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 86 institutions that hold shares in the stock, with a total of 2.35 Million shares, which have been reported (via 13F filing form) to have a value of $92 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
152,738
shares
|
$5.96 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
148,851
shares
|
$5.81 Million
1.33% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
137,840
shares
|
$5.38 Million
0.48% of portfolio
|
Q2 2025
Added 10.08%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
137,406
shares
|
$5.37 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
127,613
shares
|
$4.98 Million
1.1% of portfolio
|
Q2 2025
Reduced 8.45%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
125,575
shares
|
$4.9 Million
0.07% of portfolio
|
Q2 2025
Added 8.61%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
124,014
shares
|
$4.84 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
123,430
shares
|
$4.82 Million
0.01% of portfolio
|
Q2 2025
Reduced 19.25%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
117,536
shares
|
$4.59 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
70,989
shares
|
$2.77 Million
0.21% of portfolio
|
Q2 2025
Reduced 10.24%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
70,621
shares
|
$2.76 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
58,579
shares
|
$2.29 Million
0.4% of portfolio
|
Q3 2024
Added 497.62%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
55,341
shares
|
$2.16 Million
0.0% of portfolio
|
Q2 2025
Added 5.62%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
48,585
shares
|
$1.9 Million
0.1% of portfolio
|
Q1 2025
Reduced 6.78%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
46,345
shares
|
$1.81 Million
0.01% of portfolio
|
Q2 2025
Added 90.26%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
40,468
shares
|
$1.58 Million
0.52% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
35,281
shares
|
$1.38 Million
0.0% of portfolio
|
Q2 2025
Added 26.45%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
34,272
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
30,055
shares
|
$1.17 Million
0.14% of portfolio
|
Q2 2025
Reduced 10.31%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
27,368
shares
|
$1.07 Million
0.22% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
27,006
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
24,830
shares
|
$969,611
0.15% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
24,006
shares
|
$937,434
0.0% of portfolio
|
Q1 2025
Added 7.83%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
22,352
shares
|
$872,845
0.05% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Aug 14, 2025 Q2 2025 |
21,005
shares
|
$820,245
1.2% of portfolio
|
Q4 2024
New holding
|