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 |
|---|---|---|---|---|---|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
20,375
shares
|
$795,643
1.08% of portfolio
|
Q1 2025
Reduced 8.41%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
19,752
shares
|
$771,315
0.17% of portfolio
|
Q3 2021
New holding
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
19,157
shares
|
$748,080
0.19% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
18,582
shares
|
$725,627
0.0% of portfolio
|
Q2 2025
Reduced 17.71%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
18,467
shares
|
$721,136
0.12% of portfolio
|
Q1 2025
Added 7.72%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
17,684
shares
|
$690,560
0.01% of portfolio
|
Q2 2025
Reduced 7.48%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
15,723
shares
|
$613,983
0.09% of portfolio
|
Q2 2025
Reduced 18.9%
|
|
|
Act Advisors, Llc.
|
Jul 14, 2025 Q2 2025 |
15,169
shares
|
$592,349
0.27% of portfolio
|
Q4 2024
Reduced 57.92%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
14,127
shares
|
$551,659
0.02% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
13,922
shares
|
$543,654
0.0% of portfolio
|
Q2 2025
Reduced 70.53%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
13,859
shares
|
$541,193
0.03% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
13,628
shares
|
$532,173
0.22% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
12,910
shares
|
$504,135
0.12% of portfolio
|
Q1 2025
Reduced 44.37%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
12,752
shares
|
$497,965
0.01% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
12,369
shares
|
$483,009
0.01% of portfolio
|
Q2 2025
Reduced 7.05%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
12,000
shares
|
$468,599
0.12% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
11,603
shares
|
$453,097
0.12% of portfolio
|
Q2 2025
Reduced 27.85%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
11,390
shares
|
$444,779
0.0% of portfolio
|
Q1 2025
Reduced 18.55%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 07, 2025 Q2 2025 |
10,426
shares
|
$407,135
0.18% of portfolio
|
Q4 2024
Reduced 7.95%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
10,329
shares
|
$403,347
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
10,214
shares
|
$398,856
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
10,169
shares
|
$397,099
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
|
$394,561
0.01% of portfolio
|
Q2 2025
Reduced 12.93%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
9,286
shares
|
$362,618
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
9,197
shares
|
$359,142
0.01% of portfolio
|
Q2 2025
Reduced 5.82%
|