Innovator U.S. Equity Ultra Buffer ETF - December(UDEC)

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Innovator U.S. Equity Ultra Buffer ETF - December(UDEC)

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$41.72—

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UDEC(UDEC)

UDEC

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 125 Institutional Holders

Holder	Shares	Date	Change	% Held
Brookstone Capital Management	1.89M	Mar 31, 26	+11.21K	31.84%
Talon Private Wealth, LLC	926.57K	Mar 31, 26	+926.57K	15.64%
COMMONWEALTH EQUITY SERVICES, LLC	350.79K	Mar 31, 26	-4.75K	5.92%
LEGACY CAPITAL WEALTH MANAGEMENT, LLC	225.55K	Mar 31, 26	+9.92K	3.81%
RAYMOND JAMES FINANCIAL INC	216.66K	Mar 31, 26	+2.27K	3.66%
ENVESTNET ASSET MANAGEMENT INC	216.59K	Mar 31, 26	-583	3.66%
ADVISOR GROUP HOLDINGS, INC.	203.63K	Mar 31, 26	+9.77K	3.44%
Foundations Investment Advisors, LLC	156.84K	Mar 31, 26	-3.09K	2.65%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	149.10K	Mar 31, 26	+7.64K	2.52%
Sovran Advisors, LLC	139.43K	Mar 31, 26	+128.29K	2.35%
Kestra Advisory Services, LLC	133.66K	Mar 31, 26	-3.29K	2.26%
KFG WEALTH MANAGEMENT, LLC	101.18K	Mar 31, 26	+2.75K	1.71%
CENTRAL VALLEY ADVISORS, LLC	91.35K	Mar 31, 26	-103	1.54%
Trek Financial, LLC	90.89K	Mar 31, 26	-3.98K	1.53%
Berger Financial Group, Inc	88.39K	Mar 31, 26	-42	1.49%
Cambridge Investment Research Advisors, Inc.	82.16K	Mar 31, 26	-4.57K	1.39%
MILESTONE ASSET MANAGEMENT, LLC	75.70K	Mar 31, 26	-5.53K	1.28%
MBL Wealth, LLC	71.60K	Mar 31, 26	+12.56K	1.21%
Spire Wealth Management	66.15K	Mar 31, 26	-8.56K	1.12%
Cetera Investment Advisers	65.34K	Mar 31, 26	-13.95K	1.10%
TRUIST FINANCIAL CORP	58.36K	Mar 31, 26	-104	0.98%
WealthPlan Investment Management, LLC	52.06K	Mar 31, 26	-9.10K	0.88%
IMG Wealth Management, Inc.	51.27K	Mar 31, 26	-536	0.87%
HighTower Advisors, LLC	47.52K	Mar 31, 26	-7.25K	0.80%
LPL Financial LLC	46.12K	Mar 31, 26	-3.21K	0.78%
AssuredPartners Investment Advisors, LLC	45.07K	Mar 31, 26	-328	0.76%
Strategic Blueprint, LLC	44.60K	Mar 31, 26	-824	0.75%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	44.51K	Mar 31, 26	+38.99K	0.75%
Virtue Capital Management, LLC	43.29K	Mar 31, 26	+3.22K	0.73%
Advisory Services Network, LLC	41.91K	Mar 31, 26	-400	0.71%
Arete Wealth Advisors, LLC	40.49K	Mar 31, 26	-21	0.68%
MML INVESTORS SERVICES, LLC	37.65K	Mar 31, 26	-9.31K	0.64%
Castle Rock Wealth Management, LLC	37.32K	Mar 31, 26	-2.29K	0.63%
MONEY CONCEPTS CAPITAL CORP	36.26K	Mar 31, 26	+23.76K	0.61%
