Innovator ETFs Trust - UDEC
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Brookstone Capital Management | History | Added to | 1,886,457 | 73,269 | 0.84% | 0.85% | 1 | +11,206 | 0.6% | Q1 2026 | Apr 16, 2026 |
| Talon Private Wealth, LLC | History | New | 926,565 | 35,987 | 4.78% | — | 2 | +926,565 | New | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 350,793 | 13,624 | 0.02% | 0.02% | 3 | -4,747 | -1.34% | Q1 2026 | Apr 27, 2026 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 225,553 | 8,760 | 5.04% | 5.18% | 4 | +9,917 | 4.6% | Q1 2026 | May 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 216,664 | 8,415 | 0.0% | 0.0% | 5 | +2,275 | 1.06% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 216,595 | 8,412 | 0.0% | 0.0% | 6 | -583 | -0.27% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 203,630 | 7,908 | 0.01% | 0.01% | 7 | +9,767 | 5.04% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 156,839 | 6,091 | 0.08% | 0.08% | 8 | -3,089 | -1.93% | Q1 2026 | May 11, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 149,099 | 5,791 | 0.33% | 0.34% | 9 | +7,637 | 5.4% | Q1 2026 | Apr 09, 2026 |
| Sovran Advisors, LLC | History | Added to | 139,430 | 5,691 | 0.45% | 0.04% | 10 | +128,293 | 1151.95% | Q1 2026 | May 01, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 133,655 | 5,191 | 0.02% | 0.02% | 11 | -3,288 | -2.4% | Q1 2026 | Apr 30, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 101,177 | 3,929 | 0.51% | 0.52% | 12 | +2,748 | 2.79% | Q1 2026 | Apr 20, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Reduced | 91,348 | 3,547 | 0.97% | 1.08% | 13 | -103 | -0.11% | Q1 2026 | Apr 09, 2026 |
| Trek Financial, LLC | History | Reduced | 90,890 | 3,530 | 0.19% | 0.22% | 14 | -3,983 | -4.2% | Q1 2026 | May 13, 2026 |
| Berger Financial Group, Inc | History | Reduced | 88,385 | 3,432 | 0.19% | 0.2% | 15 | -42 | -0.05% | Q1 2026 | Apr 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 82,156 | 3,191 | 0.01% | 0.01% | 16 | -4,565 | -5.26% | Q1 2026 | Apr 30, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 75,699 | 2,940 | 0.54% | 0.61% | 17 | -5,526 | -6.8% | Q1 2026 | Apr 15, 2026 |
| MBL Wealth, LLC | History | Added to | 71,598 | 2,780 | 0.21% | 0.19% | 18 | +12,557 | 21.27% | Q1 2026 | Apr 28, 2026 |
| Spire Wealth Management | History | Reduced | 66,150 | 2,569 | 0.09% | 0.1% | 19 | -8,557 | -11.45% | Q1 2026 | Apr 22, 2026 |
| Cetera Investment Advisers | History | Reduced | 65,341 | 2,537 | 0.0% | 0.0% | 20 | -13,952 | -17.6% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 58,363 | 2,266 | 0.0% | 0.0% | 21 | -104 | -0.18% | Q1 2026 | Apr 27, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 52,061 | 2,022 | 0.11% | 0.15% | 22 | -9,099 | -14.88% | Q1 2026 | Apr 29, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 51,275 | 1,991 | 1.27% | 1.3% | 23 | -536 | -1.03% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 47,522 | 1,845 | 0.0% | 0.0% | 24 | -7,250 | -13.24% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Reduced | 46,116 | 1,791 | 0.0% | 0.0% | 25 | -3,208 | -6.5% | Q1 2026 | May 06, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 45,067 | 1,762 | 0.19% | 0.27% | 26 | -328 | -0.72% | Q1 2026 | Apr 10, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 44,599 | 1,732 | 0.1% | 0.11% | 27 | -824 | -1.81% | Q1 2026 | Apr 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 44,514 | 1,728 | 0.0% | 0.0% | 28 | +38,992 | 706.12% | Q1 2026 | May 15, 2026 |
| Virtue Capital Management, LLC | History | New | 43,287 | 1,658 | 0.25% | — | 29 | +43,287 | New | Q1 2026 | May 07, 2026 |
| Advisory Services Network, LLC | History | Reduced | 41,908 | 1,627 | 0.02% | 0.02% | 30 | -400 | -0.95% | Q1 2026 | May 15, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 40,486 | 1,573 | 0.12% | 0.1% | 31 | -21 | -0.05% | Q1 2026 | May 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 37,646 | 1,462 | 0.0% | 0.0% | 32 | -9,314 | -19.83% | Q1 2026 | May 04, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 37,320 | 1,455 | 0.32% | 0.34% | 33 | -2,291 | -5.78% | Q1 2026 | Apr 08, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 36,260 | 1,408 | 0.08% | 0.03% | 34 | +23,762 | 190.13% | Q1 2026 | Apr 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 33,630 | 1,306 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 28,630 | 1,111 | 0.04% | 0.06% | 36 | -8,300 | -22.47% | Q1 2026 | May 14, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 26,736 | 1,038 | 0.04% | 0.05% | 37 | -7,861 | -22.72% | Q1 2026 | May 12, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 26,189 | 1,017 | 0.1% | 0.1% | 38 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Sonoma Allocations LLC | History | Reduced | 25,816 | 1,008 | 0.35% | 0.35% | 39 | -436 | -1.66% | Q1 2026 | May 19, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 25,622 | 995 | 0.13% | 0.14% | 40 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 21,042 | 817 | 0.16% | 0.17% | 41 | -8,478 | -28.72% | Q1 2026 | Apr 29, 2026 |
