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

$33.43 -2.95 (-8.11%)
As of 04/17/2025 03:59 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)
$96.56M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$141.36M
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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
4/16/2025 CRA Financial Services LLC24,930$863K0.1%-3.9%0.580%
4/16/2025 Wealth Enhancement Advisory Services LLC7,714$267K0.0%-29.6%0.179%
4/15/2025 Central Valley Advisors LLC42,008$1.45M0.6%-7.5%0.977%
4/15/2025 Accurate Wealth Management LLC7,364$248K0.0%-36.6%0.171%
4/15/2025 Simplicity Wealth LLC10,329$358K0.0%N/A0.240%
4/14/2025 Pallas Capital Advisors LLC24,747$857K0.0%-77.8%0.576%
4/11/2025 KFG Wealth Management LLC139,390$4.83M0.9%-42.9%3.242%
4/10/2025 Retirement Planning Group LLC22,503$779K0.0%-4.4%0.523%
4/10/2025 Diligent Investors LLC12,000$415K0.1%-14.3%0.279%
4/9/2025 Buska Wealth Management LLC16,081$557K0.2%-8.1%0.374%
4/9/2025 Milestone Asset Management LLC28,125$974K0.2%-8.9%0.654%
4/9/2025 Advance Capital Management Inc.14,432$500K0.0%-29.2%0.336%
4/7/2025 AdvisorNet Financial Inc1,100$38K0.0%-77.9%0.026%
3/17/2025 Wealth Enhancement Advisory Services LLC10,964$389K0.0%-23.2%0.249%
3/6/2025Wood Tarver Financial Group LLC5,411$192K0.1%N/A0.115%
3/4/2025 Buska Wealth Management LLC17,489$621K0.2%-3.2%0.372%
2/18/2025 Retirement Planning Group LLC23,538$836K0.0%-8.6%0.380%
2/17/2025Wolverine Trading LLC7,656$273K0.0%N/A0.123%
2/17/2025 Diligent 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%
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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%
1/30/2025 Lakeridge 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%
1/21/2025 KFG Wealth Management LLC244,180$8.67M1.6%-7.0%3.938%
1/21/2025 RFG 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%
1/13/2025Heritage Wealth Partners LLC22,246$790K1.0%-68.4%0.359%
1/13/2025 ACT Advisors LLC.15,169$539K0.3%-57.9%0.245%
1/13/2025Brookstone 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%
10/29/2024 Farther 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%
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10/10/2024 Retirement Planning Group LLC25,763$902K0.0%-11.0%0.416%
10/10/2024 CRA 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%
10/9/2024Heritage Wealth Partners LLC70,495$2.47M2.9%+293.5%1.137%
10/8/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors97,760$3.43M0.3%+7.3%1.577%
10/8/2024Brookstone 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%
10/7/2024 Lakeridge Wealth Management LLC11,326$397K0.2%-10.7%0.183%
10/5/2024 Central Valley Advisors LLC46,523$1.63M0.9%N/A0.750%
(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, 104 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), Sageworth Trust Co ($9.31M), Onyx Bridge Wealth Group LLC ($8.68M), Private Client Services LLC ($7.40M), Soltis Investment Advisors LLC ($6.24M), and Commonwealth Equity Services LLC ($6.17M).Learn more on UAUG's institutional investors.

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

Of the 87 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 ($2.20M), SageView Advisory Group LLC ($1.83M), Commonwealth Equity Services LLC ($790.43K), KFG Wealth Management LLC ($669.67K), 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 14,902,465 shares in the last 24 months. This purchase volume represents approximately $454.38M in transactions.

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

Of the 61 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. ($4.30M), SageView Advisory Group LLC ($1.83M), Brookstone Capital Management ($1.20M), AE Wealth Management LLC ($924.40K), Altfest L J & Co. Inc. ($589.12K), Commonwealth Equity Services LLC ($551.94K), and KFG Wealth Management LLC ($523.70K).

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

Institutional investors have sold a total of 11,365,403 shares in the last 24 months. This volume of shares sold represents approximately $363.75M in transactions.


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This page (BATS:UAUG) was last updated on 4/20/2025 by MarketBeat.com Staff
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