UDEC

Innovator U.s. Equity Ultra

+$30.8M

Net Activity

Institutions Holding

111

Popularity Rank

#4234

Avg Weight

0.20%

Total Value

$263.9M

Ownership Trend

111 institutions currently hold UDEC, with 28 net buyers and 63 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Decreased

Based on recent trading activity

Net Selling Institutions

63

Net Buying Institutions

28

Key Holders

View all 111 holding institutions

Quarterly Activity

Recent Activity

+$128.2M

Total Buy Value

$136.7M

Total Sell Value

New buy8
Trim48
Add20
Sold out15

28

Net Buyers

63

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding INNOVATOR U.S. EQUITY ULTRA (UDEC)?
Major stakeholders currently include Brookstone Capital Management ($73.3M), Talon Private Wealth, LLC ($36.0M), Commonwealth Equity Services, LLC ($13.6M). Based on the latest 13F filings, there are a total of 111 tracked investment funds and institutions maintaining positions in UDEC.
What is the overall institutional sentiment toward UDEC recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $30.8M, driven by 28 managers accumulating shares while 63 reduced their exposure.
Which institutions have been selling or reducing their UDEC positions?
In the latest period, 48 funds trimmed their holdings, and 15 managers completely exited their positions. The aggregate reported sell value was $136.7M.
Are there any notable investors adding UDEC to their portfolios?
Yes, buying activity remains notable. 8 institutions opened new positions in {ticker}, and 20 existing holders added to their shares. The total reported buy value for the quarter amounted to $128.2M.

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