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Innovator U.S. Equity Ultra Buffer ETF - August (UAUG) Institutional Ownership

$37.63 +1.25 (+3.43%)
As of 07/3/2025 12:53 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Ultra Buffer ETF - August (BATS:UAUG)

Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$74.28M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$123.36M
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UAUG Institutional Buying and Selling by Quarter

Innovator U.S. Equity Ultra Buffer ETF - August Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025MBL Wealth LLC124,467$4.31M0.4%-7.0%2.942%
5/19/2025SageView Advisory Group LLC11,604$402K0.0%-29.7%0.274%
5/16/2025Arete Wealth Advisors LLC8,421$292K0.0%-22.0%0.199%
5/16/2025Talon Private Wealth LLC6,930$245K0.0%-97.5%0.164%
5/15/2025OLD Mission Capital LLC24,359$843K0.0%+32.8%0.576%
5/14/2025PKS Advisory Services LLC12,910$447K0.1%-44.4%0.305%
5/14/2025Heritage Wealth Partners LLC20,375$705K1.1%-8.4%0.482%
5/14/2025Kestra Advisory Services LLC139,392$4.83M0.0%-15.6%3.295%
5/13/2025HighTower Advisors LLC11,390$394K0.0%-18.5%0.269%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors125,223$4.35M0.3%+14.2%2.960%
5/12/2025Berger Financial Group Inc79,089$2.74M0.2%-3.3%1.870%
5/9/2025Chicago Partners Investment Group LLC13,307$462K0.0%-8.6%0.315%
5/9/2025WealthShield Partners LLC33,510$1.16M0.1%-17.8%0.792%
5/7/2025Foundations Investment Advisors LLC14,148$490K0.0%+19.8%0.334%
5/6/2025Cetera Investment Advisers24,006$831K0.0%+7.8%0.568%
5/6/2025AE Wealth Management LLC3,692$128K0.0%+25.7%0.087%
5/5/2025Archer Investment Corp152,460$5.28M1.4%-3.7%3.604%
5/2/2025Kingsview Wealth Management LLC12,752$441K0.0%-4.1%0.301%
4/30/2025Trek Financial LLC7,349$254K0.0%-79.0%0.174%
4/29/2025Envestnet Asset Management Inc.71,128$2.46M0.0%-39.0%1.682%
4/29/2025Strategic Blueprint LLC48,585$1.68M0.1%-6.8%1.149%
4/29/2025Brookstone Capital Management115,615$4.00M0.1%-91.9%2.733%
4/29/2025Onyx Bridge Wealth Group LLC19,387$671K0.1%-92.1%0.458%
4/23/2025Spire Wealth Management13,175$456K0.0%-24.4%0.311%
4/22/2025Cambridge Investment Research Advisors Inc.36,022$1.25M0.0%-13.9%0.852%
4/16/2025CRA Financial Services LLC24,930$863K0.1%-3.9%0.580%
4/16/2025Wealth Enhancement Advisory Services LLC7,714$267K0.0%-29.6%0.179%
4/15/2025Central Valley Advisors LLC42,008$1.45M0.6%-7.5%0.977%
4/15/2025Accurate Wealth Management LLC7,364$248K0.0%-36.6%0.171%
4/15/2025Simplicity Wealth LLC10,329$358K0.0%N/A0.240%
4/14/2025Pallas Capital Advisors LLC24,747$857K0.0%-77.8%0.576%
4/11/2025KFG Wealth Management LLC139,390$4.83M0.9%-42.9%3.242%
4/10/2025Retirement Planning Group LLC22,503$779K0.0%-4.4%0.523%
4/10/2025Diligent Investors LLC12,000$415K0.1%-14.3%0.279%
4/9/2025Buska Wealth Management LLC16,081$557K0.2%-8.1%0.374%
4/9/2025Milestone Asset Management LLC28,125$974K0.2%-8.9%0.654%
4/9/2025Advance Capital Management Inc.14,432$500K0.0%-29.2%0.336%
4/7/2025AdvisorNet Financial Inc1,100$38K0.0%-77.9%0.026%
3/17/2025Wealth Enhancement Advisory Services LLC10,964$389K0.0%-23.2%0.249%
3/6/2025Wood Tarver Financial Group LLC5,411$192K0.1%N/A0.115%
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3/4/2025Buska Wealth Management LLC17,489$621K0.2%-3.2%0.372%
2/18/2025Retirement Planning Group LLC23,538$836K0.0%-8.6%0.380%
2/17/2025Wolverine Trading LLC7,656$273K0.0%N/A0.123%
2/17/2025Diligent Investors LLC14,000$497K0.1%-14.6%0.226%
2/17/2025Cetera Investment Advisers22,263$791K0.0%-4.3%0.359%
