UFEB institutional holders

INNOVATOR ETFS TR ETF S&P 500 ULTRA BUFFER ETF FEBRUARY · 13F, 2026Q2

Managers holding104
Shares held5,073,683
Reported value$195.8m
Quarter flows15 new, 13 added, 39 trimmed, 8 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Brookstone Capital Management1,463,509$56.6m0.6%
HighTower Advisors, LLC631,471$24.4m0.0%
KFG WEALTH MANAGEMENT, LLC431,456$16.7m1.9%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors164,993$6.4m0.3%
Cambridge Investment Research Advisors, Inc.161,902$6.3m0.0%
Strategic Blueprint, LLC137,909$5.3m0.3%
TRUIST FINANCIAL CORP129,816$5.0m0.0%
COMMONWEALTH EQUITY SERVICES, LLC109,088$4.2m0.0%
OSAIC HOLDINGS, INC.106,116$4.1m0.0%
ENVESTNET ASSET MANAGEMENT INC102,120$3.9m0.0%
World Investment Advisors108,447$3.9m0.1%
MML INVESTORS SERVICES, LLC83,866$3.2m0.0%
Spire Wealth Management79,813$3.1m0.1%
CENTRAL VALLEY ADVISORS, LLC64,206$2.5m0.6%
Stratos Wealth Advisors, LLC59,543$2.3m0.1%
SUSQUEHANNA INTERNATIONAL GROUP, LLP54,275$2.1m0.0%
Trek Financial, LLC49,916$1.9m0.1%
LPL Financial LLC48,344$1.9m0.0%
NewCorp Financial Services, Inc.46,554$1.8m1.4%
Cetera Investment Advisers45,773$1.8m0.0%
Kestra Advisory Services, LLC42,518$1.6m0.0%
Berger Financial Group, Inc41,919$1.6m0.1%
JPMORGAN CHASE & CO36,891$1.4m0.0%
Northstar Group, Inc.35,010$1.4m0.2%
TOUNJIAN ADVISORY PARTNERS, LLC34,677$1.3m0.6%

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

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