INNOVATOR U.S. EQUITY ULTRA (UNOV) Institutional Ownership Changes & 13F Activity
INNOVATOR U.S. EQUITY ULTRA (UNOV). 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, Raymond James Financial Inc, 4J Wealth Management Llc, Creative Planning, and Goldman Sachs Group Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Talon Private Wealth, Llc | Buy | +966,804 | — | 966,804 | $36.03M | Q1 2026 | May 18, 2026 |
| Arkadios Wealth Advisors | Buy | +1,418 | +10.8% | 14,524 | $541.30K | Q1 2026 | May 18, 2026 |
| Arete Wealth Advisors, Llc | Sell | -16 | -0.1% | 14,120 | $526.25K | Q1 2026 | May 18, 2026 |
| Goldman Sachs Group Inc | Buy | +23,252 | — | 23,252 | $866.60K | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Buy | +22,966 | — | 22,966 | $855.94K | Q1 2026 | May 15, 2026 |
| Iht Wealth Management, Llc | Sell | -22,212 | -32.0% | 47,250 | $1.76M | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Buy | +17,586 | +121.4% | 32,077 | $1.20M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -6,637 | -4.4% | 142,887 | $5.33M | Q1 2026 | May 15, 2026 |
| Captrust Financial Advisors | Buy | +6,200 | — | 6,200 | $231.07K | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Buy | +3,365 | +327.3% | 4,393 | $163.73K | Q1 2026 | May 15, 2026 |
| Guardian Wealth Advisors, Llc / Nc | Buy | +2,700 | — | 2,700 | $100.63K | Q1 2026 | May 15, 2026 |
| Barclays Plc | Buy | +233 | +18.9% | 1,464 | $54.56K | Q1 2026 | May 15, 2026 |
| Raymond James Financial Inc | Buy | +137,138 | +805.2% | 154,169 | $5.75M | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | Sell | -18,745 | -43.8% | 24,072 | $897.16K | Q1 2026 | May 13, 2026 |
| Trek Financial, Llc | Sell | -2,700 | -6.4% | 39,665 | $1.48M | Q1 2026 | May 13, 2026 |
| Triumph Capital Management | Buy | +917 | +4.3% | 22,181 | $826.68K | Q1 2026 | May 13, 2026 |
| Ae Wealth Management Llc | Sell | -715 | -1.6% | 44,055 | $1.64M | Q1 2026 | May 13, 2026 |
| Creative Planning | Buy | +25,607 | — | 25,607 | $954.38K | Q1 2026 | May 12, 2026 |
| Foundations Investment Advisors, Llc | Buy | +363 | +1.6% | 22,388 | $834.39K | Q1 2026 | May 11, 2026 |
| Lpl Financial Llc | Sell | -183 | -0.8% | 23,594 | $879.34K | Q1 2026 | May 06, 2026 |
| Assetmark, Inc | Buy | +43 | — | 43 | $1.60K | Q1 2026 | May 06, 2026 |
| 4J Wealth Management Llc | Sell | -78,683 | -58.1% | 56,848 | $2.12M | Q1 2026 | May 05, 2026 |
| Ubs Group Ag | Sell | -174 | -42.9% | 232 | $8.65K | Q1 2026 | May 05, 2026 |
| Mml Investors Services, Llc | Sell | -15,464 | -42.9% | 20,620 | $768.51K | Q1 2026 | May 04, 2026 |
| Kellett Wealth Advisors, Llc | Sell | -10,131 | -12.5% | 70,769 | $2.64M | Q1 2026 | May 04, 2026 |
| Envestnet Asset Management Inc | Buy | +1,095 | +2.6% | 42,629 | $1.59M | Q1 2026 | May 04, 2026 |
| Wealthshield Partners, Llc | Sell | -1,009 | -8.2% | 11,257 | $419.55K | Q1 2026 | May 01, 2026 |
| Money Concepts Capital Corp | Buy | +22,668 | — | 22,668 | $844.83K | Q1 2026 | Apr 30, 2026 |
| Madison Wealth Partners, Inc | Buy | +6,193 | — | 6,193 | $230.81K | Q1 2026 | Apr 30, 2026 |
| Kestra Advisory Services, Llc | Buy | +2,773 | +4.2% | 68,182 | $2.54M | Q1 2026 | Apr 30, 2026 |
Frequently asked questions about UNOV activity
Which institutional owners are buying UNOV?
Institutional owners buying UNOV 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 UNOV activity?
"Buy" means an investor increased their reported position in UNOV compared to the prior reporting period. This reflects growing exposure to INNOVATOR U.S. EQUITY ULTRA (UNOV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in UNOV increasing?
Institutional interest in UNOV 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.