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Disclosery

UDEC INNOVATOR ETFS TRUST

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US EQTY ULTRA B (fund)

113 managers (114 13F filers) reported a position in UDEC shares at 2026-03-31, 6,826,600 shares in all. 8 filers opened a position and 15 filers sold out during the quarter.

Managers
113
13F filers
114
New
8
Added
20
Reduced
47
Sold out
15
Shares held by filers
6,826,600

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 Management1,886,457$73.3M0.84%+11,20613F-HRTimelineGroup
Talon Private Wealth, LLC926,565$36M4.78%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC350,793$13.6M0.02%-4,74713F-HRTimeline
LEGACY CAPITAL WEALTH MANAGEMENT, LLC225,553$8.76M5.12%+9,91713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC216,664$8.42M<0.01%+2,27513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC216,595$8.41M<0.01%-58313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.203,630$7.91M0.01%+9,76713F-HRTimelineGroup
Foundations Investment Advisors, LLC156,839$6.09M0.08%-3,08913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …149,099$5.79M0.33%+7,63713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding148,055$5.75M-11,888Timeline
Sovran Advisors, LLC139,430$5.69M0.45%+128,29313F-HRTimeline
KFG WEALTH MANAGEMENT, LLC101,177$3.93M0.51%+2,74813F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC91,348$3.55M0.97%-10313F-HRTimeline
Trek Financial, LLC90,890$3.53M0.19%-3,98313F-HRTimeline
Berger Financial Group, Inc88,385$3.43M0.19%-4213F-HRTimeline
Cambridge Investment Research Advisors,…82,156$3.19M0.01%-4,56513F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC75,699$2.94M0.54%-5,52613F-HRTimeline
MBL Wealth, LLC71,598$2.78M0.21%+12,55713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management66,150$2.57M0.09%-8,55713F-HRTimelineGroup
Cetera Investment Advisers65,341$2.54M<0.01%-13,95213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP58,363$2.27M<0.01%-10413F-HRTimelineGroup
WealthPlan Investment Management, LLC52,061$2.02M0.11%-9,09913F-HRTimeline
IMG Wealth Management, Inc.51,275$1.99M1.27%-53613F-HRTimeline
HighTower Advisors, LLC47,522$1.85M<0.01%-7,25013F-HRTimeline
LPL Financial LLC46,116$1.79M<0.01%-3,20813F-HRTimeline
AssuredPartners Investment Advisors, LLC45,067$1.76M0.19%-32813F-HRTimeline
Strategic Blueprint, LLC44,599$1.73M0.1%-82413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…44,514$1.73M<0.01%+38,99213F-HRTimelineGroup
Virtue Capital Management, LLC43,287$1.66M0.25%new13F-HRTimeline
Advisory Services Network, LLC41,908$1.63M0.02%-40013F-HRTimeline
Arete Wealth Advisors, LLC40,486$1.57M0.12%-2113F-HR/ATimeline
MML INVESTORS SERVICES, LLC37,646$1.46M<0.01%-9,31413F-HRTimeline
Castle Rock Wealth Management, LLC37,320$1.46M0.32%-2,29113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP36,260$1.41M0.08%+23,76213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS33,630$1.31M<0.01%013F-HRTimeline
Gladstone Institutional Advisory LLC28,630$1.11M0.04%-8,30013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…26,736$1.04M0.04%-7,86113F-HRTimelineGroup
Octavia Wealth Advisors, LLC26,189$1.02M0.1%013F-HRTimeline
Sonoma Allocations LLC25,816$1.01M0.35%-43613F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC25,622$995K0.13%013F-HRTimeline
WealthPLAN Partners, LLC21,042$817K0.16%-8,47813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,005$777K<0.01%new13F-HRTimelineGroup
Lantz Financial LLC18,838$732K0.15%+10,01613F-HRTimeline
Lakeridge Wealth Management LLC18,531$720K0.31%-13713F-HRTimeline
WealthShield Partners, LLC18,096$703K0.08%013F-HRTimeline
OLD MISSION CAPITAL LLC17,571$682K0.02%new13F-HRTimeline
AE Wealth Management LLC17,423$677K<0.01%-50013F-HRTimeline
TrustBankin group TrustBank17,040$662K0.26%-4,75013F-HRTimelineGroup
Old Port Advisors16,875$655K0.15%013F-HRTimeline
SageView Advisory Group, LLC16,527$642K0.02%013F-HRTimeline
