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 |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
8,831
shares
|
$344,850
0.01% of portfolio
|
Q2 2025
Reduced 32.97%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
8,724
shares
|
$340,672
0.01% of portfolio
|
Q2 2025
Reduced 38.34%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
8,520
shares
|
$332,706
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
8,316
shares
|
$324,739
0.0% of portfolio
|
Q2 2025
Added 68.96%
|
|
|
Sterling Financial Planning, Inc.
|
Jul 28, 2025 Q2 2025 |
8,103
shares
|
$316,422
0.1% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
7,840
shares
|
$306,152
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
7,714
shares
|
$301,231
0.0% of portfolio
|
Q1 2025
Reduced 29.64%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
7,711
shares
|
$301,114
0.02% of portfolio
|
Q2 2025
Reduced 8.43%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
7,637
shares
|
$298,224
0.0% of portfolio
|
Q4 2024
Reduced 56.11%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
7,476
shares
|
$291,937
0.0% of portfolio
|
Q2 2025
Reduced 7.31%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
7,364
shares
|
$287,564
0.05% of portfolio
|
Q1 2025
Reduced 36.58%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
7,349
shares
|
$286,978
0.02% of portfolio
|
Q1 2025
Reduced 79.01%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 16, 2025 Q2 2025 |
7,028
shares
|
$274,443
0.16% of portfolio
|
Q2 2025
Reduced 19.08%
|
|
|
4 J Wealth Management LLC
|
Aug 04, 2025 Q2 2025 |
6,850
shares
|
$267,492
0.24% of portfolio
|
Q4 2024
Reduced 13.84%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
6,009
shares
|
$234,651
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
5,831
shares
|
$227,700
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
5,750
shares
|
$224,537
0.0% of portfolio
|
Q2 2024
Reduced 4.29%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
5,543
shares
|
$216,454
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
5,501
shares
|
$214,814
0.16% of portfolio
|
Q2 2025
Reduced 9.6%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
5,500
shares
|
$214,774
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
5,440
shares
|
$212,431
0.01% of portfolio
|
Q2 2025
Reduced 50.13%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
5,145
shares
|
$200,912
0.06% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
5,050
shares
|
$197,202
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
5,049
shares
|
$197,163
0.03% of portfolio
|
Q2 2025
Reduced 27.14%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
3,961
shares
|
$154,677
0.0% of portfolio
|
Q2 2025
Added 260.75%
|