CAPTRUST FINANCIAL ADVISORS	33.63K	Mar 31, 26	--	0.57%
Gladstone Institutional Advisory LLC	28.63K	Mar 31, 26	-8.30K	0.48%
Ameritas Advisory Services, LLC	26.74K	Mar 31, 26	-7.86K	0.45%
Octavia Wealth Advisors, LLC	26.19K	Mar 31, 26	--	0.44%
FIDUCIARY FINANCIAL GROUP, LLC	25.62K	Mar 31, 26	--	0.43%
WealthPLAN Partners, LLC	21.04K	Mar 31, 26	-8.48K	0.36%
CITADEL ADVISORS LLC	20.00K	Mar 31, 26	+20.00K	0.34%
Lantz Financial LLC	18.84K	Mar 31, 26	+10.02K	0.32%
Lakeridge Wealth Management LLC	18.53K	Mar 31, 26	-137	0.31%
WealthShield Partners, LLC	18.10K	Mar 31, 26	--	0.31%
OLD MISSION CAPITAL LLC	17.57K	Mar 31, 26	+17.57K	0.30%
AE Wealth Management LLC	17.42K	Mar 31, 26	-500	0.29%
Old Port Advisors	16.88K	Mar 31, 26	--	0.28%
Creative Planning	16.53K	Mar 31, 26	+16.53K	0.28%
Bravias Capital Group, LLC	16.02K	Mar 31, 26	-311	0.27%
NewEdge Advisors, LLC	14.99K	Mar 31, 26	-2.19K	0.25%
DIVERSIFY WEALTH MANAGEMENT, LLC	14.90K	Mar 31, 26	+14.90K	0.25%
KESTRA PRIVATE WEALTH SERVICES, LLC	14.40K	Mar 31, 26	-8.60K	0.24%
Garden State Investment Advisory Services LLC	14.31K	Mar 31, 26	-90	0.24%
AXXCESS WEALTH MANAGEMENT, LLC	14.08K	Mar 31, 26	--	0.24%
Quantinno Capital Management LP	14.08K	Mar 31, 26	--	0.24%
Family Legacy Financial Solutions, LLC	13.90K	Mar 31, 26	--	0.23%
Kingsview Wealth Management, LLC	13.79K	Mar 31, 26	+62	0.23%
Arkadios Wealth Advisors	13.54K	Mar 31, 26	+1.36K	0.23%
NWF Advisory Services Inc.	13.50K	Mar 31, 26	--	0.23%
PFG Advisors	13.18K	Mar 31, 26	+55	0.22%
Archer Investment Corp	12.21K	Mar 31, 26	-2.81K	0.21%
HARBOUR INVESTMENTS, INC.	10.96K	Mar 31, 26	+2.16K	0.18%
Ronald Blue Trust, Inc.	10.95K	Mar 31, 26	--	0.18%
Summit Asset Management, LLC	10.63K	Mar 31, 26	--	0.18%
Sigma Planning Corp	10.00K	Mar 31, 26	-1.65K	0.17%
Stratos Wealth Advisors, LLC	10.00K	Mar 31, 26	--	0.17%
Compass Advisory Group LLC	9.20K	Mar 31, 26	-26	0.16%
Steward Partners Investment Advisory, LLC	8.66K	Mar 31, 26	-632	0.15%
Clearstead Advisors, LLC	8.29K	Mar 31, 26	+250	0.14%
First Heartland Consultants, Inc.	8.02K	Mar 31, 26	-296	0.14%
CENTAURUS FINANCIAL, INC.	7.88K	Mar 31, 26	--	0.13%
Wealth Alliance	7.87K	Mar 31, 26	--	0.13%
Cornerstone Wealth Group, LLC	7.86K	Mar 31, 26	--	0.13%
Wood Tarver Financial Group, LLC	7.83K	Mar 31, 26	-1.25K	0.13%
Ausdal Financial Partners, Inc.	7.64K	Mar 31, 26	--	0.13%
WPWealth LLP	7.52K	Mar 31, 26	--	0.13%
Cerity Partners LLC	7.50K	Mar 31, 26	--	0.13%
WorthPointe, LLC	7.48K	Mar 31, 26	--	0.13%
Triumph Capital Management	7.35K	Mar 31, 26	-3.78K	0.12%
