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 |
|---|---|---|---|---|---|
|
Novus Advisors, LLC
Greenville, SC |
Aug 14, 2025 Q2 2025 |
21,005
shares
|
$822,345
1.2% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
20,375
shares
|
$797,681
1.08% of portfolio
|
Q1 2025
Reduced 8.41%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
19,752
shares
|
$773,290
0.17% of portfolio
|
Q3 2021
New holding
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
19,571
shares
|
$766,204
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
19,169
shares
|
$750,466
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
18,578
shares
|
$727,328
0.0% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
18,555
shares
|
$726,428
0.11% of portfolio
|
Q3 2025
Reduced 25.27%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
18,467
shares
|
$722,983
0.12% of portfolio
|
Q1 2025
Added 7.72%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Oct 02, 2025 Q3 2025 |
17,723
shares
|
$693,855
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
17,684
shares
|
$692,328
0.01% of portfolio
|
Q2 2025
Reduced 7.48%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
15,723
shares
|
$615,555
0.09% of portfolio
|
Q2 2025
Reduced 18.9%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
14,779
shares
|
$578,597
0.14% of portfolio
|
Q3 2025
Reduced 22.85%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
14,127
shares
|
$553,072
0.02% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
13,922
shares
|
$545,046
0.0% of portfolio
|
Q2 2025
Reduced 70.53%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 10, 2025 Q3 2025 |
13,859
shares
|
$542,579
0.04% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
13,628
shares
|
$533,536
0.21% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
12,910
shares
|
$505,426
0.12% of portfolio
|
Q1 2025
Reduced 44.37%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
12,752
shares
|
$499,240
0.01% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
12,098
shares
|
$473,636
0.01% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
12,000
shares
|
$469,800
0.12% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
11,603
shares
|
$454,257
0.12% of portfolio
|
Q2 2025
Reduced 27.85%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
11,390
shares
|
$445,918
0.0% of portfolio
|
Q1 2025
Reduced 18.55%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 17, 2025 Q3 2025 |
10,726
shares
|
$419,922
0.19% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
10,643
shares
|
$416,673
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
10,598
shares
|
$414,911
0.01% of portfolio
|
Q3 2025
New holding
|