Who owns Innovator U.S. Equity Ultra Buffer ETF?
Institutional ownership of UFEB from SEC Form 13F filings across 82 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.
82
13F holders
$171.9M
value, 2026 filers
113.2%
of shares outstanding (4.6M sh)
15
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 UFEB's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Brookstone Capital Management | 1.5M | $56.6M | 0.6% | 35.8% | -14.3% |
| 2 | HighTower Advisors, LLC | 631,471 | $24.4M | 0.0% | 15.5% | -3.7% |
| 3 | KFG WEALTH MANAGEMENT, LLC | 431,456 | $16.7M | 1.9% | 10.6% | +13.9% |
| 4 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 164,993 | $6.4M | 0.3% | 4% | +4.5% |
| 5 | Cambridge Investment Research Advisors, Inc. | 161,902 | $6,258 | 0.0% | 4% | +69.4% |
| 6 | Strategic Blueprint, LLC | 137,909 | $5.3M | 0.3% | 3.4% | +2.8% |
| 7 | TRUIST FINANCIAL CORP | 129,816 | $5.0M | 0.0% | 3.2% | -0.6% |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 109,088 | $4.2M | 0.0% | 2.7% | -34.3% |
| 9 | World Investment Advisors | 108,447 | $3.9M | 0.1% | 2.7% | -0.3% |
| 10 | OSAIC HOLDINGS, INC. | 106,116 | $4.1M | 0.0% | 2.6% | -0.1% |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 102,120 | $3.9M | 0.0% | 2.5% | -18.3% |
| 12 | MML INVESTORS SERVICES, LLC | 83,866 | $3.2M | 0.0% | 2.1% | -21.2% |
| 13 | Stratos Wealth Advisors, LLC | 59,543 | $2.3M | 0.1% | 1.5% | -5.4% |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 54,275 | $2.1M | 0.0% | 1.3% | +289.9% |
| 15 | Trek Financial, LLC | 49,916 | $1.9M | 0.1% | 1.2% | -7.6% |
| 16 | LPL Financial LLC | 48,344 | $1.9M | 0.0% | 1.2% | +26.6% |
| 17 | Cetera Investment Advisers | 45,773 | $1.8M | 0.0% | 1.1% | -6.9% |
| 18 | Kestra Advisory Services, LLC | 42,518 | $1.6M | 0.0% | 1% | -34.5% |
| 19 | JPMORGAN CHASE & CONEW | 36,891 | $1.4M | 0.0% | 0.9% | new |
| 20 | TOUNJIAN ADVISORY PARTNERS, LLCNEW | 34,677 | $1.3M | 0.6% | 0.8% | new |
| 21 | Mutual Advisors, LLC | 26,875 | $1.0M | 0.0% | 0.7% | 0.0% |
| 22 | FOUNDERS FINANCIAL SECURITIES LLC | 25,983 | $1.0M | 0.1% | 0.6% | -51.2% |
| 23 | Focus Partners Wealth | 25,056 | $968,414 | 0.0% | 0.6% | 0.0% |
| 24 | CROSSPOINT FINANCIAL, LLC | 24,069 | $930,262 | 2.1% | 0.6% | -7.7% |
| 25 | Ausdal Financial Partners, Inc. | 23,929 | $924,856 | 0.0% | 0.6% | 0.0% |
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.