NAUG Institutional Ownership
Innovator Growth-100 Power Buffer ETF - August
1W: +0.5%
YTD: +2.3%
$33.60
+0.20 (+0.60%)
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — NAUG
49
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
22M
Total Invested
8
New Positions
7
Increased
24
Reduced
10
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (49 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | 97,231 | $3M | -10,491 | -9.7% | 8Q | SEC ↗ |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 84,502 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 3 | HighTower Advisors, LLC | 72,479 | $2M | -147 | -0.2% | 8Q | SEC ↗ |
| 4 | CORRADO ADVISORS, LLC | 63,967 | $2M | -1,059 | -1.6% | 8Q | SEC ↗ |
| 5 | Cetera Investment Advisers | 41,957 | $1M | -46,345 | -52.5% | 8Q | SEC ↗ |
| 6 | Sherry Group, Inc. | 36,787 | $1M | -2,900 | -7.3% | 3Q | SEC ↗ |
| 7 | OSAIC HOLDINGS, INC. | 35,612 | $1M | +8,193 | +29.9% | 8Q | SEC ↗ |
| 8 | Kestra Advisory Services, LLC | 32,476 | $1M | -20,484 | -38.7% | 8Q | SEC ↗ |
| 9 | TRUIST FINANCIAL CORP | 26,705 | $897K | -2,436 | -8.4% | 4Q | SEC ↗ |
| 10 | AE Wealth Management LLC | 24,316 | $817K | — | +0.0% | 8Q | SEC ↗ |
| 11 | OLD MISSION CAPITAL LLC | 21,699 | $729K | +2,245 | +11.5% | 3Q | SEC ↗ |
| 12 | RAYMOND JAMES FINANCIAL INC | 16,361 | $550K | -15,481 | -48.6% | 5Q | SEC ↗ |
| 13 | CITADEL ADVISORS LLC | 15,509 | $521K | +1,579 | +11.3% | 2Q | SEC ↗ |
| 14 | Merit Financial Group, LLC | 12,855 | $432K | -375 | -2.8% | 5Q | SEC ↗ |
| 15 | Phoenix Financial Ltd. | 11,820 | $397K | +3,090 | +35.4% | 4Q | SEC ↗ |
| 16 | ALTERNA WEALTH MANAGEMENT, INC | 9,691 | $326K | — | +0.0% | 4Q | SEC ↗ |
| 17 | LPL Financial LLC NEW | 9,657 | $324K | — | +0.0% | 1Q | SEC ↗ |
| 18 | BLAIR WILLIAM & CO/IL | 9,054 | $304K | — | +0.0% | 8Q | SEC ↗ |
| 19 | Cambridge Investment Research Advisors | 8,998 | $302K | -4 | -0.0% | 4Q | SEC ↗ |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 8,711 | $293K | -203 | -2.3% | 4Q | SEC ↗ |
| 21 | CWC Advisors, LLC. | 8,532 | $287K | -165 | -1.9% | 4Q | SEC ↗ |
| 22 | Diligent Investors, LLC | 7,700 | $259K | — | +0.0% | 4Q | SEC ↗ |
| 23 | Ameritas Advisory Services, LLC NEW | 7,250 | $244K | — | +0.0% | 1Q | SEC ↗ |
| 24 | Cresset Asset Management, LLC | 7,230 | $243K | — | +0.0% | 4Q | SEC ↗ |
| 25 | Cornerstone Wealth, LLC/TN | 6,935 | $233K | -30,086 | -81.3% | 2Q | SEC ↗ |
| 26 | FIRST FOUNDATION ADVISORS NEW | 6,830 | $229K | — | +0.0% | 1Q | SEC ↗ |
| 27 | MML INVESTORS SERVICES, LLC NEW | 6,455 | $217K | — | +0.0% | 1Q | SEC ↗ |
| 28 | DHJJ Financial Advisors, Ltd. | 5,640 | $190K | -45 | -0.8% | 8Q | SEC ↗ |
| 29 | Keating Financial Advisory Services, I | 2,892 | $97K | +2,272 | +366.5% | 3Q | SEC ↗ |
| 30 | LANARK FINANCIAL, INC. | 2,387 | $80K | — | +0.0% | 4Q | SEC ↗ |
| 31 | CREATIVE FINANCIAL DESIGNS INC /ADV | 2,300 | $77K | — | +0.0% | 4Q | SEC ↗ |
| 32 | IFP Advisors, Inc | 1,613 | $54K | +715 | +79.6% | 8Q | SEC ↗ |
| 33 | JPMORGAN CHASE & CO | 1,389 | $47K | +1,203 | +646.8% | 2Q | SEC ↗ |
| 34 | Integrated Wealth Concepts LLC NEW | 924 | $31K | — | +0.0% | 1Q | SEC ↗ |
| 35 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW | 497 | $17K | — | +0.0% | 1Q | SEC ↗ |
