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 |
|---|---|---|---|---|---|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
10,329
shares
|
$404,380
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
10,214
shares
|
$399,878
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
10,169
shares
|
$398,116
0.0% of portfolio
|
Q2 2025
Added 62.78%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
10,104
shares
|
$395,571
0.01% of portfolio
|
Q2 2025
Reduced 12.93%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
10,094
shares
|
$395,180
0.03% of portfolio
|
Q3 2025
Added 28.75%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
9,441
shares
|
$369,615
0.06% of portfolio
|
Q3 2025
Added 28.2%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
9,286
shares
|
$363,546
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
9,197
shares
|
$360,062
0.01% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
8,603
shares
|
$336,807
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
8,520
shares
|
$333,558
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
8,316
shares
|
$325,571
0.0% of portfolio
|
Q2 2025
Added 68.96%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
8,044
shares
|
$314,922
0.02% of portfolio
|
Q3 2025
Added 9.46%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
7,913
shares
|
$309,793
0.1% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
7,711
shares
|
$301,885
0.02% of portfolio
|
Q2 2025
Reduced 8.43%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
7,637
shares
|
$298,988
0.0% of portfolio
|
Q4 2024
Reduced 56.11%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
7,476
shares
|
$292,685
0.0% of portfolio
|
Q2 2025
Reduced 7.31%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
7,192
shares
|
$281,566
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Nov 03, 2025 Q3 2025 |
7,108
shares
|
$278,278
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
7,021
shares
|
$274,872
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
7,010
shares
|
$274,441
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
4 J Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
6,850
shares
|
$268,177
0.22% of portfolio
|
Q4 2024
Reduced 13.84%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
6,839
shares
|
$267,746
0.0% of portfolio
|
Q3 2025
Added 130.19%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
6,624
shares
|
$259,329
0.18% of portfolio
|
Q3 2025
Added 20.41%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
6,389
shares
|
$250,129
0.0% of portfolio
|
Q3 2025
Reduced 17.18%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
6,009
shares
|
$235,252
0.0% of portfolio
|
Q2 2024
New holding
|