Innovator U.S. Equity Ultra Buffer ETF(UFEB)

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Innovator U.S. Equity Ultra Buffer ETF(UFEB)

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$38.53—

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UFEB(UFEB)

UFEB

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

Institutional Ownership

Top 106 Institutional Holders

Holder	Shares	Date	Change	% Held
Brookstone Capital Management	1.71M	Mar 31, 26	+1.67M	41.81%
Talon Private Wealth, LLC	985.14K	Mar 31, 26	+985.14K	24.11%
HighTower Advisors, LLC	655.93K	Mar 31, 26	-17.62K	16.05%
KFG WEALTH MANAGEMENT, LLC	378.79K	Mar 31, 26	+9.62K	9.27%
COMMONWEALTH EQUITY SERVICES, LLC	166.12K	Mar 31, 26	+55.15K	4.07%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	157.91K	Mar 31, 26	+6.43K	3.87%
Strategic Blueprint, LLC	134.22K	Mar 31, 26	+83.25K	3.29%
TRUIST FINANCIAL CORP	130.63K	Mar 31, 26	+4.31K	3.20%
ENVESTNET ASSET MANAGEMENT INC	125.04K	Mar 31, 26	+42.22K	3.06%
Pensionmark Financial Group, LLC	108.82K	Mar 31, 26	--	2.66%
MML INVESTORS SERVICES, LLC	106.37K	Mar 31, 26	+5.20K	2.60%
ADVISOR GROUP HOLDINGS, INC.	106.20K	Mar 31, 26	-18.45K	2.60%
Cambridge Investment Research Advisors, Inc.	95.55K	Mar 31, 26	-3.08K	2.34%
Spire Wealth Management	80.09K	Mar 31, 26	+46.15K	1.96%
CENTRAL VALLEY ADVISORS, LLC	66.92K	Mar 31, 26	+9.54K	1.64%
Kestra Advisory Services, LLC	64.95K	Mar 31, 26	+30.71K	1.59%
Stratos Wealth Advisors, LLC	62.92K	Mar 31, 26	-459	1.54%
Trek Financial, LLC	54.02K	Mar 31, 26	+18.65K	1.32%
IHT Wealth Management, LLC	49.32K	Mar 31, 26	+17.73K	1.21%
Cetera Investment Advisers	49.15K	Mar 31, 26	-1.85K	1.20%
Berger Financial Group, Inc	47.57K	Mar 31, 26	-7.97K	1.16%
LPL Financial LLC	38.19K	Mar 31, 26	-412	0.93%
Northstar Group, Inc.	36.36K	Mar 31, 26	+36.36K	0.89%
FIDUCIARY FINANCIAL GROUP, LLC	29.24K	Mar 31, 26	+3.22K	0.72%
Mutual Advisors, LLC	26.88K	Mar 31, 26	-9.70K	0.66%
FOUNDERS FINANCIAL SECURITIES LLC	26.65K	Mar 31, 26	-995	0.65%
Lantz Financial LLC	26.61K	Mar 31, 26	+26.61K	0.65%
CROSSPOINT FINANCIAL, LLC	26.07K	Mar 31, 26	-3.52K	0.64%
Comprehensive Financial Consultants Institutional, Inc.	25.21K	Mar 31, 26	+1.70K	0.62%
Colony Group, LLC	25.06K	Mar 31, 26	-13	0.61%
Creative Planning	24.66K	Mar 31, 26	+24.66K	0.60%
Ausdal Financial Partners, Inc.	23.93K	Mar 31, 26	+13.50K	0.59%
AdvisorNet Financial, Inc	20.57K	Mar 31, 26	--	0.50%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	20.25K	Mar 31, 26	-4.69K	0.50%
Foundations Investment Advisors, LLC	19.11K	Mar 31, 26	+664	0.47%
Cornerstone Wealth Group, LLC	18.70K	Mar 31, 26	+3.27K	0.46%
Beacon Pointe Advisors, LLC	18.55K	Mar 31, 26	+8.50K	0.45%
RAYMOND JAMES FINANCIAL INC	18.26K	Mar 31, 26	+5.81K	0.45%
IMG Wealth Management, Inc.	15.40K	Mar 31, 26	+1.02K	0.38%
NewEdge Advisors, LLC	14.76K	Mar 31, 26	-200	0.36%
Arkadios Wealth Advisors	14.47K	Mar 31, 26	+14.47K	0.35%
Advisory Services Network, LLC	14.26K	Mar 31, 26	+8.22K	0.35%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	13.92K	Mar 31, 26	-23.23K	0.34%
AssuredPartners Investment Advisors, LLC	11.57K	Mar 31, 26	+11.57K	0.28%
Castle Rock Wealth Management, LLC	11.55K	Mar 31, 26	-988	0.28%
Riverpoint Wealth Management Holdings, LLC	10.98K	Mar 31, 26	-566	0.27%
