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 100 institutions that hold shares in the stock, with a total of 4.35 Million shares, which have been reported (via 13F filing form) to have a value of $171 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
10,094
shares
|
$397,804
0.03% of portfolio
|
Q3 2025
Added 28.75%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
9,963
shares
|
$392,641
0.02% of portfolio
|
Q3 2025
Added 29.21%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
9,590
shares
|
$377,941
0.0% of portfolio
|
Q3 2025
Reduced 15.8%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
9,441
shares
|
$372,069
0.06% of portfolio
|
Q3 2025
Added 28.2%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Nov 10, 2025 Q3 2025 |
9,301
shares
|
$366,552
0.11% of portfolio
|
Q3 2025
Reduced 19.84%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
9,286
shares
|
$365,961
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
8,873
shares
|
$349,684
0.01% of portfolio
|
Q3 2025
Reduced 3.52%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
8,603
shares
|
$339,044
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
8,520
shares
|
$335,773
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
8,044
shares
|
$317,014
0.02% of portfolio
|
Q3 2025
Added 9.46%
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
7,926
shares
|
$312,363
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
7,926
shares
|
$312,363
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
7,913
shares
|
$311,851
0.1% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
7,637
shares
|
$300,974
0.0% of portfolio
|
Q4 2024
Reduced 56.11%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
7,476
shares
|
$294,629
0.0% of portfolio
|
Q2 2025
Reduced 7.31%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
7,192
shares
|
$283,436
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Nov 03, 2025 Q3 2025 |
7,108
shares
|
$280,126
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
7,021
shares
|
$276,697
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
7,010
shares
|
$276,264
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
6,944
shares
|
$273,663
0.08% of portfolio
|
Q3 2025
Added 34.97%
|
|
|
4 J Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
6,850
shares
|
$269,958
0.22% of portfolio
|
Q4 2024
Reduced 13.84%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
6,839
shares
|
$269,524
0.0% of portfolio
|
Q3 2025
Added 130.19%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
6,624
shares
|
$261,051
0.18% of portfolio
|
Q3 2025
Added 20.41%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
6,399
shares
|
$252,184
0.0% of portfolio
|
Q3 2025
Reduced 49.82%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
6,389
shares
|
$251,790
0.0% of portfolio
|
Q3 2025
Reduced 17.18%
|
|