Explore more topics
Public ownership evidence

Innovator U.S. Equity Ultra Buffer ETF - February (UFEB) Ownership Disclosures

Read UFEB insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-10T07:40:50.020Z

Jump to a section

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Show the table · 0 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Show the table · 39 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

Archer Investment Corp2026-06-302026-08-208,507$328,796None
Beacon Pointe Advisors, LLC2026-06-302026-08-1915,548$600,931None
Vantage Point Financial LLC2026-06-302026-08-157,481$289,141None
Mutual Advisors, LLC2026-06-302026-08-1526,875$1,038,719None
Foundations Investment Advisors, LLC2026-06-302026-08-1519,266$744,631None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,248$86,881None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,797$108,104None
OSAIC HOLDINGS, INC.2026-06-302026-08-15101,071$3,906,364None
HRT FINANCIAL LP2026-06-302026-08-157,943$306,000None
OLD MISSION CAPITAL LLC2026-06-302026-08-1521,385$826,530None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1528,730$1,110,415None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1525,545$987,314None
Ausdal Financial Partners, Inc.2026-06-302026-08-1523,929$924,856None
CITADEL ADVISORS LLC2026-06-302026-08-1516,180$625,357None
Larson Financial Group LLC2026-06-302026-08-15190$7,344None
IHT Wealth Management, LLC2026-06-302026-08-1516,091$621,917None
World Investment Advisors2026-06-302026-08-15108,447$3,938,969None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1515,197$587,364None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15166$6,416None
BARCLAYS PLC2026-06-302026-08-1552$2,010None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1511,346$438,523None
Sanctuary Advisors, LLC2026-06-302026-08-146,770$261,661None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14774$29,915None
Creative Planning2026-06-302026-08-1414,251$550,801None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-1484$3,247None
ZACKS INVESTMENT MANAGEMENT2026-06-302026-08-146,505$251,418None
Trek Financial, LLC2026-06-302026-08-1449,916$1,929,253None
MORGAN STANLEY2026-06-302026-08-142,237$86,460None
COMPASS FINANCIAL MANAGEMENT LLC2026-06-302026-08-13130$5,024None
Truvestments Capital LLC2026-06-302026-08-138,899$343,946None
Cetera Investment Advisers2026-06-302026-08-1345,773$1,769,126None
Advisory Services Network, LLC2026-06-302026-08-1314,258$551,072None
Focus Partners Wealth2026-06-302026-08-1325,056$968,414None
Aptus Capital Advisors, LLC2026-06-302026-08-134,800$185,520None
WealthShield Partners, LLC2026-06-302026-08-137,851$303,441None
NewEdge Advisors, LLC2026-06-302026-08-1315,556$601,239None
Madison Wealth Partners, Inc2026-06-302026-08-137,490$289,489None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-135,811$224,595None
JPMORGAN CHASE & CO2026-06-302026-08-1336,891$1,421,410None

90-day public filing window, up to 50 source positions.

Archer Investment Corp ↗Beacon Pointe Advisors, LLC ↗Vantage Point Financial LLC ↗Mutual Advisors, LLC ↗Foundations Investment Advisors, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗HRT FINANCIAL LP ↗OLD MISSION CAPITAL LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.