GREAT VALLEY ADVISOR GROUP, INC.	7.32K	Mar 31, 26	--	0.12%
WEDBUSH SECURITIES INC	7.27K	Mar 31, 26	--	0.12%
O'Connor Financial Group LLC	7.23K	Mar 31, 26	--	0.12%
Richard P Slaughter Associates Inc	6.96K	Mar 31, 26	--	0.12%
Bright Futures Wealth Management, LLC.	6.72K	Mar 31, 26	+995	0.11%
Chris Bulman Inc	6.33K	Mar 31, 26	-436	0.11%
Belpointe Asset Management LLC	5.95K	Mar 31, 26	-145	0.10%
Kellett Wealth Advisors, LLC	5.94K	Mar 31, 26	+21	0.10%
Capital Investment Advisory Services, LLC	5.87K	Mar 31, 26	--	0.10%
FC Advisory LLC	5.49K	Mar 31, 26	-1.52K	0.09%
Beacon Pointe Advisors, LLC	5.44K	Mar 31, 26	+5.44K	0.09%
GWN SECURITIES INC.	5.22K	Mar 31, 26	--	0.09%
DHJJ Financial Advisors, Ltd.	4.91K	Mar 31, 26	+113	0.08%
Physician Wealth Advisors, Inc.	4.55K	Mar 31, 26	--	0.08%
Aptus Capital Advisors, LLC	2.40K	Mar 31, 26	--	0.04%
GUARDIAN WEALTH ADVISORS, LLC / NC	2.40K	Mar 31, 26	+2.40K	0.04%
HARBOR INVESTMENT ADVISORY, LLC	1.46K	Mar 31, 26	--	0.02%
Ashton Thomas Private Wealth, LLC	1.25K	Mar 31, 26	+1.25K	0.02%
MORGAN STANLEY	1.08K	Mar 31, 26	--	0.02%
IFP Advisors, Inc	511	Mar 31, 26	--	0.01%
ASSETMARK, INC	431	Mar 31, 26	+51	0.01%
EverSource Wealth Advisors, LLC	300	Mar 31, 26	--	0.01%
Maia Wealth LLC	--	Mar 31, 26	-6.58K	--
RPS ADVISORY SOLUTIONS LLC	--	Mar 31, 26	-5.26K	--
Diversify Advisory Services, LLC	--	Mar 31, 26	-16.60K	--
Camelot Portfolios, LLC	--	Mar 31, 26	-56	--
Allegiance Financial Group Advisory Services LLC	--	Mar 31, 26	-12.99K	--
ROYAL BANK OF CANADA	--	Mar 31, 26	-81	--
JPMORGAN CHASE & CO	--	Mar 31, 26	-50	--
Simplicity Wealth,LLC	--	Mar 31, 26	-5.15K	--
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	--	Mar 31, 26	-12.96K	--
Jessup Wealth Management, Inc	--	Mar 31, 26	-2.48K	--
PNC FINANCIAL SERVICES GROUP, INC.	--	Mar 31, 26	-175	--
JANE STREET GROUP, LLC	--	Mar 31, 26	-41.27K	--
MY Wealth Management Inc.	--	Mar 31, 26	-5.28K	--
Coppell Advisory Solutions LLC	--	Mar 31, 26	-12.37K	--
SageView Advisory Group, LLC	16.53K	Dec 31, 25	+757	0.28%
Donald L. Hagan, LLC	50.32K	Sep 30, 25	-3.40K	0.85%
AVANTAX ADVISORY SERVICES, INC.	34.69K	Jun 30, 25	+20.05K	0.59%
Sugarloaf Wealth Management, LLC	4.40K	Dec 31, 24	+550	0.07%
Raymond James Financial Services Advisors, Inc.	14.14K	Sep 30, 24	-1.23K	0.24%
Cetera Advisors LLC	25.45K	Mar 31, 24	+5.41K	0.43%
Cetera Advisor Networks LLC	10.47K	Mar 31, 24	-1.60K	0.18%
Covington Capital Management	8.01K	Sep 30, 22	--	0.14%
NEXT Financial Group, Inc	2.15K	Dec 31, 21	+2.15K	0.04%
Ameritas Investment Company, LLC	9.29K	Sep 30, 21	-30	0.16%

