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 $172 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
21,238
shares
|
$836,989
0.01% of portfolio
|
Q3 2025
Added 143.44%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
20,375
shares
|
$802,978
1.08% of portfolio
|
Q1 2025
Reduced 8.41%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 19, 2025 Q3 2025 |
19,752
shares
|
$778,426
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
19,571
shares
|
$771,293
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
19,169
shares
|
$755,450
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
18,578
shares
|
$732,158
0.0% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
18,555
shares
|
$731,252
0.11% of portfolio
|
Q3 2025
Reduced 25.27%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 12, 2025 Q3 2025 |
18,467
shares
|
$727,784
0.12% of portfolio
|
Q1 2025
Added 7.72%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Oct 02, 2025 Q3 2025 |
17,723
shares
|
$698,463
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
15,706
shares
|
$618,973
0.08% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
15,367
shares
|
$605,613
0.0% of portfolio
|
Q3 2025
Reduced 13.1%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
14,779
shares
|
$582,440
0.14% of portfolio
|
Q3 2025
Reduced 22.85%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
14,130
shares
|
$556,863
0.02% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 10, 2025 Q3 2025 |
13,859
shares
|
$546,183
0.04% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
13,628
shares
|
$537,079
0.21% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
13,131
shares
|
$517,492
0.0% of portfolio
|
Q3 2025
Reduced 5.68%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
12,098
shares
|
$476,782
0.01% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
12,000
shares
|
$472,919
0.14% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
10,875
shares
|
$428,583
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 17, 2025 Q3 2025 |
10,726
shares
|
$422,711
0.19% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
10,643
shares
|
$419,440
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
10,598
shares
|
$417,667
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
10,329
shares
|
$407,065
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
10,214
shares
|
$402,533
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
10,103
shares
|
$398,159
0.01% of portfolio
|
Q3 2025
Reduced 0.01%
|
|