Who owns UNOV?
Innovator U.S. Equity Ultra Buffer ETF - Nov · Innovator
77 institutions reported holding UNOV, worth $75.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of UNOV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | Westlake, OH | $6.4M | 159,971 | +7,004 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $5.5M | 136,915 | −5,972 shares |
| IFP Advisors, Inc | Tampa, FL | $3.9M | 96,054 | +1,253 shares |
| Brookstone Capital Management | Wheaton, IL | $3.2M | 78,909 | −1,628,327 shares |
| Central Valley Advisors, LLC | Sacramento, CA | $3.2M | 78,462 | −2,522 shares |
| Kellett Wealth Advisors, LLC | Cincinnati, OH | $2.8M | 70,055 | −714 shares |
| Spire Wealth Management | Mclean, VA | $2.5M | 62,970 | −746 shares |
| RK Capital Management, LLC | Weston, FL | $2.5M | 62,133 | −4,504 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $2.4M | 59,594 | −1,351 shares |
| Kestra Advisory Services, LLC | Austin, TX | $2.4M | 58,538 | −9,644 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns UNOV?
77 institutional managers reported holding UNOV in Form 13F filings for June 30, 2026, worth $75.5M in total. The largest reported position was held by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors, at $6.4M.
Did institutions buy or sell UNOV last quarter?
Reported 13F value fell 43.5% from March 31, 2026, which includes price moves as well as buying and selling. 15 firms reported a new position and 6 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is UNOV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.