AXXCESS WEALTH MANAGEMENT, LLC	10.50K	Mar 31, 26	+10.50K	0.26%
PFG Advisors	9.30K	Mar 31, 26	+2.81K	0.23%
Merit Financial Group, LLC	9.04K	Mar 31, 26	+1.72K	0.22%
Truvestments Capital LLC	8.90K	Mar 31, 26	+8.90K	0.22%
Chris Bulman Inc	8.85K	Mar 31, 26	+8.85K	0.22%
WealthShield Partners, LLC	8.26K	Mar 31, 26	+2.02K	0.20%
Maia Wealth LLC	8.26K	Mar 31, 26	--	0.20%
Garden State Investment Advisory Services LLC	7.85K	Mar 31, 26	--	0.19%
Vantage Point Financial LLC	7.60K	Mar 31, 26	--	0.19%
RPS ADVISORY SOLUTIONS LLC	7.16K	Mar 31, 26	+966	0.18%
Beacon Financial Advisory LLC	6.97K	Mar 31, 26	--	0.17%
MILESTONE ASSET MANAGEMENT, LLC	6.96K	Mar 31, 26	--	0.17%
Sanctuary Advisors, LLC	6.77K	Mar 31, 26	--	0.17%
CGN Advisors LLC	6.41K	Mar 31, 26	+242	0.16%
OxenFree Capital LLC	6.20K	Mar 31, 26	-79	0.15%
Beckerman Institutional, LLC	6.19K	Mar 31, 26	--	0.15%
Tradition Wealth Management, LLC	5.86K	Mar 31, 26	-525	0.14%
HARBOUR INVESTMENTS, INC.	5.81K	Mar 31, 26	+4.09K	0.14%
Archer Investment Corp	5.72K	Mar 31, 26	-18.25K	0.14%
Sterling Financial Planning, Inc.	5.65K	Mar 31, 26	+5.65K	0.14%
Chicago Partners Investment Group LLC	5.65K	Mar 31, 26	--	0.14%
AE Wealth Management LLC	5.40K	Mar 31, 26	+1.55K	0.13%
GUARDIAN WEALTH ADVISORS, LLC / NC	4.80K	Mar 31, 26	-2.50K	0.12%
Aptus Capital Advisors, LLC	4.80K	Mar 31, 26	-2.50K	0.12%
Physician Wealth Advisors, Inc.	4.42K	Mar 31, 26	-1.15K	0.11%
CoreCap Advisors, LLC	4.30K	Mar 31, 26	--	0.11%
Financial Network Wealth Advisors LLC	2.92K	Mar 31, 26	--	0.07%
EVOLUTION WEALTH MANAGEMENT INC.	2.40K	Mar 31, 26	-15.70K	0.06%
DHJJ Financial Advisors, Ltd.	2.32K	Mar 31, 26	+1.09K	0.06%
MAI Capital Management	2.09K	Mar 31, 26	+2.09K	0.05%
MORGAN STANLEY	1.77K	Mar 31, 26	--	0.04%
McIlrath & Eck, LLC	1.59K	Mar 31, 26	--	0.04%
Financial Life Planners	966	Mar 31, 26	+966	0.02%
Pinnacle Wealth Planning Services, Inc.	851	Mar 31, 26	-5.96K	0.02%
Steward Partners Investment Advisory, LLC	774	Mar 31, 26	--	0.02%
Capital Investment Advisory Services, LLC	402	Mar 31, 26	+402	0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV	334	Mar 31, 26	+334	0.01%
IFP Advisors, Inc	242	Mar 31, 26	-100.53K	0.01%
Larson Financial Group LLC	190	Mar 31, 26	--	0.00%
SRS Capital Advisors, Inc.	150	Mar 31, 26	-130	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	84	Mar 31, 26	--	0.00%
ASSETMARK, INC	54	Mar 31, 26	+54	0.00%
SMI Advisory Services, LLC	--	Mar 31, 26	-5.83K	--
Arete Wealth Advisors, LLC	--	Mar 31, 26	-7.37K	--
Kovack Advisors, Inc.	--	Mar 31, 26	-5.63K	--
BARCLAYS PLC	--	Mar 31, 26	-559	--
OLD MISSION CAPITAL LLC	--	Mar 31, 26	-8.82K	--
GTS SECURITIES LLC	--	Mar 31, 26	-22.07K	--
Allworth Financial LP	--	Mar 31, 26	-800	--
UBS Group AG	--	Mar 31, 26	-172	--
SageView Advisory Group, LLC	21.36K	Dec 31, 25	--	0.52%
Bullseye Investment Management, LLC	35.52K	Sep 30, 25	--	0.87%
Sugarloaf Wealth Management, LLC	800	Dec 31, 24	--	0.02%
Raymond James Financial Services Advisors, Inc.	6.60K	Sep 30, 24	--	0.16%
Cetera Advisors LLC	25.12K	Mar 31, 24	+9.81K	0.61%
Cetera Advisor Networks LLC	10.10K	Mar 31, 24	+10.10K	0.25%
Kistler-Tiffany Companies, LLC	2.97K	Jun 30, 23	--	0.07%
Strategic Asset Management, LLC	4.60K	Sep 30, 22	--	0.11%
Covington Capital Management	1.07K	Sep 30, 22	--	0.03%
Ameritas Investment Company, LLC	--	Sep 30, 21	-6.53K	--

