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 97 institutions that hold shares in the stock, with a total of 4.09 Million shares, which have been reported (via 13F filing form) to have a value of $160 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
1,648,859
shares
|
$64.6 Million
0.9% of portfolio
|
Q3 2025
Added 1213.05%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
162,676
shares
|
$6.37 Million
0.01% of portfolio
|
Q3 2025
Added 6.51%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
153,263
shares
|
$6 Million
1.36% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
149,474
shares
|
$5.85 Million
0.34% of portfolio
|
Q2 2025
Reduced 7.78%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
137,406
shares
|
$5.38 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
137,354
shares
|
$5.38 Million
1.14% of portfolio
|
Q3 2025
Added 7.63%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
131,225
shares
|
$5.14 Million
0.51% of portfolio
|
Q3 2025
Added 5.81%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
123,430
shares
|
$4.83 Million
0.01% of portfolio
|
Q2 2025
Reduced 19.25%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
117,536
shares
|
$4.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
75,352
shares
|
$2.95 Million
0.0% of portfolio
|
Q3 2025
Added 6.7%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
58,579
shares
|
$2.29 Million
0.36% of portfolio
|
Q3 2024
Added 497.62%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
58,542
shares
|
$2.29 Million
0.08% of portfolio
|
Q3 2025
Added 562.91%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
58,145
shares
|
$2.28 Million
0.17% of portfolio
|
Q3 2025
Reduced 18.09%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
55,341
shares
|
$2.17 Million
0.0% of portfolio
|
Q2 2025
Added 5.62%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 09, 2025 Q3 2025 |
53,333
shares
|
$2.09 Million
0.65% of portfolio
|
Q3 2025
Added 31.79%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
51,717
shares
|
$2.02 Million
0.1% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
46,345
shares
|
$1.81 Million
0.01% of portfolio
|
Q2 2025
Added 90.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
35,281
shares
|
$1.38 Million
0.0% of portfolio
|
Q2 2025
Added 26.45%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
34,272
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
27,055
shares
|
$1.06 Million
0.13% of portfolio
|
Q3 2025
Reduced 9.98%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
27,006
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
27,002
shares
|
$1.06 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
24,006
shares
|
$939,834
0.0% of portfolio
|
Q1 2025
Added 7.83%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
22,352
shares
|
$875,080
0.04% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
21,238
shares
|
$831,467
0.01% of portfolio
|
Q3 2025
Added 143.44%
|