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Disclosery

UDEC INNOVATOR ETFS TRUST

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US EQTY ULTRA B (fund)

126 managers (128 13F filers) reported a position in UDEC shares at 2026-06-30, 4,383,338 shares in all. 15 filers opened a position and 4 filers sold out during the quarter.

Managers
126
13F filers
128
New
15
Added
17
Reduced
52
Sold out
4
Shares held by filers
4,383,338

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
COMMONWEALTH EQUITY SERVICES, LLC328,134$13.7M0.02%-22,65913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management314,144$13.1M0.13%-1,572,31313F-HRTimelineGroup
LEGACY CAPITAL WEALTH MANAGEMENT, LLC241,913$10.1M4.69%+16,36013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC212,240$8.85M<0.01%-4,42413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.207,415$8.65M0.01%+3,78513F-HRTimelineGroup
TOUNJIAN ADVISORY PARTNERS, LLC180,440$7.52M3.22%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC162,403$6.77M<0.01%-54,19213F-HR/ATimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …155,556$6.48M0.32%+6,45713F-HRTimeline
Foundations Investment Advisors, LLC137,623$5.74M0.06%-19,21613F-HRTimeline
Sovran Advisors, LLC126,112$5.27M0.39%-13,31813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding109,711$4.57M-38,344Timeline
KFG WEALTH MANAGEMENT, LLC99,124$4.13M0.47%-2,05313F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC88,897$3.71M0.95%-2,45113F-HRTimeline
Berger Financial Group, Inc83,354$3.47M0.18%-5,03113F-HRTimeline
Trek Financial, LLC78,712$3.28M0.16%-12,17813F-HRTimeline
Cambridge Investment Research Advisors,…73,484$3.06M0.01%-8,67213F-HR/ATimeline
MILESTONE ASSET MANAGEMENT, LLC72,820$3.04M0.48%-2,87913F-HRTimeline
MBL Wealth, LLC71,935$3M0.2%+33713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management64,538$2.69M0.08%-1,61213F-HRTimelineGroup
Cetera Investment Advisers62,745$2.62M<0.01%-2,59613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP57,463$2.4M<0.01%-90013F-HRTimelineGroup
LPL Financial LLC54,164$2.26M<0.01%+8,04813F-HRTimeline
IMG Wealth Management, Inc.53,547$2.23M1.24%+2,27213F-HRTimeline
WealthPlan Investment Management, LLC49,201$2.05M0.1%-2,86013F-HRTimeline
HighTower Advisors, LLC49,022$2.04M<0.01%+1,50013F-HRTimeline
Strategic Blueprint, LLC44,260$1.84M0.09%-33913F-HRTimeline
Virtue Capital Management, LLC42,628$1.78M0.24%-65913F-HRTimeline
Advisory Services Network, LLC41,908$1.75M0.02%013F-HRTimeline
AssuredPartners Investment Advisors, LLC38,904$1.62M0.16%-6,16313F-HRTimeline
Castle Rock Wealth Management, LLC37,195$1.55M0.3%-12513F-HRTimeline
MML INVESTORS SERVICES, LLC37,106$1.55M<0.01%-54013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS33,630$1.4M<0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC32,310$1.35M<0.01%+12,30513F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…32,137$1.34M<0.01%-12,37713F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding29,800$1.24M+14,900Timeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…29,567$1.23M0.02%+2,83113F-HRTimelineGroup
Gladstone Institutional Advisory LLC28,230$1.18M0.04%-40013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP26,661$1.11M0.05%-9,59913F-HRTimeline
Sonoma Allocations LLC25,569$1.07M0.33%-24713F-HRTimeline
Octavia Wealth Advisors, LLC25,364$1.06M0.09%-82513F-HRTimeline
Arete Wealth Advisors, LLC24,661$1.03M0.07%-15,82513F-HR/ATimeline
FIDUCIARY FINANCIAL GROUP, LLC22,702$946K0.11%-2,92013F-HRTimeline
OLD MISSION CAPITAL LLC21,834$910K0.02%+4,26313F-HRTimeline
SteelPeak Wealth, LLC20,206$842K0.02%new13F-HRTimeline
AE Wealth Management LLC19,228$801K<0.01%+1,80513F-HRTimeline
Lakeridge Wealth Management LLC18,531$772K0.28%013F-HRTimeline
Lantz Financial LLC18,165$757K0.14%-67313F-HRTimeline
WealthShield Partners, LLC17,695$738K0.11%-40113F-HRTimeline
TrustBankin group TrustBank16,900$704K0.24%-14013F-HRTimelineGroup
Old Port Advisors16,875$703K0.14%013F-HRTimeline
WealthPLAN Partners, LLC16,042$669K0.13%-5,00013F-HRTimeline
Bravias Capital Group, LLC16,016$668K0.4%013F-HRTimeline
NewEdge Advisors, LLC14,810$617K<0.01%-17713F-HRTimeline
Garden State Investment Advisory Servic…14,186$591K0.12%-12513F-HRTimeline
Quantinno Capital Management LP14,084$587K<0.01%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC14,084$587K0.01%013F-HRTimeline
