UDEC Innovator U.S. Equity Ultra Buffer ETF - December
BATSUDEC Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
UDEC Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Not enough fundamentals data to compute this ratio group yet.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Not enough fundamentals data to compute this ratio group yet.
Financial Health Debt, liquidity, solvency — balance sheet strength
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Not enough fundamentals data to compute this ratio group yet.
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Not enough fundamentals data to compute this ratio group yet.
value · ≈ 5Y avg · industry median · verdict relative to median
Institutional owners (13F) 127 filers · $183.5M total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 14 (+4 vs prior Q) | 4 (-10 vs prior Q) | 17 (-3 vs prior Q) | 52 (+5 vs prior Q) | -2.5M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | $13,676,655 | 328,134 | 7.45% | Shares |
| Brookstone Capital Management | $12,816,903 | 299,303 | 6.99% | Shares |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | $10,082,958 | 241,913 | 5.50% | Shares |
| RAYMOND JAMES FINANCIAL INC | $8,846,184 | 212,240 | 4.82% | Shares |
| OSAIC HOLDINGS, INC. | $8,645,007 | 207,415 | 4.71% | Shares |
| TOUNJIAN ADVISORY PARTNERS, LLC | $7,520,757 | 180,440 | 4.10% | Shares |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $7,174,611 | 167,543 | 3.91% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $6,768,973 | 162,403 | 3.69% | Shares |
| Foundations Investment Advisors, LLC | $5,736,140 | 137,623 | 3.13% | Shares |
| Sovran Advisors, LLC | $5,271,456 | 126,112 | 2.87% | Shares |
| Kestra Advisory Services, LLC | $4,245,577 | 101,861 | 2.31% | Shares |
| KFG WEALTH MANAGEMENT, LLC | $3,806,662 | 88,894 | 2.07% | Shares |
| CENTRAL VALLEY ADVISORS, LLC | $3,774,674 | 88,147 | 2.06% | Shares |
| Berger Financial Group, Inc | $3,474,204 | 83,354 | 1.89% | Shares |
| Trek Financial, LLC | $3,280,724 | 78,712 | 1.79% | Shares |
| MBL Wealth, LLC | $3,050,847 | 71,244 | 1.66% | Shares |
| MILESTONE ASSET MANAGEMENT, LLC | $2,989,439 | 69,810 | 1.63% | Shares |
| Concurrent Investment Advisors, LLC | $2,765,777 | 64,587 | 1.51% | Shares |
| Spire Wealth Management | $2,689,950 | 64,538 | 1.47% | Shares |
| Cetera Investment Advisers | $2,615,218 | 62,745 | 1.43% | Shares |
| TRUIST FINANCIAL CORP | $2,395,064 | 57,463 | 1.31% | Shares |
| LPL Financial LLC | $2,257,561 | 54,164 | 1.23% | Shares |
| IMG Wealth Management, Inc. | $2,162,708 | 50,504 | 1.18% | Shares |
| HighTower Advisors, LLC | $2,043,242 | 49,022 | 1.11% | Shares |
| Donald L. Hagan, LLC | $1,930,625 | 50,316 | 1.05% | Shares |
| Strategic Blueprint, LLC | $1,895,324 | 44,260 | 1.03% | Shares |
| Virtue Capital Management, LLC | $1,776,739 | 42,628 | 0.97% | Shares |
| Advisory Services Network, LLC | $1,746,730 | 41,908 | 0.95% | Shares |
| WealthPlan Investment Management, LLC | $1,689,391 | 39,451 | 0.92% | Shares |
| AssuredPartners Investment Advisors, LLC | $1,621,523 | 38,904 | 0.88% | Shares |
| Castle Rock Wealth Management, LLC | $1,565,690 | 36,268 | 0.85% | Shares |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1,554,770 | 36,092 | 0.85% | Shares |
| MML INVESTORS SERVICES, LLC | $1,546,582 | 37,106 | 0.84% | Shares |
| CAPTRUST FINANCIAL ADVISORS | $1,401,702 | 33,630 | 0.76% | Shares |
| CITADEL ADVISORS LLC | $1,346,684 | 32,310 | 0.73% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1,339,473 | 32,137 | 0.73% | Shares |
| H D Vest Advisory Services | $1,264,140 | 34,691 | 0.69% | Shares |
| Ameritas Advisory Services, LLC | $1,232,356 | 29,567 | 0.67% | Shares |
| Gladstone Institutional Advisory LLC | $1,176,629 | 28,230 | 0.64% | Shares |
| MONEY CONCEPTS CAPITAL CORP | $1,111,233 | 26,661 | 0.61% | Shares |
| Sonoma Allocations LLC | $1,067,634 | 25,569 | 0.58% | Shares |
| Octavia Wealth Advisors, LLC | $1,057,174 | 25,364 | 0.58% | Shares |
| Arete Wealth Advisors, LLC | $1,027,872 | 24,661 | 0.56% | Shares |
| OLD MISSION CAPITAL LLC | $910,043 | 21,834 | 0.50% | Shares |
| FIDUCIARY FINANCIAL GROUP, LLC | $847,286 | 19,786 | 0.46% | Shares |
| AE Wealth Management LLC | $801,426 | 19,228 | 0.44% | Shares |
| SteelPeak Wealth, LLC | $795,428 | 18,575 | 0.43% | Shares |
| Lantz Financial LLC | $777,871 | 18,165 | 0.42% | Shares |
| Lakeridge Wealth Management LLC | $772,363 | 18,531 | 0.42% | Shares |
| WealthShield Partners, LLC | $737,529 | 17,695 | 0.40% | Shares |
My Metrics Your personal watchlist — selected rows from Full Fundamentals
Pick the metrics that matter to you — click the + next to any row in Full Fundamentals above.
Your selection is saved and follows you across all tickers.