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Disclosery

UDEC INNOVATOR ETFS TRUST

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US EQTY ULTRA B (fund)

114 managers (115 13F filers) reported a position in UDEC shares at 2025-09-30, 5,518,420 shares in all. 9 filers opened a position and 16 filers sold out during the quarter.

Managers
114
13F filers
115
New
9
Added
18
Reduced
52
Sold out
16
Shares held by filers
5,518,420

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Brookstone Capital Managementin group Brookstone Capital Management794,662$30.5M0.36%-1,606,53913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC377,687$14.5M0.02%-32,07913F-HRTimeline
WealthPlan Investment Management, LLC326,162$12.5M0.83%+20,20513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC257,506$9.88M<0.01%-203,46713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC195,692$7.51M<0.01%-97,72913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.195,687$7.37M0.01%-13,73713F-HRTimelineGroup
Family Legacy Financial Solutions, LLC171,080$6.56M5.03%-10,67613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding153,062$5.87M-8,857Timeline
C2P Capital Advisory Group, LLC d.b.a. …151,892$5.83M0.34%+12,78313F-HRTimeline
Foundations Investment Advisors, LLC147,230$5.65M0.08%-6,40213F-HRTimeline
Trek Financial, LLC141,131$5.42M0.32%-27,61613F-HRTimeline
KFG WEALTH MANAGEMENT, LLC126,601$4.86M0.7%-9,05513F-HRTimeline
Triumph Capital Management118,671$4.55M1.23%-60713F-HR/ATimeline
Mach-1 Financial Group, LLC98,269$3.77M0.6%new13F-HRTimeline
Integrity Advisory Solutions, LLC98,269$3.77M0.6%13F-HRTimeline
Berger Financial Group, Inc87,821$3.37M0.2%-6,86813F-HRTimeline
Encompass More Asset Management85,936$3.3M0.63%-36,90213F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC85,273$3.27M0.62%-4913F-HRTimeline
WealthPLAN Partners, LLC82,849$3.18M0.48%+1,10713F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC78,121$3M0.93%-20613F-HRTimeline
Cetera Investment Advisers69,598$2.67M<0.01%+19,44013F-HRTimeline
Cambridge Investment Research Advisors,…66,987$2.57M0.01%+40413F-HRTimeline
Kellett Wealth Advisors, LLC66,602$2.56M1.54%-62713F-HRTimeline
ASHTON THOMAS SECURITIES, LLC63,543$2.44M0.34%013F-HRTimeline
HighTower Advisors, LLC61,060$2.34M<0.01%-95,08613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP59,761$2.29M<0.01%013F-HRTimelineGroup
IMG Wealth Management, Inc.51,391$1.97M1.33%-9313F-HRTimeline
Donald L. Hagan, LLC50,316$1.93M0.95%-3,40313F-HRTimeline
LPL Financial LLC49,576$1.9M<0.01%+62813F-HRTimeline
MBL Wealth, LLC46,557$1.79M0.16%-1,86513F-HRTimeline
Ashton Thomas Private Wealth, LLC45,899$1.76M0.05%new13F-HRTimeline
Arete Wealth Advisors, LLC45,640$1.75M0.11%-4,05913F-HRTimeline
Sigma Planning Corp42,099$1.62M0.05%-1,98313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management40,391$1.55M0.05%-12,74713F-HRTimelineGroup
Castle Rock Wealth Management, LLC39,611$1.52M0.34%-2,70913F-HRTimeline
Advisory Services Network, LLC36,718$1.41M0.02%013F-HRTimeline
Strategic Blueprint, LLC36,446$1.4M0.06%-8013F-HRTimeline
Kingsview Wealth Management, LLC33,913$1.3M0.02%-1,90613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS33,630$1.29M<0.01%-1,45013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC29,938$1.15M0.01%+1,72013F-HRTimelineGroup
Octavia Wealth Advisors, LLC26,355$1.01M0.1%+82513F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth24,964$974K0.01%+9,66613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC25,222$968K<0.01%-37613F-HRTimeline
Crown Wealth Group, LLC25,004$959K0.29%-1,17313F-HRTimeline
AssuredPartners Investment Advisors, LLC24,366$935K0.21%-94513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO23,791$913K<0.01%+10,89113F-HR/ATimelineGroup
Sonoma Allocations LLC20,759$792K0.29%13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC18,526$711K0.11%013F-HRTimeline
Lakeridge Wealth Management LLC18,515$710K0.32%-50013F-HRTimeline
CENTAURUS FINANCIAL, INC.18,405$706K0.03%013F-HRTimeline
