UDEC

Innovator U.s. Equity Ultra

Latest period2026 - Q1Total superinvestors110

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 110 superinvestors own shares of Innovator U.s. Equity Ultra (UDEC), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Innovator U.s. Equity Ultra (UDEC), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Innovator U.s. Equity Ultra (UDEC) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Innovator U.s. Equity Ultra (UDEC) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Matt Lovett@Brookstone Capital Management
Recent Activity
Increased 0.6%
0.84%
$73.27M
1.886M shares@ 38.85 avg price
LEILA SHAVER@Talon Private Wealth, Llc
Recent Activity
Decreased -3.3%
4.79%
$35.988M
926,565 shares@ 38.85 avg price
Brandon Zatopek@Commonwealth Equity Services, Llc
Recent Activity
Decreased -1.33%
0.02%
$13.625M
350,793 shares@ 38.84 avg price
Lindsay Marie Rider@Legacy Capital Wealth Management, Llc
Recent Activity
Increased 4.6%
5.04%
$8.76M
225,553 shares@ 38.85 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Increased 1.07%
0.01%
$8.415M
216,664 shares@ 38.85 avg price
Sean P. Skuja@Envestnet Asset Management Inc
Recent Activity
Decreased -0.26%
0.01%
$8.413M
216,595 shares@ 38.85 avg price
Shawn Mihal@Osaic Holdings, Inc.
Recent Activity
Increased 5.04%
0.02%
$7.909M
203,630 shares@ 38.84 avg price
Marc J. Pugsley@Foundations Investment Advisors, Llc
Recent Activity
Decreased -1.93%
0.08%
$6.092M
156,839 shares@ 38.85 avg price
Ryan J. Warner@C2p Capital Advisory Group, Llc D.b.a. Prosperity Capital Advisors
Recent Activity
Increased 5.4%
0.33%
$5.791M
149,099 shares@ 38.84 avg price
Elizabeth Arce@Sovran Advisors, Llc
Recent Activity
Increased 1151.96%
0.45%
$5.692M
139,430 shares@ 40.83 avg price

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