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

$43.12 -0.02 (-0.05%)
As of 10:49 AM 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)
46
Total
Institutional Inflows
(last 12 months)
$103.30M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$71.90M
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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
7/10/2026 Buska Wealth Management LLC5,424$228K0.1%-13.4%0.136%
5/18/2026Talon Private Wealth LLC1,251$49K0.0%N/A0.031%
5/18/2026Royal Bank of Canada1,000$39K0.0%-56.0%0.025%
5/15/2026 Wealth Alliance LLC5,158$203K0.0%-6.9%0.129%
5/13/2026 Cetera Investment Advisers33,855$1.33M0.0%+4.4%0.846%
5/4/2026 Archer Investment Corp67,831$2.67M0.6%-18.4%1.696%
5/4/2026Vantage 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%
2/18/2026 First 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%
2/17/2026 Cetera 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%
2/13/2026 WPWealth LLP16,150$645K0.1%-12.5%0.404%
2/13/2026 Arkadios Wealth Advisors12,178$486K0.0%+14.9%0.304%
2/13/2026 Summit 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%
2/11/2026 LPL 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%
2/2/2026Vantage 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%
1/27/2026 PFG 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%
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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%
1/1/2026 JPMorgan 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%
11/12/2025 Aptus Capital Advisors LLC1,800$71K0.0%N/A0.045%
11/12/2025 Integrity Advisory Solutions LLC7,926$312K0.0%N/A0.198%
11/12/2025Kingsview Wealth Management LLC6,399$252K0.0%-49.8%0.160%
11/12/2025 Arete 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%
11/10/2025 Clearstead Advisors LLC35,416$1.39M0.0%N/A0.885%
11/7/2025 JPMorgan Chase & Co.1,968$77K0.0%N/A0.049%
11/6/2025 Lantz Financial LLC10,643$418K0.1%N/A0.266%
11/5/2025 IMG 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%
11/3/2025 AE 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%
10/29/2025 Arkadios 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%
10/22/2025 Keystone 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%
10/16/2025 Comprehensive 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%
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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%


UAUG Institutional Ownership - Frequently Asked Questions

During the previous two years, 101 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), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($5.55M), MBL Wealth LLC ($5.16M), and Brookstone Capital Management ($5.15M).Learn more on Innovator U.S. Equity Ultra Buffer ETF - August's institutional investors.

Of the 75 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), Central Valley Advisors LLC ($59.39K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($58.34K), NewCorp Financial Services Inc. ($57.53K), and Heritage Wealth Partners LLC ($52.58K).

Institutional investors have bought a total of 2,620,043 shares in the last 24 months. This purchase volume represents approximately $103.30M in transactions.

Of the 34 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), Archer Investment Corp ($85.43K), Kestra Advisory Services LLC ($63.36K), Berger Financial Group Inc ($13.93K), First Commonwealth Financial Corp PA ($11.03K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($10.39K), and KFG Wealth Management LLC ($10.02K).

Institutional investors have sold a total of 1,824,379 shares in the last 24 months. This volume of shares sold represents approximately $71.90M in transactions.


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Institutional ownership data for BATS:UAUG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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