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

$36.50-0.13 (-0.35%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.4000135795572463e+170T

% of Float Held

—

QoQ Change in Holders

+15 / -1

Price History

$30.90$32.50$34.11$35.71$37.32Sep 24Jun 25Mar 26

UFEB — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital AdvisorsNew Position+151K+$5.6M
TRUIST FINANCIAL CORPNew Position+126K+$4.6M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+111K+$4.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+83K+$3.0M
Stratos Wealth Advisors, LLCNew Position+63K+$2.3M
Strategic Blueprint, LLCNew Position+51K+$1.9M
Mutual Advisors, LLCNew Position+37K+$1.3M
Trek Financial, LLCNew Position+35K+$1.3M
Spire Wealth ManagementNew Position+34K+$1.2M
Bullseye Investment Management, LLCNew Position+36K+$1.1M
FOUNDERS FINANCIAL SECURITIES LLCNew Position+28K+$1.0M
IHT Wealth Management, LLCNew Position+32K+$1.0M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+25K+$920K
Sanctuary Advisors, LLCNew Position+27K+$919K
Archer Investment CorpNew Position+24K+$881K

UFEB — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
HighTower Advisors, LLCDecreased-97K-$27.6B
KFG WEALTH MANAGEMENT, LLCDecreased-46K-$14.8B
OSAIC HOLDINGS, INC.Decreased-26K-$5.3B
World Investment AdvisorsDecreased-628-$3.9B
IFP Advisors, IncDecreased-45-$3.6B
PFG AdvisorsDecreased-71K-$2.8B
CENTRAL VALLEY ADVISORS, LLCDecreased-28-$2.1B
Berger Financial Group, IncDecreased-2K-$2.0B
Cetera Investment AdvisersDecreased-4K-$2.0B
Mach-1 Financial Group, LLCClosed Position-52K-$1.9B
Integrity Advisory Solutions, LLCDecreased-6K-$1.9B
GTS SECURITIES LLCDecreased-24K-$1.7B
Brookstone Capital ManagementDecreased-5K-$1.6B
Kestra Advisory Services, LLCDecreased-3-$1.2B
CROSSPOINT FINANCIAL, LLCDecreased-2K-$1.1B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1HighTower Advisors, LLC673,551$24.0M0.03%Share
2KFG WEALTH MANAGEMENT, LLC369,168$13.6M1.82%Share
3C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors151,481$5.6M0.33%Share
4TRUIST FINANCIAL CORP126,315$4.6M0.01%Share
5OSAIC HOLDINGS, INC.123,682$4.0M0.01%Share
6COMMONWEALTH EQUITY SERVICES, LLC110,968$4.0M0.01%Share
7World Investment Advisors108,822$4.0M0.08%Share
8IFP Advisors, Inc100,774$3.0M0.07%Share
9MML INVESTORS SERVICES, LLC101,173$3.0M0.01%Share
10ENVESTNET ASSET MANAGEMENT INC82,817$3.0M0.00%Share
11Cambridge Investment Research Advisors, Inc.98,634$3.0M0.01%Share
12Stratos Wealth Advisors, LLC63,381$2.3M0.11%Share
13CENTRAL VALLEY ADVISORS, LLC57,379$2.1M0.63%Share
14Berger Financial Group, Inc55,537$2.0M0.12%Share
15Strategic Blueprint, LLC50,969$1.9M0.11%Share
16Integrity Advisory Solutions, LLC46,162$1.7M0.24%Share
17Brookstone Capital Management40,327$1.5M0.02%Share
18Mutual Advisors, LLC36,575$1.3M0.03%Share
19Trek Financial, LLC35,369$1.3M0.08%Share
20Spire Wealth Management33,938$1.2M0.04%Share
21Bullseye Investment Management, LLC35,520$1.1M0.70%Share
22CROSSPOINT FINANCIAL, LLC29,591$1.1M2.56%Share
23FOUNDERS FINANCIAL SECURITIES LLC27,641$1.0M0.06%Share
24Kestra Advisory Services, LLC34,235$1.0M0.00%Share
25LPL Financial LLC38,606$1.0M0.00%Share
26SUSQUEHANNA INTERNATIONAL GROUP, LLP28,913$1.0M0.00%Share
27Cetera Investment Advisers51,001$1.0M0.00%Share
28IHT Wealth Management, LLC31,583$1.0M0.02%Share
29FIDUCIARY FINANCIAL GROUP, LLC26,025$957K0.14%Share
30WEALTH ENHANCEMENT ADVISORY SERVICES, LLC24,940$920K0.00%Share
31Archer Investment Corp23,968$881K0.20%Share
32Comprehensive Financial Consultants Institutional, Inc.23,506$864K0.26%Share
33AdvisorNet Financial, Inc20,570$756K0.04%Share
34EVOLUTION WEALTH MANAGEMENT INC.18,102$665K0.55%Share
35Cornerstone Wealth Group, LLC15,428$567K0.04%Share
36IMG Wealth Management, Inc.14,388$529K0.34%Share
37Castle Rock Wealth Management, LLC12,535$464K0.10%Share
38Riverpoint Wealth Management Holdings, LLC11,542$424K0.09%Share
39Sonoma Allocations LLC10,819$403K0.13%Share
40Ausdal Financial Partners, Inc.10,429$383K0.02%Share
41OLD MISSION CAPITAL LLC8,817$324K0.01%Share
42BFI Wealth Solutions, LLC8,750$321K0.31%Share
43Maia Wealth LLC8,255$305K0.05%Share
44Garden State Investment Advisory Services LLC7,850$288K0.06%Share
45Vantage Point Financial LLC7,601$279K0.10%Share
46Arete Wealth Advisors, LLC7,368$271K0.02%Share
47Merit Financial Group, LLC7,317$269K0.00%Share
48GUARDIAN WEALTH ADVISORS, LLC / NC7,300$268K0.02%Share
49Beacon Financial Advisory LLC6,973$256K0.06%Share
50MILESTONE ASSET MANAGEMENT, LLC6,962$256K0.05%Share

UFEB Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202586$109.9M+31
Q3 202555$90.1B-26
Q2 202581$215.4B-4
Q1 202585$172.1B+34
Q4 202451$3.8T+4
Q3 202447$14.3T+0
Q2 202447$16.0T+8
Q1 202439$30.7T—

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As of Q4 2025, 50 institutional investors hold UFEB (Innovator U.S. Equity Ultra Buffer ETF). The largest holder is HighTower Advisors, LLC with $24.0M in shares. This quarter, 15 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own UFEB?

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

Who is the largest institutional holder of UFEB?

The largest institutional holder of UFEB is HighTower Advisors, LLC with $24.0M in shares.

Is institutional ownership of UFEB increasing or decreasing?

This quarter, 15 institutions opened new positions in UFEB and 1 closed their positions.