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Holder

Date

Change

% Held

Brookstone Capital Management

1.89M

Mar 31, 26

+11.21K

31.84%

Talon Private Wealth, LLC

926.57K

Mar 31, 26

+926.57K

15.64%

COMMONWEALTH EQUITY SERVICES, LLC

350.79K

Mar 31, 26

-4.75K

5.92%

LEGACY CAPITAL WEALTH MANAGEMENT, LLC

225.55K

Mar 31, 26

+9.92K

3.81%

RAYMOND JAMES FINANCIAL INC

216.66K

Mar 31, 26

+2.27K

3.66%

ENVESTNET ASSET MANAGEMENT INC

216.59K

Mar 31, 26

-583

3.66%

ADVISOR GROUP HOLDINGS, INC.

203.63K

Mar 31, 26

+9.77K

3.44%

Foundations Investment Advisors, LLC

156.84K

Mar 31, 26

-3.09K

2.65%

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

149.10K

Mar 31, 26

+7.64K

2.52%

Sovran Advisors, LLC

139.43K

Mar 31, 26

+128.29K

2.35%

Kestra Advisory Services, LLC

133.66K

Mar 31, 26

-3.29K

2.26%

KFG WEALTH MANAGEMENT, LLC

101.18K

Mar 31, 26

+2.75K

1.71%

CENTRAL VALLEY ADVISORS, LLC

91.35K

Mar 31, 26

-103

1.54%

Trek Financial, LLC

90.89K

Mar 31, 26

-3.98K

1.53%

Berger Financial Group, Inc

88.39K

Mar 31, 26

-42

1.49%

Cambridge Investment Research Advisors, Inc.

82.16K

Mar 31, 26

-4.57K

1.39%

MILESTONE ASSET MANAGEMENT, LLC

75.70K

Mar 31, 26

-5.53K

1.28%

MBL Wealth, LLC

71.60K

Mar 31, 26

+12.56K

1.21%

Spire Wealth Management

66.15K

Mar 31, 26

-8.56K

1.12%

Cetera Investment Advisers

65.34K

Mar 31, 26

-13.95K

1.10%

TRUIST FINANCIAL CORP

58.36K

Mar 31, 26

-104

0.98%

WealthPlan Investment Management, LLC

52.06K

Mar 31, 26

-9.10K

0.88%

IMG Wealth Management, Inc.

