ZAUG Institutional Ownership
Innovator Equity Defined Protection ETF - 1 Yr August
1W: +0.2%
YTD: +0.3%
$27.98
+0.04 (+0.14%)
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — ZAUG
82
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
59M
Total Invested
8
New Positions
7
Increased
36
Reduced
9
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (82 total)
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| CANANDAIGUA NATIONAL BANK & TRUST C | 142,234 | 4M |
| Forthright Family Wealth Advisory L | 20,000 | 560K |
| AXXCESS WEALTH MANAGEMENT, LLC | 17,176 | 481K |
| Beacon Pointe Advisors, LLC | 15,145 | 424K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 9,604 | 269K |
| Foundations Investment Advisors, LL | 7,282 | 204K |
| WELLS FARGO & COMPANY/MN | 2,000 | 56K |
| MERCER GLOBAL ADVISORS INC /ADV | 384 | 11K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Csenge Advisory Group | 17,160 | 480K |
| Aegis Wealth Management, Inc. | 14,728 | 412K |
| HOWARD BAILEY SECURITIES, LLC | 11,896 | 333K |
| Key Capital Management, INC | 4,467 | 125K |
| Intentional Wealth Strategies, LLC | 1,037 | 29K |
| Kingdom Financial Group LLC. | 259 | 7K |
| Lloyd Advisory Services, LLC. | 259 | 7K |
| Networth Advisors, LLC | 252 | 7K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 190 | 5K |
Biggest Increases (7)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +6,047 | +34.7% | 23,497 |
| JPMORGAN CHASE & CO | +4,908 | +60.7% | 12,990 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +4,303 | +11.3% | 42,397 |
| OSAIC HOLDINGS, INC. | +1,003 | +2.2% | 47,112 |
| Cambridge Investment Research Advis | +879 | +4.2% | 21,847 |
| Brookstone Capital Management | +28 | +0.1% | 41,195 |
| CoreCap Advisors, LLC | +10 | +1.9% | 529 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| AE Wealth Management LLC | -79,421 | -63.3% | 46,099 |
| HighTower Advisors, LLC | -73,899 | -22.3% | 257,875 |
| COMMONWEALTH EQUITY SERVICES, LLC | -18,287 | -15.2% | 102,210 |
| Kestra Advisory Services, LLC | -14,558 | -14.0% | 89,727 |
| Comprehensive Financial Consultants | -13,580 | -61.7% | 8,436 |
| OLD MISSION CAPITAL LLC | -11,748 | -28.2% | 29,947 |
| Archer Investment Corp | -10,702 | -4.1% | 248,218 |
| Cetera Investment Advisers | -5,498 | -8.5% | 59,040 |
| Summit Wealth Partners, LLC | -4,702 | -39.0% | 7,344 |
| CAPTRUST FINANCIAL ADVISORS | -4,515 | -30.7% | 10,205 |
| FSA Advisors, Inc. | -3,732 | -28.1% | 9,545 |
| Integrity Advisory Solutions, LLC | -3,350 | -17.1% | 16,208 |
| BARCLAYS PLC | -3,137 | -56.3% | 2,430 |
| CENTAURUS FINANCIAL, INC. | -1,921 | -3.9% | 47,230 |
| Strategic Blueprint, LLC | -1,176 | -2.0% | 58,816 |
| Farther Finance Advisors, LLC | -763 | -9.2% | 7,529 |
| CENTRAL VALLEY ADVISORS, LLC | -714 | -3.0% | 23,321 |
| EVOLUTION WEALTH MANAGEMENT INC. | -379 | -2.8% | 13,056 |
| Mutual Advisors, LLC | -327 | -2.8% | 11,471 |
| ENVESTNET ASSET MANAGEMENT INC | -308 | -3.3% | 9,046 |