Innovator U.s. Equity Ultra ETF (UFEB): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of UFEB (all 13F filers)
- Brookstone Capital Management1.5 MType not verified−245 K
- Talon Private Wealth735 KWealth adviser−251 K
- HighTower Advisors631 KWealth adviser−24 K
- KFG Wealth Management431 KWealth adviser+53 K
- C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors165 KType not verified+7,080
- Strategic Blueprint138 KType not verified+3,692
- Truist Financial130 KBank or trading desk−810
- Commonwealth Equity Services109 KWealth adviser−57 K
- World Investment Advisors108 KType not verified−375
- Osaic Holdings106 KWealth adviser−81
- Shares
- 1.5 M
- Change
- −245 K
See more
- Type
- Type not verified
- Value
- $56.6M
- Talon Private Wealth
- Shares
- 735 K
- Change
- −251 K
See more
- Type
- Wealth adviser
- Value
- $28.4M
- Shares
- 631 K
- Change
- −24 K
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- Type
- Wealth adviser
- Value
- $24.4M
- KFG Wealth Management
- Shares
- 431 K
- Change
- +53 K
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- Type
- Wealth adviser
- Value
- $16.7M
- Shares
- 165 K
- Change
- +7,080
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- Type
- Type not verified
- Value
- $6.4M
- Shares
- 138 K
- Change
- +3,692
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- Type
- Type not verified
- Value
- $5.3M
- Shares
- 130 K
- Change
- −810
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- Type
- Bank or trading desk
- Value
- $5.0M
- Shares
- 109 K
- Change
- −57 K
See more
- Type
- Wealth adviser
- Value
- $4.2M
- Shares
- 108 K
- Change
- −375
See more
- Type
- Type not verified
- Value
- $3.9M
- Shares
- 106 K
- Change
- −81
See more
- Type
- Wealth adviser
- Value
- $4.1M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- Brookstone Capital Management1.11%(fell below 5%)13G · amendmentfiling ↗Event: Sep 30, 2026 · filed: Oct 2, 2026
- Brookstone Capital Management26.55%13Gfiling ↗Event: Feb 27, 2026 · filed: Mar 4, 2026
- Brookstone Capital Management0.91%(fell below 5%)13G · amendmentfiling ↗Event: Sep 30, 2025 · filed: Oct 7, 2025
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