51.27K

Mar 31, 26

-536

0.87%

HighTower Advisors, LLC

47.52K

Mar 31, 26

-7.25K

0.80%

LPL Financial LLC

46.12K

Mar 31, 26

-3.21K

0.78%

AssuredPartners Investment Advisors, LLC

45.07K

Mar 31, 26

-328

0.76%

Strategic Blueprint, LLC

44.60K

Mar 31, 26

-824

0.75%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

44.51K

Mar 31, 26

+38.99K

0.75%

Virtue Capital Management, LLC

43.29K

Mar 31, 26

+3.22K

0.73%

Advisory Services Network, LLC

41.91K

Mar 31, 26

-400

0.71%

Arete Wealth Advisors, LLC

40.49K

Mar 31, 26

-21

0.68%

MML INVESTORS SERVICES, LLC

37.65K

Mar 31, 26

-9.31K

0.64%

Castle Rock Wealth Management, LLC

37.32K

Mar 31, 26

-2.29K

0.63%

MONEY CONCEPTS CAPITAL CORP

36.26K

Mar 31, 26

+23.76K

0.61%

CAPTRUST FINANCIAL ADVISORS

33.63K

Mar 31, 26

0.57%

Gladstone Institutional Advisory LLC

28.63K

Mar 31, 26

-8.30K

0.48%

Ameritas Advisory Services, LLC

26.74K

Mar 31, 26

-7.86K

0.45%

Octavia Wealth Advisors, LLC

26.19K

Mar 31, 26

0.44%

FIDUCIARY FINANCIAL GROUP, LLC

25.62K

Mar 31, 26

0.43%

WealthPLAN Partners, LLC

21.04K

Mar 31, 26

-8.48K

0.36%

CITADEL ADVISORS LLC

20.00K

Mar 31, 26

+20.00K

0.34%

Lantz Financial LLC

18.84K

Mar 31, 26

+10.02K

0.32%

Lakeridge Wealth Management LLC

18.53K

Mar 31, 26

-137

0.31%

WealthShield Partners, LLC

18.10K

Mar 31, 26

0.31%

OLD MISSION CAPITAL LLC

17.57K

Mar 31, 26

+17.57K

0.30%

AE Wealth Management LLC

17.42K

Mar 31, 26

-500

0.29%

Old Port Advisors

16.88K

Mar 31, 26

0.28%

Creative Planning

16.53K

Mar 31, 26

+16.53K

0.28%

Bravias Capital Group, LLC

16.02K

Mar 31, 26

-311

0.27%

NewEdge Advisors, LLC

14.99K

Mar 31, 26

-2.19K

0.25%

DIVERSIFY WEALTH MANAGEMENT, LLC

14.90K

Mar 31, 26

+14.90K

0.25%

KESTRA PRIVATE WEALTH SERVICES, LLC

14.40K

Mar 31, 26

-8.60K

0.24%

Garden State Investment Advisory Services LLC

14.31K

Mar 31, 26

-90

0.24%

AXXCESS WEALTH MANAGEMENT, LLC

14.08K

Mar 31, 26

0.24%

Quantinno Capital Management LP

14.08K

Mar 31, 26

0.24%

Family Legacy Financial Solutions, LLC

13.90K

Mar 31, 26

0.23%

Kingsview Wealth Management, LLC

13.79K

Mar 31, 26

+62

0.23%

Arkadios Wealth Advisors

13.54K

Mar 31, 26

+1.36K

0.23%

NWF Advisory Services Inc.

13.50K

Mar 31, 26

0.23%

PFG Advisors

13.18K

Mar 31, 26

+55

0.22%

Archer Investment Corp

12.21K

Mar 31, 26

-2.81K

0.21%

HARBOUR INVESTMENTS, INC.

10.96K

Mar 31, 26

+2.16K

0.18%

Ronald Blue Trust, Inc.

10.95K

Mar 31, 26

0.18%

Summit Asset Management, LLC

10.63K

Mar 31, 26

0.18%

Sigma Planning Corp

10.00K

Mar 31, 26

-1.65K

0.17%

Stratos Wealth Advisors, LLC

10.00K

Mar 31, 26

0.17%

Compass Advisory Group LLC

9.20K

Mar 31, 26

-26

0.16%

Steward Partners Investment Advisory, LLC

8.66K

Mar 31, 26

-632

0.15%

Clearstead Advisors, LLC

8.29K

Mar 31, 26

+250

0.14%

First Heartland Consultants, Inc.

8.02K

Mar 31, 26

-296

0.14%

CENTAURUS FINANCIAL, INC.

7.88K

Mar 31, 26

0.13%

Wealth Alliance

7.87K

Mar 31, 26

0.13%

Cornerstone Wealth Group, LLC

7.86K

Mar 31, 26

0.13%

Wood Tarver Financial Group, LLC

7.83K

Mar 31, 26

-1.25K

0.13%

Ausdal Financial Partners, Inc.

7.64K

Mar 31, 26

0.13%

WPWealth LLP

7.52K

Mar 31, 26

0.13%

Cerity Partners LLC

7.50K

Mar 31, 26

0.13%

WorthPointe, LLC

7.48K

Mar 31, 26

0.13%

Triumph Capital Management

7.35K

Mar 31, 26

-3.78K

0.12%

GREAT VALLEY ADVISOR GROUP, INC.

