INNOVATOR U.S. EQUITY ULTRA (UFEB) Institutional Ownership Changes & 13F Activity
INNOVATOR U.S. EQUITY ULTRA (UFEB). 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, Susquehanna International Group, Llp, Jpmorgan Chase & Co, Tounjian Advisory Partners, Llc, and Iht Wealth Management, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Talon Private Wealth, Llc | Sell | -250,605 | -25.4% | 734,535 | $28.39M | Q2 2026 | Sep 11, 2026 |
| Citadel Advisors Llc | Buy | +16,180 | — | 16,180 | $625.36K | Q2 2026 | Sep 02, 2026 |
| Archer Investment Corp | Buy | +2,785 | +48.7% | 8,507 | $328.80K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -3,000 | -16.2% | 15,548 | $600.93K | Q2 2026 | Aug 18, 2026 |
| Susquehanna International Group, Llp | Buy | +40,356 | +289.9% | 54,275 | $2.10M | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Sell | -33,226 | -67.4% | 16,091 | $621.92K | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +21,385 | — | 21,385 | $826.53K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +11,346 | — | 11,346 | $438.52K | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +7,943 | — | 7,943 | $306.00K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -2,898 | -15.9% | 15,363 | $593.78K | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | Sell | -375 | -0.3% | 108,447 | $3.94M | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Buy | +159 | +0.8% | 19,266 | $744.63K | Q2 2026 | Aug 14, 2026 |
| Vantage Point Financial Llc | Sell | -120 | -1.6% | 7,481 | $289.14K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -81 | -0.1% | 106,116 | $4.10M | Q2 2026 | Aug 14, 2026 |
| Barclays Plc | Buy | +52 | — | 52 | $2.01K | Q2 2026 | Aug 14, 2026 |
| Zacks Investment Management | Buy | +6,505 | — | 6,505 | $251.42K | Q2 2026 | Aug 13, 2026 |
| Trek Financial, Llc | Sell | -4,100 | -7.6% | 49,916 | $1.93M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +471 | +26.7% | 2,237 | $86.46K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +36,891 | — | 36,891 | $1.42M | Q2 2026 | Aug 12, 2026 |
| Madison Wealth Partners, Inc | Buy | +7,490 | — | 7,490 | $289.49K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -3,379 | -6.9% | 45,773 | $1.77M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +800 | +5.4% | 15,556 | $601.24K | Q2 2026 | Aug 12, 2026 |
| Wealthshield Partners, Llc | Sell | -408 | -4.9% | 7,851 | $303.44K | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Advisors, Llc | Sell | -3,379 | -5.4% | 59,543 | $2.30M | Q2 2026 | Aug 11, 2026 |
| Tradition Wealth Management, Llc | Sell | -21 | -0.4% | 5,842 | $225.79K | Q2 2026 | Aug 11, 2026 |
| Arkadios Wealth Advisors | Buy | +1,228 | +8.5% | 15,700 | $606.80K | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | Buy | +130 | +86.7% | 280 | $10.82K | Q2 2026 | Aug 10, 2026 |
| Tounjian Advisory Partners, Llc | Buy | +34,677 | — | 34,677 | $1.34M | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Sell | -22,503 | -21.2% | 83,866 | $3.24M | Q2 2026 | Aug 07, 2026 |
| Silver Oak Securities, Incorporated | Buy | +10,751 | — | 10,751 | $415.53K | Q2 2026 | Aug 07, 2026 |
Frequently asked questions about UFEB activity
Which institutional owners are buying UFEB?
Institutional owners buying UFEB 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 UFEB activity?
"Buy" means an investor increased their reported position in UFEB compared to the prior reporting period. This reflects growing exposure to INNOVATOR U.S. EQUITY ULTRA (UFEB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in UFEB increasing?
Institutional interest in UFEB 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.