2/14/2025Berger Financial Group Inc81,825$2.91M0.2%-4.3%1.320%
2/14/2025Two Sigma Securities LLC16,610$590K0.1%N/A0.268%
2/14/2025IHT Wealth Management LLC27,325$970K0.0%-64.1%0.441%
2/13/2025Raymond James Financial Inc.118,639$4.21M0.0%N/A1.914%
2/13/2025Advisory Services Network LLC8,520$303K0.0%N/A0.137%
2/13/2025Trek Financial LLC35,008$1.24M0.1%-37.0%0.565%
2/13/2025Envestnet Asset Management Inc.116,545$4.14M0.0%-33.0%1.880%
2/12/2025Arete Wealth Advisors LLC10,798$383K0.0%-10.4%0.174%
2/12/2025OLD Mission Capital LLC18,345$651K0.0%+63.3%0.296%
2/12/2025Riggs Capital Management LLC5,831$207K0.2%N/A0.094%
2/12/2025Worth Financial Advisory Group LLC8,685$308K0.2%-22.7%0.140%
2/12/2025PKS Advisory Services LLC23,205$824K0.2%N/A0.374%
2/11/2025LPL Financial LLC17,751$630K0.0%-9.7%0.286%
2/10/2025IMG Wealth Management Inc.6,101$217K0.2%N/A0.098%
2/10/2025Commonwealth Equity Services LLC173,782$6.17M0.0%-0.5%2.803%
2/7/2025PFG Advisors15,027$534K0.0%+2.3%0.242%
2/7/2025Novus Advisors LLC21,005$746K0.7%N/A0.339%
2/6/2025Raymond James Financial Inc.118,639$4.21M0.0%N/A1.914%
2/6/2025Dana Investment Advisors Inc.9,765$347K0.0%N/A0.158%
2/6/2025Steward Partners Investment Advisory LLC19,506$693K0.0%-5.2%0.315%
2/4/2025WealthShield Partners LLC40,785$1.45M0.2%-15.5%0.658%
1/31/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors109,646$3.89M0.1%+12.2%1.768%
1/30/2025Lakeridge Wealth Management LLC10,426$370K0.2%-7.9%0.168%
1/29/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors14,604$519K0.0%-85.1%0.236%
1/29/2025Retirement Guys Formula LLC6,128$218K0.1%-8.2%0.099%
1/28/2025Kingsview Wealth Management LLC13,296$472K0.0%-2.9%0.214%
1/28/2025Archer Investment Corp158,345$5.62M1.5%-5.6%2.554%
1/27/2025Onyx Bridge Wealth Group LLC244,445$8.68M1.2%-0.2%3.943%
1/27/2025Mather Group LLC.7,637$271K0.0%-56.1%0.123%
1/24/2025Vantage Point Financial LLC13,394$476K0.3%N/A0.216%
1/24/20254J Wealth Management LLC6,850$243K0.2%-13.8%0.110%
1/24/2025Chicago Partners Investment Group LLC14,560$519K0.0%-24.5%0.235%
1/23/2025Strategic Blueprint LLC52,117$1.85M0.1%-7.9%0.841%
1/22/2025Foundations Investment Advisors LLC11,809$419K0.0%-25.5%0.190%
1/21/2025KFG Wealth Management LLC244,180$8.67M1.6%-7.0%3.938%
1/21/2025RFG Advisory LLC11,096$394K0.0%-57.0%0.179%
1/17/2025Janney Montgomery Scott LLC5,676$202K0.0%N/A0.092%
1/15/2025Central Valley Advisors LLC45,419$1.61M0.7%-2.4%0.733%
1/14/2025Accurate Wealth Management LLC11,612$412K0.1%-13.2%0.187%
1/13/2025AdvisorNet Financial Inc4,988$177K0.0%-17.6%0.080%
1/13/2025Pallas Capital Advisors LLC111,558$3.96M0.2%-2.7%1.799%
1/13/2025Heritage Wealth Partners LLC22,246$790K1.0%-68.4%0.359%
1/13/2025ACT Advisors LLC.15,169$539K0.3%-57.9%0.245%
1/13/2025Brookstone Capital Management1,434,951$50.95M0.7%+23.4%23.144%
1/6/2025Advance Capital Management Inc.20,384$724K0.0%-6.5%0.329%
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12/26/2024JPMorgan Chase & Co.10,933$383K0.0%-36.9%0.176%
11/19/2024Barclays PLC14,122$495K0.0%N/A0.228%
11/18/2024Arete Wealth Advisors LLC12,045$421K0.0%-16.3%0.194%
11/15/2024Barclays PLC14,122$495K0.0%N/A0.228%
11/15/2024MML Investors Services LLC29,170$1.02M0.0%N/A0.470%
11/15/2024Jane Street Group LLC21,113$740K0.0%N/A0.341%
11/15/2024SageView Advisory Group LLC16,505$578K0.0%-43.5%0.266%
11/15/2024IHT Wealth Management LLC76,176$2.71M0.1%+2.4%1.229%
11/15/2024HighTower Advisors LLC13,984$490K0.0%N/A0.226%
11/12/2024Kingsview Wealth Management LLC13,699$480K0.0%+5.0%0.221%
(Data available from 1/1/2016 forward)

