Who Owns UFEB?
Innovator U.S. Equity Ultra Buffer ETF — Institutional Ownership & 13F Holdings
$37.77
-0.11 (-0.29%)
Market Cap
$150.9M
Shares Outstanding
4,085,602
Institutional Holders
84
Total Inst. Value
$80.5M
% of Float Held
—
QoQ Holder Change
+45
Institutional data as of Q1 2025
New Positions
41
Closed Positions
8
Increased
30
Decreased
4
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | KFG WEALTH MANAGEMENT, LLC | $10.0M | 308,745 |
| 2 | HighTower Advisors, LLC | $7.5M | 232,744 |
| 3 | TRUIST FINANCIAL CORP | $4.7M | 144,493 |
| 4 | OSAIC HOLDINGS, INC. | $4.6M | 141,207 |
| 5 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $4.4M | 135,469 |
| 6 | IHT Wealth Management, LLCNew | $4.2M | 128,821 |
| 7 | Spire Wealth Management | $2.8M | 85,720 |
| 8 | PKS Advisory Services, LLCNew | $2.7M | 84,873 |
| 9 | Cetera Investment Advisers | $2.4M | 74,478 |
| 10 | TOUNJIAN ADVISORY PARTNERS, LLCNew | $2.4M | 73,290 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| KFG WEALTH MANAGEMENT, LLC | +292K | $10.0M |
| HighTower Advisors, LLC | +226K | $7.5M |
| TRUIST FINANCIAL CORP | +25K | $4.7M |
| OSAIC HOLDINGS, INC. | +67K | $4.6M |
| IHT Wealth Management, LLCNew | +129K | $4.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | -138K | $4.4M |
| CITADEL ADVISORS LLC | -17K | $325K |
| TOWNSQUARE CAPITAL LLC | -255 | $231K |
| Continuum Advisory, LLC | -119 | $178K |
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Frequently Asked Questions
How many institutional investors hold UFEB?
As of Q1 2025, 84 institutional investors report holding UFEB (Innovator U.S. Equity Ultra Buffer ETF) in their 13F filings.
Which hedge fund owns the most UFEB?
The largest institutional holder of UFEB is KFG WEALTH MANAGEMENT, LLC with $10.0M in shares.
Are institutions buying or selling UFEB?
This quarter, 41 institutions opened new positions in UFEB and 8 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.