INNOVATOR U.S. EQUITY ULTRA (UDEC) Institutional Shareholders
INNOVATOR U.S. EQUITY ULTRA (UDEC) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $197.89M in UDEC holdings during the latest filing period.
Talon Private Wealth, Llc is currently the largest disclosed institutional shareholder of UDEC tracked by InsiderSet, reporting ownership valued at approximately $35.99M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $38.94M, representing an estimated gain of +8.21% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% of the total disclosed UDEC value among the investors covered in this analysis. Major shareholders include Talon Private Wealth, Llc, Commonwealth Equity Services, Llc, Brookstone Capital Management, and several other long-term asset managers with concentrated positions in INNOVATOR U.S. EQUITY ULTRA (UDEC).
This page ranks the largest institutional UDEC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
107
Total Reported Value
$197.89M
Largest Holder
Talon Private Wealth, Llc
Largest Position
$35.99M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
126
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Talon Private Wealth, Llc | 4.78% | 926,565 | $35,987,785 | $38,943,064 | +$2,955,279 | +8.21% | |
| Commonwealth Equity Services, Llc | 0.02% | 328,134 | $13,676,655 | $13,791,308 | +$114,653 | +0.84% | |
| Brookstone Capital Management | 0.13% | 314,144 | $13,093,553 | $13,203,315 | +$109,762 | +0.84% | |
| Legacy Capital Wealth Management, Llc | 5.12% | 225,553 | $8,760,479 | $9,479,880 | +$719,401 | +8.21% | |
| Raymond James Financial Inc | 0.00% | 216,664 | $8,415,230 | $9,106,280 | +$691,050 | +8.21% | |
| Osaic Holdings, Inc. | 0.01% | 203,630 | $7,908,940 | $8,558,467 | +$649,527 | +8.21% | |
| Envestnet Asset Management Inc | 0.00% | 162,403 | $6,768,973 | $6,825,717 | +$56,744 | +0.84% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.32% | 155,556 | $6,483,590 | $6,537,941 | +$54,351 | +0.84% | |
| Foundations Investment Advisors, Llc | 0.08% | 156,839 | $6,091,627 | $6,591,865 | +$500,238 | +8.21% | |
| Sovran Advisors, Llc | 0.39% | 126,112 | $5,271,456 | $5,300,424 | +$28,968 | +0.55% | |
| Kestra Advisory Services, Llc | 0.01% | 101,861 | $4,245,577 | $4,281,167 | +$35,590 | +0.84% | |
| Kfg Wealth Management, Llc | 0.47% | 99,124 | $4,131,497 | $4,166,132 | +$34,635 | +0.84% | |
| Central Valley Advisors, Llc | 0.95% | 88,897 | $3,705,237 | $3,736,296 | +$31,059 | +0.84% | |
| Trek Financial, Llc | 0.19% | 90,890 | $3,530,168 | $3,820,061 | +$289,893 | +8.21% | |
| Berger Financial Group, Inc | 0.19% | 88,385 | $3,432,874 | $3,714,777 | +$281,903 | +8.21% | |
| Milestone Asset Management, Llc | 0.48% | 72,820 | $3,035,145 | $3,060,588 | +$25,443 | +0.84% | |
| Mbl Wealth, Llc | 0.20% | 71,935 | $2,998,259 | $3,023,392 | +$25,133 | +0.84% | |
| Spire Wealth Management | 0.08% | 64,538 | $2,689,950 | $2,712,500 | +$22,550 | +0.84% | |
| Cetera Investment Advisers | 0.00% | 65,341 | $2,537,844 | $2,746,250 | +$208,406 | +8.21% | |
| Truist Financial Corp | 0.00% | 57,463 | $2,395,064 | $2,415,141 | +$20,077 | +0.84% | |
