UNOV Institutional Ownership & Shareholders
INNOVATOR U.S. EQUITY ULTRA (UNOV) is currently held by 72 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $67.20M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors is currently the largest disclosed institutional shareholder of UNOV tracked by InsiderSet, reporting ownership valued at approximately $7.13M in its September 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 $7.16M, representing an estimated gain of +0.31% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% of the total disclosed UNOV value among the investors covered in this analysis. Major shareholders include C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors, Osaic Holdings, Inc., Brookstone Capital Management, 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
72
Total Reported Value
$67.20M
Largest Holder
C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors
Largest Position
$7.13M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
87
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.35% | 172,522 | $7,133,043 | $7,155,384 | +$22,341 | +0.31% | |
| Osaic Holdings, Inc. | 0.01% | 136,915 | $5,498,466 | $5,678,577 | +$180,111 | +3.28% | |
| Brookstone Capital Management | 0.03% | 78,099 | $3,229,048 | $3,239,172 | +$10,124 | +0.31% | |
| Central Valley Advisors, Llc | 0.86% | 77,212 | $3,192,387 | $3,202,383 | +$9,996 | +0.31% | |
| Concurrent Investment Advisors, Llc | 0.02% | 64,860 | $2,681,702 | $2,690,081 | +$8,379 | +0.31% | |
| Spire Wealth Management | 0.08% | 62,688 | $2,592,148 | $2,599,997 | +$7,849 | +0.30% | |
| Rk Capital Management, Llc/Fl | 0.16% | 62,133 | $2,495,261 | $2,576,979 | +$81,718 | +3.27% | |
| Commonwealth Equity Services, Llc | 0.00% | 57,283 | $2,368,420 | $2,375,824 | +$7,404 | +0.31% | |
| 4J Wealth Management Llc | 1.03% | 53,844 | $2,226,218 | $2,233,191 | +$6,973 | +0.31% | |
| Envestnet Asset Management Inc | 0.00% | 45,551 | $1,829,328 | $1,889,237 | +$59,909 | +3.27% | |
| Kellett Wealth Advisors, Llc | 0.60% | 39,921 | $1,650,575 | $1,655,731 | +$5,156 | +0.31% | |
| Lpl Financial Llc | 0.00% | 41,027 | $1,647,644 | $1,701,603 | +$53,959 | +3.27% | |
| Kfg Wealth Management, Llc | 0.18% | 39,723 | $1,642,378 | $1,647,519 | +$5,141 | +0.31% | |
| Trek Financial, Llc | 0.08% | 39,665 | $1,639,977 | $1,645,114 | +$5,137 | +0.31% | |
| Kestra Advisory Services, Llc | 0.00% | 38,986 | $1,611,903 | $1,616,952 | +$5,049 | +0.31% | |
| O'Connor Financial Group Llc | 0.50% | 34,378 | $1,421,382 | $1,425,834 | +$4,452 | +0.31% | |
| Iht Wealth Management, Llc | 0.03% | 32,453 | $1,303,312 | $1,345,995 | +$42,683 | +3.27% | |
| Susquehanna International Group, Llp | 0.00% | 28,595 | $1,148,375 | $1,185,983 | +$37,608 | +3.27% | |
| Mml Investors Services, Llc | 0.00% | 27,680 | $1,111,639 | $1,148,034 | +$36,395 | +3.27% | |
| Creative Planning | 0.00% | 25,691 | $1,062,228 | $1,065,539 | +$3,311 | +0.31% | |
| Triumph Capital Management | 0.18% | 24,400 | $1,008,835 | $1,011,995 | +$3,160 | +0.31% | |
| Castle Rock Wealth Management, Llc | 0.19% | 24,072 | $1,003,923 | $998,391 | -$5,532 | -0.55% | |
| Old Mission Capital Llc | 0.02% | 24,009 | $964,201 | $995,778 | +$31,577 | +3.27% | |
| Cetera Investment Advisers | 0.00% | 23,920 | $960,627 | $992,087 | +$31,460 | +3.27% | |
| Atticus Wealth Management, Llc | 0.20% | 21,778 | $900,427 | $903,247 | +$2,820 | +0.31% | |
| Berger Financial Group, Inc | 0.04% | 21,855 | $877,697 | $906,440 | +$28,743 | +3.27% | |
| Foundations Investment Advisors, Llc | 0.01% | 21,754 | $873,641 | $902,252 | +$28,611 | +3.27% | |
