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

$37.58-0.11 (-0.30%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$6.4527548151575e+157T

% of Float Held

—

QoQ Change in Holders

+15 / -5

Price History

$32.19$33.78$35.36$36.94$38.52Sep 24Jun 25Mar 26

UNOV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital AdvisorsNew Position+144K+$5.5M
4J Wealth Management LLCNew Position+136K+$5.2M
Kellett Wealth Advisors, LLCNew Position+81K+$3.1M
IFP Advisors, IncNew Position+95K+$3.0M
Spire Wealth ManagementNew Position+64K+$2.4M
MGO ONE SEVEN LLCNew Position+61K+$2.3M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+63K+$2.0M
AE Wealth Management LLCNew Position+45K+$1.7M
Trek Financial, LLCNew Position+42K+$1.6M
O'Connor Financial Group LLCNew Position+36K+$1.4M
ENVESTNET ASSET MANAGEMENT INCNew Position+42K+$1.0M
HighTower Advisors, LLCNew Position+49K+$1.0M
Castle Rock Wealth Management, LLCNew Position+25K+$942K
Berger Financial Group, IncNew Position+22K+$838K
Triumph Capital ManagementNew Position+21K+$809K

UNOV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
RK Capital Management, LLC/FLDecreased-40K-$4.0B
KFG WEALTH MANAGEMENT, LLCDecreased-243-$1.8B
OLD MISSION CAPITAL LLCDecreased-21K-$1.6B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-26K-$1.5B
UBS Group AGDecreased-37K-$1.4B
SageView Advisory Group, LLCDecreased-14K-$1.4B
Buska Wealth Management, LLCDecreased-6K-$930.6M
GTS SECURITIES LLCClosed Position-22K-$821.8M
VestGen Advisors, LLCClosed Position-10K-$356.9M
CITADEL ADVISORS LLCClosed Position-6K-$217.8M
BARCLAYS PLCDecreased-3K-$148.3M
ROYAL BANK OF CANADAClosed Position-2K-$78.0M
HARBOUR INVESTMENTS, INC.Decreased-386-$52.9M
HRT FINANCIAL LPClosed Position-13K-$498K
Arete Wealth Advisors, LLCDecreased-144-$-3K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Brookstone Capital Management1,695,601$64.5M0.74%Share
2C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors144,030$5.5M0.33%Share
34J Wealth Management LLC135,531$5.2M2.95%Share
4OSAIC HOLDINGS, INC.148,424$5.0M0.01%Share
5CENTRAL VALLEY ADVISORS, LLC82,218$3.1M0.93%Share
6Kellett Wealth Advisors, LLC80,900$3.1M1.76%Share
7IFP Advisors, Inc94,828$3.0M0.07%Share
8RK Capital Management, LLC/FL66,637$2.5M0.07%Share
9Spire Wealth Management63,725$2.4M0.08%Share
10MGO ONE SEVEN LLC60,561$2.3M0.05%Share
11Kestra Advisory Services, LLC65,409$2.0M0.01%Share
12COMMONWEALTH EQUITY SERVICES, LLC63,401$2.0M0.00%Share
13IHT Wealth Management, LLC69,462$2.0M0.05%Share
14KFG WEALTH MANAGEMENT, LLC46,759$1.8M0.24%Share
15AE Wealth Management LLC44,770$1.7M0.01%Share
16Trek Financial, LLC42,365$1.6M0.09%Share
17O'Connor Financial Group LLC35,972$1.4M0.55%Share
18Cetera Investment Advisers42,817$1.0M0.00%Share
19HighTower Advisors, LLC48,952$1.0M0.00%Share
20MML INVESTORS SERVICES, LLC36,084$1.0M0.00%Share
21ENVESTNET ASSET MANAGEMENT INC41,534$1.0M0.00%Share
22Castle Rock Wealth Management, LLC24,649$942K0.20%Share
23Berger Financial Group, Inc22,040$838K0.05%Share
24ATTICUS WEALTH MANAGEMENT, LLC21,778$828K0.20%Share
25Triumph Capital Management21,264$809K0.17%Share
26OLD MISSION CAPITAL LLC20,633$785K0.02%Share
27Buska Wealth Management, LLC18,396$700K0.26%Share
28Lantz Financial LLC17,087$650K0.14%Share
29TRUIST FINANCIAL CORP14,347$545K0.00%Share
30Arete Wealth Advisors, LLC14,136$538K0.03%Share
31IMG Wealth Management, Inc.12,822$487K0.31%Share
32WealthShield Partners, LLC12,266$466K0.05%Share
33CWC Advisors, LLC.11,276$429K0.21%Share
34Three Seasons Wealth, LLC11,117$423K0.04%Share
35Cornerstone Wealth Group, LLC10,542$401K0.03%Share
36ATX Financial Planning, LLC9,923$377K0.29%Share
37FINANCIAL MANAGEMENT NETWORK INC8,365$318K0.05%Share
38Chris Bulman Inc7,050$268K0.12%Share
39Lakeridge Wealth Management LLC6,881$261K0.12%Share
40FC Advisory LLC6,665$253K0.07%Share
41WorthPointe, LLC6,591$250K0.07%Share
42DHJJ Financial Advisors, Ltd.5,532$210K0.07%Share
43Sigma Planning Corp5,275$200K0.01%Share
44AdvisorNet Financial, Inc2,828$107K0.01%Share
45Capital Analysts, LLC2,639$100K0.00%Share
46Noble Wealth Management PBC2,200$83K0.04%Share
47Noble Wealth Management PBC2,200$82K0.04%Share
48CoreCap Advisors, LLC2,042$77K0.00%Share
49Archer Investment Corp1,919$73K0.02%Share
50EVOLUTION WEALTH MANAGEMENT INC.1,336$50K0.04%Share

UNOV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202567$124.7M+36
Q3 202531$30.0B-18
Q2 202549$51.5B-1
Q1 202550$123.9B+9
Q4 202441$33.8T+14
Q3 202427$9.7T-2
Q2 202429$6.2T+7
Q1 202422$9.0T—

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As of Q4 2025, 50 institutional investors hold UNOV (Innovator U.S. Equity Ultra Buffer ETF). The largest holder is Brookstone Capital Management with $64.5M in shares. This quarter, 15 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own UNOV?

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

Who is the largest institutional holder of UNOV?

The largest institutional holder of UNOV is Brookstone Capital Management with $64.5M in shares.

Is institutional ownership of UNOV increasing or decreasing?

This quarter, 15 institutions opened new positions in UNOV and 5 closed their positions.