Who owns Innovator U.S. Equity Ultra Buffer ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of UNOV from SEC Form 13F filings across 78 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, 78 institutions disclosed 1.9M shares of Innovator U.S. Equity Ultra Buffer ETF worth $74.8M — about 99.9% of shares outstanding; the largest disclosed holder is C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors. Source: SEC Form 13F filings, parsed by EvidInvest.
78
13F holders
$74.8M
value, 2026 filers
99.9%
of shares outstanding (1.9M 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 UNOV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 159,971 | $6.4M | 0.3% | 8.6% | +4.6% |
| 2 | OSAIC HOLDINGS, INC. | 136,915 | $5.5M | 0.0% | 7.3% | -4.2% |
| 3 | IFP Advisors, Inc | 96,054 | $3.9M | 0.1% | 5.1% | +1.3% |
| 4 | Brookstone Capital Management | 78,909 | $3.2M | 0.0% | 4.2% | -95.4% |
| 5 | CENTRAL VALLEY ADVISORS, LLC | 78,462 | $3.2M | 0.8% | 4.2% | -3.1% |
| 6 | Kellett Wealth Advisors, LLC | 70,055 | $2.8M | 1.3% | 3.8% | -1.0% |
| 7 | Spire Wealth Management | 62,970 | $2.5M | 0.1% | 3.4% | -1.2% |
| 8 | RK Capital Management, LLC/FL | 62,133 | $2.5M | 0.0% | 3.3% | -6.8% |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 59,594 | $2.4M | 0.0% | 3.2% | -2.2% |
| 10 | Kestra Advisory Services, LLC | 58,538 | $2.4M | 0.0% | 3.1% | -14.1% |
| 11 | 4J Wealth Management LLC | 54,614 | $2.2M | 1.1% | 2.9% | -3.9% |
| 12 | HighTower Advisors, LLC | 48,952 | $2.0M | 0.0% | 2.6% | 0.0% |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 45,551 | $1.8M | 0.0% | 2.4% | +6.9% |
| 14 | KFG WEALTH MANAGEMENT, LLC | 42,871 | $1.7M | 0.2% | 2.3% | -3.4% |
| 15 | AE Wealth Management LLC | 42,831 | $1.7M | 0.0% | 2.3% | -2.8% |
| 16 | LPL Financial LLC | 41,027 | $1.6M | 0.0% | 2.2% | +73.9% |
| 17 | Trek Financial, LLC | 39,665 | $1.6M | 0.1% | 2.1% | 0.0% |
| 18 | O'Connor Financial Group LLC | 35,907 | $1.4M | 0.5% | 1.9% | -0.2% |
| 19 | IHT Wealth Management, LLC | 32,453 | $1.3M | 0.0% | 1.7% | -31.3% |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 28,595 | $1.1M | 0.0% | 1.5% | -10.9% |
| 21 | MML INVESTORS SERVICES, LLC | 27,680 | $1.1M | 0.0% | 1.5% | +34.2% |
| 22 | Creative Planning | 25,691 | $1.0M | 0.0% | 1.4% | +0.3% |
| 23 | Castle Rock Wealth Management, LLC | 24,649 | $990,520 | 0.2% | 1.3% | 0.0% |
| 24 | OLD MISSION CAPITAL LLCNEW | 24,009 | $964,201 | 0.0% | 1.3% | new |
| 25 | Triumph Capital Management | 23,944 | $961,591 | 0.2% | 1.3% | +7.9% |
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. Research, not investment advice.