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 (Q1 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, Eversource Wealth Advisors, Llc, Susquehanna International Group, Llp, Citadel Advisors Llc, and Old Mission Capital Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Sonoma Allocations Llc | Sell | -436 | -1.7% | 25,816 | $1.01M | Q1 2026 | May 19, 2026 |
| Talon Private Wealth, Llc | Buy | +926,565 | — | 926,565 | $35.99M | Q1 2026 | May 18, 2026 |
| Newedge Advisors, Llc | Sell | -2,192 | -12.8% | 14,987 | $14.99K | Q1 2026 | May 18, 2026 |
| Arkadios Wealth Advisors | Buy | +1,357 | +11.1% | 13,539 | $525.86K | Q1 2026 | May 18, 2026 |
| Arete Wealth Advisors, Llc | Sell | -21 | -0.1% | 40,486 | $1.57M | Q1 2026 | May 18, 2026 |
| Susquehanna International Group, Llp | Buy | +38,992 | +706.1% | 44,514 | $1.73M | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Buy | +20,005 | — | 20,005 | $776.99K | Q1 2026 | May 15, 2026 |
| Old Mission Capital Llc | Buy | +17,571 | — | 17,571 | $682.46K | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +9,767 | +5.0% | 203,630 | $7.91M | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +5,436 | — | 5,436 | $211.13K | Q1 2026 | May 15, 2026 |
| Guardian Wealth Advisors, Llc / Nc | Buy | +2,400 | — | 2,400 | $93.22K | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Buy | +2,158 | +24.5% | 10,956 | $425.53K | Q1 2026 | May 15, 2026 |
| Img Wealth Management, Inc. | Sell | -536 | -1.0% | 51,275 | $1.99M | Q1 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Sell | -400 | -0.9% | 41,908 | $1.63M | Q1 2026 | May 15, 2026 |
| Eversource Wealth Advisors, Llc | Buy | +53,213 | +17737.7% | 53,513 | $1.93M | Q1 2026 | May 14, 2026 |
| Gladstone Institutional Advisory Llc | Sell | -8,300 | -22.5% | 28,630 | $1.11M | Q1 2026 | May 14, 2026 |
| Redwood Family Wealth Llc | Sell | -2,370 | -16.4% | 12,077 | $469.07K | Q1 2026 | May 14, 2026 |
| Raymond James Financial Inc | Buy | +2,275 | +1.1% | 216,664 | $8.42M | Q1 2026 | May 14, 2026 |
| Garden State Investment Advisory Services Llc | Sell | -90 | -0.6% | 14,311 | $555.84K | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | Sell | -13,952 | -17.6% | 65,341 | $2.54M | Q1 2026 | May 13, 2026 |
| Signature Equity Partners, Llc | Sell | -9,915 | -56.5% | 7,640 | $296.74K | Q1 2026 | May 13, 2026 |
| Trek Financial, Llc | Sell | -3,983 | -4.2% | 90,890 | $3.53M | Q1 2026 | May 13, 2026 |
| Triumph Capital Management | Sell | -3,781 | -34.0% | 7,352 | $285.55K | Q1 2026 | May 13, 2026 |
| Ae Wealth Management Llc | Sell | -500 | -2.8% | 17,423 | $676.71K | Q1 2026 | May 13, 2026 |
| Creative Planning | Buy | +16,527 | — | 16,527 | $641.91K | Q1 2026 | May 12, 2026 |
| Ameritas Advisory Services, Llc | Sell | -7,861 | -22.7% | 26,736 | $1.04M | Q1 2026 | May 12, 2026 |
| Wood Tarver Financial Group, Llc | Sell | -1,255 | -13.8% | 7,825 | $303.00K | Q1 2026 | May 12, 2026 |
| Red Reef Advisors Llc | Sell | -1,014 | -12.7% | 7,000 | $271.88K | Q1 2026 | May 12, 2026 |
| Kingsview Wealth Management, Llc | Buy | +62 | +0.5% | 13,787 | $535.49K | Q1 2026 | May 12, 2026 |
| Foundations Investment Advisors, Llc | Sell | -3,089 | -1.9% | 156,839 | $6.09M | Q1 2026 | May 11, 2026 |
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.