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Disclosery

UFEB INNOVATOR ETFS TRUST

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ETF (fund)

99 managers (99 13F filers) reported a position in UFEB shares at 2026-03-31, 6,199,219 shares in all. 18 filers opened a position and 7 filers sold out during the quarter.

Managers
99
13F filers
99
New
18
Added
32
Reduced
28
Sold out
7
Shares held by filers
6,199,219

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 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 Management1,708,127$62M0.71%+1,667,80013F-HRTimelineGroup
Talon Private Wealth, LLC985,140$35.8M4.75%13F-HRTimeline
HighTower Advisors, LLC655,927$23.8M0.03%-17,62413F-HRTimeline
KFG WEALTH MANAGEMENT, LLC378,791$13.8M1.78%+9,62313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC166,122$6.03M0.01%+55,15413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …157,913$5.73M0.33%+6,43213F-HRTimeline
Strategic Blueprint, LLC134,217$4.87M0.28%+83,24813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP130,626$4.74M0.01%+4,31113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC125,036$4.54M<0.01%+42,21913F-HRTimelineGroup
World Investment Advisors108,822$3.95M0.06%013F-HRTimeline
MML INVESTORS SERVICES, LLC106,369$3.86M0.01%+5,19613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.106,197$3.85M0.01%-18,44513F-HRTimelineGroup
Cambridge Investment Research Advisors,…95,551$3.47M0.01%-3,08313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management80,088$2.91M0.1%+46,15013F-HRTimelineGroup
CENTRAL VALLEY ADVISORS, LLC66,922$2.43M0.66%+9,54313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC64,946$2.36M0.01%+30,71113F-HRTimelineGroup
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.62,922$2.28M0.14%-45913F-HRTimelineGroup
Trek Financial, LLC54,016$1.96M0.1%+18,64713F-HRTimeline
IHT Wealth Management, LLC49,317$1.79M0.04%+17,73413F-HRTimeline
Cetera Investment Advisers49,152$1.78M<0.01%-1,84913F-HRTimeline
Berger Financial Group, Inc47,570$1.73M0.1%-7,96713F-HRTimeline
NewCorp Financial Services, Inc.46,987$1.71M1.48%new13F-HRTimeline
LPL Financial LLC38,194$1.39M<0.01%-41213F-HRTimeline
Northstar Group, Inc.36,360$1.32M0.19%new13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC29,243$1.06M0.14%+3,21813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC26,646$986K0.06%-99513F-HR/ATimeline
Mutual Advisors, LLC26,875$976K0.02%-9,70013F-HRTimeline
Lantz Financial LLC26,609$966K0.2%new13F-HRTimeline
CROSSPOINT FINANCIAL, LLC26,069$946K2.38%-3,52213F-HRTimeline
Integrity Advisory Solutions, LLC25,359$921K0.12%-20,80313F-HRTimeline
Comprehensive Financial Consultants Ins…25,210$915K0.27%+1,70413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth25,056$910K<0.01%-1313F-HRTimelineGroup
Creative Planningin group Creative Planning24,657$895K<0.01%new13F-HRTimelineGroup
Ausdal Financial Partners, Inc.23,929$869K0.04%+13,50013F-HRTimeline
SageView Advisory Group, LLC21,363$775K0.03%013F-HRTimeline
AdvisorNet Financial, Inc20,570$747K0.04%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…20,250$738K<0.01%-4,69013F-HRTimeline
Cornerstone Wealth Group, LLC18,696$704K0.05%+3,26813F-HRTimeline
Foundations Investment Advisors, LLC19,107$694K0.01%+66413F-HRTimeline
Beacon Pointe Advisors, LLC18,548$673K<0.01%+8,49813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC18,261$663K<0.01%+5,80613F-HRTimelineGroup
IMG Wealth Management, Inc.15,404$559K0.36%+1,01613F-HRTimeline
NewEdge Advisors, LLC14,756$536K<0.01%-20013F-HR/ATimeline
