UDEC institutional holders

INNOVATOR ETFS TRUST · 13F, 2026Q2

Managers holding125
Shares held4,447,257
Reported value$185.0m
Quarter flows17 new, 18 added, 50 trimmed, 5 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
COMMONWEALTH EQUITY SERVICES, LLC328,134$13.7m0.0%
Brookstone Capital Management314,144$13.1m0.1%
LEGACY CAPITAL WEALTH MANAGEMENT, LLC241,913$10.1m4.6%
RAYMOND JAMES FINANCIAL INC212,240$8.8m0.0%
OSAIC HOLDINGS, INC.207,415$8.6m0.0%
TOUNJIAN ADVISORY PARTNERS, LLC180,440$7.5m3.2%
ENVESTNET ASSET MANAGEMENT INC162,403$6.8m0.0%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors155,556$6.5m0.3%
Cambridge Investment Research Advisors, Inc.146,968$6.1m0.0%
Foundations Investment Advisors, LLC137,623$5.7m0.1%
Sovran Advisors, LLC126,112$5.3m0.4%
Kestra Advisory Services, LLC101,861$4.2m0.0%
KFG WEALTH MANAGEMENT, LLC99,124$4.1m0.5%
CENTRAL VALLEY ADVISORS, LLC88,897$3.7m1.0%
Berger Financial Group, Inc83,354$3.5m0.2%
Trek Financial, LLC78,712$3.3m0.2%
MILESTONE ASSET MANAGEMENT, LLC72,820$3.0m0.5%
MBL Wealth, LLC71,935$3.0m0.2%
Spire Wealth Management64,538$2.7m0.1%
Cetera Investment Advisers62,745$2.6m0.0%
TRUIST FINANCIAL CORP57,463$2.4m0.0%
LPL Financial LLC54,164$2.3m0.0%
IMG Wealth Management, Inc.53,547$2.2m1.2%
WealthPlan Investment Management, LLC49,201$2.1m0.1%
HighTower Advisors, LLC49,022$2.0m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("UDEC"). UDEC price history · All 13F data

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