INNOVATOR U.S. EQUITY ULTRA UDEC
$41.67
-0.1% 52w: $35.56 – $41.74
Latest 13F among current holders filed 12 days ago (Jun 23, 2026)
Price — last 12 months
research preview data35.5638.6541.74
Jun 20, 2025 Jul 2, 2026
Institutional holders
111
-7 QoQ
13F value
$264.5M
+13.5% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns UDEC?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Brookstone Capital Management | Wealth advisor | 1.9M | $73.3M | 0.8% | +0.6% |
| Talon Private Wealth, LLC | Wealth advisor | 926.6K | $36.0M | 4.8% | — |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 350.8K | $13.6M | 0.0% | -1.3% |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | Other | 225.6K | $8.8M | 5.1% | +4.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 216.7K | $8.4M | 0.0% | +1.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 216.6K | $8.4M | 0.0% | -0.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 203.6K | $7.9M | 0.0% | +5.0% |
| Foundations Investment Advisors, LLC | Wealth advisor | 156.8K | $6.1M | 0.1% | -1.9% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | Wealth advisor | 149.1K | $5.8M | 0.3% | +5.4% |
| Sovran Advisors, LLC | Wealth advisor | 139.4K | $5.7M | 0.4% | +1152.0% |
| Kestra Advisory Services, LLC | Wealth advisor | 133.7K | $5.2M | 0.0% | -2.4% |
| KFG WEALTH MANAGEMENT, LLC | Wealth advisor | 101.2K | $3.9M | 0.5% | +2.8% |
| CENTRAL VALLEY ADVISORS, LLC | Wealth advisor | 91.3K | $3.5M | 1.0% | -0.1% |
| Trek Financial, LLC | Wealth advisor | 90.9K | $3.5M | 0.2% | -4.2% |
| Berger Financial Group, Inc | Wealth advisor | 88.4K | $3.4M | 0.2% | 0.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 82.2K | $3.2M | 0.0% | -5.3% |
| MILESTONE ASSET MANAGEMENT, LLC | Wealth advisor | 75.7K | $2.9M | 0.5% | -6.8% |
| MBL Wealth, LLC | Wealth advisor | 71.6K | $2.8M | 0.2% | +21.3% |
| Spire Wealth Management | Wealth advisor | 66.2K | $2.6M | 0.1% | -11.5% |
| Cetera Investment Advisers | Wealth advisor | 65.3K | $2.5M | 0.0% | -17.6% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 58.4K | $2.3M | 0.0% | -0.2% |
| WealthPlan Investment Management, LLC | Wealth advisor | 52.1K | $2.0M | 0.1% | -14.9% |
| IMG Wealth Management, Inc. | Wealth advisor | 51.3K | $2.0M | 1.3% | -1.0% |
| HighTower Advisors, LLC | Diversified mechanical | 47.5K | $1.8M | 0.0% | -13.2% |
| LPL Financial LLC | Bank broker | 46.1K | $1.8M | 0.0% | -6.5% |
| AssuredPartners Investment Advisors, LLC | Wealth advisor | 45.1K | $1.8M | 0.2% | -0.7% |
| Strategic Blueprint, LLC | Wealth advisor | 44.6K | $1.7M | 0.1% | -1.8% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 44.5K | $1.7M | 0.0% | +706.1% |
| Virtue Capital Management, LLC | Wealth advisor | 43.3K | $1.7M | 0.3% | New |
| Advisory Services Network, LLC | Diversified mechanical | 41.9K | $1.6M | 0.0% | -0.9% |
| Arete Wealth Advisors, LLC | Wealth advisor | 40.5K | $1.6M | 0.1% | -0.1% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 37.6K | $1.5M | 0.0% | -19.8% |
| Castle Rock Wealth Management, LLC | Other | 37.3K | $1.5M | 0.3% | -5.8% |
| MONEY CONCEPTS CAPITAL CORP | Wealth advisor | 36.3K | $1.4M | 0.1% | +190.1% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 33.6K | $1.3M | 0.0% | Held |
| Gladstone Institutional Advisory LLC | Wealth advisor | 28.6K | $1.1M | 0.0% | -22.5% |
| Ameritas Advisory Services, LLC | Wealth advisor | 26.7K | $1.0M | 0.0% | -22.7% |
| Octavia Wealth Advisors, LLC | Wealth advisor | 26.2K | $1.0M | 0.1% | Held |
| Sonoma Allocations LLC | Wealth advisor | 25.8K | $1.0M | 0.3% | -1.7% |
| FIDUCIARY FINANCIAL GROUP, LLC | Wealth advisor | 25.6K | $995K | 0.1% | Held |
| WealthPLAN Partners, LLC | Wealth advisor | 21.0K | $817K | 0.2% | -28.7% |
| CITADEL ADVISORS LLC | Multistrat pod | 20.0K | $777K | 0.0% | New |
| Lantz Financial LLC | Wealth advisor | 18.8K | $732K | 0.2% | +113.5% |
| Lakeridge Wealth Management LLC | Wealth advisor | 18.5K | $720K | 0.3% | -0.7% |
| WealthShield Partners, LLC | Wealth advisor | 18.1K | $703K | 0.1% | Held |
| OLD MISSION CAPITAL LLC | Wealth advisor | 17.6K | $682K | 0.0% | New |
| AE Wealth Management LLC | Wealth advisor | 17.4K | $677K | 0.0% | -2.8% |
| TrustBank | Wealth advisor | 17.0K | $662K | 0.3% | -21.8% |
| Old Port Advisors | Other | 16.9K | $655K | 0.2% | Held |
| Creative Planning | Wealth advisor | 16.5K | $642K | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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Top funds holding UDEC
Brookstone Capital ManagementTalon Private Wealth, LLCCOMMONWEALTH EQUITY SERVICES, LLCLEGACY CAPITAL WEALTH MANAGEMENT, LLCRAYMOND JAMES FINANCIAL INCENVESTNET ASSET MANAGEMENT INCOSAIC HOLDINGS, INC.Foundations Investment Advisors, LLCC2P Capital Advisory Group, LLC d.b.a. Prosperity Capital AdvisorsSovran Advisors, LLC