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 93 institutions that hold shares in the stock, with a total of 2.49 Million shares, which have been reported (via 13F filing form) to have a value of $88.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
10,329
shares
|
$367,299
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
10,214
shares
|
$363,209
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
9,775
shares
|
$347,599
0.27% of portfolio
|
Q4 2023
Added 768.89%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
9,765
shares
|
$347,243
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
9,286
shares
|
$330,210
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Apr 21, 2025 Q1 2025 |
8,685
shares
|
$308,838
0.19% of portfolio
|
Q4 2024
Reduced 22.7%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
8,520
shares
|
$302,971
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
8,421
shares
|
$299,450
0.02% of portfolio
|
Q1 2025
Reduced 22.01%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
8,103
shares
|
$288,142
0.11% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
8,066
shares
|
$286,826
0.0% of portfolio
|
Q3 2024
Added 32.58%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
7,840
shares
|
$278,790
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
7,787
shares
|
$276,905
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
7,714
shares
|
$274,309
0.0% of portfolio
|
Q1 2025
Reduced 29.64%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
7,637
shares
|
$271,571
0.0% of portfolio
|
Q4 2024
Reduced 56.11%
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
7,364
shares
|
$261,863
0.05% of portfolio
|
Q1 2025
Reduced 36.58%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
7,349
shares
|
$261,330
0.02% of portfolio
|
Q1 2025
Reduced 79.01%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
6,930
shares
|
$246,430
0.03% of portfolio
|
Q1 2025
Reduced 97.47%
|
|
|
4 J Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
6,850
shares
|
$243,586
0.23% of portfolio
|
Q4 2024
Reduced 13.84%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
6,815
shares
|
$242,341
0.0% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
6,323
shares
|
$224,845
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
6,247
shares
|
$222,143
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
6,085
shares
|
$216,382
0.19% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
6,009
shares
|
$213,680
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
5,831
shares
|
$207,350
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
5,750
shares
|
$204,470
0.0% of portfolio
|
Q2 2024
Reduced 4.29%
|