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UAUG Institutional Ownership

Innovator U.S. Equity Ultra Buffer ETF - August
1W: -0.1% 1M: +0.5% 3M: +2.3% YTD: +7.9% 1Y: +9.7% 3Y: +50.8% 5Y: +50.0%
$43.13
+0.14 (+0.34%)
 
Weekly Expected Move ±0.7%
$43 $43 $43 $43 $44
ETF CBOE · AUM $251.6M
Overview Chart Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Dividends Weather

Institutional Ownership — UAUG

93
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
113M
Total Invested
8
New Positions
10
Increased
42
Reduced
4
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (101 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Broussard Financial Group LLC 401,796 17M -9,547 -2.3% 3Q SEC ↗
2 RAYMOND JAMES FINANCIAL INC 249,840 11M -25,233 -9.2% 7Q SEC ↗
3 C2P Capital Advisory Group, LLC d.b.a. 153,873 7M +6,417 +4.4% 15Q SEC ↗
4 COMMONWEALTH EQUITY SERVICES, LLC 149,147 6M -4,911 -3.2% 17Q SEC ↗
5 OSAIC HOLDINGS, INC. 141,651 6M -9,104 -6.0% 26Q SEC ↗
6 MBL Wealth, LLC 127,626 6M +461 +0.4% 14Q SEC ↗
7 Brookstone Capital Management 116,061 5M -14,854 -11.3% 16Q SEC ↗
8 KFG WEALTH MANAGEMENT, LLC 98,177 4M -29,161 -22.9% 15Q SEC ↗
9 ENVESTNET ASSET MANAGEMENT INC 73,269 3M -1,463 -2.0% 18Q SEC ↗
10 SUSQUEHANNA INTERNATIONAL GROUP, LLP 71,361 3M +54,097 +313.4% 11Q SEC ↗
11 Archer Investment Corp 65,908 3M -1,923 -2.8% 24Q SEC ↗
12 FIDUCIARY FINANCIAL GROUP, LLC 58,579 3M — +0.0% 9Q SEC ↗
13 Kestra Advisory Services, LLC 52,534 2M -15,053 -22.3% 12Q SEC ↗
14 CENTRAL VALLEY ADVISORS, LLC 49,933 2M -3,299 -6.2% 8Q SEC ↗
15 OLD MISSION CAPITAL LLC 45,917 2M +37,255 +430.1% 11Q SEC ↗
16 Berger Financial Group, Inc 43,839 2M -13,136 -23.1% 13Q SEC ↗
17 LPL Financial LLC 35,672 2M +4,222 +13.4% 11Q SEC ↗
18 Clearstead Advisors, LLC 35,366 2M -144 -0.4% 4Q SEC ↗
19 Spire Wealth Management 35,059 2M -25,282 -41.9% 16Q SEC ↗
20 Cetera Investment Advisers 33,020 1M -835 -2.5% 16Q SEC ↗
21 Cambridge Investment Research Advisors 32,945 1M -1,452 -4.2% 26Q SEC ↗
22 MML INVESTORS SERVICES, LLC 28,368 1M +3,777 +15.4% 8Q SEC ↗
23 Foundations Investment Advisors, LLC 24,997 1M -675 -2.6% 8Q SEC ↗
24 Strategic Blueprint, LLC 24,163 1M -253 -1.0% 20Q SEC ↗
25 MILESTONE ASSET MANAGEMENT, LLC 22,948 990K -1,226 -5.1% 12Q SEC ↗
26 Retirement Planning Group, LLC 20,669 892K — +0.0% 12Q SEC ↗
27 SteelPeak Wealth, LLC NEW 19,998 863K — +0.0% 1Q SEC ↗
28 Impact Partnership Wealth, LLC 19,523 842K — +0.0% 4Q SEC ↗
29 CRA Financial Services, LLC 18,555 800K — +0.0% 12Q SEC ↗
30 TRUIST FINANCIAL CORP 18,379 793K -7 -0.0% 11Q SEC ↗
31 WPWealth LLP 16,150 697K — +0.0% 8Q SEC ↗
32 Prime Capital Investment Advisors, LLC 15,947 688K -6,800 -29.9% 2Q SEC ↗
33 Steward Partners Investment Advisory, 15,258 658K -60 -0.4% 12Q SEC ↗
34 JANE STREET GROUP, LLC NEW 14,967 646K — +0.0% 1Q SEC ↗
35 Keystone Wealth Services, LLC 14,482 625K -71 -0.5% 2Q SEC ↗
36 Onyx Bridge Wealth Group LLC 13,680 590K -824 -5.7% 12Q SEC ↗
37 Vantage Point Financial LLC 11,911 514K -127 -1.1% 7Q SEC ↗
38 Chicago Partners Investment Group LLC 11,272 486K -754 -6.3% 11Q SEC ↗
39 CITADEL ADVISORS LLC 11,238 485K -215 -1.9% 2Q SEC ↗
40 Farther Finance Advisors, LLC 10,865 469K -541 -4.7% 10Q SEC ↗
41 Lakeridge Wealth Management LLC 10,726 463K — +0.0% 11Q SEC ↗
42 WealthShield Partners, LLC 10,682 461K -12,127 -53.2% 16Q SEC ↗
43 Lantz Financial LLC 10,533 454K -51 -0.5% 4Q SEC ↗
44 Simplicity Wealth,LLC 10,329 446K — +0.0% 6Q SEC ↗
45 Cornerstone Wealth Group, LLC 10,094 435K — +0.0% 8Q SEC ↗
46 Integrity Advisory Solutions, LLC 9,938 429K +2,222 +28.8% 4Q SEC ↗
47 Cresset Asset Management, LLC 9,286 401K — +0.0% 9Q SEC ↗
48 Advance Capital Management, Inc. 9,184 396K -4,675 -33.7% 12Q SEC ↗
49 Creative Planning 9,153 395K -950 -9.4% 2Q SEC ↗
50 SageView Advisory Group, LLC 9,078 392K -1,025 -10.1% 15Q SEC ↗

