Institutional Ownership Innovator U.S. Equity Ultra Bu (UAUG)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UAUG). We have compiled data on the 88 institutions that hold shares in the stock, with a total of 2.42 Million shares, which have been reported (via 13F filing form) to have a value of $92.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
152,738
shares
|
$5.84 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
152,460
shares
|
$5.83 Million
1.37% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
139,392
shares
|
$5.33 Million
0.02% of portfolio
|
Q1 2025
Reduced 15.61%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
137,840
shares
|
$5.27 Million
0.48% of portfolio
|
Q2 2025
Added 10.08%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
127,613
shares
|
$4.88 Million
1.1% of portfolio
|
Q2 2025
Reduced 8.45%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
125,575
shares
|
$4.8 Million
0.07% of portfolio
|
Q2 2025
Added 8.61%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
124,733
shares
|
$4.77 Million
0.01% of portfolio
|
Q4 2024
Added 19.46%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
124,014
shares
|
$4.74 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
117,536
shares
|
$4.49 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
70,989
shares
|
$2.71 Million
0.21% of portfolio
|
Q2 2025
Reduced 10.24%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
70,621
shares
|
$2.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
58,579
shares
|
$2.24 Million
0.4% of portfolio
|
Q3 2024
Added 497.62%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
52,398
shares
|
$2 Million
0.0% of portfolio
|
Q1 2025
Reduced 55.83%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
48,585
shares
|
$1.86 Million
0.1% of portfolio
|
Q1 2025
Reduced 6.78%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
47,247
shares
|
$1.81 Million
0.0% of portfolio
|
Q1 2025
Added 225.19%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
40,468
shares
|
$1.55 Million
0.52% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
35,416
shares
|
$1.35 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
34,272
shares
|
$1.31 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
33,510
shares
|
$1.28 Million
0.15% of portfolio
|
Q1 2025
Reduced 17.84%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
27,901
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Added 57.18%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
27,368
shares
|
$1.05 Million
0.22% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
27,159
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.65%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
24,830
shares
|
$949,002
0.15% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
24,359
shares
|
$931,000
0.0% of portfolio
|
Q1 2025
Added 32.78%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
24,006
shares
|
$917,509
0.0% of portfolio
|
Q1 2025
Added 7.83%
|