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 88 institutions that hold shares in the stock, with a total of 2.42 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 |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
22,352
shares
|
$853,622
0.05% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
21,005
shares
|
$802,180
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
20,375
shares
|
$778,121
1.08% of portfolio
|
Q1 2025
Reduced 8.41%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
20,137
shares
|
$769,032
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
19,752
shares
|
$754,328
0.17% of portfolio
|
Q3 2021
New holding
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
19,157
shares
|
$731,605
0.19% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
19,114
shares
|
$729,963
0.01% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
18,582
shares
|
$709,646
0.0% of portfolio
|
Q2 2025
Reduced 17.71%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
15,723
shares
|
$600,461
0.09% of portfolio
|
Q2 2025
Reduced 18.9%
|
|
|
Act Advisors, Llc.
|
Jul 14, 2025 Q2 2025 |
15,169
shares
|
$579,304
0.27% of portfolio
|
Q4 2024
Reduced 57.92%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
15,027
shares
|
$573,881
0.03% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
14,148
shares
|
$540,312
0.01% of portfolio
|
Q1 2025
Added 19.81%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
13,859
shares
|
$529,275
0.03% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
13,628
shares
|
$520,453
0.22% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
12,910
shares
|
$493,032
0.12% of portfolio
|
Q1 2025
Reduced 44.37%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
12,752
shares
|
$486,998
0.01% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
12,369
shares
|
$472,372
0.01% of portfolio
|
Q2 2025
Reduced 7.05%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
12,000
shares
|
$458,280
0.12% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
11,604
shares
|
$443,156
0.02% of portfolio
|
Q1 2025
Reduced 29.69%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
11,603
shares
|
$443,118
0.12% of portfolio
|
Q2 2025
Reduced 27.85%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
11,390
shares
|
$434,984
0.0% of portfolio
|
Q1 2025
Reduced 18.55%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
10,426
shares
|
$398,168
0.18% of portfolio
|
Q4 2024
Reduced 7.95%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
10,329
shares
|
$394,464
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
10,214
shares
|
$390,072
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
9,775
shares
|
$373,307
0.27% of portfolio
|
Q4 2023
Added 768.89%
|