7.32K

Mar 31, 26

0.12%

WEDBUSH SECURITIES INC

7.27K

Mar 31, 26

0.12%

O'Connor Financial Group LLC

7.23K

Mar 31, 26

0.12%

Richard P Slaughter Associates Inc

6.96K

Mar 31, 26

0.12%

Bright Futures Wealth Management, LLC.

6.72K

Mar 31, 26

+995

0.11%

Chris Bulman Inc

6.33K

Mar 31, 26

-436

0.11%

Belpointe Asset Management LLC

5.95K

Mar 31, 26

-145

0.10%

Kellett Wealth Advisors, LLC

5.94K

Mar 31, 26

+21

0.10%

Capital Investment Advisory Services, LLC

5.87K

Mar 31, 26

0.10%

FC Advisory LLC

5.49K

Mar 31, 26

-1.52K

0.09%

Beacon Pointe Advisors, LLC

5.44K

Mar 31, 26

+5.44K

0.09%

GWN SECURITIES INC.

5.22K

Mar 31, 26

0.09%

DHJJ Financial Advisors, Ltd.

4.91K

Mar 31, 26

+113

0.08%

Physician Wealth Advisors, Inc.

4.55K

Mar 31, 26

0.08%

Aptus Capital Advisors, LLC

2.40K

Mar 31, 26

0.04%

GUARDIAN WEALTH ADVISORS, LLC / NC

2.40K

Mar 31, 26

+2.40K

0.04%

HARBOR INVESTMENT ADVISORY, LLC

1.46K

Mar 31, 26

0.02%

Ashton Thomas Private Wealth, LLC

1.25K

Mar 31, 26

+1.25K

0.02%

MORGAN STANLEY

1.08K

Mar 31, 26

0.02%

IFP Advisors, Inc

511

Mar 31, 26

0.01%

ASSETMARK, INC

431

Mar 31, 26

+51

0.01%

EverSource Wealth Advisors, LLC

300

Mar 31, 26

0.01%

Maia Wealth LLC

Mar 31, 26

-6.58K

RPS ADVISORY SOLUTIONS LLC

Mar 31, 26

-5.26K

Diversify Advisory Services, LLC

Mar 31, 26

-16.60K

Camelot Portfolios, LLC

Mar 31, 26

-56

Allegiance Financial Group Advisory Services LLC

Mar 31, 26

-12.99K

ROYAL BANK OF CANADA

Mar 31, 26

-81

JPMORGAN CHASE & CO

Mar 31, 26

-50

Simplicity Wealth,LLC

Mar 31, 26

-5.15K

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Mar 31, 26

-12.96K

Jessup Wealth Management, Inc

Mar 31, 26

-2.48K

PNC FINANCIAL SERVICES GROUP, INC.

Mar 31, 26

-175

JANE STREET GROUP, LLC

Mar 31, 26

-41.27K

MY Wealth Management Inc.

Mar 31, 26

-5.28K

Coppell Advisory Solutions LLC

Mar 31, 26

-12.37K

SageView Advisory Group, LLC

16.53K

Dec 31, 25

+757

0.28%

Donald L. Hagan, LLC

50.32K

Sep 30, 25

-3.40K

0.85%

AVANTAX ADVISORY SERVICES, INC.

34.69K

Jun 30, 25

+20.05K

0.59%

Sugarloaf Wealth Management, LLC

4.40K

Dec 31, 24

+550

0.07%

Raymond James Financial Services Advisors, Inc.

14.14K

Sep 30, 24

-1.23K

0.24%

Cetera Advisors LLC

25.45K

Mar 31, 24

+5.41K

0.43%

Cetera Advisor Networks LLC

10.47K

Mar 31, 24

-1.60K

0.18%

Covington Capital Management

8.01K

Sep 30, 22

0.14%

NEXT Financial Group, Inc

2.15K

Dec 31, 21

+2.15K

0.04%

Ameritas Investment Company, LLC

9.29K

Sep 30, 21

-30

0.16%