UDEC — Innovator Etfs Trust Institutional Holders · Q3 2026
Who owns Innovator Etfs Trust (UDEC)? 5 institutions reported holding $2.72M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Castle Rock Wealth Management, LLC ($1.6M), Family Legacy Financial Solutions, LLC ($475,330), First Heartland Consultants, Inc. ($354,870).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Castle Rock Wealth Management, LLC | $1.6M | 36,268 | Trimmed |
| 2 | Family Legacy Financial Solutions, LLC | $475,330 | 11,100 | Hold |
| 3 | First Heartland Consultants, Inc. | $354,870 | 8,287 | Trimmed |
| 4 | FC Advisory LLC | $235,053 | 5,489 | Hold |
| 5 | Noble Wealth Management PBC | $85,645 | 2,000 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30