Skip to content
Disclosery

UDEC INNOVATOR ETFS TRUST

Follow

US EQTY ULTRA B (fund)

103 managers (103 13F filers) reported a position in UDEC shares at 2025-03-31, 8,661,830 shares in all. 30 filers opened a position and 6 filers sold out during the quarter.

Managers
103
13F filers
103
New
30
Added
33
Reduced
21
Sold out
6
Shares held by filers
8,661,830

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Brookstone Capital Managementin group Brookstone Capital Management2,367,341$81.2M1.16%+1,412,12413F-HRTimelineGroup
Talon Private Wealth, LLC951,315$32.6M4.38%+677,83413F-HRTimeline
ALTFEST L J & CO INC622,655$21.4M2.68%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC385,043$13.2M<0.01%+358,62913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC376,443$12.9M0.02%+251,48013F-HRTimeline
Sovran Advisors, LLC268,941$9.01M1.17%+12,41413F-HRTimeline
WealthPlan Investment Management, LLC248,790$8.53M0.84%new13F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC221,966$7.61M1.43%13F-HRTimeline
Encompass More Asset Management164,273$5.63M1.68%+1,22913F-HRTimeline
Trek Financial, LLC133,927$4.59M0.33%+108,57813F-HRTimeline
IHT Wealth Management, LLC129,629$4.47M0.14%+101,15913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.130,227$4.47M0.01%+83,03113F-HRTimelineGroup
WealthPLAN Partners, LLC129,442$4.44M0.63%new13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC128,771$4.42M2.18%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC128,086$4.39M0.02%+7,50213F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …126,369$4.34M0.34%+16,58713F-HRTimeline
KFG WEALTH MANAGEMENT, LLC114,999$3.94M0.72%+39,91713F-HRTimeline
Triumph Capital Management104,938$3.6M1.2%new13F-HRTimeline
Berger Financial Group, Inc94,689$3.25M0.23%+16,58513F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC88,554$3.04M0.65%-7,37113F-HRTimeline
AVALON CAPITAL MANAGEMENT88,007$3.02M0.88%new13F-HRTimeline
Kellett Wealth Advisors, LLC84,958$2.91M2.02%+30,10013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management75,309$2.58M0.08%-5,27513F-HRTimelineGroup
HighTower Advisors, LLC68,228$2.34M<0.01%+44,01213F-HRTimeline
ASHTON THOMAS SECURITIES, LLC63,674$2.18M0.61%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP59,761$2.05M<0.01%-49913F-HRTimelineGroup
Bright Futures Wealth Management, LLC.56,917$1.89M2.07%+3,30413F-HRTimeline
Donald L. Hagan, LLC54,469$1.87M0.98%-51,98313F-HRTimeline
IMG Wealth Management, Inc.51,122$1.75M1.57%+40,92213F-HRTimeline
Arete Wealth Advisors, LLC49,568$1.7M0.13%-1,91313F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC44,868$1.54M0.58%-1,95713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC44,699$1.53M<0.01%+14,92413F-HRTimelineGroup
Castle Rock Wealth Management, LLC44,469$1.53M0.41%-61713F-HRTimeline
Cetera Investment Advisers44,406$1.52M<0.01%+7,59713F-HRTimeline
Long Island Wealth Management, Inc.40,965$1.41M0.86%new13F-HRTimeline
Advisory Services Network, LLC37,138$1.27M0.02%013F-HRTimeline
MBL Wealth, LLC36,982$1.27M0.13%+27,28313F-HRTimeline
Strategic Blueprint, LLC36,858$1.26M0.07%-91313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS30,850$1.06M<0.01%new13F-HRTimeline
Crown Wealth Group, LLC29,177$1M0.52%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC28,443$976K0.01%new13F-HRTimelineGroup
Octavia Wealth Advisors, LLC26,355$904K0.11%013F-HRTimeline
MML INVESTORS SERVICES, LLC26,111$896K<0.01%-3,95513F-HRTimeline
LPL Financial LLC25,395$871K<0.01%+1,24013F-HRTimeline
Garden State Investment Advisory Servic…25,380$871K0.28%013F-HRTimeline
Fermata Advisors, LLC23,921$820K0.15%-4,97113F-HRTimeline
