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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Talon Private Wealth, LlcSell-921,144-99.4%5,421$225.95KQ2 2026Sep 11, 2026
Citadel Advisors LlcBuy+12,305+61.5%32,310$1.35MQ2 2026Sep 02, 2026
Archer Investment CorpSell-7,000-57.3%5,211$217.19KQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+19+0.1%13,806$575.43KQ2 2026Aug 19, 2026
Foundations Investment Advisors, LlcSell-19,216-12.3%137,623$5.74MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-12,377-27.8%32,137$1.34MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+12,13512,135$505.00KQ2 2026Aug 14, 2026
Coppell Advisory Solutions LlcBuy+10,14310,143$41.76KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+8,3688,368$348.78KQ2 2026Aug 14, 2026
Betterment LlcBuy+4,9084,908$205.00KQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+4,578+61.0%12,083$503.62KQ2 2026Aug 14, 2026
Raymond James Financial IncSell-4,424-2.0%212,240$8.85MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+4,263+24.3%21,834$910.04KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+3,785+1.9%207,415$8.65MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+3,2823,282$136.79KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+2,831+10.6%29,567$1.23MQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Sell-245-3.2%7,397$308.31KQ2 2026Aug 14, 2026
Barclays PlcBuy+11$42.00Q2 2026Aug 14, 2026
Legacy Capital Wealth Management, LlcBuy+16,360+7.3%241,913$10.08MQ2 2026Aug 13, 2026
Arete Wealth Advisors, LlcSell-15,825-39.1%24,661$1.03MQ2 2026Aug 13, 2026
Trek Financial, LlcSell-12,178-13.4%78,712$3.28MQ2 2026Aug 13, 2026
Zacks Investment ManagementBuy+6,6276,627$276.21KQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+1,6951,695$70.65KQ2 2026Aug 13, 2026
Morgan StanleyBuy+471+43.8%1,547$64.48KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcSell-414-4.8%8,246$343.69KQ2 2026Aug 13, 2026
Madison Wealth Partners, IncBuy+6,6276,627$276.21KQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+2,6452,645$109.89KQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-2,596-4.0%62,745$2.62MQ2 2026Aug 12, 2026
Wealthshield Partners, LlcSell-401-2.2%17,695$737.53KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Sell-367-3.3%10,589$441.35KQ2 2026Aug 12, 2026
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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.