0.04%Share
21Lakeridge Wealth Management LLC18,668$740.0M0.34%Share
22Old Port Advisors16,875$668.0M0.16%Share
23Bravias Capital Group, LLC16,327$647.0M0.39%Share
24Archer Investment Corp15,022$595.0M0.13%Share
25Garden State Investment Advisory Services LLC14,401$570.0M0.13%Share
26NWF Advisory Services Inc.13,504$535.0M0.06%Share
27PFG Advisors13,122$520.0M0.03%Share
28Allegiance Financial Group Advisory Services LLC12,988$514.0M0.11%Share
29MONEY CONCEPTS CAPITAL CORP12,498$495.0M0.03%Share
30Sigma Planning Corp11,647$461.0M0.01%Share
31Sovran Advisors, LLC11,137$444.0M0.04%Share
32Triumph Capital Management11,133$441.0M0.10%Share
33Blue Trust, Inc.10,950$434.0M4.90%Share
34Stratos Wealth Advisors, LLC10,000$396.0M0.02%Share
35Compass Advisory Group LLC9,226$365.0M0.10%Share
36William Mack & Associates, Inc.9,223$365.0M0.17%Share
37Lantz Financial LLC8,822$349.0M0.07%Share
38First Heartland Consultants, Inc.8,320$329.0M0.02%Share
39Cornerstone Wealth Group, LLC7,857$311.0M0.02%Share
40WPWealth LLP7,520$298.0M0.05%Share
41WorthPointe, LLC7,482$296.0M0.08%Share
42O'Connor Financial Group LLC7,232$288.0M0.11%Share
43FC Advisory LLC7,005$277.0M0.08%Share
44Richard P Slaughter Associates Inc6,964$276.0M0.06%Share
45Chris Bulman Inc6,766$268.0M0.12%Share
46Maia Wealth LLC6,583$260.0M0.04%Share
47Belpointe Asset Management LLC6,092$241.0M0.01%Share
48Kellett Wealth Advisors, LLC5,923$234.0M0.13%Share
49Capital Investment Advisory Services, LLC5,866$232.0M0.02%Share
50MY Wealth Management Inc.5,282$209.0M0.18%Share

UDEC Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025115$80.5B+52
Q3 202563$105.1B-46
Q2 2025109$297.1B+10
Q1 202599$220.0B+36
Q4 202463$1.6T+20
Q3 202443$2.6T-2
Q2 202445$2.1T+4
Q1 202441$485.7T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold UDEC (Innovator U.S. Equity Ultra Buffer ETF). The largest holder is COMMONWEALTH EQUITY SERVICES, LLC with $14.0B in shares. This quarter, 13 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own UDEC?

As of Q4 2025, 50 institutional investors report holding UDEC (Innovator U.S. Equity Ultra Buffer ETF) in their 13F filings.

Who is the largest institutional holder of UDEC?

The largest institutional holder of UDEC is COMMONWEALTH EQUITY SERVICES, LLC with $14.0B in shares.

Is institutional ownership of UDEC increasing or decreasing?

This quarter, 13 institutions opened new positions in UDEC and 4 closed their positions.