| Steelpeak Wealth, Llc | 0.02% | 18,765 | $775,853 | $778,282 | +$2,429 | +0.31% | |
| Img Wealth Management, Inc. | 0.38% | 17,895 | $739,882 | $742,199 | +$2,317 | +0.31% | |
| Lantz Financial Llc | 0.13% | 17,036 | $704,365 | $706,572 | +$2,207 | +0.31% | |
| Atria Investments, Inc | 0.01% | 16,870 | $697,502 | $699,687 | +$2,185 | +0.31% | |
| Hrt Financial Lp | 0.00% | 14,145 | $568,000 | $586,667 | +$18,667 | +3.29% | |
| Ifp Advisors, Inc | 0.01% | 13,692 | $566,105 | $567,878 | +$1,773 | +0.31% | |
| Citadel Advisors Llc | 0.00% | 13,813 | $554,730 | $572,897 | +$18,167 | +3.27% | |
| Raymond James Financial Inc | 0.00% | 13,759 | $552,562 | $570,657 | +$18,095 | +3.27% | |
| Arete Wealth Advisors, Llc | 0.04% | 13,518 | $542,612 | $560,662 | +$18,050 | +3.33% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 12,492 | $520,098 | $518,108 | -$1,990 | -0.38% | |
| Three Seasons Wealth, Llc | 0.04% | 11,117 | $459,640 | $461,080 | +$1,440 | +0.31% | |
| Cornerstone Wealth Group, Llc | 0.02% | 10,280 | $425,034 | $426,365 | +$1,331 | +0.31% | |
| Truist Financial Corp | 0.00% | 9,826 | $406,263 | $407,535 | +$1,272 | +0.31% | |
| Atx Financial Planning, Llc | 0.24% | 9,193 | $380,091 | $381,282 | +$1,191 | +0.31% | |
| Wealthshield Partners, Llc | 0.06% | 9,392 | $377,183 | $389,535 | +$12,352 | +3.27% | |
| Cwc Advisors, Llc. | 0.15% | 7,886 | $326,052 | $327,073 | +$1,021 | +0.31% | |
| Advisory Services Network, Llc | 0.00% | 7,938 | $318,790 | $329,230 | +$10,440 | +3.27% | |
| Talon Private Wealth, Llc | 0.03% | 7,085 | $284,558 | $293,852 | +$9,294 | +3.27% | |
| Lakeridge Wealth Management Llc | 0.10% | 6,881 | $276,341 | $285,391 | +$9,050 | +3.27% | |
| Buska Wealth Management, Llc | 0.09% | 6,594 | $272,634 | $273,487 | +$853 | +0.31% | |
| Captrust Financial Advisors | 0.00% | 6,200 | $248,992 | $257,146 | +$8,154 | +3.27% | |
| Financial Management Network Inc | 0.03% | 5,750 | $238,673 | $238,482 | -$191 | -0.08% | |
| Independent Financial Group, Llc | 0.00% | 5,300 | $219,132 | $219,819 | +$687 | +0.31% |
Frequently asked questions about UNOV
Who are the largest institutional holders of UNOV?
The largest institutional holders of UNOV reported in the latest SEC Form 13F filings include C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors, Osaic Holdings, Inc., Brookstone Capital Management, Central Valley Advisors, Llc, and Concurrent Investment Advisors, Llc. InsiderSet ranks institutional holders by their latest reported UNOV position.
What is UNOV institutional ownership?
This page tracks UNOV positions reported by institutional investment managers through SEC Form 13F. INNOVATOR U.S. EQUITY ULTRA (UNOV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own UNOV?
InsiderSet currently tracks 72 institutional managers reporting UNOV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of UNOV shareholders.
How much UNOV stock do institutions own?
Institutional investment managers disclosed approximately $67.20M in UNOV holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was UNOV institutional ownership last updated?
The latest UNOV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional UNOV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its UNOV position after the reporting date.
Are institutions buying or selling UNOV?
Institutional buying and selling can be analyzed by comparing UNOV positions across consecutive 13F reporting periods. InsiderSet's UNOV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View UNOV ownership changes.
How has UNOV institutional ownership changed over time?
InsiderSet tracks UNOV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.