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

$41.32 +0.13 (+0.32%)
As of 04:10 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)
47
Total
Institutional Inflows
(last 12 months)
$105.47M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$86.00M
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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
5/4/2026 Archer Investment Corp67,831$2.67M0.6%-18.4%1.696%
5/4/2026 Vantage Point Financial LLC12,038$474K0.2%-7.4%0.301%
5/1/2026 WealthShield Partners LLC22,809$897K0.1%-14.6%0.570%
4/30/2026 Kestra Advisory Services LLC67,587$2.66M0.0%+7.8%1.690%
4/29/2026 Broussard Financial Group LLC411,343$16.18M12.9%+4.6%10.284%
4/21/2026 KFG Wealth Management LLC127,338$5.01M0.6%-3.1%3.183%
4/17/2026 Brookstone Capital Management130,915$5.15M0.1%-92.2%3.273%
2/18/2026First Commonwealth Financial Corp PA 8,726$348K0.1%-55.8%0.218%
2/18/2026 Onyx Bridge Wealth Group LLC14,504$579K0.1%-7.7%0.363%
2/18/2026OLD Mission Capital LLC23,187$926K0.0%+3.3%0.580%
2/17/2026Cetera Investment Advisers32,442$1.30M0.0%+2.9%0.811%
2/17/2026Osaic Holdings Inc.158,391$6.32M0.0%-2.9%3.960%
2/17/2026Royal Bank of Canada2,275$91K0.0%+109.3%0.057%
2/16/2026 MML Investors Services LLC29,255$1.17M0.0%-13.7%0.731%
2/13/2026 Kestra Advisory Services LLC62,684$2.50M0.0%-50.3%1.567%
2/13/2026WPWealth LLP16,150$645K0.1%-12.5%0.404%
2/13/2026Arkadios Wealth Advisors12,178$486K0.0%+14.9%0.304%
2/13/2026Summit Financial LLC8,335$333K0.0%-23.4%0.208%
2/12/2026 Commonwealth Equity Services LLC161,033$6.43M0.0%-1.0%4.026%
2/12/2026Steward Partners Investment Advisory LLC16,142$644K0.0%+5.0%0.404%
2/11/2026LPL Financial LLC32,870$1.31M0.0%-7.2%0.822%
2/10/2026 NewCorp Financial Services Inc.57,531$2.30M2.0%N/A1.438%
2/10/2026Foundations Investment Advisors LLC28,200$1.13M0.0%+32.8%0.705%
2/5/2026Dana Investment Advisors Inc.6,579$263K0.0%-25.9%0.164%
2/3/2026 Retirement Planning Group LLC20,669$825K0.0%-7.5%0.517%
2/3/2026 WealthShield Partners LLC26,705$1.07M0.1%-1.3%0.668%
2/3/2026 AssuredPartners Investment Advisors LLC30,359$1.21M0.2%+252.9%0.759%
2/2/2026 Broussard Financial Group LLC393,223$15.70M12.7%N/A9.831%
2/2/2026 Vantage Point Financial LLC13,007$519K0.2%-4.6%0.325%
1/30/2026 Archer Investment Corp83,079$3.32M0.7%-45.8%2.077%
1/30/2026 Strategic Blueprint LLC48,791$1.95M0.1%-5.7%1.220%
1/28/2026 Milestone Asset Management LLC25,854$1.03M0.2%-4.3%0.646%
1/27/2026PFG Advisors6,030$241K0.0%-57.3%0.151%
1/27/2026 Berger Financial Group Inc57,055$2.28M0.1%-1.9%1.426%
1/23/2026 Farther Finance Advisors LLC11,406$455K0.0%+66.8%0.285%
1/23/2026 Diligent Investors LLC8,500$339K0.1%-29.2%0.213%
1/22/2026 Buska Wealth Management LLC8,075$322K0.1%-13.2%0.202%
1/21/2026 MBL Wealth LLC129,279$5.16M0.4%-1.5%3.232%
1/21/2026 KFG Wealth Management LLC131,444$5.25M0.7%-4.3%3.286%
1/20/2026 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors139,083$5.55M0.3%-7.0%3.477%
1/15/2026 Brookstone Capital Management1,675,549$66.89M0.8%+1.6%41.889%
1/14/2026 Spire Wealth Management60,144$2.40M0.1%+2.7%1.504%
1/14/2026 Chris Bulman Inc6,751$270K0.1%+12.7%0.169%
1/6/2026 Hiley Hunt Wealth Management11,131$444K0.2%-37.2%0.278%
1/1/2026JPMorgan Chase & Co.1,968$77K0.0%N/A0.049%
11/17/2025Susquehanna International Group LLP13,131$516K0.0%-5.7%0.328%
11/14/2025Raymond James Financial Inc.286,285$11.25M0.0%+417.3%7.157%
11/14/2025Wood Tarver Financial Group LLC6,944$272K0.1%+35.0%0.174%
11/12/2025Aptus Capital Advisors LLC1,800$71K0.0%N/A0.045%
11/12/2025Integrity Advisory Solutions LLC7,926$312K0.0%N/A0.198%
11/12/2025Kingsview Wealth Management LLC6,399$252K0.0%-49.8%0.160%
11/12/2025Arete Wealth Advisors LLC9,963$392K0.0%+29.2%0.249%
11/12/2025 Buska Wealth Management LLC9,301$366K0.1%-19.8%0.233%
11/10/2025Dana Investment Advisors Inc.8,873$349K0.0%-3.5%0.222%
11/10/2025Clearstead Advisors LLC35,416$1.39M0.0%N/A0.885%
11/7/2025JPMorgan Chase & Co.1,968$77K0.0%N/A0.049%
11/6/2025 Lantz Financial LLC10,643$418K0.1%N/A0.266%
11/5/2025IMG Wealth Management Inc.6,624$260K0.2%+20.4%0.166%
11/5/2025 Envestnet Asset Management Inc.75,352$2.96M0.0%+6.7%1.884%
11/3/2025 Impact Partnership Wealth LLC19,571$769K0.1%N/A0.489%
11/3/2025Foundations Investment Advisors LLC21,238$835K0.0%+143.4%0.531%
11/3/2025AE Wealth Management LLC3,081$121K0.0%+33.0%0.077%
11/3/2025 Archer Investment Corp153,263$6.02M1.4%+3.0%3.832%
11/3/2025 Bluesphere Advisors LLC7,108$279K0.1%N/A0.178%
10/31/2025 WealthShield Partners LLC27,055$1.06M0.1%-10.0%0.676%
10/31/2025Trek Financial LLC8,044$316K0.0%+9.5%0.201%
10/30/2025 Cornerstone Wealth Group LLC10,094$397K0.0%+28.8%0.252%
10/30/2025 Chicago Partners Investment Group LLC12,098$481K0.0%-2.2%0.302%
10/29/2025Arkadios Wealth Advisors10,598$417K0.0%N/A0.265%
10/29/2025 Wealth Enhancement Advisory Services LLC6,389$251K0.0%-17.2%0.160%
10/28/2025 Octavia Wealth Advisors LLC5,473$215K0.0%N/A0.137%
10/27/2025 Concurrent Investment Advisors LLC7,010$276K0.0%N/A0.175%
10/23/2025 Evolution Wealth Management Inc.7,192$283K0.3%N/A0.180%
10/23/2025 Spire Wealth Management58,542$2.30M0.1%+562.9%1.464%
10/23/2025 Strategic Blueprint LLC51,717$2.03M0.1%+6.4%1.293%
10/22/2025 Worth Financial Advisory Group LLC5,503$216K0.1%-21.7%0.138%
10/22/2025Keystone Wealth Services LLC14,779$581K0.1%-22.9%0.369%
10/22/2025 Commonwealth Equity Services LLC162,676$6.39M0.0%+6.5%4.067%
10/21/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors149,474$5.88M0.3%+8.4%3.737%
10/20/2025 Accurate Wealth Management LLC9,441$370K0.0%+28.2%0.236%
10/20/2025 Chris Bulman Inc5,989$235K0.1%N/A0.150%
10/17/2025 Lakeridge Wealth Management LLC10,726$422K0.2%+2.9%0.268%
10/17/2025 Alterna Wealth Management Inc.7,021$276K0.2%N/A0.176%
10/16/2025Comprehensive Financial Consultants Institutional Inc.5,648$222K0.1%N/A0.141%
10/16/2025 CRA Financial Services LLC18,555$729K0.1%-25.3%0.464%
10/16/2025 MBL Wealth LLC131,225$5.16M0.5%+5.8%3.281%
10/15/2025 Milestone Asset Management LLC27,002$1.06M0.2%-1.3%0.675%
10/15/2025 Brookstone Capital Management1,648,859$64.81M0.8%+1,213.0%41.221%
10/15/2025 Founders Financial Securities LLC19,169$753K0.1%N/A0.479%
10/14/2025 Farther Finance Advisors LLC6,839$269K0.0%+130.2%0.171%
10/14/2025 Berger Financial Group Inc58,145$2.29M0.1%-18.1%1.454%
10/9/2025 Central Valley Advisors LLC53,333$2.10M0.6%+31.8%1.333%
10/7/2025 KFG Wealth Management LLC137,354$5.40M0.8%+7.6%3.434%
10/6/2025 AssuredPartners Investment Advisors LLC8,603$338K0.1%N/A0.215%
10/2/2025 Hiley Hunt Wealth Management17,723$697K0.3%N/A0.443%
9/4/2025Osaic Holdings Inc.123,430$4.62M0.0%-1.0%3.086%
8/14/2025Raymond James Financial Inc.55,341$2.07M0.0%+5.6%1.384%
8/13/2025SageView Advisory Group LLC10,104$386K0.0%-12.9%0.253%
8/12/2025Steward Partners Investment Advisory LLC17,684$662K0.0%-7.5%0.442%
8/12/2025 Archer Investment Corp148,851$5.57M1.3%-2.4%3.721%