Creative Planningin group Creative Planning16,527$642K<0.01%new13F-HRTimelineGroup
Bravias Capital Group, LLC16,016$622K0.41%-31113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding14,900$606K-1,700Timeline
NewEdge Advisors, LLC14,987$582K<0.01%-2,19213F-HR/ATimeline
Garden State Investment Advisory Servic…14,311$556K0.13%-9013F-HRTimeline
Quantinno Capital Management LP14,084$547K<0.01%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC14,084$547K0.02%013F-HRTimeline
Family Legacy Financial Solutions, LLC13,900$542K0.44%013F-HRTimeline
Kingsview Wealth Management, LLC13,787$535K0.01%+6213F-HRTimeline
Arkadios Wealth Advisors13,539$526K0.01%+1,35713F-HRTimeline
NWF Advisory Services Inc.13,504$524K0.06%013F-HRTimeline
PFG Advisors13,177$512K0.02%+5513F-HRTimeline
Archer Investment Corp12,211$474K0.1%-2,81113F-HRTimeline
Redwood Family Wealth LLC12,077$469K0.46%-2,37013F-HRTimeline
HARBOUR INVESTMENTS, INC.10,956$426K0.01%+2,15813F-HRTimeline
Blue Trust, Inc.10,950$425K<0.01%013F-HRTimeline
NewCorp Financial Services, Inc.10,679$415K0.36%-2,94013F-HRTimeline
Summit Asset Management, LLC10,625$413K0.06%013F-HRTimeline
Sigma Planning Corp10,001$388K0.01%-1,64613F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.10,000$388K0.02%013F-HRTimelineGroup
William Mack & Associates, Inc.9,223$358K0.2%013F-HRTimeline
Compass Advisory Group LLC9,200$357K0.1%-2613F-HRTimeline
Steward Partners Investment Advisory, L…8,660$336K<0.01%-63213F-HRTimeline
Clearstead Advisors, LLC8,291$322K<0.01%+25013F-HRTimeline
Cornerstone Wealth Group, LLC7,857$318K0.02%013F-HRTimeline
First Heartland Consultants, Inc.8,024$312K0.02%-29613F-HRTimeline
CENTAURUS FINANCIAL, INC.7,885$306K0.01%013F-HRTimeline
WEALTH ALLIANCE, LLC7,866$306K0.03%013F-HRTimeline
Wood Tarver Financial Group, LLC7,825$303K0.08%-1,25513F-HRTimeline
Todd Wealth Management, LLC7,755$301K0.27%013F-HRTimeline
Ausdal Financial Partners, Inc.7,642$297K0.01%013F-HRTimeline
Signature Equity Partners, LLC7,640$297K0.16%-9,91513F-HRTimeline
WPWealth LLP7,520$292K0.04%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC7,505$291K<0.01%013F-HRTimelineGroup
WorthPointe, LLC7,482$291K0.08%013F-HRTimeline
Triumph Capital Management7,352$286K0.06%-3,78113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,320$284K0.01%013F-HRTimelineGroup
WEDBUSH SECURITIES INC7,267$282K0.01%013F-HRTimeline
O'Connor Financial Group LLC7,232$281K0.11%013F-HRTimeline
RED REEF ADVISORS LLC7,000$272K0.28%-1,01413F-HRTimeline
Richard P Slaughter Associates Inc6,964$270K0.06%013F-HRTimeline
Bright Futures Wealth Management, LLC.6,721$261K0.18%+99513F-HRTimeline
Chris Bulman Inc6,330$246K0.11%-43613F-HRTimeline
Belpointe Asset Management LLC5,947$231K0.01%-14513F-HRTimeline
Kellett Wealth Advisors, LLC5,944$231K0.13%+2113F-HRTimeline
Capital Investment Advisory Services, L…5,866$228K0.02%013F-HRTimeline
FC Advisory LLC5,489$213K0.06%-1,51613F-HRTimeline
MTM FINANCIAL GROUP, LLC5,459$212K0.1%013F-HRTimeline
Beacon Pointe Advisors, LLC5,436$211K<0.01%new13F-HRTimeline
GWN SECURITIES INC.5,224$203K0.04%013F-HRTimeline
DHJJ Financial Advisors, Ltd.4,907$191K0.06%+11313F-HRTimeline
Physician Wealth Advisors, Inc.4,550$177K0.02%013F-HRTimeline
Aptus Capital Advisors, LLC2,400$93.2K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,400$93.2K0.01%new13F-HRTimeline
Noble Wealth Management PBC2,000$77.7K0.04%013F-HRTimeline
Bullseye Investment Management, LLC1,600$62.1K0.03%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,458$56.6K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC1,247$48.4K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,076$41.8K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc511$19.8K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC431$16.7K<0.01%+5113F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…300$11.7K<0.01%013F-HR/ATimelineGroup
Keating Financial Advisory Services, In…60$2.33K<0.01%013F-HRTimeline