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 95 institutions that hold shares in the stock, with a total of 4.47 Million shares, which have been reported (via 13F filing form) to have a value of $155 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
23,538
shares
|
$817,474
0.05% of portfolio
|
Q4 2024
Reduced 8.64%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
23,205
shares
|
$805,909
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
23,169
shares
|
$804,659
0.0% of portfolio
|
Q3 2024
Added 263.72%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
22,263
shares
|
$773,193
0.0% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Jan 13, 2025 Q4 2024 |
22,246
shares
|
$772,603
0.99% of portfolio
|
Q4 2024
Reduced 68.44%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Feb 06, 2025 Q4 2024 |
21,005
shares
|
$729,503
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
20,384
shares
|
$707,936
0.04% of portfolio
|
Q4 2024
Reduced 6.47%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
20,137
shares
|
$699,358
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Feb 13, 2025 Q4 2024 |
19,752
shares
|
$685,986
0.17% of portfolio
|
Q3 2021
New holding
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
19,706
shares
|
$684,389
0.17% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
19,506
shares
|
$677,443
0.01% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
19,328
shares
|
$671,261
0.2% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
18,345
shares
|
$637,121
0.0% of portfolio
|
Q4 2024
Added 63.3%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
17,751
shares
|
$616,492
0.0% of portfolio
|
Q4 2024
Reduced 9.66%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Mar 04, 2025 Q4 2024 |
17,489
shares
|
$607,392
0.2% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
17,430
shares
|
$605,343
0.02% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
16,610
shares
|
$576,865
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
16,505
shares
|
$573,218
0.03% of portfolio
|
Q3 2024
Reduced 43.52%
|
|
|
Act Advisors, Llc.
|
Jan 13, 2025 Q4 2024 |
15,169
shares
|
$526,819
0.3% of portfolio
|
Q4 2024
Reduced 57.92%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
15,027
shares
|
$521,887
0.03% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
14,560
shares
|
$505,668
0.02% of portfolio
|
Q4 2024
Reduced 24.5%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
14,529
shares
|
$504,592
0.0% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
14,000
shares
|
$486,219
0.13% of portfolio
|
Q4 2024
Reduced 14.63%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
13,984
shares
|
$485,664
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
13,394
shares
|
$465,173
0.26% of portfolio
|
Q4 2024
New holding
|