# INNOVATOR ETFS TRUST (UDEC)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/UDEC/

- Reporting holders: 5
- Reported value: $2.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Castle Rock Wealth Management, LLC](https://holderbook.com/funds/1727605-castle-rock-wealth-management-llc/) | $1.6M | 36,268 | 0.3% | 28 |
| [Family Legacy Financial Solutions, LLC](https://holderbook.com/funds/2076068-family-legacy-financial-solutions-llc/) | $475.3K | 11,100 | 0.3% | 6 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $354.9K | 8,287 | 0.0% | 7 |
| [FC Advisory LLC](https://holderbook.com/funds/1683754-fc-advisory-llc/) | $235.1K | 5,489 | 0.1% | 20 |
| [Noble Wealth Management PBC](https://holderbook.com/funds/2055065-noble-wealth-management-pbc/) | $85.6K | 2,000 | 0.0% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 5 | $2.7M |
| Q2 2026 | 127 | $194.7M |
| Q1 2026 | 112 | $264.7M |
| Q4 2025 | 119 | $234.8M |
| Q3 2025 | 114 | $212.3M |
| Q2 2025 | 120 | $337.6M |
| Q1 2025 | 102 | $296.8M |
| Q4 2024 | 78 | $129.8M |
| Q3 2024 | 53 | $47.5M |
| Q2 2024 | 55 | $51.2M |
| Q1 2024 | 54 | $66.1M |
| Q4 2023 | 58 | $71.3M |