INNOVATOR U.S. EQUITY ULTRA (UFEB) Top Institutional Shareholders
INNOVATOR U.S. EQUITY ULTRA (UFEB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $219.74M in UFEB holdings during the latest filing period.
Brookstone Capital Management is currently the largest disclosed institutional shareholder of UFEB tracked by InsiderSet, reporting ownership valued at approximately $62.01M 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 $65.66M, representing an estimated gain of +5.90% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% of the total disclosed UFEB value among the investors covered in this analysis. Major shareholders include Brookstone Capital Management, Talon Private Wealth, Llc, Hightower Advisors, Llc, and several other long-term asset managers with concentrated positions in INNOVATOR U.S. EQUITY ULTRA (UFEB).
This page ranks the largest institutional UFEB 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
95
Total Reported Value
$219.74M
Largest Holder
Brookstone Capital Management
Largest Position
$62.01M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
102
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Brookstone Capital Management | 0.71% | 1,708,127 | $62,005,010 | $65,660,402 | +$3,655,392 | +5.90% | |
| Talon Private Wealth, Llc | 4.75% | 985,140 | $35,760,582 | $37,868,782 | +$2,108,200 | +5.90% | |
| Hightower Advisors, Llc | 0.03% | 655,927 | $23,810,150 | $25,213,834 | +$1,403,684 | +5.90% | |
| Kfg Wealth Management, Llc | 1.78% | 378,791 | $13,750,127 | $14,560,726 | +$810,599 | +5.90% | |
| Commonwealth Equity Services, Llc | 0.01% | 166,122 | $6,030,230 | $6,385,730 | +$355,500 | +5.90% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.33% | 157,913 | $5,732,242 | $6,070,176 | +$337,934 | +5.90% | |
| Strategic Blueprint, Llc | 0.28% | 134,217 | $4,872,077 | $5,159,301 | +$287,224 | +5.90% | |
| Truist Financial Corp | 0.01% | 130,626 | $4,741,712 | $5,021,263 | +$279,551 | +5.90% | |
| Envestnet Asset Management Inc | 0.00% | 125,036 | $4,538,807 | $4,806,384 | +$267,577 | +5.90% | |
| World Investment Advisors | 0.06% | 108,822 | $3,950,240 | $4,183,118 | +$232,878 | +5.90% | |
| Mml Investors Services, Llc | 0.01% | 106,369 | $3,861,195 | $4,088,824 | +$227,629 | +5.90% | |
| Osaic Holdings, Inc. | 0.01% | 106,197 | $3,854,926 | $4,082,213 | +$227,287 | +5.90% | |
| Spire Wealth Management | 0.10% | 80,088 | $2,907,186 | $3,078,583 | +$171,397 | +5.90% | |
| Central Valley Advisors, Llc | 0.66% | 66,922 | $2,429,270 | $2,572,482 | +$143,212 | +5.90% | |
| Kestra Advisory Services, Llc | 0.01% | 64,946 | $2,357,540 | $2,496,524 | +$138,984 | +5.90% | |
| Stratos Wealth Advisors, Llc | 0.14% | 62,922 | $2,284,069 | $2,418,722 | +$134,653 | +5.90% | |
| Trek Financial, Llc | 0.10% | 54,016 | $1,960,781 | $2,076,375 | +$115,594 | +5.90% | |
| Iht Wealth Management, Llc | 0.04% | 49,317 | $1,790,207 | $1,895,745 | +$105,538 | +5.90% | |
| Cetera Investment Advisers | 0.00% | 49,152 | $1,784,218 | $1,889,403 | +$105,185 | +5.90% | |
| Berger Financial Group, Inc | 0.10% | 47,570 | $1,726,791 | $1,828,591 | +$101,800 | +5.90% | |