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Holder

Date

Change

% Held

Brookstone Capital Management

1.71M

Mar 31, 26

+1.67M

41.81%

Talon Private Wealth, LLC

985.14K

Mar 31, 26

+985.14K

24.11%

HighTower Advisors, LLC

655.93K

Mar 31, 26

-17.62K

16.05%

KFG WEALTH MANAGEMENT, LLC

378.79K

Mar 31, 26

+9.62K

9.27%

COMMONWEALTH EQUITY SERVICES, LLC

166.12K

Mar 31, 26

+55.15K

4.07%

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

157.91K

Mar 31, 26

+6.43K

3.87%

Strategic Blueprint, LLC

134.22K

Mar 31, 26

+83.25K

3.29%

TRUIST FINANCIAL CORP

130.63K

Mar 31, 26

+4.31K

3.20%

ENVESTNET ASSET MANAGEMENT INC

125.04K

Mar 31, 26

+42.22K

3.06%

Pensionmark Financial Group, LLC

108.82K

Mar 31, 26

2.66%

MML INVESTORS SERVICES, LLC

106.37K

Mar 31, 26

+5.20K

2.60%

ADVISOR GROUP HOLDINGS, INC.

106.20K

Mar 31, 26

-18.45K

2.60%

Cambridge Investment Research Advisors, Inc.

95.55K

Mar 31, 26

-3.08K

2.34%

Spire Wealth Management

80.09K

Mar 31, 26

+46.15K

1.96%

CENTRAL VALLEY ADVISORS, LLC

66.92K

Mar 31, 26

+9.54K

1.64%

Kestra Advisory Services, LLC

64.95K

Mar 31, 26

+30.71K

1.59%

Stratos Wealth Advisors, LLC

62.92K

Mar 31, 26

-459

1.54%

Trek Financial, LLC

54.02K

Mar 31, 26

+18.65K

1.32%

IHT Wealth Management, LLC

49.32K

Mar 31, 26

+17.73K

1.21%

Cetera Investment Advisers

49.15K

Mar 31, 26

-1.85K

1.20%

Berger Financial Group, Inc

47.57K

Mar 31, 26

-7.97K

1.16%

LPL Financial LLC

38.19K

Mar 31, 26

-412

0.93%

Northstar Group, Inc.