UAUG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UAUG shares?

During the previous two years, 102 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - August. The most heavily invested institutionals were MGO One Seven LLC ($13.42M), Private Client Services LLC ($7.40M), Soltis Investment Advisors LLC ($6.24M), Commonwealth Equity Services LLC ($6.17M), Archer Investment Corp ($5.28M), Kestra Advisory Services LLC ($4.83M), and KFG Wealth Management LLC ($4.83M).Learn more on Innovator U.S. Equity Ultra Buffer ETF - August's institutional investors.

Which institutional investors have been buying Innovator U.S. Equity Ultra Buffer ETF - August's stock?

Of the 86 institutional investors that purchased Innovator U.S. Equity Ultra Buffer ETF - August's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Advance Capital Management Inc. ($4.31M), Brookstone Capital Management ($2.20M), SageView Advisory Group LLC ($1.83M), Commonwealth Equity Services LLC ($790.43K), KFG Wealth Management LLC ($669.67K), MGO One Seven LLC ($436.43K), and Soltis Investment Advisors LLC ($419.69K).

How much institutional buying is happening at Innovator U.S. Equity Ultra Buffer ETF - August?

Institutional investors have bought a total of 2,119,316 shares in the last 24 months. This purchase volume represents approximately $74.28M in transactions.

Which of Innovator U.S. Equity Ultra Buffer ETF - August's major shareholders have been selling company stock?

Of the 50 institutional investors that sold Innovator U.S. Equity Ultra Buffer ETF - August's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brookstone Capital Management ($1.79M), KFG Wealth Management LLC ($508.89K), Talon Private Wealth LLC ($266.71K), Onyx Bridge Wealth Group LLC ($228.19K), Envestnet Asset Management Inc. ($118.20K), Pallas Capital Advisors LLC ($92.94K), and C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($83.16K).

How much institutional selling is happening at Innovator U.S. Equity Ultra Buffer ETF - August?

Institutional investors have sold a total of 3,575,718 shares in the last 24 months. This volume of shares sold represents approximately $123.36M in transactions.


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This page (BATS:UAUG) was last updated on 7/5/2025 by MarketBeat.com Staff
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