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 |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
6,011
shares
|
$236,893
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
6,009
shares
|
$236,814
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
5,989
shares
|
$236,026
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
5,831
shares
|
$229,799
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
5,648
shares
|
$222,587
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
5,543
shares
|
$218,449
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 22, 2025 Q3 2025 |
5,503
shares
|
$216,873
0.12% of portfolio
|
Q3 2025
Reduced 21.7%
|
|
|
Old Port Advisors
|
Oct 06, 2025 Q3 2025 |
5,500
shares
|
$216,754
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
5,473
shares
|
$215,690
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
5,050
shares
|
$199,020
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
5,049
shares
|
$198,981
0.03% of portfolio
|
Q2 2025
Reduced 27.14%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
3,081
shares
|
$121,422
0.0% of portfolio
|
Q3 2025
Added 33.03%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
2,051
shares
|
$80,829
0.0% of portfolio
|
Q3 2025
Reduced 75.34%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
1,968
shares
|
$77,558
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
1,893
shares
|
$74,603
0.0% of portfolio
|
Q3 2025
Reduced 52.21%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,800
shares
|
$70,938
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
1,100
shares
|
$43,350
0.0% of portfolio
|
Q1 2025
Reduced 77.95%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,087
shares
|
$42,838
0.0% of portfolio
|
Q1 2025
Reduced 8.0%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
894
shares
|
$35,232
0.01% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
674
shares
|
$26,562
0.0% of portfolio
|
Q2 2025
Reduced 52.23%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
506
shares
|
$19,941
0.0% of portfolio
|
Q3 2025
Added 187.5%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
455
shares
|
$17,931
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
250
shares
|
$9,852
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
16
shares
|
$630
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|