UDEC Institutional Ownership & Shareholders
INNOVATOR U.S. EQUITY ULTRA (UDEC) is currently held by 120 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $174.84M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Commonwealth Equity Services, Llc is currently the largest disclosed institutional shareholder of UDEC tracked by InsiderSet, reporting ownership valued at approximately $13.66M in its September 30, 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 $13.67M, representing an estimated gain of +0.09% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% of the total disclosed UDEC value among the investors covered in this analysis. Major shareholders include Commonwealth Equity Services, Llc, Brookstone Capital Management, Legacy Capital Wealth Management, Llc, 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
120
Total Reported Value
$174.84M
Largest Holder
Commonwealth Equity Services, Llc
Largest Position
$13.66M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 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 |
|---|---|---|---|---|---|---|---|
| Commonwealth Equity Services, Llc | 0.02% | 318,931 | $13,657,423 | $13,670,180 | +$12,757 | +0.09% | |
| Brookstone Capital Management | 0.13% | 299,303 | $12,816,903 | $12,828,875 | +$11,972 | +0.09% | |
| Legacy Capital Wealth Management, Llc | 4.69% | 241,913 | $10,082,958 | $10,368,996 | +$286,038 | +2.84% | |
| Raymond James Financial Inc | 0.00% | 212,240 | $8,846,184 | $9,097,137 | +$250,953 | +2.84% | |
| Osaic Holdings, Inc. | 0.01% | 207,415 | $8,645,007 | $8,890,325 | +$245,318 | +2.84% | |
| Tounjian Advisory Partners, Llc | 3.22% | 180,440 | $7,520,757 | $7,734,109 | +$213,352 | +2.84% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.35% | 167,543 | $7,174,611 | $7,181,312 | +$6,701 | +0.09% | |
| Envestnet Asset Management Inc | 0.00% | 162,403 | $6,768,973 | $6,960,999 | +$192,026 | +2.84% | |
| Foundations Investment Advisors, Llc | 0.06% | 137,623 | $5,736,140 | $5,898,866 | +$162,726 | +2.84% | |
| Sovran Advisors, Llc | 0.32% | 107,972 | $4,670,502 | $4,627,950 | -$42,552 | -0.91% | |
| Kestra Advisory Services, Llc | 0.01% | 89,715 | $3,841,821 | $3,845,409 | +$3,588 | +0.09% | |
| Kfg Wealth Management, Llc | 0.41% | 88,894 | $3,806,662 | $3,810,219 | +$3,557 | +0.09% | |
| Central Valley Advisors, Llc | 1.01% | 88,147 | $3,774,674 | $3,778,201 | +$3,527 | +0.09% | |
| Berger Financial Group, Inc | 0.18% | 83,354 | $3,474,204 | $3,572,761 | +$98,557 | +2.84% | |
| Mbl Wealth, Llc | 0.18% | 71,244 | $3,050,847 | $3,053,696 | +$2,849 | +0.09% | |
| Milestone Asset Management, Llc | 0.47% | 69,810 | $2,989,439 | $2,992,231 | +$2,792 | +0.09% | |
| Concurrent Investment Advisors, Llc | 0.02% | 64,587 | $2,765,777 | $2,768,360 | +$2,583 | +0.09% | |
| Cetera Investment Advisers | 0.00% | 62,745 | $2,615,218 | $2,689,408 | +$74,190 | +2.84% | |
| Spire Wealth Management | 0.08% | 60,605 | $2,595,086 | $2,597,682 | +$2,596 | +0.10% | |
| Lpl Financial Llc | 0.00% | 54,164 | $2,257,561 | $2,321,604 | +$64,043 | +2.84% | |
| Img Wealth Management, Inc. | 1.12% | 50,504 | $2,162,708 | $2,164,728 | +$2,020 | +0.09% | |
| Trek Financial, Llc | 0.10% | 49,705 | $2,128,498 | $2,130,481 | +$1,983 | +0.09% | |
| Truist Financial Corp | 0.00% | 49,650 | $2,126,137 | $2,128,123 | +$1,986 | +0.09% | |
| Strategic Blueprint, Llc | 0.09% | 44,260 | $1,895,324 | $1,897,094 | +$1,770 | +0.09% | |
| Virtue Capital Management, Llc | 0.24% | 42,464 | $1,818,415 | $1,820,113 | +$1,698 | +0.09% | |
| Advisory Services Network, Llc | 0.02% | 41,908 | $1,746,730 | $1,796,282 | +$49,552 | +2.84% | |
| Wealthplan Investment Management, Llc | 0.08% | 39,451 | $1,689,391 | $1,690,968 | +$1,577 | +0.09% | |
