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

$36.08 +0.67 (+1.88%)
As of 01/21/2025 03:58 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)
51
Total
Institutional Inflows
(last 12 months)
$193.93M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$276.28M
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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
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%
1/17/2025 Janney Montgomery Scott LLC5,676$202K0.0%N/A0.092%
1/15/2025 Central Valley Advisors LLC45,419$1.61M0.7%-2.4%0.733%
1/14/2025 Accurate Wealth Management LLC11,612$412K0.1%-13.2%0.187%
1/13/2025 AdvisorNet Financial Inc4,988$177K0.0%-17.6%0.080%
1/13/2025 Pallas Capital Advisors LLC111,558$3.96M0.2%-2.7%1.799%
1/13/2025 Heritage Wealth Partners LLC22,246$790K1.0%-68.4%0.359%
1/13/2025 ACT Advisors LLC.15,169$539K0.3%-57.9%0.245%
1/13/2025 Brookstone Capital Management1,434,951$50.95M0.7%+23.4%23.144%
1/6/2025 Advance Capital Management Inc.20,384$724K0.0%-6.5%0.329%
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%
11/6/2024Archer Investment Corp167,723$5.88M1.6%+1.6%2.705%
10/30/2024Maia Wealth LLC15,684$551K0.1%N/A0.253%
10/29/2024Chicago Partners Investment Group LLC19,285$677K0.0%-12.1%0.311%
10/29/2024Farther Finance Advisors LLC3,006$105K0.0%+8,488.6%0.048%
10/25/2024Cornerstone Wealth Group LLC7,840$275K0.0%N/A0.126%
10/25/2024Strategic Blueprint LLC56,600$1.98M0.1%+13.9%0.913%
10/25/2024Worth Financial Advisory Group LLC11,235$394K0.2%N/A0.181%
10/25/2024 Pallas Capital Advisors LLC114,678$4.03M0.2%+2.4%1.850%
10/24/2024 Wealth Enhancement Advisory Services LLC14,278$500K0.0%+5.5%0.230%
10/21/2024Foundations Investment Advisors LLC15,854$555K0.0%N/A0.256%
10/21/2024Retirement Guys Formula LLC6,678$234K0.1%-5.5%0.108%
10/19/2024 ACT Advisors LLC.36,047$1.26M0.6%N/A0.581%
10/18/2024Raymond James & Associates117,536$4.12M0.0%-1.3%1.896%
10/17/2024 BCS Wealth Management19,956$699K0.3%+210.6%0.322%
10/17/2024Onyx Bridge Wealth Group LLC244,943$8.58M1.3%+0.3%3.951%
10/10/2024Retirement Planning Group LLC25,763$902K0.0%-11.0%0.416%
10/10/2024CRA Financial Services LLC25,930$908K0.2%+6.1%0.418%
10/10/2024 Fiduciary Financial Group LLC58,579$2.05M0.5%+497.6%0.945%
10/9/2024 Heritage Wealth Partners LLC70,495$2.47M2.9%+293.5%1.137%
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10/8/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors97,760$3.43M0.3%+7.3%1.577%
10/8/2024 Brookstone Capital Management1,162,422$40.72M0.6%+453.4%18.749%
10/8/2024 Advance Capital Management Inc.21,793$763K0.0%-18.2%0.352%
10/8/2024Mather Group LLC.17,400$610K0.0%-9.7%0.281%
10/7/2024Lakeridge Wealth Management LLC11,326$397K0.2%-10.7%0.183%
10/5/2024 Central Valley Advisors LLC46,523$1.63M0.9%N/A0.750%
8/21/2024Truist Financial Corp6,370$214K0.0%-27.2%0.103%
8/8/2024Envestnet Asset Management Inc.64,511$2.17M0.0%-19.3%1.041%
8/2/2024Archer Investment Corp165,076$5.56M1.6%-9.3%2.663%
7/31/2024Commonwealth Equity Services LLC290,053$9.76M0.0%+52.9%4.678%
7/27/2024Strategic Blueprint LLC49,680$1.67M0.1%-15.8%0.801%
7/26/2024WealthShield Partners LLC37,078$1.25M0.2%-1.5%0.598%
7/26/2024Cambridge Investment Research Advisors Inc.35,876$1.21M0.0%-12.2%0.579%
7/22/2024Onyx Bridge Wealth Group LLC244,305$8.22M1.3%-1.1%3.940%
7/22/2024 Pallas Capital Advisors LLC112,030$3.79M0.2%-2.6%1.807%
7/20/2024Milestone Asset Management LLC32,108$1.08M0.3%-7.6%0.518%
7/19/2024KFG Wealth Management LLC308,295$10.37M4.1%-55.6%4.973%
7/19/2024Raymond James & Associates119,027$4.01M0.0%-0.4%1.920%
7/19/2024MBL Wealth LLC134,695$4.53M0.5%-1.8%2.173%
7/18/2024 Brookstone Capital Management210,066$7.11M0.1%-68.9%3.388%
7/18/2024 Fiduciary Financial Group LLC9,802$332K0.1%N/A0.158%
7/16/2024 Wealth Enhancement Advisory Services LLC13,528$455K0.0%-34.0%0.218%
7/15/2024RFG Advisory LLC27,887$938K0.0%-11.9%0.450%
7/13/2024Retirement Planning Group LLC28,933$974K0.1%-1.2%0.467%
7/12/2024CRA Financial Services LLC24,430$822K0.2%-3.9%0.394%
7/12/2024DHJJ Financial Advisors Ltd.2,920$98K0.0%-53.1%0.047%
7/8/2024 Advance Capital Management Inc.26,633$896K0.0%-55.3%0.430%
