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

$34.51 -1.88 (-5.16%)
As of 03/28/2025 04:00 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)
43
Total
Institutional Inflows
(last 12 months)
$96.39M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$282.54M
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UAUG Institutional Buying and Selling by Quarter

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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
3/17/2025 Wealth Enhancement Advisory Services LLC10,964$389K0.0%-23.2%0.249%
3/6/2025 Wood 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%
2/17/2025 Wolverine Trading LLC7,656$273K0.0%N/A0.123%
2/17/2025 Diligent Investors LLC14,000$497K0.1%-14.6%0.226%
2/17/2025 Cetera Investment Advisers22,263$791K0.0%-4.3%0.359%
2/14/2025 Berger Financial Group Inc81,825$2.91M0.2%-4.3%1.320%
2/14/2025 Two Sigma Securities LLC16,610$590K0.1%N/A0.268%
2/14/2025 IHT Wealth Management LLC27,325$970K0.0%-64.1%0.441%
2/13/2025 Raymond James Financial Inc.118,639$4.21M0.0%N/A1.914%
2/13/2025 Advisory Services Network LLC8,520$303K0.0%N/A0.137%
2/13/2025 Trek Financial LLC35,008$1.24M0.1%-37.0%0.565%
2/13/2025 Envestnet Asset Management Inc.116,545$4.14M0.0%-33.0%1.880%
2/12/2025 Arete Wealth Advisors LLC10,798$383K0.0%-10.4%0.174%
2/12/2025 OLD Mission Capital LLC18,345$651K0.0%+63.3%0.296%
2/12/2025 Riggs Capital Management LLC5,831$207K0.2%N/A0.094%
2/12/2025 Worth Financial Advisory Group LLC8,685$308K0.2%-22.7%0.140%
2/12/2025 PKS Advisory Services LLC23,205$824K0.2%N/A0.374%
2/11/2025 LPL Financial LLC17,751$630K0.0%-9.7%0.286%
2/10/2025 IMG Wealth Management Inc.6,101$217K0.2%N/A0.098%
2/10/2025 Commonwealth Equity Services LLC173,782$6.17M0.0%-0.5%2.803%
2/7/2025 PFG Advisors15,027$534K0.0%+2.3%0.242%
2/7/2025 Novus Advisors LLC21,005$746K0.7%N/A0.339%
2/6/2025 Raymond James Financial Inc.118,639$4.21M0.0%N/A1.914%
2/6/2025 Dana Investment Advisors Inc.9,765$347K0.0%N/A0.158%
2/6/2025 Steward Partners Investment Advisory LLC19,506$693K0.0%-5.2%0.315%
2/4/2025 WealthShield Partners LLC40,785$1.45M0.2%-15.5%0.658%
1/31/2025 C2P 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%
1/29/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors14,604$519K0.0%-85.1%0.236%
1/29/2025 Retirement Guys Formula LLC6,128$218K0.1%-8.2%0.099%
1/28/2025 Kingsview Wealth Management LLC13,296$472K0.0%-2.9%0.214%
1/28/2025 Archer Investment Corp158,345$5.62M1.5%-5.6%2.554%
1/27/2025 Onyx Bridge Wealth Group LLC244,445$8.68M1.2%-0.2%3.943%
1/27/2025 Mather Group LLC.7,637$271K0.0%-56.1%0.123%
1/24/2025 Vantage Point Financial LLC13,394$476K0.3%N/A0.216%
1/24/2025 4J Wealth Management LLC6,850$243K0.2%-13.8%0.110%
1/24/2025 Chicago Partners Investment Group LLC14,560$519K0.0%-24.5%0.235%
1/23/2025 Strategic Blueprint LLC52,117$1.85M0.1%-7.9%0.841%
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1/22/2025 Foundations 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%
1/13/2025 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%
12/26/2024 JPMorgan Chase & Co.10,933$383K0.0%-36.9%0.176%
11/19/2024 Barclays PLC14,122$495K0.0%N/A0.228%
11/18/2024 Arete Wealth Advisors LLC12,045$421K0.0%-16.3%0.194%
11/15/2024 Barclays PLC14,122$495K0.0%N/A0.228%
11/15/2024 MML Investors Services LLC29,170$1.02M0.0%N/A0.470%
11/15/2024 Jane Street Group LLC21,113$740K0.0%N/A0.341%
11/15/2024 SageView Advisory Group LLC16,505$578K0.0%-43.5%0.266%
11/15/2024 IHT Wealth Management LLC76,176$2.71M0.1%+2.4%1.229%
11/15/2024 HighTower Advisors LLC13,984$490K0.0%N/A0.226%
11/12/2024 Kingsview Wealth Management LLC13,699$480K0.0%+5.0%0.221%
11/6/2024 Archer Investment Corp167,723$5.88M1.6%+1.6%2.705%
10/30/2024 Maia Wealth LLC15,684$551K0.1%N/A0.253%
10/29/2024 Chicago 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%
10/25/2024 Cornerstone Wealth Group LLC7,840$275K0.0%N/A0.126%
10/25/2024 Strategic Blueprint LLC56,600$1.98M0.1%+13.9%0.913%
10/25/2024 Worth 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%
10/21/2024 Foundations Investment Advisors LLC15,854$555K0.0%N/A0.256%
10/21/2024 Retirement 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%
10/17/2024 Onyx Bridge Wealth Group LLC244,943$8.58M1.3%+0.3%3.951%
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%
10/9/2024 Heritage Wealth Partners LLC70,495$2.47M2.9%+293.5%1.137%
10/8/2024 C2P 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%
10/8/2024 Mather 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%
8/21/2024 Truist Financial Corp6,370$214K0.0%-27.2%0.103%
8/8/2024 Envestnet Asset Management Inc.64,511$2.17M0.0%-19.3%1.041%
8/2/2024 Archer Investment Corp165,076$5.56M1.6%-9.3%2.663%
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7/31/2024 Commonwealth Equity Services LLC290,053$9.76M0.0%+52.9%4.678%
7/27/2024 Strategic Blueprint LLC49,680$1.67M0.1%-15.8%0.801%
7/26/2024 WealthShield Partners LLC37,078$1.25M0.2%-1.5%0.598%
7/26/2024 Cambridge Investment Research Advisors Inc.35,876$1.21M0.0%-12.2%0.579%
7/22/2024 Onyx 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%
7/20/2024 Milestone Asset Management LLC32,108$1.08M0.3%-7.6%0.518%
7/19/2024 KFG 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%
(Data available from 1/1/2016 forward)

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UAUG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UAUG shares?

During the previous two years, 106 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), KFG Wealth Management LLC ($8.67M), Private Client Services LLC ($7.40M), and Soltis Investment Advisors LLC ($6.24M).Learn more on UAUG's institutional investors.

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

Of the 89 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 15,462,739 shares in the last 24 months. This purchase volume represents approximately $469.46M in transactions.

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

Of the 62 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 ($924.40K), Altfest L J & Co. Inc. ($589.12K), Commonwealth Equity Services LLC ($551.94K), 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 11,151,816 shares in the last 24 months. This volume of shares sold represents approximately $356.29M in transactions.


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This page (BATS:UAUG) was last updated on 3/30/2025 by MarketBeat.com Staff
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