| Assuredpartners Investment Advisors, Llc | 0.16% | 38,904 | $1,621,523 | $1,667,523 | +$46,000 | +2.84% | |
| Castle Rock Wealth Management, Llc | 0.29% | 36,268 | $1,565,690 | $1,554,537 | -$11,153 | -0.71% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 36,092 | $1,554,770 | $1,546,993 | -$7,777 | -0.50% | |
| Mml Investors Services, Llc | 0.00% | 37,106 | $1,546,582 | $1,590,456 | +$43,874 | +2.84% | |
| Captrust Financial Advisors | 0.00% | 33,630 | $1,401,702 | $1,441,466 | +$39,764 | +2.84% | |
| Citadel Advisors Llc | 0.00% | 32,310 | $1,346,684 | $1,384,887 | +$38,203 | +2.84% | |
| Susquehanna International Group, Llp | 0.00% | 32,137 | $1,339,473 | $1,377,472 | +$37,999 | +2.84% | |
| Ameritas Advisory Services, Llc | 0.02% | 29,567 | $1,232,356 | $1,267,316 | +$34,960 | +2.84% | |
| Gladstone Institutional Advisory Llc | 0.04% | 28,230 | $1,176,629 | $1,210,008 | +$33,379 | +2.84% | |
| Sonoma Allocations Llc | 0.33% | 25,569 | $1,067,634 | $1,095,951 | +$28,317 | +2.65% | |
| Octavia Wealth Advisors, Llc | 0.09% | 25,364 | $1,057,174 | $1,087,164 | +$29,990 | +2.84% | |
| Arete Wealth Advisors, Llc | 0.07% | 24,661 | $1,027,872 | $1,057,032 | +$29,160 | +2.84% | |
| Old Mission Capital Llc | 0.02% | 21,834 | $910,043 | $935,860 | +$25,817 | +2.84% | |
| Fiduciary Financial Group, Llc | 0.10% | 19,786 | $847,286 | $848,077 | +$791 | +0.09% | |
| Steelpeak Wealth, Llc | 0.02% | 18,575 | $795,428 | $796,171 | +$743 | +0.09% | |
| Lantz Financial Llc | 0.14% | 18,165 | $777,871 | $778,597 | +$726 | +0.09% | |
| Lakeridge Wealth Management Llc | 0.28% | 18,531 | $772,363 | $794,285 | +$21,922 | +2.84% | |
| Wealthshield Partners, Llc | 0.11% | 17,695 | $737,529 | $758,452 | +$20,923 | +2.84% | |
| Trustbank | 0.23% | 16,900 | $723,700 | $724,376 | +$676 | +0.09% | |
| Old Port Advisors | 0.15% | 16,875 | $722,630 | $723,305 | +$675 | +0.09% | |
| Axxcess Wealth Management, Llc | 0.03% | 15,631 | $669,358 | $669,984 | +$626 | +0.09% | |
| Bravias Capital Group, Llc | 0.40% | 16,016 | $667,548 | $686,486 | +$18,938 | +2.84% | |
| Wealthplan Partners, Llc | 0.12% | 15,436 | $661,008 | $661,626 | +$618 | +0.09% |
Frequently asked questions about UDEC
Who are the largest institutional holders of UDEC?
The largest institutional holders of UDEC reported in the latest SEC Form 13F filings include Commonwealth Equity Services, Llc, Brookstone Capital Management, Legacy Capital Wealth Management, Llc, Raymond James Financial Inc, and Osaic Holdings, Inc.. InsiderSet ranks institutional holders by their latest reported UDEC position.
What is UDEC institutional ownership?
This page tracks UDEC positions reported by institutional investment managers through SEC Form 13F. INNOVATOR U.S. EQUITY ULTRA (UDEC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own UDEC?
InsiderSet currently tracks 120 institutional managers reporting UDEC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of UDEC shareholders.
How much UDEC stock do institutions own?
Institutional investment managers disclosed approximately $174.84M in UDEC holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was UDEC institutional ownership last updated?
The latest UDEC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional UDEC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its UDEC position after the reporting date.
Are institutions buying or selling UDEC?
Institutional buying and selling can be analyzed by comparing UDEC positions across consecutive 13F reporting periods. InsiderSet's UDEC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View UDEC ownership changes.
How has UDEC institutional ownership changed over time?
InsiderSet tracks UDEC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.