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 $173.08M in UDEC holdings during the latest filing period.
Commonwealth Equity Services, Llc is currently the largest disclosed institutional shareholder of UDEC tracked by InsiderSet, reporting ownership valued at approximately $13.68M in its June 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 $13.99M, representing an estimated gain of +2.33% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 50% 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
115
Total Reported Value
$173.08M
Largest Holder
Commonwealth Equity Services, Llc
Largest Position
$13.68M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
135
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% | 328,134 | $13,676,655 | $13,994,915 | +$318,260 | +2.33% | |
| Brookstone Capital Management | 0.13% | 314,144 | $13,093,553 | $13,398,242 | +$304,689 | +2.33% | |
| Legacy Capital Wealth Management, Llc | 4.69% | 241,913 | $10,082,958 | $10,317,589 | +$234,631 | +2.33% | |
| Raymond James Financial Inc | 0.00% | 212,240 | $8,846,184 | $9,052,036 | +$205,852 | +2.33% | |
| Osaic Holdings, Inc. | 0.01% | 207,415 | $8,645,007 | $8,846,250 | +$201,243 | +2.33% | |
| Tounjian Advisory Partners, Llc | 3.22% | 180,440 | $7,520,757 | $7,695,766 | +$175,009 | +2.33% | |
| Envestnet Asset Management Inc | 0.00% | 162,403 | $6,768,973 | $6,926,488 | +$157,515 | +2.33% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.32% | 155,556 | $6,483,590 | $6,634,463 | +$150,873 | +2.33% | |
| Foundations Investment Advisors, Llc | 0.06% | 137,623 | $5,736,140 | $5,869,621 | +$133,481 | +2.33% | |
| Sovran Advisors, Llc | 0.39% | 126,112 | $5,271,456 | $5,378,677 | +$107,221 | +2.03% | |
| Kestra Advisory Services, Llc | 0.01% | 101,861 | $4,245,577 | $4,344,372 | +$98,795 | +2.33% | |
| Kfg Wealth Management, Llc | 0.47% | 99,124 | $4,131,497 | $4,227,639 | +$96,142 | +2.33% | |
| Central Valley Advisors, Llc | 0.95% | 88,897 | $3,705,237 | $3,791,457 | +$86,220 | +2.33% | |
| Berger Financial Group, Inc | 0.18% | 83,354 | $3,474,204 | $3,555,048 | +$80,844 | +2.33% | |
| Trek Financial, Llc | 0.16% | 78,712 | $3,280,724 | $3,357,067 | +$76,343 | +2.33% | |
| Milestone Asset Management, Llc | 0.48% | 72,820 | $3,035,145 | $3,105,773 | +$70,628 | +2.33% | |
| Mbl Wealth, Llc | 0.20% | 71,935 | $2,998,259 | $3,068,028 | +$69,769 | +2.33% | |
| Spire Wealth Management | 0.08% | 64,538 | $2,689,950 | $2,752,546 | +$62,596 | +2.33% | |
| Cetera Investment Advisers | 0.00% | 62,745 | $2,615,218 | $2,676,074 | +$60,856 | +2.33% | |
| Truist Financial Corp | 0.00% | 57,463 | $2,395,064 | $2,450,797 | +$55,733 | +2.33% | |
| Lpl Financial Llc | 0.00% | 54,164 | $2,257,561 | $2,310,095 | +$52,534 | +2.33% | |
| Img Wealth Management, Inc. | 1.24% | 53,547 | $2,231,844 | $2,283,780 | +$51,936 | +2.33% | |
| Wealthplan Investment Management, Llc | 0.10% | 49,201 | $2,050,703 | $2,098,423 | +$47,720 | +2.33% | |
| Strategic Blueprint, Llc | 0.09% | 44,260 | $1,844,761 | $1,887,689 | +$42,928 | +2.33% | |
| Virtue Capital Management, Llc | 0.24% | 42,628 | $1,776,739 | $1,818,084 | +$41,345 | +2.33% | |
| Advisory Services Network, Llc | 0.02% | 41,908 | $1,746,730 | $1,787,376 | +$40,646 | +2.33% | |
| Assuredpartners Investment Advisors, Llc | 0.16% | 38,904 | $1,621,523 | $1,659,256 | +$37,733 | +2.33% | |
| Castle Rock Wealth Management, Llc | 0.30% | 37,195 | $1,551,032 | $1,586,367 | +$35,335 | +2.28% | |
| Mml Investors Services, Llc | 0.00% | 37,106 | $1,546,582 | $1,582,571 | +$35,989 | +2.33% | |
| Captrust Financial Advisors | 0.00% | 33,630 | $1,401,702 | $1,434,320 | +$32,618 | +2.33% | |
| Citadel Advisors Llc | 0.00% | 32,310 | $1,346,684 | $1,378,022 | +$31,338 | +2.33% | |
| Susquehanna International Group, Llp | 0.00% | 32,137 | $1,339,473 | $1,370,643 | +$31,170 | +2.33% | |
| Ameritas Advisory Services, Llc | 0.02% | 29,567 | $1,232,356 | $1,261,033 | +$28,677 | +2.33% | |
| Gladstone Institutional Advisory Llc | 0.04% | 28,230 | $1,176,629 | $1,204,010 | +$27,381 | +2.33% | |
| Sonoma Allocations Llc | 0.33% | 25,569 | $1,067,634 | $1,090,518 | +$22,884 | +2.14% | |
| Octavia Wealth Advisors, Llc | 0.09% | 25,364 | $1,057,174 | $1,081,775 | +$24,601 | +2.33% | |
| Arete Wealth Advisors, Llc | 0.07% | 24,661 | $1,027,872 | $1,051,792 | +$23,920 | +2.33% | |
| Fiduciary Financial Group, Llc | 0.11% | 22,702 | $946,222 | $968,240 | +$22,018 | +2.33% | |
| Old Mission Capital Llc | 0.02% | 21,834 | $910,043 | $931,220 | +$21,177 | +2.33% | |
| Steelpeak Wealth, Llc | 0.02% | 20,206 | $842,189 | $861,786 | +$19,597 | +2.33% | |
| Lakeridge Wealth Management Llc | 0.28% | 18,531 | $772,363 | $790,347 | +$17,984 | +2.33% | |
| Lantz Financial Llc | 0.14% | 18,165 | $757,119 | $774,737 | +$17,618 | +2.33% | |
| Wealthshield Partners, Llc | 0.11% | 17,695 | $737,529 | $754,692 | +$17,163 | +2.33% | |
| Trustbank | 0.24% | 16,900 | $704,394 | $720,785 | +$16,391 | +2.33% | |
| Old Port Advisors | 0.14% | 16,875 | $703,352 | $719,719 | +$16,367 | +2.33% | |
| Wealthplan Partners, Llc | 0.13% | 16,042 | $668,632 | $684,191 | +$15,559 | +2.33% | |
| Bravias Capital Group, Llc | 0.40% | 16,016 | $667,548 | $683,082 | +$15,534 | +2.33% | |
| Diversify Advisory Services, Llc | 0.01% | 14,900 | $621,852 | $635,485 | +$13,633 | +2.19% | |
| Diversify Wealth Management, Llc | 0.01% | 14,900 | $621,852 | $635,485 | +$13,633 | +2.19% | |
| Newedge Advisors, Llc | 0.00% | 14,810 | $617,282 | $631,647 | +$14,365 | +2.33% |
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.