Who Owns Innovator U.S. Equity Ultra Buffer ETF (UNOV)?Hedge Fund & Institutional Holders

$37.58-0.11 (-0.30%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$5.157000500000031e+254T

% of Float Held

—

QoQ Change in Holders

+13 / -5

Price History

$32.19$33.78$35.36$36.94$38.52Sep 24Jun 25Mar 26

UNOV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
4J Wealth Management LLCNew Position+136K+$5.2B
Kellett Wealth Advisors, LLCNew Position+81K+$3.1B
IFP Advisors, IncNew Position+95K+$3.0B
Spire Wealth ManagementNew Position+64K+$2.4B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+63K+$2.0B
Trek Financial, LLCNew Position+42K+$1.6B
O'Connor Financial Group LLCNew Position+36K+$1.4B
CENTRAL VALLEY ADVISORS, LLCIncreased+33K+$1.3B
IHT Wealth Management, LLCIncreased+51K+$1.3B
Berger Financial Group, IncNew Position+22K+$838.0M
Triumph Capital ManagementNew Position+21K+$809.0M
Lantz Financial LLCNew Position+17K+$650.0M
IMG Wealth Management, Inc.New Position+13K+$487.0M
CWC Advisors, LLC.New Position+11K+$429.0M
Cornerstone Wealth Group, LLCNew Position+11K+$401.0M

UNOV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-26K-$1.5B
RK Capital Management, LLC/FLDecreased-40K-$1.5B
UBS Group AGDecreased-37K-$1.4B
GTS SECURITIES LLCClosed Position-22K-$821.8M
OLD MISSION CAPITAL LLCDecreased-21K-$772.0M
VestGen Advisors, LLCClosed Position-10K-$356.9M
Buska Wealth Management, LLCDecreased-6K-$231.3M
CITADEL ADVISORS LLCClosed Position-6K-$217.8M
BARCLAYS PLCDecreased-3K-$148.3M
ROYAL BANK OF CANADAClosed Position-2K-$78.0M
HARBOUR INVESTMENTS, INC.Decreased-386-$52.9M
SageView Advisory Group, LLCDecreased-14K-$1.4M
HRT FINANCIAL LPClosed Position-13K-$498K
Arete Wealth Advisors, LLCDecreased-144-$-3K
KFG WEALTH MANAGEMENT, LLCDecreased-243-$-17.8M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
14J Wealth Management LLC135,531$5.2B2.95%Share
2OSAIC HOLDINGS, INC.148,424$5.0B0.01%Share
3CENTRAL VALLEY ADVISORS, LLC82,218$3.1B0.93%Share
4Kellett Wealth Advisors, LLC80,900$3.1B1.76%Share
5IFP Advisors, Inc94,828$3.0B0.07%Share
6RK Capital Management, LLC/FL66,637$2.5B0.07%Share
7Spire Wealth Management63,725$2.4B0.08%Share
8COMMONWEALTH EQUITY SERVICES, LLC63,401$2.0B0.00%Share
9IHT Wealth Management, LLC69,462$2.0B0.05%Share
10KFG WEALTH MANAGEMENT, LLC46,759$1.8B0.24%Share
11Trek Financial, LLC42,365$1.6B0.09%Share
12O'Connor Financial Group LLC35,972$1.4B0.55%Share
13Berger Financial Group, Inc22,040$838.0M0.05%Share
14ATTICUS WEALTH MANAGEMENT, LLC21,778$828.0M0.20%Share
15Triumph Capital Management21,264$809.0M0.17%Share
16OLD MISSION CAPITAL LLC20,633$785.0M0.02%Share
17Buska Wealth Management, LLC18,396$700.0M0.26%Share
18Lantz Financial LLC17,087$650.0M0.14%Share
19IMG Wealth Management, Inc.12,822$487.0M0.31%Share
20CWC Advisors, LLC.11,276$429.0M0.21%Share
21Cornerstone Wealth Group, LLC10,542$401.0M0.03%Share
22FINANCIAL MANAGEMENT NETWORK INC8,365$318.0M0.05%Share
23Chris Bulman Inc7,050$268.0M0.12%Share
24Lakeridge Wealth Management LLC6,881$261.0M0.12%Share
25FC Advisory LLC6,665$253.0M0.07%Share
26WorthPointe, LLC6,591$250.0M0.07%Share
27DHJJ Financial Advisors, Ltd.5,532$210.0M0.07%Share
28Sigma Planning Corp5,275$200.0M0.01%Share
29AdvisorNet Financial, Inc2,828$107.0M0.01%Share
30CoreCap Advisors, LLC2,042$77.0M0.00%Share
31Archer Investment Corp1,919$73.0M0.02%Share
32Brookstone Capital Management1,695,601$64.5M0.74%Share
33OPTIMA CAPITAL LLC700$26.0M0.01%Share
34UBS Group AG406$15.0M0.00%Share
35C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors144,030$5.5M0.00%Share
36MGO ONE SEVEN LLC60,561$2.3M0.05%Share
37Kestra Advisory Services, LLC65,409$2.0M0.01%Share
38HighTower Advisors, LLC48,952$1.0M0.00%Share
39Cetera Investment Advisers42,817$1.0M0.00%Share
40ENVESTNET ASSET MANAGEMENT INC41,534$1.0M0.00%Share
41MML INVESTORS SERVICES, LLC36,084$1.0M0.00%Share
42Castle Rock Wealth Management, LLC24,649$942K0.20%Share
43TRUIST FINANCIAL CORP14,347$545K0.00%Share
44Arete Wealth Advisors, LLC14,136$538K0.03%Share
45WealthShield Partners, LLC12,266$466K0.05%Share
46Three Seasons Wealth, LLC11,117$423K0.04%Share
47ATX Financial Planning, LLC9,923$377K0.29%Share
48Capital Analysts, LLC2,639$100K0.00%Share
49Noble Wealth Management PBC2,200$83K0.04%Share
50Noble Wealth Management PBC2,200$82K0.04%Share

UNOV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202567$41.2B+36
Q3 202531$27.6B-18
Q2 202549$47.7B-1
Q1 202550$119.4B+9
Q4 202441$25.7B+14
Q3 202427$2.0T-2
Q2 202429$1.0T+7
Q1 202422$669.9T—

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As of Q4 2025, 50 institutional investors hold UNOV (Innovator U.S. Equity Ultra Buffer ETF). The largest holder is 4J Wealth Management LLC with $5.2B in shares. This quarter, 13 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own UNOV?

As of Q4 2025, 50 institutional investors report holding UNOV (Innovator U.S. Equity Ultra Buffer ETF) in their 13F filings.

Who is the largest institutional holder of UNOV?

The largest institutional holder of UNOV is 4J Wealth Management LLC with $5.2B in shares.

Is institutional ownership of UNOV increasing or decreasing?

This quarter, 13 institutions opened new positions in UNOV and 5 closed their positions.