36.36K

Mar 31, 26

+36.36K

0.89%

FIDUCIARY FINANCIAL GROUP, LLC

29.24K

Mar 31, 26

+3.22K

0.72%

Mutual Advisors, LLC

26.88K

Mar 31, 26

-9.70K

0.66%

FOUNDERS FINANCIAL SECURITIES LLC

26.65K

Mar 31, 26

-995

0.65%

Lantz Financial LLC

26.61K

Mar 31, 26

+26.61K

0.65%

CROSSPOINT FINANCIAL, LLC

26.07K

Mar 31, 26

-3.52K

0.64%

Comprehensive Financial Consultants Institutional, Inc.

25.21K

Mar 31, 26

+1.70K

0.62%

Colony Group, LLC

25.06K

Mar 31, 26

-13

0.61%

Creative Planning

24.66K

Mar 31, 26

+24.66K

0.60%

Ausdal Financial Partners, Inc.

23.93K

Mar 31, 26

+13.50K

0.59%

AdvisorNet Financial, Inc

20.57K

Mar 31, 26

0.50%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

20.25K

Mar 31, 26

-4.69K

0.50%

Foundations Investment Advisors, LLC

19.11K

Mar 31, 26

+664

0.47%

Cornerstone Wealth Group, LLC

18.70K

Mar 31, 26

+3.27K

0.46%

Beacon Pointe Advisors, LLC

18.55K

Mar 31, 26

+8.50K

0.45%

RAYMOND JAMES FINANCIAL INC

18.26K

Mar 31, 26

+5.81K

0.45%

IMG Wealth Management, Inc.

15.40K

Mar 31, 26

+1.02K

0.38%

NewEdge Advisors, LLC

14.76K

Mar 31, 26

-200

0.36%

Arkadios Wealth Advisors

14.47K

Mar 31, 26

+14.47K

0.35%

Advisory Services Network, LLC

14.26K

Mar 31, 26

+8.22K

0.35%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

13.92K

Mar 31, 26

-23.23K

0.34%

AssuredPartners Investment Advisors, LLC

11.57K

Mar 31, 26

+11.57K

0.28%

Castle Rock Wealth Management, LLC

11.55K

Mar 31, 26

-988

0.28%

Riverpoint Wealth Management Holdings, LLC

10.98K

Mar 31, 26

-566

0.27%

AXXCESS WEALTH MANAGEMENT, LLC

10.50K

Mar 31, 26

+10.50K

0.26%

PFG Advisors

9.30K

Mar 31, 26

+2.81K

0.23%

Merit Financial Group, LLC

9.04K

Mar 31, 26

+1.72K

0.22%

Truvestments Capital LLC

8.90K

Mar 31, 26

+8.90K

0.22%

Chris Bulman Inc

8.85K

Mar 31, 26

+8.85K

0.22%

WealthShield Partners, LLC

8.26K

Mar 31, 26

+2.02K

0.20%

Maia Wealth LLC

8.26K

Mar 31, 26

0.20%

Garden State Investment Advisory Services LLC

7.85K

Mar 31, 26

0.19%

Vantage Point Financial LLC

7.60K

Mar 31, 26

0.19%

RPS ADVISORY SOLUTIONS LLC

7.16K

Mar 31, 26

+966

0.18%

Beacon Financial Advisory LLC

6.97K

Mar 31, 26

0.17%

MILESTONE ASSET MANAGEMENT, LLC

6.96K

Mar 31, 26

0.17%

Sanctuary Advisors, LLC

6.77K

Mar 31, 26

0.17%

CGN Advisors LLC

6.41K

Mar 31, 26

+242

0.16%

OxenFree Capital LLC

6.20K

Mar 31, 26

-79

0.15%

Beckerman Institutional, LLC

6.19K

Mar 31, 26

0.15%

Tradition Wealth Management, LLC

5.86K

Mar 31, 26

-525

0.14%

HARBOUR INVESTMENTS, INC.

