Who owns UDECWhat UDEC owns — n/a

Who owns Innovator U.S. Equity Ultra Buffer ETF - December?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.

Institutional ownership of UDEC from SEC Form 13F filings across 88 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

As of the 2026-06-30 reporting period, 88 institutions disclosed 3.6M shares of Innovator U.S. Equity Ultra Buffer ETF - December worth $143.0M — about 61.3% of shares outstanding; the largest disclosed holder is COMMONWEALTH EQUITY SERVICES, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.

13F holders

$143.0M

value, 2026 filers

61.3%

of shares outstanding (3.6M sh)

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of UDEC's shares outstanding

#	Manager	Shares	Value	% of fund	% of co.	Δ shares QoQ
1	COMMONWEALTH EQUITY SERVICES, LLC	328,134	$13.7M	0.0%	5.6%	-6.5%
2	Brookstone Capital Management	314,144	$13.1M	0.1%	5.3%	-83.3%
3	RAYMOND JAMES FINANCIAL INC	212,240	$8.8M	0.0%	3.6%	-2.0%
4	OSAIC HOLDINGS, INC.	207,415	$8.6M	0.0%	3.5%	+1.9%
5	TOUNJIAN ADVISORY PARTNERS, LLCNEW	180,440	$7.5M	3.2%	3.1%	new
6	ENVESTNET ASSET MANAGEMENT INC	162,403	$6.8M	0.0%	2.8%	-25.0%
7	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	155,556	$6.5M	0.3%	2.6%	+4.3%
8	Cambridge Investment Research Advisors, Inc.	146,968	$6,126	0.0%	2.5%	+78.9%
9	Foundations Investment Advisors, LLC	137,623	$5.7M	0.1%	2.3%	-12.3%
10	Sovran Advisors, LLC	126,112	$5.3M	0.4%	2.1%	-9.6%
11	Kestra Advisory Services, LLC	101,861	$4.2M	0.0%	1.7%	-23.8%
12	KFG WEALTH MANAGEMENT, LLC	99,124	$4.1M	0.5%	1.7%	-2.0%
13	CENTRAL VALLEY ADVISORS, LLC	88,897	$3.7M	1.0%	1.5%	-2.7%
14	Trek Financial, LLC	78,712	$3.3M	0.2%	1.3%	-13.4%
15	MILESTONE ASSET MANAGEMENT, LLC	72,820	$3.0M	0.5%	1.2%	-3.8%
16	Cetera Investment Advisers	62,745	$2.6M	0.0%	1.1%	-4.0%
17	TRUIST FINANCIAL CORP	57,463	$2.4M	0.0%	1%	-1.5%
18	LPL Financial LLC	54,164	$2.3M	0.0%	0.9%	+17.5%
19	IMG Wealth Management, Inc.	53,547	$2.2M	1.2%	0.9%	+4.4%
20	Arete Wealth Advisors, LLC	49,322	$2.1M	0.1%	0.8%	-39.1%
21	WealthPlan Investment Management, LLC	49,201	$2.1M	0.1%	0.8%	-5.5%
22	HighTower Advisors, LLC	49,022	$2.0M	0.0%	0.8%	+3.2%
23	Strategic Blueprint, LLC	44,260	$1.8M	0.1%	0.8%	-0.8%
24	Advisory Services Network, LLC	41,908	$1.7M	0.0%	0.7%	0.0%
25	AssuredPartners Investment Advisors, LLC	38,904	$1.6M	0.2%	0.7%	-13.7%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.