Arkadios Wealth Advisors14,472$525K0.01%new13F-HRTimeline
Advisory Services Network, LLC14,258$518K0.01%+8,22013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,919$505K<0.01%-23,23313F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC11,574$423K0.05%new13F-HRTimeline
Castle Rock Wealth Management, LLC11,547$421K0.09%-98813F-HRTimeline
Sonoma Allocations LLC11,010$401K0.14%+19113F-HRTimeline
Riverpoint Wealth Management Holdings, …10,976$398K0.08%-56613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC10,497$381K0.01%new13F-HRTimeline
PFG Advisors9,304$338K0.02%+2,81513F-HRTimeline
Merit Financial Group, LLC9,038$328K<0.01%+1,72113F-HRTimeline
Truvestments Capital LLC8,899$323K0.06%new13F-HRTimeline
Chris Bulman Inc8,847$321K0.14%new13F-HRTimeline
BFI Wealth Solutions, LLC8,750$320K0.31%013F-HRTimeline
WealthShield Partners, LLC8,259$300K0.03%+2,02213F-HRTimeline
Maia Wealth LLC8,255$300K0.05%013F-HRTimeline
Todd Wealth Management, LLC8,000$290K0.26%new13F-HRTimeline
Garden State Investment Advisory Servic…7,850$285K0.07%013F-HRTimeline
Vantage Point Financial LLC7,601$276K0.1%013F-HRTimeline
MTM FINANCIAL GROUP, LLC7,580$275K0.13%013F-HRTimeline
RPS ADVISORY SOLUTIONS LLC7,156$260K0.15%+96613F-HRTimeline
Beacon Financial Advisory LLC6,973$253K0.06%013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC6,962$253K0.05%013F-HRTimeline
Sanctuary Advisors, LLC6,770$246K<0.01%013F-HRTimeline
OxenFree Capital LLC6,200$233K0.11%-7913F-HRTimeline
CGN Advisors LLC6,410$233K0.02%+24213F-HRTimeline
Beckerman Institutional, LLC6,186$225K0.12%013F-HRTimeline
Chicago Partners Investment Group LLC5,649$214K<0.01%013F-HRTimeline
Tradition Wealth Management, LLC5,863$213K0.02%-52513F-HRTimeline
HARBOUR INVESTMENTS, INC.5,811$211K<0.01%+4,09013F-HRTimeline
Ballast Rock Private Wealth LLC5,778$210K0.12%new13F-HRTimeline
Archer Investment Corp5,722$208K0.04%-18,24613F-HRTimeline
Sterling Financial Planning, Inc.5,653$205K0.06%new13F-HRTimeline
AE Wealth Management LLC5,401$196K<0.01%+1,54913F-HRTimeline
Aptus Capital Advisors, LLC4,800$174K<0.01%-2,50013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC4,800$174K0.01%-2,50013F-HRTimeline
Physician Wealth Advisors, Inc.4,425$161K0.02%-1,15013F-HRTimeline
CoreCap Advisors, LLC4,298$156K0.01%013F-HRTimeline
TopTier Wealth Management, LLC3,097$112K0.07%new13F-HRTimeline
Financial Network Wealth Advisors LLC2,925$106K0.11%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.2,400$87.1K0.06%-15,70213F-HRTimeline
DHJJ Financial Advisors, Ltd.2,318$84.1K0.03%+1,09313F-HRTimeline
MAI Capital Management2,090$75.9K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,766$64.1K<0.01%013F-HRTimelineGroup
McIlrath & Eck, LLC1,591$57.8K<0.01%013F-HRTimeline
Bullseye Investment Management, LLC1,173$42.6K0.02%+15213F-HRTimeline
Financial Life Planners966$35.1K0.03%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.851$30.9K<0.01%-5,96113F-HRTimeline
Steward Partners Investment Advisory, L…774$28.1K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…402$14.6K<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…399$14.5K<0.01%-32013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV334$12.1K<0.01%new13F-HRTimeline
Arax Advisory Partners150$10.2K<0.01%-13013F-HRTimeline
IFP Advisors, Inc242$8.79K<0.01%-100,53213F-HRTimeline
Larson Financial Group LLC190$6.9K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC84$3.05K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC54$1.96K<0.01%new13F-HRTimelineGroup

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