WealthShield Partners, LLC20,019$687K0.09%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…19,668$675K0.03%-23,86913F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC19,552$671K0.13%+10,72813F-HRTimeline
Lakeridge Wealth Management LLC19,015$652K0.33%-13713F-HRTimeline
AE Wealth Management LLC18,875$647K0.01%-6,53413F-HRTimeline
Cambridge Investment Research Advisors,…18,591$638K<0.01%+5,04413F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC18,526$618K0.13%new13F-HRTimeline
NewEdge Advisors, LLC17,555$602K<0.01%-27,17213F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …17,200$589K0.04%new13F-HRTimelineGroup
Bravias Capital Group, LLC16,862$578K0.47%013F-HRTimeline
Ausdal Financial Partners, Inc.16,512$566K0.04%+7,86613F-HRTimeline
Foundations Investment Advisors, LLC15,955$547K0.01%+9,58813F-HRTimeline
Allegiance Financial Group Advisory Ser…15,298$525K0.16%013F-HRTimeline
Wood Tarver Financial Group, LLC15,143$519K0.17%+1,57313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.14,646$502K<0.01%new13F-HRTimeline
First Heartland Consultants, Inc.14,508$498K0.05%new13F-HRTimeline
SageView Advisory Group, LLC13,238$454K0.02%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…12,962$445K<0.01%+4,40713F-HRTimeline
HARBOUR INVESTMENTS, INC.12,359$424K0.01%-47713F-HRTimeline
Coppell Advisory Solutions LLC12,170$417K0.06%new13F-HRTimeline
William Mack & Associates, Inc.11,878$407K0.35%+2,65513F-HRTimeline
PKS Advisory Services, LLC11,797$405K0.11%-30,40013F-HRTimeline
Summit Asset Management, LLC11,585$397K0.07%new13F-HRTimeline
GWN SECURITIES INC.10,765$377K0.02%new13F-HRTimeline
Arkadios Wealth Advisors10,082$346K0.01%new13F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.10,000$343K0.02%013F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP9,948$341K0.03%-3913F-HRTimeline
Compass Advisory Group LLC9,226$316K0.11%-8513F-HRTimeline
Steward Partners Investment Advisory, L…8,878$305K<0.01%-1,38613F-HRTimeline
WEALTH ALLIANCE, LLC7,866$270K0.03%013F-HRTimeline
FC Advisory LLC7,858$270K0.09%013F-HRTimeline
Cornerstone Wealth Group, LLC7,857$269K0.02%+1,17013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC7,505$257K<0.01%013F-HRTimelineGroup
MGO ONE SEVEN LLC7,234$248K0.01%+20513F-HRTimeline
Accurate Wealth Management, LLC7,311$245K0.05%+57813F-HRTimeline
WorthPointe, LLC6,814$234K0.11%+2513F-HRTimeline
Belpointe Asset Management LLC6,685$229K0.01%new13F-HRTimeline
NOVUS ADVISORS, LLC6,310$216K0.22%013F-HRTimeline
RPS ADVISORY SOLUTIONS LLC6,180$212K0.15%new13F-HRTimeline
Summit Wealth Partners, LLC5,987$205K0.04%new13F-HRTimeline
Maia Wealth LLC6,056$205K0.05%-7,78713F-HRTimeline
Capital Investment Advisory Services, L…5,866$201K0.02%new13F-HRTimeline
Blue Trust, Inc.5,847$201K<0.01%new13F-HRTimeline
SMI Advisory Services, LLC5,123$169K0.04%new13F-HRTimeline
Physician Wealth Advisors, Inc.4,500$154K0.03%new13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC4,415$151K0.05%013F-HRTimeline
Archer Investment Corp3,934$135K0.03%-2213F-HRTimeline
IFP Advisors, Inc2,404$82.5K<0.01%+30013F-HRTimeline
Aptus Capital Advisors, LLC2,150$73.7K<0.01%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,150$73.7K0.01%new13F-HRTimeline
Allworth Financial LP1,700$57.8K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,458$50K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.550$18.9K0.01%013F-HRTimeline
Arax Advisory Partners422$14.5K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…300$10.3K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY107$3.67K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.