| 36 | CoreCap Advisors, LLC | 470 | $16K | — | +0.0% | 4Q | SEC ↗ |
| 37 | HARBOUR INVESTMENTS, INC. | 391 | $13K | — | +0.0% | 8Q | SEC ↗ |
| 38 | Clearstead Advisors, LLC NEW | 200 | $7K | — | +0.0% | 1Q | SEC ↗ |
| 39 | MORGAN STANLEY | 100 | $3K | — | +0.0% | 8Q | SEC ↗ |
| 40 | TopTier Wealth Management, LLC | 0 | $0K | -3,364 | -100.0% | 1Q | SEC ↗ |
| 41 | Gradient Investments LLC | 0 | $0K | -1,239,641 | -100.0% | 3Q | SEC ↗ |
| 42 | Brown Financial Advisors | 0 | $0K | -14,602 | -100.0% | 3Q | SEC ↗ |
| 43 | Mattson Financial Services, LLC | 0 | $0K | -8,486 | -100.0% | 3Q | SEC ↗ |
| 44 | Paladin Wealth, LLC | 0 | $0K | -9,606 | -100.0% | 3Q | SEC ↗ |
| 45 | Tradition Wealth Management, LLC | 0 | $0K | -7,001 | -100.0% | 3Q | SEC ↗ |
| 46 | Advisory Services Network, LLC | 0 | $0K | -650 | -100.0% | 1Q | SEC ↗ |
| 47 | Trek Financial, LLC | 0 | $0K | -12,077 | -100.0% | 7Q | SEC ↗ |
| 48 | UBS Group AG | 0 | $0K | -275 | -100.0% | 5Q | SEC ↗ |
| 49 | A4 Wealth Advisors LLC | 0 | $0K | -7,135 | -100.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 84,502 | $3M |
| LPL Financial LLC | 9,657 | $324K |
| Ameritas Advisory Services, LLC | 7,250 | $244K |
| FIRST FOUNDATION ADVISORS | 6,830 | $229K |
| MML INVESTORS SERVICES, LLC | 6,455 | $217K |
| Integrated Wealth Concepts LLC | 924 | $31K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 497 | $17K |
| Clearstead Advisors, LLC | 200 | $7K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Gradient Investments LLC | 1,239,641 | $42M |
| Brown Financial Advisors | 14,602 | $491K |
| Trek Financial, LLC | 12,077 | $406K |
| Paladin Wealth, LLC | 9,606 | $323K |
| Mattson Financial Services, LLC | 8,486 | $285K |
| A4 Wealth Advisors LLC | 7,135 | $240K |
| Tradition Wealth Management, LLC | 7,001 | $235K |
| TopTier Wealth Management, LLC | 3,364 | $113K |
| Advisory Services Network, LLC | 650 | $22K |
| UBS Group AG | 275 | $9K |
Biggest Increases (7)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | +8,193 | +29.9% | 35,612 |
| Phoenix Financial Ltd. | +3,090 | +35.4% | 11,820 |
| Keating Financial Advisory Services | +2,272 | +366.5% | 2,892 |
| OLD MISSION CAPITAL LLC | +2,245 | +11.5% | 21,699 |
| CITADEL ADVISORS LLC | +1,579 | +11.3% | 15,509 |
| JPMORGAN CHASE & CO | +1,203 | +646.8% | 1,389 |
| IFP Advisors, Inc | +715 | +79.6% | 1,613 |
Biggest Decreases (14)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Cetera Investment Advisers | -46,345 | -52.5% | 41,957 |
| Cornerstone Wealth, LLC/TN | -30,086 | -81.3% | 6,935 |
| Kestra Advisory Services, LLC | -20,484 | -38.7% | 32,476 |
| RAYMOND JAMES FINANCIAL INC | -15,481 | -48.6% | 16,361 |
| COMMONWEALTH EQUITY SERVICES, LLC | -10,491 | -9.7% | 97,231 |
| Sherry Group, Inc. | -2,900 | -7.3% | 36,787 |
| TRUIST FINANCIAL CORP | -2,436 | -8.4% | 26,705 |
| CORRADO ADVISORS, LLC | -1,059 | -1.6% | 63,967 |
| Merit Financial Group, LLC | -375 | -2.8% | 12,855 |
| ENVESTNET ASSET MANAGEMENT INC | -203 | -2.3% | 8,711 |
| CWC Advisors, LLC. | -165 | -1.9% | 8,532 |
| HighTower Advisors, LLC | -147 | -0.2% | 72,479 |
| DHJJ Financial Advisors, Ltd. | -45 | -0.8% | 5,640 |
| Cambridge Investment Research Advis | -4 | -0.0% | 8,998 |