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 |
|---|---|---|---|---|---|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
5,989
shares
|
$234,469
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
5,831
shares
|
$228,283
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
5,750
shares
|
$225,112
0.0% of portfolio
|
Q2 2024
Reduced 4.29%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
5,648
shares
|
$221,119
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
5,543
shares
|
$217,008
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 22, 2025 Q3 2025 |
5,503
shares
|
$215,442
0.12% of portfolio
|
Q3 2025
Reduced 21.7%
|
|
|
Old Port Advisors
|
Oct 06, 2025 Q3 2025 |
5,500
shares
|
$215,325
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
5,473
shares
|
$214,267
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
5,145
shares
|
$201,426
0.06% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
5,050
shares
|
$197,707
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
5,049
shares
|
$197,668
0.03% of portfolio
|
Q2 2025
Reduced 27.14%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
3,961
shares
|
$155,073
0.0% of portfolio
|
Q2 2025
Added 260.75%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
3,081
shares
|
$120,621
0.0% of portfolio
|
Q3 2025
Added 33.03%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
1,100
shares
|
$43,065
0.0% of portfolio
|
Q1 2025
Reduced 77.95%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,000
shares
|
$39,150
0.0% of portfolio
|
Q3 2024
Reduced 71.43%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
894
shares
|
$35,000
0.01% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
674
shares
|
$26,387
0.0% of portfolio
|
Q2 2025
Reduced 52.23%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
506
shares
|
$19,809
0.0% of portfolio
|
Q3 2025
Added 187.5%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
455
shares
|
$17,813
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
450
shares
|
$17,617
0.0% of portfolio
|
Q4 2024
Reduced 21.05%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
200
shares
|
$7,830
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
16
shares
|
$626
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|