Kingsview Wealth Management, LLC13,806$575K0.01%+1913F-HRTimeline
Advus Financial Partners, LLC13,085$545K0.16%new13F-HR/ATimeline
PFG Advisors12,922$539K0.03%-25513F-HRTimeline
NWF Advisory Services Inc.12,729$531K0.05%-77513F-HRTimeline
Creative Planningin group Creative Planning12,125$505K<0.01%-4,40213F-HRTimelineGroup
HRT FINANCIAL LP12,135$505K<0.01%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC12,083$504K<0.01%+4,57813F-HRTimelineGroup
SageView Advisory Group, LLC11,371$474K0.02%-5,15613F-HRTimeline
Family Legacy Financial Solutions, LLC11,100$463K0.28%-2,80013F-HRTimeline
Blue Trust, Inc.10,950$456K<0.01%013F-HRTimeline
NewCorp Financial Services, Inc.10,679$445K0.34%013F-HRTimeline
HARBOUR INVESTMENTS, INC.10,589$441K0.01%-36713F-HRTimeline
Sigma Planning Corp10,001$417K0.01%013F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.10,000$417K0.02%013F-HRTimelineGroup
Summit Asset Management, LLC9,570$399K0.05%-1,05513F-HRTimeline
Redwood Family Wealth LLC9,264$386K0.34%-2,81313F-HRTimeline
William Mack & Associates, Inc.9,223$384K0.14%013F-HRTimeline
Compass Advisory Group LLC9,200$383K0.09%013F-HRTimeline
First Heartland Consultants, Inc.8,729$364K0.02%+70513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,368$349K<0.01%new13F-HRTimelineGroup
Clearstead Advisors, LLC8,291$346K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…8,246$344K<0.01%-41413F-HRTimeline
CENTAURUS FINANCIAL, INC.7,885$329K0.01%013F-HRTimeline
WEALTH ALLIANCE, LLC7,866$328K0.03%013F-HRTimeline
Cornerstone Wealth Group, LLC7,857$327K0.02%013F-HRTimeline
Wood Tarver Financial Group, LLC7,825$326K0.08%013F-HRTimeline
Todd Wealth Management, LLC7,755$323K0.25%013F-HRTimeline
WPWealth LLP7,520$313K0.05%013F-HRTimeline
Signature Equity Partners, LLC7,515$313K0.14%-12513F-HRTimeline
WorthPointe, LLC7,482$312K0.08%013F-HRTimeline
Ausdal Financial Partners, Inc.7,397$308K0.01%-24513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,320$305K<0.01%013F-HRTimelineGroup
WEDBUSH SECURITIES INC7,267$303K0.01%013F-HRTimeline
O'Connor Financial Group LLC7,232$301K0.11%013F-HRTimeline
RED REEF ADVISORS LLC7,000$292K0.27%013F-HRTimeline
Bright Futures Wealth Management, LLC.6,679$278K0.18%-4213F-HRTimeline
ZACKS INVESTMENT MANAGEMENT6,627$276K<0.01%new13F-HRTimeline
Madison Wealth Partners, Inc6,627$276K0.04%new13F-HRTimeline
Kellett Wealth Advisors, LLC6,097$254K0.12%+15313F-HRTimeline
Belpointe Asset Management LLC5,947$248K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…5,866$244K0.02%013F-HRTimeline
FC Advisory LLC5,489$229K0.06%013F-HRTimeline
MTM FINANCIAL GROUP, LLC5,459$228K0.1%013F-HRTimeline
Beacon Pointe Advisors, LLC5,436$227K<0.01%013F-HRTimeline
Talon Private Wealth, LLC5,421$226K0.03%-921,14413F-HRTimeline
MY Wealth Management Inc.5,272$220K0.15%new13F-HRTimeline
GWN SECURITIES INC.5,224$218K0.04%013F-HRTimeline
Archer Investment Corp5,211$217K0.04%-7,00013F-HR/ATimeline
Betterment LLC4,908$205K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.4,907$205K0.06%013F-HRTimeline
Physician Wealth Advisors, Inc.4,550$190K0.02%013F-HRTimeline
Triumph Capital Management3,483$145K0.03%-3,86913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,282$137K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,645$110K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC2,400$100K<0.01%013F-HRTimeline
Noble Wealth Management PBC2,000$83.4K0.04%013F-HRTimeline
IFP Advisors, Inc1,889$78.7K<0.01%+1,37813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,695$70.6K<0.01%new13F-HRTimelineGroup
Bullseye Investment Management, LLC1,600$66.7K0.03%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,547$64.5K<0.01%+47113F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC1,458$60.8K<0.01%013F-HRTimeline
Highland Investment Advisors LLC1,326$55.3K0.02%13F-HRTimeline
Coppell Advisory Solutions LLC10,143$41.8K<0.01%new13F-HRTimeline
Regatta Research & Money Management557$23.2K0.02%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC431$18K<0.01%013F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC306$12.8K<0.01%-94113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…300$12.5K<0.01%013F-HRTimelineGroup
COMPASS FINANCIAL MANAGEMENT LLC123$5.13K<0.01%13F-HRTimeline
Keating Financial Advisory Services, In…60$2.5K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1$42<0.01%new13F-HRTimelineGroup