Recent Activity

New Positions (8)
HolderSharesValue
SteelPeak Wealth, LLC 19,998 863K
JANE STREET GROUP, LLC 14,967 646K
TOUNJIAN ADVISORY PARTNERS, LLC 6,672 288K
Interchange Capital Partners, LLC 5,000 216K
MGO ONE SEVEN LLC 4,945 213K
FOUNDERS FINANCIAL SECURITIES LLC 4,840 209K
RFG Advisory, LLC 4,835 209K
WELLS FARGO & COMPANY/MN 942 41K
Biggest Increases (10)
HolderAddedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL +54,097 +313.4% 71,361
OLD MISSION CAPITAL LLC +37,255 +430.1% 45,917
C2P Capital Advisory Group, LLC d.b +6,417 +4.4% 153,873
LPL Financial LLC +4,222 +13.4% 35,672
MML INVESTORS SERVICES, LLC +3,777 +15.4% 28,368
Integrity Advisory Solutions, LLC +2,222 +28.8% 9,938
UBS Group AG +609 +70.5% 1,473
MBL Wealth, LLC +461 +0.4% 127,626
Sterling Financial Planning, Inc. +74 +1.0% 7,809
Talon Private Wealth, LLC +37 +3.0% 1,288
Biggest Decreases (20)
HolderReducedChange %Total Shares
KFG WEALTH MANAGEMENT, LLC -29,161 -22.9% 98,177
Spire Wealth Management -25,282 -41.9% 35,059
RAYMOND JAMES FINANCIAL INC -25,233 -9.2% 249,840
Kestra Advisory Services, LLC -15,053 -22.3% 52,534
Brookstone Capital Management -14,854 -11.3% 116,061
Berger Financial Group, Inc -13,136 -23.1% 43,839
WealthShield Partners, LLC -12,127 -53.2% 10,682
Broussard Financial Group LLC -9,547 -2.3% 401,796
OSAIC HOLDINGS, INC. -9,104 -6.0% 141,651
Prime Capital Investment Advisors, -6,800 -29.9% 15,947
COMMONWEALTH EQUITY SERVICES, LLC -4,911 -3.2% 149,147
Advance Capital Management, Inc. -4,675 -33.7% 9,184
CENTRAL VALLEY ADVISORS, LLC -3,299 -6.2% 49,933
Archer Investment Corp -1,923 -2.8% 65,908
ENVESTNET ASSET MANAGEMENT INC -1,463 -2.0% 73,269
Cambridge Investment Research Advis -1,452 -4.2% 32,945
Accurate Wealth Management, LLC -1,257 -13.6% 8,013
MILESTONE ASSET MANAGEMENT, LLC -1,226 -5.1% 22,948
SageView Advisory Group, LLC -1,025 -10.1% 9,078
Creative Planning -950 -9.4% 9,153

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms