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 93 institutions that hold shares in the stock, with a total of 2.49 Million shares, which have been reported (via 13F filing form) to have a value of $89.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
155,184
shares
|
$5.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.7%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
152,460
shares
|
$5.5 Million
1.37% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
139,392
shares
|
$5.03 Million
0.02% of portfolio
|
Q1 2025
Reduced 15.61%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
139,390
shares
|
$5.03 Million
1.23% of portfolio
|
Q1 2025
Reduced 42.92%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
125,223
shares
|
$4.52 Million
0.34% of portfolio
|
Q1 2025
Added 14.21%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
124,733
shares
|
$4.5 Million
0.01% of portfolio
|
Q4 2024
Added 19.46%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
124,467
shares
|
$4.49 Million
0.47% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
117,536
shares
|
$4.24 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
115,615
shares
|
$4.17 Million
0.07% of portfolio
|
Q1 2025
Reduced 91.94%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
79,089
shares
|
$2.85 Million
0.23% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
71,128
shares
|
$2.57 Million
0.0% of portfolio
|
Q1 2025
Reduced 38.97%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
58,579
shares
|
$2.11 Million
0.43% of portfolio
|
Q3 2024
Added 497.62%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
52,398
shares
|
$1.89 Million
0.0% of portfolio
|
Q1 2025
Reduced 55.83%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
48,585
shares
|
$1.75 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
|
$1.7 Million
0.0% of portfolio
|
Q1 2025
Added 225.19%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Apr 15, 2025 Q1 2025 |
42,008
shares
|
$1.52 Million
0.55% of portfolio
|
Q1 2025
Reduced 7.51%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
36,022
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.89%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
35,416
shares
|
$1.28 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
33,510
shares
|
$1.21 Million
0.15% of portfolio
|
Q1 2025
Reduced 17.84%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
28,125
shares
|
$1.01 Million
0.21% of portfolio
|
Q1 2025
Reduced 8.89%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
27,901
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
Added 57.18%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
27,159
shares
|
$979,625
0.0% of portfolio
|
Q1 2025
Reduced 7.65%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
24,930
shares
|
$899,225
0.16% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
24,747
shares
|
$892,624
0.04% of portfolio
|
Q1 2025
Reduced 77.82%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
24,359
shares
|
$878,629
0.0% of portfolio
|
Q1 2025
Added 32.78%
|