13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
UDEC

INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBER

115 institutions still hold INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBER as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 45782C532·115 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 8.4%
vs prior quarter
13F value held
$207M
51.0% inst. owned
of float
Holders
115
-69 QoQ
filers reporting
Activity
+8 / −74
+957 added · −761 reduced
this quarter
Concentration
35.45%
Brookstone Capital Management #1
top holder share
AI Holders Summary · Q1 2026

115 institutions reported UDEC in Q1 2026. Brookstone Capital Management leads at 35.5% of the visible book. -69 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Brookstone Capital Management
CIK 0001599584
$73M1.9M0.84%Q1 202602
Talon Private Wealth, LLC
CIK 0001990467
$36M927K4.78%Q1 202603
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$14M351K0.02%Q1 202604
LEGACY CAPITAL WEALTH MANAGEMENT, LLC
CIK 0002071183
$9M226K5.04%Q1 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$8M217K0.00%Q1 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$8M217K0.00%Q1 202607
OSAIC HOLDINGS, INC.
CIK 0001677044
$8M204K0.01%Q1 202608
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$6M157K0.08%Q1 202609
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CIK 0001965756
$6M149K0.33%Q1 202610
Sovran Advisors, LLC
CIK 0002051471
$6M139K0.45%Q1 202611
Kestra Advisory Services, LLC
CIK 0001830819
$5M134K0.02%Q1 202612
KFG WEALTH MANAGEMENT, LLC
CIK 0001919344
$4M101K0.51%Q1 202613
CENTRAL VALLEY ADVISORS, LLC
CIK 0002010698
$4M91K0.97%Q1 202614
Trek Financial, LLC
CIK 0001768195
$4M91K0.19%Q1 202615
Berger Financial Group, Inc
CIK 0001826136
$3M88K0.19%Q1 202616
MILESTONE ASSET MANAGEMENT, LLC
CIK 0001964722
$3M76K0.54%Q1 202617
MBL Wealth, LLC
CIK 0001845785
$3M72K0.21%Q1 202618
Spire Wealth Management
CIK 0001858740
$3M66K0.09%Q1 202619
Cetera Investment Advisers
CIK 0001666741
$3M65K0.00%Q1 202620
TRUIST FINANCIAL CORP
CIK 0000092230
$2M58K0.00%Q1 2026
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