WealthShield Partners, LLC17,695$679K0.08%-6413F-HRTimeline
NewEdge Advisors, LLC17,341$665K<0.01%+313F-HRTimeline
Old Port Advisors16,875$647K0.16%013F-HRTimeline
Bravias Capital Group, LLC16,862$647K0.43%013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …16,600$646K0.02%-60013F-HRTimelineGroup
AE Wealth Management LLC16,818$645K<0.01%+43013F-HRTimeline
SageView Advisory Group, LLC15,770$605K0.02%-2,62413F-HRTimeline
Allegiance Financial Group Advisory Ser…15,298$587K0.14%013F-HRTimeline
OLD MISSION CAPITAL LLC14,956$574K0.02%-6,35513F-HRTimeline
Garden State Investment Advisory Servic…14,601$560K0.14%-5,52513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,468$555K<0.01%+6,15213F-HRTimelineGroup
Quantinno Capital Management LP14,084$540K<0.01%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC14,084$540K0.01%new13F-HRTimeline
Coppell Advisory Solutions LLC13,942$534K0.06%+52913F-HRTimeline
NWF Advisory Services Inc.13,504$518K0.06%+5,15713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…12,962$498K<0.01%013F-HRTimeline
Archer Investment Corp12,373$475K0.11%-4013F-HRTimeline
HRT FINANCIAL LP12,343$473K<0.01%+6,10913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,993$460K<0.01%-12,05613F-HRTimelineGroup
First Heartland Consultants, Inc.11,770$452K0.04%-1,23913F-HRTimeline
Sovran Advisors, LLC11,340$441K0.04%-17,70413F-HRTimeline
Blue Trust, Inc.10,950$420K<0.01%013F-HRTimeline
Summit Asset Management, LLC10,625$408K0.06%013F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.10,000$384K0.02%013F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP9,948$382K0.02%013F-HRTimeline
Steward Partners Investment Advisory, L…9,292$357K<0.01%013F-HRTimeline
Compass Advisory Group LLC9,226$354K0.1%013F-HRTimeline
William Mack & Associates, Inc.9,223$354K0.19%013F-HRTimeline
Wood Tarver Financial Group, LLC9,113$349K0.1%013F-HRTimeline
WEDBUSH SECURITIES INC8,727$335K0.01%-7,30013F-HRTimeline
MGO ONE SEVEN LLC8,174$314K0.01%-1,50013F-HRTimeline
Ausdal Financial Partners, Inc.8,076$310K0.02%-8,43613F-HRTimeline
WEALTH ALLIANCE, LLC7,866$302K0.03%013F-HRTimeline
Cornerstone Wealth Group, LLC7,857$301K0.02%013F-HRTimeline
Catalina Capital Group, LLC7,532$289K0.18%013F-HRTimeline
WPWealth LLP7,520$289K0.05%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC7,505$288K<0.01%013F-HRTimelineGroup
WorthPointe, LLC7,482$287K0.11%-5113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,320$281K0.01%013F-HRTimelineGroup
Summit Wealth Partners, LLC7,028$270K0.05%013F-HRTimeline
FC Advisory LLC7,005$269K0.08%013F-HRTimeline
Richard P Slaughter Associates Inc6,964$267K0.06%-369,75613F-HRTimeline
HARBOUR INVESTMENTS, INC.6,814$261K0.01%-5,54513F-HRTimeline
Maia Wealth LLC6,595$257K0.04%-43613F-HRTimeline
Belpointe Asset Management LLC6,092$234K0.01%-1,52113F-HRTimeline
Capital Investment Advisory Services, L…5,866$225K0.02%013F-HRTimeline
MTM FINANCIAL GROUP, LLC5,634$216K0.11%013F-HRTimeline
MY Wealth Management Inc.5,282$203K0.18%new13F-HRTimeline
GWN SECURITIES INC.5,224$200K0.05%new13F-HRTimeline
Physician Wealth Advisors, Inc.4,550$175K0.02%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,500$173K0.01%+2,94413F-HRTimelineGroup
MMA ASSET MANAGEMENT LLC4,478$172K0.06%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC2,159$82.8K<0.01%+22313F-HR/ATimelineGroup
Aptus Capital Advisors, LLC2,100$80.6K<0.01%-1,10013F-HRTimeline
Noble Wealth Management PBC2,000$76.7K0.04%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,458$55.9K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG1,032$39.6K<0.01%-3,85413F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.550$21.1K0.01%013F-HRTimeline
IFP Advisors, Inc461$17.7K<0.01%-70013F-HR/ATimeline
CWM, LLCin group CWM, LLC400$15K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC380$14.6K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…300$11.5K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA142$5K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY107$4.11K<0.01%013F-HR/ATimelineGroup