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 101 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 $172 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
1,648,859
shares
|
$65 Million
0.9% of portfolio
|
Q3 2025
Added 1213.05%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
286,285
shares
|
$11.3 Million
0.0% of portfolio
|
Q3 2025
Added 417.31%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
163,116
shares
|
$6.43 Million
0.01% of portfolio
|
Q3 2025
Added 32.15%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
162,676
shares
|
$6.41 Million
0.01% of portfolio
|
Q3 2025
Added 6.51%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
153,263
shares
|
$6.04 Million
1.36% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
149,474
shares
|
$5.89 Million
0.34% of portfolio
|
Q2 2025
Reduced 7.78%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
137,354
shares
|
$5.41 Million
1.14% of portfolio
|
Q3 2025
Added 7.63%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
131,225
shares
|
$5.17 Million
0.51% of portfolio
|
Q3 2025
Added 5.81%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
126,046
shares
|
$4.97 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.27%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
117,536
shares
|
$4.63 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
75,352
shares
|
$2.97 Million
0.0% of portfolio
|
Q3 2025
Added 6.7%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
58,579
shares
|
$2.31 Million
0.36% of portfolio
|
Q3 2024
Added 497.62%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
58,542
shares
|
$2.31 Million
0.08% of portfolio
|
Q3 2025
Added 562.91%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
58,145
shares
|
$2.29 Million
0.17% of portfolio
|
Q3 2025
Reduced 18.09%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 09, 2025 Q3 2025 |
53,333
shares
|
$2.1 Million
0.65% of portfolio
|
Q3 2025
Added 31.79%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
51,717
shares
|
$2.04 Million
0.1% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
39,646
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2025
Added 15.68%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
35,416
shares
|
$1.4 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
35,415
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
33,907
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2025
Added 25.55%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
31,542
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2025
Added 31.39%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
27,055
shares
|
$1.07 Million
0.13% of portfolio
|
Q3 2025
Reduced 9.98%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
27,002
shares
|
$1.06 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
22,443
shares
|
$884,478
0.0% of portfolio
|
Q3 2025
Reduced 51.57%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
22,352
shares
|
$880,892
0.04% of portfolio
|
Q2 2025
Reduced 0.67%
|
|