| Newcorp Financial Services, Inc. | 1.48% | 46,987 | $1,705,628 | $1,806,180 | +$100,552 | +5.90% | |
| Lpl Financial Llc | 0.00% | 38,194 | $1,386,442 | $1,468,177 | +$81,735 | +5.90% | |
| Northstar Group, Inc. | 0.19% | 36,360 | $1,319,868 | $1,397,678 | +$77,810 | +5.90% | |
| Fiduciary Financial Group, Llc | 0.14% | 29,243 | $1,061,521 | $1,124,101 | +$62,580 | +5.90% | |
| Founders Financial Securities Llc | 0.06% | 26,646 | $986,435 | $1,024,272 | +$37,837 | +3.84% | |
| Mutual Advisors, Llc | 0.02% | 26,875 | $975,563 | $1,033,075 | +$57,512 | +5.90% | |
| Lantz Financial Llc | 0.20% | 26,609 | $965,907 | $1,022,850 | +$56,943 | +5.90% | |
| Crosspoint Financial, Llc | 2.38% | 26,069 | $946,301 | $1,002,092 | +$55,791 | +5.90% | |
| Integrity Advisory Solutions, Llc | 0.12% | 25,359 | $920,532 | $974,800 | +$54,268 | +5.90% | |
| Comprehensive Financial Consultants Institutional, Inc. | 0.27% | 25,210 | $915,123 | $969,072 | +$53,949 | +5.90% | |
| Focus Partners Wealth | 0.00% | 25,056 | $909,533 | $963,153 | +$53,620 | +5.90% | |
| Creative Planning | 0.00% | 24,657 | $895,049 | $947,815 | +$52,766 | +5.90% | |
| Ausdal Financial Partners, Inc. | 0.04% | 23,929 | $868,623 | $919,831 | +$51,208 | +5.90% | |
| Advisornet Financial, Inc | 0.04% | 20,570 | $746,691 | $790,711 | +$44,020 | +5.90% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 20,250 | $738,078 | $778,410 | +$40,332 | +5.46% | |
| Cornerstone Wealth Group, Llc | 0.05% | 18,696 | $703,659 | $718,674 | +$15,015 | +2.13% | |
| Foundations Investment Advisors, Llc | 0.01% | 19,107 | $693,584 | $734,473 | +$40,889 | +5.90% | |
| Beacon Pointe Advisors, Llc | 0.00% | 18,548 | $673,293 | $712,985 | +$39,692 | +5.90% | |
| Raymond James Financial Inc | 0.00% | 18,261 | $662,875 | $701,953 | +$39,078 | +5.90% | |
| Img Wealth Management, Inc. | 0.36% | 15,404 | $559,165 | $592,130 | +$32,965 | +5.90% | |
| Arkadios Wealth Advisors | 0.01% | 14,472 | $525,334 | $556,304 | +$30,970 | +5.90% | |
| Advisory Services Network, Llc | 0.01% | 14,258 | $517,565 | $548,078 | +$30,513 | +5.90% | |
| Susquehanna International Group, Llp | 0.00% | 13,919 | $505,260 | $535,046 | +$29,786 | +5.90% | |
| Assuredpartners Investment Advisors, Llc | 0.05% | 11,574 | $422,567 | $444,905 | +$22,338 | +5.29% | |
| Castle Rock Wealth Management, Llc | 0.09% | 11,547 | $420,869 | $443,867 | +$22,998 | +5.46% | |
| Sonoma Allocations Llc | 0.14% | 11,010 | $401,412 | $423,224 | +$21,812 | +5.43% | |
| Riverpoint Wealth Management Holdings, Llc | 0.08% | 10,976 | $398,428 | $421,917 | +$23,489 | +5.90% | |
| Axxcess Wealth Management, Llc | 0.01% | 10,497 | $381,041 | $403,505 | +$22,464 | +5.90% | |
| Pfg Advisors | 0.02% | 9,304 | $337,735 | $357,646 | +$19,911 | +5.90% | |
| Merit Financial Group, Llc | 0.00% | 9,038 | $328,079 | $347,421 | +$19,342 | +5.90% |
Frequently asked questions about UFEB
Who owns the most UFEB stock?
The largest holders of UFEB 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 (UFEB).
Is UFEB widely held by superinvestors?
Many widely followed stocks like UFEB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly UFEB 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.