UDEC · Insider trading · 13F holders · Congress trades
Innovator Etfs Trust (UDEC)
Who is buying and selling UDEC: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 10
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
UDEC at a glance
- No open-market insider purchases or sales of UDEC were filed in the last 90 days.
- 10 13F filers hold UDEC among their 50 largest positions, worth $30.2M combined. The biggest bets by portfolio weight are Legacy Capital Wealth Management, LLC (4.7%), Tounjian Advisory Partners, LLC (3.2%) and IMG Wealth Management, Inc. (1.1%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
- No member of Congress has disclosed a trade in UDEC.
UDEC insider trading
No open-market insider purchases or sales of UDEC were filed in the last 90 days.
Who owns UDEC? Hedge funds and superinvestors
10 13F filers hold UDEC among their 50 largest positions, worth $30.2M combined. The biggest bets by portfolio weight are Legacy Capital Wealth Management, LLC (4.7%), Tounjian Advisory Partners, LLC (3.2%) and IMG Wealth Management, Inc. (1.1%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Legacy Capital Wealth Management, LLCWealth manager | 4.7% | $10.1M | 241,913 | +7.3% shares | Q2 2026 |
| Tounjian Advisory Partners, LLCWealth manager | 3.2% | $7.5M | 180,440 | — | Q2 2026 |
| Kfg Wealth Management, LLCWealth manager | 0.4% | $3.8M | 88,894 | -10.3% shares | Q3 2026 |
| Central Valley Advisors, LLCWealth manager | 1.0% | $3.8M | 88,147 | -0.8% shares | Q3 2026 |
| IMG Wealth Management, Inc.Wealth manager | 1.1% | $2.2M | 50,504 | -5.7% shares | Q3 2026 |
| Sonoma Allocations LLCWealth manager | 0.3% | $1.1M | 25,569 | -1.0% shares | Q2 2026 |
| Bravias Capital Group, LLCWealth manager | 0.4% | $668K | 16,016 | +0.0% shares | Q2 2026 |
| Family Legacy Financial Solutions, LLCWealth manager | 0.3% | $475K | 11,100 | +0.0% shares | Q3 2026 |
| NewCorp Financial Services, Inc.Wealth manager | 0.3% | $386K | 9,021 | -15.5% shares | Q3 2026 |
| MY Wealth Management Inc.Wealth manager | 0.2% | $226K | 5,272 | +0.0% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 6, Q2 2026: 4). Screen UDEC in the grand portfolio →
UDEC stock trades by members of Congress
No member of Congress has disclosed a trade in UDEC.
UDEC questions and answers
Are insiders buying UDEC stock?
No open-market insider purchases or sales of UDEC were filed in the last 90 days.
Which hedge funds own UDEC?
10 13F filers hold UDEC among their 50 largest positions, worth $30.2M combined. The biggest bets by portfolio weight are Legacy Capital Wealth Management, LLC (4.7%), Tounjian Advisory Partners, LLC (3.2%) and IMG Wealth Management, Inc. (1.1%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
Has Congress traded UDEC?
No member of Congress has disclosed a trade in UDEC.
Who is the largest holder of UDEC?
Among 13F filers, Legacy Capital Wealth Management, LLC reports the largest UDEC position, $10.1M (241,913 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Legacy Capital Wealth Management, LLC's: 4.7% of its portfolio.
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