INNOVATOR U.S. EQUITY ULTRA (UNOV) Institutional Shareholders
INNOVATOR U.S. EQUITY ULTRA (UNOV) 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 $110.98M in UNOV holdings during the latest filing period.
Talon Private Wealth, Llc is currently the largest disclosed institutional shareholder of UNOV tracked by InsiderSet, reporting ownership valued at approximately $36.03M 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 $39.34M, representing an estimated gain of +9.18% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed UNOV value among the investors covered in this analysis. Major shareholders include Talon Private Wealth, Llc, C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in INNOVATOR U.S. EQUITY ULTRA (UNOV).
This page ranks the largest institutional UNOV 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
74
Total Reported Value
$110.98M
Largest Holder
Talon Private Wealth, Llc
Largest Position
$36.03M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
82
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Talon Private Wealth, Llc | 4.79% | 966,804 | $36,032,513 | $39,339,255 | +$3,306,742 | +9.18% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.32% | 159,971 | $6,424,435 | $6,509,220 | +$84,785 | +1.32% | |
| Raymond James Financial Inc | 0.00% | 154,169 | $5,745,832 | $6,273,137 | +$527,305 | +9.18% | |
| Osaic Holdings, Inc. | 0.01% | 142,887 | $5,325,350 | $5,814,072 | +$488,722 | +9.18% | |
| Ifp Advisors, Inc | 0.07% | 96,054 | $3,857,529 | $3,908,437 | +$50,908 | +1.32% | |
| Brookstone Capital Management | 0.03% | 78,909 | $3,168,971 | $3,210,807 | +$41,836 | +1.32% | |
| Central Valley Advisors, Llc | 0.81% | 78,462 | $3,151,038 | $3,192,619 | +$41,581 | +1.32% | |
| Kellett Wealth Advisors, Llc | 1.31% | 70,055 | $2,813,409 | $2,850,538 | +$37,129 | +1.32% | |
| Spire Wealth Management | 0.08% | 62,970 | $2,528,895 | $2,562,249 | +$33,354 | +1.32% | |
| Rk Capital Management, Llc/Fl | 5.71% | 66,637 | $2,483,541 | $2,711,460 | +$227,919 | +9.18% | |
| Commonwealth Equity Services, Llc | 0.00% | 59,594 | $2,393,310 | $2,424,880 | +$31,570 | +1.32% | |
| Kestra Advisory Services, Llc | 0.01% | 58,538 | $2,350,886 | $2,381,911 | +$31,025 | +1.32% | |
| 4J Wealth Management Llc | 1.08% | 54,614 | $2,193,298 | $2,222,244 | +$28,946 | +1.32% | |
| Envestnet Asset Management Inc | 0.00% | 45,551 | $1,829,328 | $1,853,470 | +$24,142 | +1.32% | |
| Hightower Advisors, Llc | 0.00% | 48,952 | $1,824,426 | $1,991,857 | +$167,431 | +9.18% | |
| Iht Wealth Management, Llc | 0.04% | 47,250 | $1,760,993 | $1,922,603 | +$161,610 | +9.18% | |
| Kfg Wealth Management, Llc | 0.19% | 42,871 | $1,721,702 | $1,744,421 | +$22,719 | +1.32% | |
| Trek Financial, Llc | 0.08% | 39,665 | $1,478,303 | $1,613,969 | +$135,666 | +9.18% | |
| O'Connor Financial Group Llc | 0.51% | 35,907 | $1,442,025 | $1,461,056 | +$19,031 | +1.32% | |
| Susquehanna International Group, Llp | 0.00% | 32,077 | $1,195,500 | $1,305,213 | +$109,713 | +9.18% | |