UAUG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UAUG shares?

During the previous two years, 103 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - August. The most heavily invested institutionals were Broussard Financial Group LLC ($16.18M), Raymond James Financial Inc. ($11.25M), Commonwealth Equity Services LLC ($6.43M), Osaic Holdings Inc. ($6.32M), Soltis Investment Advisors LLC ($6.24M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($5.55M), and MBL Wealth LLC ($5.16M).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 76 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: Brookstone Capital Management ($2.78M), Raymond James Financial Inc. ($471.17K), Broussard Financial Group LLC ($411.34K), Jane Street Group LLC ($372.80K), Soltis Investment Advisors LLC ($190.97K), Cetera Advisors LLC ($123.13K), and Commonwealth Equity Services LLC ($110.28K).

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

Institutional investors have bought a total of 2,680,371 shares in the last 24 months. This purchase volume represents approximately $105.47M 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 ($1.54M), Talon Private Wealth LLC ($266.71K), Kestra Advisory Services LLC ($89.14K), Archer Investment Corp ($89.04K), Berger Financial Group Inc ($24.77K), KFG Wealth Management LLC ($21.79K), and WealthShield Partners LLC ($17.98K).

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

Institutional investors have sold a total of 2,225,957 shares in the last 24 months. This volume of shares sold represents approximately $86.00M in transactions.


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This page (BATS:UAUG) was last updated on 5/5/2026 by MarketBeat.com Staff.
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