INNOVATOR U.S. EQUITY ULTRA (UDEC) Institutional Ownership Changes & 13F Activity
INNOVATOR U.S. EQUITY ULTRA (UDEC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Talon Private Wealth, Llc, Foundations Investment Advisors, Llc, Legacy Capital Wealth Management, Llc, Arete Wealth Advisors, Llc, and Susquehanna International Group, Llp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Talon Private Wealth, Llc | Sell | -921,144 | -99.4% | 5,421 | $225.95K | Q2 2026 | Sep 11, 2026 |
| Citadel Advisors Llc | Buy | +12,305 | +61.5% | 32,310 | $1.35M | Q2 2026 | Sep 02, 2026 |
| Archer Investment Corp | Sell | -7,000 | -57.3% | 5,211 | $217.19K | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +19 | +0.1% | 13,806 | $575.43K | Q2 2026 | Aug 19, 2026 |
| Foundations Investment Advisors, Llc | Sell | -19,216 | -12.3% | 137,623 | $5.74M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -12,377 | -27.8% | 32,137 | $1.34M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +12,135 | — | 12,135 | $505.00K | Q2 2026 | Aug 14, 2026 |
| Coppell Advisory Solutions Llc | Buy | +10,143 | — | 10,143 | $41.76K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +8,368 | — | 8,368 | $348.78K | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Buy | +4,908 | — | 4,908 | $205.00K | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Buy | +4,578 | +61.0% | 12,083 | $503.62K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -4,424 | -2.0% | 212,240 | $8.85M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +4,263 | +24.3% | 21,834 | $910.04K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +3,785 | +1.9% | 207,415 | $8.65M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +3,282 | — | 3,282 | $136.79K | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +2,831 | +10.6% | 29,567 | $1.23M | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | Sell | -245 | -3.2% | 7,397 | $308.31K | Q2 2026 | Aug 14, 2026 |
| Barclays Plc | Buy | +1 | — | 1 | $42.00 | Q2 2026 | Aug 14, 2026 |
| Legacy Capital Wealth Management, Llc | Buy | +16,360 | +7.3% | 241,913 | $10.08M | Q2 2026 | Aug 13, 2026 |
| Arete Wealth Advisors, Llc | Sell | -15,825 | -39.1% | 24,661 | $1.03M | Q2 2026 | Aug 13, 2026 |
| Trek Financial, Llc | Sell | -12,178 | -13.4% | 78,712 | $3.28M | Q2 2026 | Aug 13, 2026 |
| Zacks Investment Management | Buy | +6,627 | — | 6,627 | $276.21K | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +1,695 | — | 1,695 | $70.65K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +471 | +43.8% | 1,547 | $64.48K | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Sell | -414 | -4.8% | 8,246 | $343.69K | Q2 2026 | Aug 13, 2026 |
| Madison Wealth Partners, Inc | Buy | +6,627 | — | 6,627 | $276.21K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +2,645 | — | 2,645 | $109.89K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -2,596 | -4.0% | 62,745 | $2.62M | Q2 2026 | Aug 12, 2026 |
| Wealthshield Partners, Llc | Sell | -401 | -2.2% | 17,695 | $737.53K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Sell | -367 | -3.3% | 10,589 | $441.35K | Q2 2026 | Aug 12, 2026 |
Frequently asked questions about UDEC activity
Which institutional owners are buying UDEC?
Institutional owners buying UDEC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in UDEC activity?
"Buy" means an investor increased their reported position in UDEC compared to the prior reporting period. This reflects growing exposure to INNOVATOR U.S. EQUITY ULTRA (UDEC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in UDEC increasing?
Institutional interest in UDEC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.