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 92 institutions that hold shares in the stock, with a total of 2.45 Million shares, which have been reported (via 13F filing form) to have a value of $91.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
22,503
shares
|
$842,962
0.05% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
21,005
shares
|
$786,847
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
20,375
shares
|
$763,247
1.08% of portfolio
|
Q1 2025
Reduced 8.41%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
20,137
shares
|
$754,332
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
19,752
shares
|
$739,909
0.17% of portfolio
|
Q3 2021
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
19,387
shares
|
$726,237
0.1% of portfolio
|
Q1 2025
Reduced 92.07%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
19,157
shares
|
$717,621
0.19% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
19,114
shares
|
$716,010
0.01% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
18,582
shares
|
$696,081
0.0% of portfolio
|
Q2 2025
Reduced 17.71%
|
|
|
Act Advisors, Llc.
|
Jul 14, 2025 Q2 2025 |
15,169
shares
|
$568,230
0.27% of portfolio
|
Q4 2024
Reduced 57.92%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
15,027
shares
|
$562,911
0.03% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
14,148
shares
|
$529,984
0.01% of portfolio
|
Q1 2025
Added 19.81%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
13,859
shares
|
$519,158
0.03% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
13,628
shares
|
$510,504
0.24% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
13,307
shares
|
$498,480
0.02% of portfolio
|
Q1 2025
Reduced 8.61%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
13,175
shares
|
$493,535
0.02% of portfolio
|
Q1 2025
Reduced 24.41%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
12,910
shares
|
$483,608
0.12% of portfolio
|
Q1 2025
Reduced 44.37%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
12,752
shares
|
$477,689
0.01% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
12,000
shares
|
$449,520
0.11% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
11,604
shares
|
$434,685
0.02% of portfolio
|
Q1 2025
Reduced 29.69%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
11,603
shares
|
$434,648
0.12% of portfolio
|
Q2 2025
Reduced 27.85%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
11,390
shares
|
$426,669
0.0% of portfolio
|
Q1 2025
Reduced 18.55%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
10,909
shares
|
$408,651
0.01% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
10,426
shares
|
$390,557
0.18% of portfolio
|
Q4 2024
Reduced 7.95%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
10,329
shares
|
$386,924
0.03% of portfolio
|
Q1 2025
New holding
|