| CITADEL ADVISORS LLC | History | New | 20,005 | 776 | 0.0% | — | 42 | +20,005 | New | Q1 2026 | May 15, 2026 |
| Lantz Financial LLC | History | Added to | 18,838 | 731 | 0.15% | 0.07% | 43 | +10,016 | 113.53% | Q1 2026 | Apr 09, 2026 |
| Lakeridge Wealth Management LLC | History | Reduced | 18,531 | 719 | 0.31% | 0.34% | 44 | -137 | -0.73% | Q1 2026 | Apr 08, 2026 |
| WealthShield Partners, LLC | History | No change | 18,096 | 702 | 0.08% | 0.08% | 45 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 17,571 | 682 | 0.01% | — | 46 | +17,571 | New | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 17,423 | 676 | 0.0% | 0.0% | 47 | -500 | -2.79% | Q1 2026 | May 13, 2026 |
| TrustBank | History | Reduced | 17,040 | 661 | 0.26% | 0.36% | 48 | -4,750 | -21.8% | Q1 2026 | May 04, 2026 |
| Old Port Advisors | History | No change | 16,875 | 655 | 0.15% | 0.16% | 49 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| SageView Advisory Group, LLC | History | No change | 16,527 | 655 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | New | 16,527 | 641 | 0.0% | — | 51 | +16,527 | New | Q1 2026 | May 12, 2026 |
| Bravias Capital Group, LLC | History | Reduced | 16,016 | 622 | 0.41% | 0.39% | 52 | -311 | -1.9% | Q1 2026 | Apr 28, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 14,900 | 605 | 0.01% | — | 53 | +14,900 | New | Q1 2026 | May 01, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 14,987 | 582 | 0.0% | 0.0% | 54 | -2,192 | -12.76% | Q1 2026 | Jun 02, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 14,400 | 559 | 0.01% | 0.01% | 55 | -8,600 | -37.39% | Q1 2026 | Apr 20, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 14,311 | 555 | 0.12% | 0.13% | 56 | -90 | -0.62% | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | No change | 14,084 | 547 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 14,084 | 547 | 0.02% | 0.01% | 58 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Family Legacy Financial Solutions, LLC | History | No change | 13,900 | 542 | 0.44% | 0.42% | 59 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 13,787 | 535 | 0.01% | 0.01% | 60 | +62 | 0.45% | Q1 2026 | May 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 13,539 | 525 | 0.01% | 0.01% | 61 | +1,357 | 11.14% | Q1 2026 | May 18, 2026 |
| NWF Advisory Services Inc. | History | No change | 13,504 | 524 | 0.06% | 0.06% | 62 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PFG Advisors | History | Added to | 13,177 | 511 | 0.02% | 0.03% | 63 | +55 | 0.42% | Q1 2026 | May 05, 2026 |
| Archer Investment Corp | History | Reduced | 12,211 | 474 | 0.1% | 0.13% | 64 | -2,811 | -18.71% | Q1 2026 | May 04, 2026 |
| Redwood Family Wealth LLC | History | Reduced | 12,077 | 469 | 0.46% | 0.56% | 65 | -2,370 | -16.4% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 10,956 | 425 | 0.01% | 0.01% | 66 | +2,158 | 24.53% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | No change | 10,950 | 425 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| NewCorp Financial Services, Inc. | History | Reduced | 10,679 | 414 | 0.36% | 0.48% | 68 | -2,940 | -21.59% | Q1 2026 | Apr 23, 2026 |
| Summit Asset Management, LLC | History | No change | 10,625 | 412 | 0.06% | 0.06% | 69 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sigma Planning Corp | History | Reduced | 10,001 | 388 | 0.01% | 0.01% | 70 | -1,646 | -14.13% | Q1 2026 | May 04, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 10,000 | 388 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| William Mack & Associates, Inc. | History | No change | 9,223 | 358 | 0.2% | 0.17% | 72 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Compass Advisory Group LLC | History | Reduced | 9,200 | 357 | 0.1% | 0.1% | 73 | -26 | -0.28% | Q1 2026 | Apr 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 8,660 | 336 | 0.0% | 0.0% | 74 | -632 | -6.8% | Q1 2026 | May 08, 2026 |
