13F Insight
DOSSIER · 13F Holders · Q1 2026
UDEC

INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBER

128 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 45782C532·128 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$153M
visible holders
Holders
128
filers reporting
Concentration
23.54%
Talon Private Wealth, LLC #1
top holder share
AI Holders Summary · Q1 2026

128 institutions reported UDEC in Q1 2026. Talon Private Wealth, LLC leads at 23.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Talon Private Wealth, LLC
CIK 0001990467
$36M927K4.78%Q1 202602
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$14M328K0.02%Q2 202603
Brookstone Capital Management
CIK 0001599584
$13M314K0.13%Q2 202604
LEGACY CAPITAL WEALTH MANAGEMENT, LLC
CIK 0002071183
$10M242K4.63%Q2 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$9M212K0.00%Q2 202606
OSAIC HOLDINGS, INC.
CIK 0001677044
$9M207K0.01%Q2 202607
TOUNJIAN ADVISORY PARTNERS, LLC
CIK 0002039850
$8M180K3.22%Q2 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$7M162K0.00%Q2 202609
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CIK 0001965756
$6M156K0.32%Q2 202610
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$6M138K0.06%Q2 202611
Sovran Advisors, LLC
CIK 0002051471
$5M126K0.39%Q2 202612
Kestra Advisory Services, LLC
CIK 0001830819
$4M102K0.01%Q2 202613
KFG WEALTH MANAGEMENT, LLC
CIK 0001919344
$4M99K0.47%Q2 202614
CENTRAL VALLEY ADVISORS, LLC
CIK 0002010698
$4M89K0.95%Q2 202615
Berger Financial Group, Inc
CIK 0001826136
$3M83K0.18%Q2 202616
Trek Financial, LLC
CIK 0001768195
$3M79K0.16%Q2 202617
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$3M82K0.01%Q1 202618
MILESTONE ASSET MANAGEMENT, LLC
CIK 0001964722
$3M73K0.48%Q2 202619
MBL Wealth, LLC
CIK 0001845785
$3M72K0.20%Q2 202620
Spire Wealth Management
CIK 0001858740
$3M65K0.08%Q2 2026
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