5.81K

Mar 31, 26

+4.09K

0.14%

Archer Investment Corp

5.72K

Mar 31, 26

-18.25K

0.14%

Sterling Financial Planning, Inc.

5.65K

Mar 31, 26

+5.65K

0.14%

Chicago Partners Investment Group LLC

5.65K

Mar 31, 26

0.14%

AE Wealth Management LLC

5.40K

Mar 31, 26

+1.55K

0.13%

GUARDIAN WEALTH ADVISORS, LLC / NC

4.80K

Mar 31, 26

-2.50K

0.12%

Aptus Capital Advisors, LLC

4.80K

Mar 31, 26

-2.50K

0.12%

Physician Wealth Advisors, Inc.

4.42K

Mar 31, 26

-1.15K

0.11%

CoreCap Advisors, LLC

4.30K

Mar 31, 26

0.11%

Financial Network Wealth Advisors LLC

2.92K

Mar 31, 26

0.07%

EVOLUTION WEALTH MANAGEMENT INC.

2.40K

Mar 31, 26

-15.70K

0.06%

DHJJ Financial Advisors, Ltd.

2.32K

Mar 31, 26

+1.09K

0.06%

MAI Capital Management

2.09K

Mar 31, 26

+2.09K

0.05%

MORGAN STANLEY

1.77K

Mar 31, 26

0.04%

McIlrath & Eck, LLC

1.59K

Mar 31, 26

0.04%

Financial Life Planners

966

Mar 31, 26

+966

0.02%

Pinnacle Wealth Planning Services, Inc.

851

Mar 31, 26

-5.96K

0.02%

Steward Partners Investment Advisory, LLC

774

Mar 31, 26

0.02%

Capital Investment Advisory Services, LLC

402

Mar 31, 26

+402

0.01%

CREATIVE FINANCIAL DESIGNS INC /ADV

334

Mar 31, 26

+334

0.01%

IFP Advisors, Inc

242

Mar 31, 26

-100.53K

0.01%

Larson Financial Group LLC

190

Mar 31, 26

0.00%

SRS Capital Advisors, Inc.

150

Mar 31, 26

-130

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Mar 31, 26

0.00%

ASSETMARK, INC

Mar 31, 26

+54

0.00%

SMI Advisory Services, LLC

Mar 31, 26

-5.83K

Arete Wealth Advisors, LLC

Mar 31, 26

-7.37K

Kovack Advisors, Inc.

Mar 31, 26

-5.63K

BARCLAYS PLC

Mar 31, 26

-559

OLD MISSION CAPITAL LLC

Mar 31, 26

-8.82K

GTS SECURITIES LLC

Mar 31, 26

-22.07K

Allworth Financial LP

Mar 31, 26

-800

UBS Group AG

Mar 31, 26

-172

SageView Advisory Group, LLC

21.36K

Dec 31, 25

0.52%

Bullseye Investment Management, LLC

35.52K

Sep 30, 25

0.87%

Sugarloaf Wealth Management, LLC

800

Dec 31, 24

0.02%

Raymond James Financial Services Advisors, Inc.

6.60K

Sep 30, 24

0.16%

Cetera Advisors LLC

25.12K

Mar 31, 24

+9.81K

0.61%

Cetera Advisor Networks LLC

10.10K

Mar 31, 24

+10.10K

0.25%

Kistler-Tiffany Companies, LLC

2.97K

Jun 30, 23

0.07%

Strategic Asset Management, LLC

4.60K

Sep 30, 22

0.11%

Covington Capital Management

1.07K

Sep 30, 22

0.03%

Ameritas Investment Company, LLC

Sep 30, 21

-6.53K