7/5/2024 Heritage Wealth Partners LLC17,914$603K0.9%-55.0%0.289%
6/26/2024 Old Port Advisors9,500$310K0.1%-6.8%0.153%
5/29/2024Soltis Investment Advisors LLC190,967$6.24M0.7%N/A3.080%
5/24/2024Cetera Advisors LLC143,388$4.68M0.0%+607.8%2.313%
5/24/2024Cetera Investment Advisers161,129$5.26M0.0%-38.9%2.599%
5/16/2024Jane Street Group LLC359,616$11.74M0.0%+4,435.5%5.800%
5/9/2024Kingsview Wealth Management LLC17,589$574K0.0%-12.5%0.284%
5/9/2024SageView Advisory Group LLC21,895$715K0.0%-98.8%0.353%
5/3/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors44,391$1.45M0.2%-9.8%0.716%
5/1/2024Worth Financial Advisory Group LLC51,136$1.67M1.2%-18.2%0.825%
4/29/2024Commonwealth Equity Services LLC189,714$6.19M0.0%-74.4%3.060%
4/29/2024Onyx Bridge Wealth Group LLC246,940$7.98M1.4%+16.4%3.983%
4/25/2024Triumph Capital Management60,907$1.99M0.8%-61.1%0.940%
4/24/2024Hartford Financial Management Inc.1,129$37K0.0%-73.9%0.017%
4/24/2024Simplicity Wealth LLC10,214$333K0.0%N/A0.158%
4/23/2024Milestone Asset Management LLC34,759$1.14M0.3%-4.5%0.536%
4/23/2024Strategic Blueprint LLC59,028$1.93M0.1%-30.7%0.911%
4/22/2024MBL Wealth LLC137,165$4.48M0.5%-5.8%2.117%
4/19/2024KFG Wealth Management LLC694,140$22.66M9.3%-2.1%10.712%
4/18/2024 Claro Advisors LLC13,894$454K0.1%-7.3%0.214%
4/17/2024CRA Financial Services LLC25,430$830K0.2%-10.6%0.392%
4/16/2024 Wealth Enhancement Advisory Services LLC20,493$669K0.0%-15.2%0.316%
4/15/2024 Brookstone Capital Management675,788$22.06M0.4%-29.4%10.429%
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4/13/2024Retirement Planning Group LLC29,290$956K0.1%-1.5%1.003%
4/11/2024DHJJ Financial Advisors Ltd.6,230$203K0.1%-7.9%0.213%
4/11/2024RFG Advisory LLC31,656$1.03M0.0%+22.1%1.084%
4/10/2024 BCS Wealth Management6,425$210K0.1%-24.9%0.220%
4/4/2024 Advance Capital Management Inc.59,578$1.95M0.1%-98.6%2.040%
3/6/2024SageView Advisory Group LLC1,836,817$59K0.0%+4,780.7%62.905%
2/23/2024Chicago Partners Investment Group LLC46,487$1.45M0.1%N/A1.592%
2/14/2024Brown Wealth Management LLC7,043$217K0.1%N/A0.241%
2/14/2024MGO One Seven LLC436,428$13.42M0.8%+12.3%14.946%
2/12/2024Schulz Wealth LTD.7,315$225K0.2%N/A0.251%
(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, 95 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - August. The most heavily invested institutionals were Brookstone Capital Management ($50.95M), MGO One Seven LLC ($13.42M), Commonwealth Equity Services LLC ($9.76M), Sageworth Trust Co ($9.31M), KFG Wealth Management LLC ($8.67M), Onyx Bridge Wealth Group LLC ($8.58M), and Private Client Services LLC ($7.40M).Learn more on UAUG's institutional investors.

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

Of the 82 institutional investors that purchased Innovator U.S. Equity Ultra Buffer ETF - August 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 ($2.59M), SageView Advisory Group LLC ($1.83M), Commonwealth Equity Services LLC ($790.43K), KFG Wealth Management LLC ($673.66K), Altfest L J & Co. Inc. ($613.70K), and MGO One Seven LLC ($436.43K).

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

Institutional investors have bought a total of 15,837,610 shares in the last 24 months. This purchase volume represents approximately $475.69M in transactions.

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

Of the 55 institutional investors that sold Innovator U.S. Equity Ultra Buffer ETF - August stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Advance Capital Management Inc. ($4.29M), SageView Advisory Group LLC ($1.83M), Brookstone Capital Management ($1.20M), AE Wealth Management LLC ($974.80K), Altfest L J & Co. Inc. ($589.12K), Commonwealth Equity Services LLC ($551.12K), and KFG Wealth Management LLC ($418.91K).

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

Institutional investors have sold a total of 10,934,528 shares in the last 24 months. This volume of shares sold represents approximately $348.01M in transactions.


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This page (BATS:UAUG) was last updated on 1/22/2025 by MarketBeat.com Staff
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