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Disclosery

UNOV INNOVATOR ETFS TRUST

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US EQTY ULTRA BU (fund)

70 managers (70 13F filers) reported a position in UNOV shares at 2026-03-31, 4,578,034 shares in all. 8 filers opened a position and 7 filers sold out during the quarter.

Managers
70
13F filers
70
New
8
Added
14
Reduced
25
Sold out
7
Shares held by filers
4,578,034

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 Management1,707,236$63.6M0.73%+11,63513F-HRTimelineGroup
Talon Private Wealth, LLC966,804$36M4.79%13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC154,169$5.75M<0.01%+137,13813F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …152,967$5.7M0.32%+8,93713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.142,887$5.33M0.01%-6,63713F-HRTimelineGroup
IFP Advisors, Inc94,801$3.53M0.07%-2713F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC80,984$3.02M0.82%-1,23413F-HRTimeline
Kellett Wealth Advisors, LLC70,769$2.64M1.43%-10,13113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC68,182$2.54M0.01%+2,77313F-HRTimelineGroup
RK Capital Management, LLC/FL66,637$2.48M5.71%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management63,716$2.37M0.08%-913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC60,945$2.27M<0.01%-2,45613F-HRTimeline
4J Wealth Management LLC56,848$2.12M1.2%-78,68313F-HRTimeline
HighTower Advisors, LLC48,952$1.82M<0.01%013F-HRTimeline
IHT Wealth Management, LLC47,250$1.76M0.04%-22,21213F-HRTimeline
KFG WEALTH MANAGEMENT, LLC44,361$1.65M0.21%-2,39813F-HRTimeline
AE Wealth Management LLC44,055$1.64M0.01%-71513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC42,629$1.59M<0.01%+1,09513F-HRTimelineGroup
Trek Financial, LLC39,665$1.48M0.08%-2,70013F-HRTimeline
O'Connor Financial Group LLC35,972$1.34M0.55%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…32,077$1.2M<0.01%+17,58613F-HRTimelineGroup
Creative Planningin group Creative Planning25,607$954K<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…25,584$954K<0.01%+79513F-HRTimeline
Castle Rock Wealth Management, LLC24,649$922K0.2%013F-HRTimeline
Cetera Investment Advisers24,072$897K<0.01%-18,74513F-HRTimeline
LPL Financial LLC23,594$879K<0.01%-18313F-HRTimeline
SageView Advisory Group, LLC23,556$878K0.03%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC23,252$867K<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC22,966$856K<0.01%new13F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP22,668$845K0.05%new13F-HRTimeline
Foundations Investment Advisors, LLC22,388$834K0.01%+36313F-HRTimeline
Triumph Capital Management22,181$827K0.17%+91713F-HRTimeline
Berger Financial Group, Inc21,855$815K0.05%-18513F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC21,778$812K0.22%013F-HRTimeline
MML INVESTORS SERVICES, LLC20,620$769K<0.01%-15,46413F-HRTimeline
Lantz Financial LLC17,087$637K0.13%013F-HRTimeline
Arkadios Wealth Advisors14,524$541K0.01%+1,41813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP14,341$534K<0.01%-613F-HRTimelineGroup
Arete Wealth Advisors, LLC14,120$526K0.04%-1613F-HR/ATimeline
Buska Wealth Management, LLC13,663$509K0.2%-4,73313F-HRTimeline
IMG Wealth Management, Inc.12,822$478K0.3%013F-HRTimeline
CWC Advisors, LLC.12,446$464K0.22%+1,17013F-HRTimeline
WealthShield Partners, LLC11,257$420K0.05%-1,00913F-HRTimeline
Three Seasons Wealth, LLC11,117$414K0.16%013F-HRTimeline
Cornerstone Wealth Group, LLC10,280$399K0.03%-26213F-HRTimeline
Advisory Services Network, LLC8,178$305K<0.01%013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC7,950$303K0.05%-41513F-HRTimeline
ATX Financial Planning, LLC8,113$302K0.23%-1,81013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,300$272K0.01%013F-HR/ATimeline
Lakeridge Wealth Management LLC6,881$256K0.11%013F-HRTimeline
FC Advisory LLC6,845$255K0.07%+18013F-HRTimeline
Chris Bulman Inc6,597$246K0.11%-45313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS6,200$231K<0.01%new13F-HRTimeline
Madison Wealth Partners, Inc6,193$231K0.04%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.5,532$206K0.07%013F-HRTimeline
CENTAURUS FINANCIAL, INC.4,525$169K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.4,393$164K<0.01%+3,36513F-HRTimeline
Aptus Capital Advisors, LLC2,700$101K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,700$101K0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,639$98K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc2,579$96.1K<0.01%-24913F-HRTimeline
Noble Wealth Management PBC2,200$82K0.04%013F-HRTimeline
CoreCap Advisors, LLC2,042$76.1K<0.01%013F-HRTimeline
Archer Investment Corp1,919$71.5K0.02%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,464$54.6K<0.01%+23313F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.1,336$49.8K0.04%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY980$36.5K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG232$8.65K<0.01%-17413F-HRTimelineGroup
Keating Financial Advisory Services, In…160$5.96K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC43$1.6K<0.01%new13F-HRTimelineGroup