INNOVATOR U.S. EQUITY ULTRA UNOV
$40.14
-0.1% 52w: $35.35 – $40.21
Latest 13F among current holders filed 1 month ago (May 20, 2026)
Price — last 12 months
research preview data35.3537.7840.21
Jun 20, 2025 Jul 2, 2026
Institutional holders
69
+1 QoQ
13F value
$169.8M
+24.5% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns UNOV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Brookstone Capital Management | Wealth advisor | 1.7M | $63.6M | 0.7% | +0.7% |
| Talon Private Wealth, LLC | Wealth advisor | 966.8K | $36.0M | 4.8% | — |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 154.2K | $5.7M | 0.0% | +805.2% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | Wealth advisor | 153.0K | $5.7M | 0.3% | +6.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 142.9K | $5.3M | 0.0% | -4.4% |
| IFP Advisors, Inc | Wealth advisor | 94.8K | $3.5M | 0.1% | 0.0% |
| CENTRAL VALLEY ADVISORS, LLC | Wealth advisor | 81.0K | $3.0M | 0.8% | -1.5% |
| Kellett Wealth Advisors, LLC | Wealth advisor | 70.8K | $2.6M | 1.4% | -12.5% |
| Kestra Advisory Services, LLC | Wealth advisor | 68.2K | $2.5M | 0.0% | +4.2% |
| RK Capital Management, LLC/FL | Other | 66.6K | $2.5M | 5.7% | Held |
| Spire Wealth Management | Wealth advisor | 63.7K | $2.4M | 0.1% | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 60.9K | $2.3M | 0.0% | -3.9% |
| 4J Wealth Management LLC | Wealth advisor | 56.8K | $2.1M | 1.2% | -58.1% |
| HighTower Advisors, LLC | Diversified mechanical | 49.0K | $1.8M | 0.0% | Held |
| IHT Wealth Management, LLC | Wealth advisor | 47.3K | $1.8M | 0.0% | -32.0% |
| KFG WEALTH MANAGEMENT, LLC | Wealth advisor | 44.4K | $1.7M | 0.2% | -5.1% |
| AE Wealth Management LLC | Wealth advisor | 44.1K | $1.6M | 0.0% | -1.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 42.6K | $1.6M | 0.0% | +2.6% |
| Trek Financial, LLC | Wealth advisor | 39.7K | $1.5M | 0.1% | -6.4% |
| O'Connor Financial Group LLC | Wealth advisor | 36.0K | $1.3M | 0.5% | Held |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 32.1K | $1.2M | 0.0% | +121.4% |
| Creative Planning | Wealth advisor | 25.6K | $954K | 0.0% | New |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 25.6K | $954K | 0.0% | +3.2% |
| Castle Rock Wealth Management, LLC | Other | 24.6K | $922K | 0.2% | Held |
| Cetera Investment Advisers | Wealth advisor | 24.1K | $897K | 0.0% | -43.8% |
| LPL Financial LLC | Bank broker | 23.6K | $879K | 0.0% | -0.8% |
| GOLDMAN SACHS GROUP INC | Bank broker | 23.3K | $867K | 0.0% | New |
| CITADEL ADVISORS LLC | Multistrat pod | 23.0K | $856K | 0.0% | New |
| MONEY CONCEPTS CAPITAL CORP | Wealth advisor | 22.7K | $845K | 0.0% | New |
| Foundations Investment Advisors, LLC | Wealth advisor | 22.4K | $834K | 0.0% | +1.6% |
| Triumph Capital Management | Wealth advisor | 22.2K | $827K | 0.2% | +4.3% |
| Berger Financial Group, Inc | Wealth advisor | 21.9K | $815K | 0.0% | -0.8% |
| ATTICUS WEALTH MANAGEMENT, LLC | Wealth advisor | 21.8K | $812K | 0.2% | Held |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 20.6K | $769K | 0.0% | -42.9% |
| Lantz Financial LLC | Wealth advisor | 17.1K | $637K | 0.1% | Held |
| Arkadios Wealth Advisors | Wealth advisor | 14.5K | $541K | 0.0% | +10.8% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 14.3K | $534K | 0.0% | 0.0% |
| Arete Wealth Advisors, LLC | Wealth advisor | 14.1K | $526K | 0.0% | -0.1% |
| Buska Wealth Management, LLC | Wealth advisor | 13.7K | $509K | 0.2% | -25.7% |
| IMG Wealth Management, Inc. | Wealth advisor | 12.8K | $478K | 0.3% | Held |
| CWC Advisors, LLC. | Wealth advisor | 12.4K | $464K | 0.2% | +10.4% |
| WealthShield Partners, LLC | Wealth advisor | 11.3K | $420K | 0.0% | -8.2% |
| Three Seasons Wealth, LLC | Wealth advisor | 11.1K | $414K | 0.2% | Held |
| Cornerstone Wealth Group, LLC | Other | 10.3K | $399K | 0.0% | -2.5% |
| Advisory Services Network, LLC | Diversified mechanical | 8.2K | $305K | 0.0% | Held |
| FINANCIAL MANAGEMENT NETWORK INC | Wealth advisor | 8.0K | $303K | 0.0% | -5.0% |
| ATX Financial Planning, LLC | Wealth advisor | 8.1K | $302K | 0.2% | -18.2% |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 7.3K | $272K | 0.0% | Held |
| Lakeridge Wealth Management LLC | Wealth advisor | 6.9K | $256K | 0.1% | Held |
| FC Advisory LLC | Wealth advisor | 6.8K | $255K | 0.1% | +2.7% |
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.
Explore related
Top funds holding UNOV