INNOVATOR U.S. EQUITY ULTRA (UFEB) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $191.84M 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 $56.56M 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 $57.75M, representing an estimated gain of +2.09% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed UFEB value among the investors covered in this analysis. Major shareholders include Brookstone Capital Management, Talon Private Wealth, Llc, Kfg Wealth Management, 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
100
Total Reported Value
$191.84M
Largest Holder
Brookstone Capital Management
Largest Position
$56.56M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
113
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Brookstone Capital Management | 0.57% | 1,463,509 | $56,564,623 | $57,745,675 | +$1,181,052 | +2.09% | |
| Talon Private Wealth, Llc | 3.32% | 734,535 | $28,389,778 | $28,982,547 | +$592,769 | +2.09% | |
| Kfg Wealth Management, Llc | 1.88% | 431,456 | $16,675,787 | $17,023,959 | +$348,172 | +2.09% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.31% | 164,993 | $6,376,979 | $6,510,129 | +$133,150 | +2.09% | |
| Strategic Blueprint, Llc | 0.27% | 137,909 | $5,330,183 | $5,441,475 | +$111,292 | +2.09% | |
| Truist Financial Corp | 0.01% | 129,816 | $5,017,376 | $5,122,150 | +$104,774 | +2.09% | |
| Commonwealth Equity Services, Llc | 0.01% | 109,088 | $4,216,260 | $4,304,285 | +$88,025 | +2.09% | |
| Osaic Holdings, Inc. | 0.00% | 106,116 | $4,101,349 | $4,187,019 | +$85,670 | +2.09% | |
| Envestnet Asset Management Inc | 0.00% | 102,120 | $3,946,938 | $4,029,349 | +$82,411 | +2.09% | |
| World Investment Advisors | 0.07% | 108,447 | $3,938,969 | $4,278,993 | +$340,024 | +8.63% | |
| Mml Investors Services, Llc | 0.01% | 83,866 | $3,241,431 | $3,309,101 | +$67,670 | +2.09% | |
| Spire Wealth Management | 0.09% | 79,813 | $3,084,763 | $3,149,182 | +$64,419 | +2.09% | |
| Central Valley Advisors, Llc | 0.64% | 64,206 | $2,481,563 | $2,533,376 | +$51,813 | +2.09% | |
| Stratos Wealth Advisors, Llc | 0.13% | 59,543 | $2,301,337 | $2,349,388 | +$48,051 | +2.09% | |
| Susquehanna International Group, Llp | 0.00% | 54,275 | $2,097,729 | $2,141,529 | +$43,800 | +2.09% | |
| Trek Financial, Llc | 0.10% | 49,916 | $1,929,253 | $1,969,536 | +$40,283 | +2.09% | |
| Lpl Financial Llc | 0.00% | 48,344 | $1,868,496 | $1,907,509 | +$39,013 | +2.09% | |
| Newcorp Financial Services, Inc. | 1.38% | 46,554 | $1,799,312 | $1,836,881 | +$37,569 | +2.09% | |
| Cetera Investment Advisers | 0.00% | 45,773 | $1,769,126 | $1,806,065 | +$36,939 | +2.09% | |
| Kestra Advisory Services, Llc | 0.01% | 42,518 | $1,643,321 | $1,677,633 | +$34,312 | +2.09% | |
| Berger Financial Group, Inc | 0.08% | 41,919 | $1,620,170 | $1,653,998 | +$33,828 | +2.09% | |
| Jpmorgan Chase & Co | 0.00% | 36,891 | $1,421,410 | $1,455,608 | +$34,198 | +2.41% | |
| Northstar Group, Inc. | 0.17% | 35,010 | $1,353,137 | $1,381,390 | +$28,253 | +2.09% | |
| Tounjian Advisory Partners, Llc | 0.57% | 34,677 | $1,340,266 | $1,368,250 | +$27,984 | +2.09% | |
| Fiduciary Financial Group, Llc | 0.13% | 29,243 | $1,130,242 | $1,153,841 | +$23,599 | +2.09% | |
| Mutual Advisors, Llc | 0.02% | 26,875 | $1,038,719 | $1,060,407 | +$21,688 | +2.09% | |
| Lantz Financial Llc | 0.19% | 26,454 | $1,022,447 | $1,043,795 | +$21,348 | +2.09% | |
| Founders Financial Securities Llc | 0.05% | 25,983 | $1,004,243 | $1,025,211 | +$20,968 | +2.09% | |
| Focus Partners Wealth | 0.00% | 25,056 | $968,414 | $988,635 | +$20,221 | +2.09% | |
| Crosspoint Financial, Llc | 2.13% | 24,069 | $930,262 | $949,691 | +$19,429 | +2.09% | |
| Ausdal Financial Partners, Inc. | 0.04% | 23,929 | $924,856 | $944,167 | +$19,311 | +2.09% | |
| Integrity Advisory Solutions, Llc | 0.09% | 23,378 | $903,560 | $922,426 | +$18,866 | +2.09% | |
| Comprehensive Financial Consultants Institutional, Inc. | 0.24% | 23,174 | $895,675 | $914,377 | +$18,702 | +2.09% | |
| Steelpeak Wealth, Llc | 0.02% | 21,745 | $840,445 | $857,992 | +$17,547 | +2.09% | |
| Old Mission Capital Llc | 0.02% | 21,385 | $826,530 | $843,788 | +$17,258 | +2.09% | |
| Advisornet Financial, Inc | 0.04% | 20,570 | $795,031 | $811,630 | +$16,599 | +2.09% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 20,250 | $787,320 | $799,004 | +$11,684 | +1.48% | |
| Foundations Investment Advisors, Llc | 0.01% | 19,266 | $744,631 | $760,179 | +$15,548 | +2.09% | |
| Cornerstone Wealth Group, Llc | 0.04% | 18,662 | $721,286 | $736,347 | +$15,061 | +2.09% | |
| Citadel Advisors Llc | 0.00% | 16,180 | $625,357 | $638,414 | +$13,057 | +2.09% | |
| Iht Wealth Management, Llc | 0.01% | 16,091 | $621,917 | $634,903 | +$12,986 | +2.09% | |
| Arkadios Wealth Advisors | 0.01% | 15,700 | $606,805 | $619,475 | +$12,670 | +2.09% | |
| Newedge Advisors, Llc | 0.00% | 15,556 | $601,239 | $613,793 | +$12,554 | +2.09% | |
| Beacon Pointe Advisors, Llc | 0.00% | 15,548 | $600,931 | $613,477 | +$12,546 | +2.09% | |
| Img Wealth Management, Inc. | 0.33% | 15,377 | $594,321 | $606,730 | +$12,409 | +2.09% | |
| Raymond James Financial Inc | 0.00% | 15,363 | $593,780 | $606,178 | +$12,398 | +2.09% | |
| Advisory Services Network, Llc | 0.01% | 14,258 | $551,072 | $562,578 | +$11,506 | +2.09% | |
| Assuredpartners Investment Advisors, Llc | 0.04% | 11,574 | $447,335 | $456,675 | +$9,340 | +2.09% | |
| Castle Rock Wealth Management, Llc | 0.09% | 11,547 | $446,087 | $455,610 | +$9,523 | +2.13% | |
| Bank Of America Corp | 0.00% | 11,346 | $438,523 | $447,679 | +$9,156 | +2.09% |
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.