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Disclosery

UFEB INNOVATOR ETFS TRUST

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ETF (fund)

87 managers (87 13F filers) reported a position in UFEB shares at 2025-03-31, 5,576,698 shares in all. 34 filers opened a position and 8 filers sold out during the quarter.

Managers
87
13F filers
87
New
34
Added
34
Reduced
4
Sold out
8
Shares held by filers
5,576,698

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

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

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 Management1,686,095$54.6M0.78%+1,636,03713F-HRTimelineGroup
Talon Private Wealth, LLC1,006,435$32.6M4.37%new13F-HRTimeline
KFG WEALTH MANAGEMENT, LLC308,745$10M1.82%+291,59113F-HRTimeline
HighTower Advisors, LLC232,744$7.54M0.01%+225,97613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP144,493$4.68M0.01%+25,35213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.141,207$4.57M0.01%+78,45813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC139,320$4.51M0.01%+70,50413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …135,469$4.4M0.35%+19,32813F-HRTimeline
IHT Wealth Management, LLC128,821$4.2M0.13%new13F-HRTimeline
Atria Investments, Inc105,386$3.41M0.04%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC90,492$2.93M<0.01%+65,73013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management85,720$2.78M0.09%+66,18513F-HRTimelineGroup
PKS Advisory Services, LLC84,873$2.75M0.75%new13F-HRTimeline
Cetera Investment Advisers74,478$2.41M<0.01%+46,71513F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC73,290$2.37M0.44%13F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC60,158$1.95M0.74%+50,16413F-HRTimeline
MML INVESTORS SERVICES, LLC57,024$1.85M0.01%+39,86313F-HRTimeline
Berger Financial Group, Inc46,426$1.5M0.1%+37,21013F-HRTimeline
SageView Advisory Group, LLC43,261$1.4M0.06%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…41,668$1.35M<0.01%+18,75313F-HRTimeline
Mutual Advisors, LLC40,250$1.3M0.04%new13F-HRTimeline
Sigma Planning Corp38,325$1.24M0.04%new13F-HRTimeline
Cambridge Investment Research Advisors,…35,839$1.16M<0.01%+28,57613F-HRTimeline
Bullseye Investment Management, LLC35,520$1.15M0.7%new13F-HRTimeline
Strategic Blueprint, LLC33,387$1.08M0.06%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC32,317$1.05M0.01%+15,10613F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC32,101$1.04M0.09%new13F-HRTimeline
CROSSPOINT FINANCIAL, LLC31,141$1.01M2.92%13F-HRTimeline
Wood Tarver Financial Group, LLC26,406$855K0.28%+21,55413F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.26,298$852K0.05%+3,85413F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC25,693$813K0.18%+1,89313F-HRTimeline
Comprehensive Financial Consultants Ins…23,522$762K0.27%new13F-HRTimeline
Trek Financial, LLC22,671$734K0.05%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth22,270$721K<0.01%new13F-HR/ATimelineGroup
PFG Advisors21,568$699K0.04%new13F-HRTimeline
Beacon Pointe Advisors, LLC20,950$679K0.01%new13F-HRTimeline
Archer Investment Corp20,811$674K0.17%+20,03013F-HRTimeline
AdvisorNet Financial, Inc20,615$668K0.05%+20,57013F-HRTimeline
LPL Financial LLC20,118$652K<0.01%+6,83413F-HRTimeline
NewEdge Advisors, LLC19,257$624K<0.01%+2,74913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,390$596K<0.01%+5,14213F-HR/ATimelineGroup
Cornerstone Wealth Group, LLC15,737$510K0.04%new13F-HRTimeline
Chris Bulman Inc13,584$440K0.28%+2,88213F-HRTimeline
Castle Rock Wealth Management, LLC13,476$436K0.12%013F-HRTimeline
IMG Wealth Management, Inc.12,967$420K0.38%+79513F-HRTimeline
Maia Wealth LLC12,104$386K0.09%new13F-HRTimeline
Riverpoint Wealth Management Holdings, …11,542$374K0.1%new13F-HRTimeline
Arete Wealth Advisors, LLC11,444$371K0.03%+29013F-HRTimeline
Fermata Advisors, LLC10,819$350K0.06%013F-HRTimeline
WealthShield Partners, LLC10,807$350K0.05%+2,98313F-HRTimeline
Arkadios Wealth Advisors10,697$346K0.01%new13F-HRTimeline
Ausdal Financial Partners, Inc.10,429$338K0.03%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC10,424$338K<0.01%+3,91013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,263$332K<0.01%+1,58313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,020$325K<0.01%-16,91813F-HRTimelineGroup
Tradition Wealth Management, LLC9,048$293K0.03%new13F-HRTimeline
RPS ADVISORY SOLUTIONS LLC8,924$289K0.2%new13F-HRTimeline
Vantage Point Financial LLC8,800$285K0.14%+1,43813F-HRTimeline
HARBOUR INVESTMENTS, INC.8,756$284K0.01%+30813F-HRTimeline
O'Connor Financial Group LLC8,713$282K0.15%new13F-HRTimeline
MTM FINANCIAL GROUP, LLC7,855$254K0.15%013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC7,750$251K0.19%new13F-HRTimeline
Aptus Capital Advisors, LLC7,300$236K<0.01%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC7,300$236K0.02%new13F-HRTimeline
Sovran Advisors, LLC7,414$234K0.03%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC7,120$231K<0.01%-25513F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC7,063$229K0.05%013F-HRTimeline
Advisory Services Network, LLC6,926$224K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.6,812$221K0.03%new13F-HRTimeline
Sanctuary Advisors, LLC6,770$219K<0.01%013F-HRTimeline
AE Wealth Management LLC6,576$213K<0.01%+2,21513F-HRTimeline
Beckerman Institutional, LLC6,186$200K0.14%new13F-HRTimeline
SMI Advisory Services, LLC5,827$181K0.04%new13F-HRTimeline
Continuum Advisory, LLC5,499$178K0.02%-11913F-HRTimeline
CoreCap Advisors, LLC4,298$139K0.01%013F-HRTimeline
Atlantic Private Wealth, LLC3,390$110K0.08%new13F-HRTimeline
Financial Network Wealth Advisors LLC2,925$94.7K0.12%013F-HRTimeline
Physician Wealth Advisors, Inc.1,650$53.4K0.01%new13F-HRTimeline
McIlrath & Eck, LLC1,591$51.5K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.1,225$39.7K0.02%-1,12513F-HRTimeline
UBS Group AGin group UBS Group AG825$26.7K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…774$25.1K<0.01%013F-HRTimeline
Arax Advisory Partners727$23.5K<0.01%+44713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY472$15.3K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC226$7.32K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC89$2.88K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • Brookstone Capital Management reported 49,219 UFEB shares, 1.11% of the class, as of 2026-09-30, in a 13G/A filed 2026-10-02. 0001062993-26-005148

    Accepted , ingested