| Castle Rock Wealth Management, Llc | 0.19% | 24,649 | $990,520 | $1,002,968 | +$12,448 | +1.26% | |
| Triumph Capital Management | 0.17% | 23,944 | $961,591 | $974,281 | +$12,690 | +1.32% | |
| Creative Planning | 0.00% | 25,607 | $954,379 | $1,041,949 | +$87,570 | +9.18% | |
| Cetera Investment Advisers | 0.00% | 24,072 | $897,156 | $979,490 | +$82,334 | +9.18% | |
| Lpl Financial Llc | 0.00% | 23,594 | $879,341 | $960,040 | +$80,699 | +9.18% | |
| Atticus Wealth Management, Llc | 0.21% | 21,778 | $874,605 | $886,147 | +$11,542 | +1.32% | |
| Goldman Sachs Group Inc | 0.00% | 23,252 | $866,595 | $946,124 | +$79,529 | +9.18% | |
| Citadel Advisors Llc | 0.00% | 22,966 | $855,936 | $934,487 | +$78,551 | +9.18% | |
| Money Concepts Capital Corp | 0.05% | 22,668 | $844,830 | $922,361 | +$77,531 | +9.18% | |
| Foundations Investment Advisors, Llc | 0.01% | 22,388 | $834,394 | $910,968 | +$76,574 | +9.18% | |
| Berger Financial Group, Inc | 0.05% | 21,855 | $814,530 | $889,280 | +$74,750 | +9.18% | |
| Steelpeak Wealth, Llc | 0.02% | 20,273 | $814,164 | $824,908 | +$10,744 | +1.32% | |
| Mml Investors Services, Llc | 0.00% | 20,620 | $768,511 | $839,028 | +$70,517 | +9.18% | |
| Lantz Financial Llc | 0.13% | 17,036 | $684,166 | $693,195 | +$9,029 | +1.32% | |
| Atria Investments, Inc | 0.01% | 16,870 | $677,499 | $686,440 | +$8,941 | +1.32% | |
| Truist Financial Corp | 0.00% | 14,116 | $566,899 | $574,380 | +$7,481 | +1.32% | |
| Arkadios Wealth Advisors | 0.01% | 14,524 | $541,305 | $590,982 | +$49,677 | +9.18% | |
| Arete Wealth Advisors, Llc | 0.04% | 14,120 | $526,249 | $574,543 | +$48,294 | +9.18% | |
| Cwc Advisors, Llc. | 0.22% | 12,459 | $500,353 | $506,957 | +$6,604 | +1.32% | |
| Img Wealth Management, Inc. | 0.30% | 12,822 | $477,872 | $521,727 | +$43,855 | +9.18% | |
| Buska Wealth Management, Llc | 0.15% | 10,464 | $420,234 | $425,780 | +$5,546 | +1.32% | |
| Wealthshield Partners, Llc | 0.05% | 11,257 | $419,545 | $458,047 | +$38,502 | +9.18% | |
| Three Seasons Wealth, Llc | 0.16% | 11,117 | $414,327 | $452,351 | +$38,024 | +9.18% | |
| Cornerstone Wealth Group, Llc | 0.02% | 10,280 | $412,845 | $418,293 | +$5,448 | +1.32% | |
| Advisory Services Network, Llc | 0.00% | 8,178 | $304,792 | $332,763 | +$27,971 | +9.18% | |
| Financial Management Network Inc | 0.05% | 7,950 | $302,975 | $323,486 | +$20,511 | +6.77% | |
| Atx Financial Planning, Llc | 0.23% | 8,113 | $302,369 | $330,118 | +$27,749 | +9.18% | |
| Independent Financial Group, Llc | 0.01% | 7,300 | $293,168 | $297,037 | +$3,869 | +1.32% | |
| Lakeridge Wealth Management Llc | 0.10% | 6,881 | $276,341 | $279,988 | +$3,647 | +1.32% | |
| Captrust Financial Advisors | 0.00% | 6,200 | $231,072 | $252,278 | +$21,206 | +9.18% |
Frequently asked questions about UNOV
Who owns the most UNOV stock?
The largest holders of UNOV 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 (UNOV).
Is UNOV widely held by superinvestors?
Many widely followed stocks like UNOV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly UNOV 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.