§ EQUITY
USDUNOV
INNOVATOR U.S. EQUITY ULTRA
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
27 increased/new, 30 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Brookstone Capital Management | 1.7M | 0.7% | +1% |
| Talon Private Wealth, LLC | 967K | 4.8% | n/a |
| RAYMOND JAMES FINANCIAL INC | 154K | 0.0% | +805% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 153K | 0.3% | +6% |
| OSAIC HOLDINGS, INC. | 143K | 0.0% | −4% |
| IFP Advisors, Inc | 95K | 0.1% | −0% |
◇ AC INTELLIGENCE
Top institutional owners for UNOV as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER98.6% · 63 holders
DEALER / BANK0.9% · 5 holders
TACTICAL / MACRO0.5% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for UNOV in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention UNOV yet.