UNOV

Innovator U.s. Equity Ultra

+$33.4M

Net Activity

Institutions Holding

69

Popularity Rank

#5257

Avg Weight

0.19%

Total Value

$169.8M

Ownership Trend

69 institutions currently hold UNOV, with 24 net buyers and 32 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

32

Net Buying Institutions

24

Key Holders

Key Holders

Top 5 by Value

BC
Brookstone Capital Management
$63.6M
TP
Talon Private Wealth, LLC
$36.0M
RJ
Raymond James Financial INC
$5.7M
CC
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
$5.7M
OH
Osaic Holdings, INC.
$5.3M

Top 5 by Conviction

TP
Talon Private Wealth, LLC
4.79%
KW
Kellett Wealth Advisors, LLC
1.43%
4W
4J Wealth Management LLC
1.20%
CV
Central Valley Advisors, LLC
0.82%
BC
Brookstone Capital Management
0.73%
View all 69 holding institutions

Quarterly Activity

Recent Activity

+$124.7M

Total Buy Value

$45.5M

Total Sell Value

New buy9
Trim25
Add15
Sold out7

24

Net Buyers

32

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 (UNOV)?
Major stakeholders currently include Brookstone Capital Management ($63.6M), Talon Private Wealth, LLC ($36.0M), Raymond James Financial INC ($5.7M). Based on the latest 13F filings, there are a total of 69 tracked investment funds and institutions maintaining positions in UNOV.
What is the overall institutional sentiment toward UNOV recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $33.4M, driven by 24 managers accumulating shares while 32 reduced their exposure.
Which institutions have been selling or reducing their UNOV positions?
In the latest period, 25 funds trimmed their holdings, and 7 managers completely exited their positions. The aggregate reported sell value was $45.5M.
Are there any notable investors adding UNOV to their portfolios?
Yes, buying activity remains notable. 9 institutions opened new positions in {ticker}, and 15 existing holders added to their shares. The total reported buy value for the quarter amounted to $124.7M.

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