| Clearstead Advisors, LLC | History | Added to | 8,291 | 322 | 0.0% | 0.0% | 75 | +250 | 3.11% | Q1 2026 | May 06, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 7,857 | 317 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 8,024 | 311 | 0.02% | 0.02% | 77 | -296 | -3.56% | Q1 2026 | Apr 08, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 7,885 | 306 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 7,866 | 305 | 0.03% | 0.03% | 79 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 7,825 | 303 | 0.08% | 0.1% | 80 | -1,255 | -13.82% | Q1 2026 | May 12, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 7,640 | 296 | 0.16% | 0.38% | 82 | -9,915 | -56.48% | Q1 2026 | May 13, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 7,642 | 296 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WPWealth LLP | History | No change | 7,520 | 292 | 0.04% | 0.05% | 83 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | No change | 7,505 | 291 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WorthPointe, LLC | History | No change | 7,482 | 290 | 0.08% | 0.08% | 85 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Triumph Capital Management | History | Reduced | 7,352 | 285 | 0.06% | 0.1% | 86 | -3,781 | -33.96% | Q1 2026 | May 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 7,320 | 284 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 7,267 | 282 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| O'Connor Financial Group LLC | History | No change | 7,232 | 280 | 0.11% | 0.11% | 89 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| RED REEF ADVISORS LLC | History | Reduced | 7,000 | 271 | 0.28% | 0.32% | 90 | -1,014 | -12.65% | Q1 2026 | May 12, 2026 |
| Richard P Slaughter Associates Inc | History | No change | 6,964 | 270 | 0.06% | 0.06% | 91 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 6,721 | 261 | 0.18% | 0.17% | 92 | +995 | 17.38% | Q1 2026 | Apr 15, 2026 |
| Chris Bulman Inc | History | Reduced | 6,330 | 245 | 0.11% | 0.12% | 93 | -436 | -6.44% | Q1 2026 | Apr 13, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 5,947 | 230 | 0.01% | 0.01% | 94 | -145 | -2.38% | Q1 2026 | Apr 28, 2026 |
| Kellett Wealth Advisors, LLC | History | Added to | 5,944 | 230 | 0.12% | 0.13% | 95 | +21 | 0.35% | Q1 2026 | May 04, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 5,866 | 227 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FC Advisory LLC | History | Reduced | 5,489 | 213 | 0.06% | 0.08% | 97 | -1,516 | -21.64% | Q1 2026 | Apr 14, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 5,436 | 211 | 0.0% | — | 98 | +5,436 | New | Q1 2026 | May 15, 2026 |
| GWN SECURITIES INC. | History | No change | 5,224 | 202 | 0.04% | 0.04% | 99 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 4,907 | 190 | 0.06% | 0.06% | 100 | +113 | 2.36% | Q1 2026 | Apr 09, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 4,550 | 176 | 0.02% | 0.03% | 101 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 2,400 | 93 | 0.01% | — | 103 | +2,400 | New | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 2,400 | 93 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Noble Wealth Management PBC | History | No change | 2,000 | 77 | 0.04% | 0.04% | 104 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,458 | 56 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 1,247 | 48 | 0.0% | — | 106 | +1,247 | New | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | No change | 1,076 | 41 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | No change | 511 | 19 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ASSETMARK, INC | History | Added to | 431 | 16 | 0.0% | 0.0% | 109 | +51 | 13.42% | Q1 2026 | May 06, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 300 | 11 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 60 | 2 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Integrity Advisory Solutions, LLC | History | Closed out | 0 | 0 | — | 0.56% | — | -98,236 | -100.0% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -41,275 | -100.0% | Q1 2026 | May 12, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -16,600 | -100.0% | Q1 2026 | May 01, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -12,988 | -100.0% | Q1 2026 | May 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,962 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -12,367 | -100.0% | Q1 2026 | May 15, 2026 |
| Maia Wealth LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,583 | -100.0% | Q1 2026 | May 08, 2026 |
| MY Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.18% | — | -5,282 | -100.0% | Q1 2026 | May 01, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -5,256 | -100.0% | Q1 2026 | May 04, 2026 |
| Simplicity Wealth,LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,149 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Jessup Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.03% | — | -2,479 | -100.0% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -175 | -100.0% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -81 | -100.0% | Q1 2026 | May 15, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -56 | -100.0% | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | May 13, 2026 |