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
Ubs Group Ag	May 13, 2025 Q1 2025	4,922 shares	$187,971 0.0% of portfolio	Q1 2025 Added 12205.0%
Farther Finance Advisors, LLC San Francisco, CA	Jul 11, 2025 Q2 2025	2,971 shares	$113,462 0.0% of portfolio	Q4 2024 Reduced 1.16%
Ae Wealth Management LLC	Aug 06, 2025 Q2 2025	2,316 shares	$88,448 0.0% of portfolio	Q2 2025 Reduced 37.27%
Advisor Net Financial, Inc	Jul 14, 2025 Q2 2025	1,100 shares	$42,009 0.0% of portfolio	Q1 2025 Reduced 77.95%
Barclays PLC London, X0	May 15, 2025 Q1 2025	1,098 shares	$41,932 0.0% of portfolio	Q1 2025 Added 293.55%
Royal Bank Of Canada Toronto, A6	May 15, 2025 Q1 2025	1,000 shares	$38,190 0.0% of portfolio	Q3 2024 Reduced 71.43%
Dhjj Financial Advisors, Ltd.	Jul 21, 2025 Q2 2025	904 shares	$34,523 0.01% of portfolio	Q2 2025 Reduced 65.4%
Harbour Investments, Inc. Madison, WI	Jul 28, 2025 Q2 2025	674 shares	$25,740 0.0% of portfolio	Q2 2025 Reduced 52.23%
Orion Capital Management LLC	Jul 31, 2025 Q2 2025	455 shares	$17,376 0.01% of portfolio	Q4 2024 New holding
Srs Capital Advisors, Inc. Denver, CO	May 14, 2025 Q1 2025	450 shares	$17,185 0.0% of portfolio	Q4 2024 Reduced 21.05%
Atticus Wealth Management, LLC	Jul 10, 2025 Q2 2025	200 shares	$7,638 0.0% of portfolio	Q4 2022 New holding
Core Cap Advisors, LLC Southfield, MI	May 09, 2025 Q1 2025	176 shares	$6,721 0.0% of portfolio	Q1 2025 Reduced 37.37%
Concourse Financial Group Securities, Inc. Birmingham, AL	May 14, 2025 Q1 2025	0 shares	$0 100.0% of portfolio	Q1 2025 New holding

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P - Open market or private purchase×

S - Open market or private sale×

V - Transaction voluntarily reported earlier than required×

A - Grant, award, or other acquisition×

D - Sale (or disposition) back to the issuer×

F - Payment of exercise price or tax liability×

I - Discretionary transaction×

M - Exercise of conversion of derivative security×

C - Conversion of derivative security×

E - Expiration of short derivative position×

H - Expiration (or cancellation) of long derivative position with value received×

O - Exercise of out-of-the-money derivative securities×

X - Exercise of in-the-money or at-the-money derivatives securities×

G - Bona fide gift×

L - Small Acquisition×

W - Acquisition or disposition by will or laws×

Z - Deposit into or withdrawal from voting trust×

J - Other acquisition or disposition×

K - Transaction in equity swap or similar instrument×

U - Disposition due to a tender of shares in a change of control transaction×

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Institutional Ownership Innovator U.S. Equity Ultra Bu (UAUG)

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