| Wealthplan Investment Management, Llc | 0.10% | 49,201 | $2,050,703 | $2,067,893 | +$17,190 | +0.84% | |
| Img Wealth Management, Inc. | 1.27% | 51,275 | $1,991,521 | $2,155,063 | +$163,542 | +8.21% | |
| Hightower Advisors, Llc | 0.00% | 47,522 | $1,845,754 | $1,997,326 | +$151,572 | +8.21% | |
| Strategic Blueprint, Llc | 0.09% | 44,260 | $1,844,761 | $1,860,226 | +$15,465 | +0.84% | |
| Lpl Financial Llc | 0.00% | 46,116 | $1,791,145 | $1,938,232 | +$147,087 | +8.21% | |
| Assuredpartners Investment Advisors, Llc | 0.19% | 45,067 | $1,762,570 | $1,894,143 | +$131,573 | +7.46% | |
| Susquehanna International Group, Llp | 0.00% | 44,514 | $1,728,924 | $1,870,901 | +$141,977 | +8.21% | |
| Virtue Capital Management, Llc | 0.25% | 43,287 | $1,658,325 | $1,819,331 | +$161,006 | +9.71% | |
| Advisory Services Network, Llc | 0.02% | 41,908 | $1,627,707 | $1,761,372 | +$133,665 | +8.21% | |
| Arete Wealth Advisors, Llc | 0.12% | 40,486 | $1,573,285 | $1,701,606 | +$128,321 | +8.16% | |
| Castle Rock Wealth Management, Llc | 0.30% | 37,195 | $1,551,032 | $1,563,287 | +$12,255 | +0.79% | |
| Mml Investors Services, Llc | 0.00% | 37,646 | $1,462,171 | $1,582,243 | +$120,072 | +8.21% | |
| Money Concepts Capital Corp | 0.08% | 36,260 | $1,408,338 | $1,523,990 | +$115,652 | +8.21% | |
| Captrust Financial Advisors | 0.00% | 33,630 | $1,306,189 | $1,413,452 | +$107,263 | +8.21% | |
| Gladstone Institutional Advisory Llc | 0.04% | 28,230 | $1,176,629 | $1,186,493 | +$9,864 | +0.84% | |
| Sonoma Allocations Llc | 0.33% | 25,569 | $1,067,634 | $1,074,652 | +$7,018 | +0.66% | |
| Octavia Wealth Advisors, Llc | 0.09% | 25,364 | $1,057,174 | $1,066,036 | +$8,862 | +0.84% | |
| Ameritas Advisory Services, Llc | 0.04% | 26,736 | $1,038,426 | $1,123,701 | +$85,275 | +8.21% | |
| Fiduciary Financial Group, Llc | 0.11% | 22,702 | $946,222 | $954,154 | +$7,932 | +0.84% | |
| Steelpeak Wealth, Llc | 0.02% | 20,206 | $842,189 | $849,248 | +$7,059 | +0.84% | |
| Citadel Advisors Llc | 0.00% | 20,005 | $776,994 | $840,800 | +$63,806 | +8.21% | |
| Lakeridge Wealth Management Llc | 0.28% | 18,531 | $772,363 | $778,849 | +$6,486 | +0.84% | |
| Lantz Financial Llc | 0.14% | 18,165 | $757,119 | $763,466 | +$6,347 | +0.84% | |
| Trustbank | 0.24% | 16,900 | $704,394 | $710,299 | +$5,905 | +0.84% | |
| Old Port Advisors | 0.14% | 16,875 | $703,352 | $709,248 | +$5,896 | +0.84% | |
| Wealthshield Partners, Llc | 0.08% | 18,096 | $702,849 | $760,566 | +$57,717 | +8.21% | |
| Old Mission Capital Llc | 0.02% | 17,571 | $682,457 | $738,500 | +$56,043 | +8.21% | |
| Wealthplan Partners, Llc | 0.13% | 16,042 | $668,632 | $674,237 | +$5,605 | +0.84% | |
| Bravias Capital Group, Llc | 0.40% | 16,016 | $667,548 | $673,144 | +$5,596 | +0.84% | |
| Creative Planning | 0.00% | 16,527 | $641,909 | $694,622 | +$52,713 | +8.21% |
Frequently asked questions about UDEC
Who owns the most UDEC stock?
The largest holders of UDEC are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INNOVATOR U.S. EQUITY ULTRA (UDEC).
Is UDEC widely held by superinvestors?
Many widely followed stocks like UDEC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly UDEC is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.