UNOV Innovator U.S. Equity Ultra Buffer ETF - November
BATSUNOV Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
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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
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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
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Capital Efficiency Asset turnover, inventory turnover, receivables turnover
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value · ≈ 5Y avg · industry median · verdict relative to median
Institutional owners (13F) 76 filers · $72.1M 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 |
|---|---|---|---|---|
| 12 (+2 vs prior Q) | 6 (-1 vs prior Q) | 11 (-4 vs prior Q) | 31 (+8 vs prior Q) | -2.7M |
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 |
|---|---|---|---|---|
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $7,133,043 | 172,522 | 9.89% | Shares |
| OSAIC HOLDINGS, INC. | $5,498,466 | 136,915 | 7.63% | Shares |
| Brookstone Capital Management | $3,229,048 | 78,099 | 4.48% | Shares |
| CENTRAL VALLEY ADVISORS, LLC | $3,192,387 | 77,212 | 4.43% | Shares |
| Concurrent Investment Advisors, LLC | $2,681,702 | 64,860 | 3.72% | Shares |
| Spire Wealth Management | $2,528,895 | 62,970 | 3.51% | Shares |
| RK Capital Management, LLC/FL | $2,495,261 | 62,133 | 3.46% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $2,393,310 | 59,594 | 3.32% | Shares |
| Kestra Advisory Services, LLC | $2,350,886 | 58,538 | 3.26% | Shares |
| 4J Wealth Management LLC | $2,193,298 | 54,614 | 3.04% | Shares |
| HighTower Advisors, LLC | $1,965,912 | 48,952 | 2.73% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $1,829,328 | 45,551 | 2.54% | Shares |
| AE Wealth Management LLC | $1,720,093 | 42,831 | 2.39% | Shares |
| Kellett Wealth Advisors, LLC | $1,650,575 | 39,921 | 2.29% | Shares |
| LPL Financial LLC | $1,647,644 | 41,027 | 2.29% | Shares |
| KFG WEALTH MANAGEMENT, LLC | $1,642,378 | 39,723 | 2.28% | Shares |
| Trek Financial, LLC | $1,592,946 | 39,665 | 2.21% | Shares |
| O'Connor Financial Group LLC | $1,421,382 | 34,378 | 1.97% | Shares |
| IHT Wealth Management, LLC | $1,303,312 | 32,453 | 1.81% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1,148,375 | 28,595 | 1.59% | Shares |
| MML INVESTORS SERVICES, LLC | $1,111,639 | 27,680 | 1.54% | Shares |
| Creative Planning | $1,031,765 | 25,691 | 1.43% | Shares |
| Triumph Capital Management | $1,008,835 | 24,400 | 1.40% | Shares |
| Castle Rock Wealth Management, LLC | $1,003,923 | 24,072 | 1.39% | Shares |
| OLD MISSION CAPITAL LLC | $964,201 | 24,009 | 1.34% | Shares |
| Cetera Investment Advisers | $960,627 | 23,920 | 1.33% | Shares |
| SageView Advisory Group, LLC | $946,025 | 23,556 | 1.31% | Shares |
| ATTICUS WEALTH MANAGEMENT, LLC | $900,427 | 21,778 | 1.25% | Shares |
| Berger Financial Group, Inc | $877,697 | 21,855 | 1.22% | Shares |
| Foundations Investment Advisors, LLC | $873,641 | 21,754 | 1.21% | Shares |
| SteelPeak Wealth, LLC | $775,853 | 18,765 | 1.08% | Shares |
| IMG Wealth Management, Inc. | $739,882 | 17,895 | 1.03% | Shares |
| Lantz Financial LLC | $704,365 | 17,036 | 0.98% | Shares |
| Atria Investments, Inc | $697,502 | 16,870 | 0.97% | Shares |
| TRUIST FINANCIAL CORP | $566,899 | 14,116 | 0.79% | Shares |
| IFP Advisors, Inc | $566,105 | 13,692 | 0.79% | Shares |
| CITADEL ADVISORS LLC | $554,730 | 13,813 | 0.77% | Shares |
| RAYMOND JAMES FINANCIAL INC | $552,562 | 13,759 | 0.77% | Shares |
| Arete Wealth Advisors, LLC | $542,612 | 13,518 | 0.75% | Shares |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $520,098 | 12,492 | 0.72% | Shares |
| Three Seasons Wealth, LLC | $446,459 | 11,117 | 0.62% | Shares |
| Cornerstone Wealth Group, LLC | $412,845 | 10,280 | 0.57% | Shares |
| MONEY CONCEPTS CAPITAL CORP | $381,600 | 9,502 | 0.53% | Shares |
| ATX Financial Planning, LLC | $380,091 | 9,193 | 0.53% | Shares |
| WealthShield Partners, LLC | $377,183 | 9,392 | 0.52% | Shares |
| CWC Advisors, LLC. | $326,052 | 7,886 | 0.45% | Shares |
| Advisory Services Network, LLC | $318,790 | 7,938 | 0.44% | Shares |
| Talon Private Wealth, LLC | $284,558 | 7,085 | 0.39% | Shares |
| Lakeridge Wealth Management LLC | $276,341 | 6,881 | 0.38% | Shares |
| Buska Wealth Management, LLC | $272,634 | 6,594 | 0.38% | Shares |
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