INNOVATOR U.S. EQUITY ULTRA (UAUG) Institutional Ownership Changes & 13F Activity

INNOVATOR U.S. EQUITY ULTRA (UAUG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Susquehanna International Group, Llp, Old Mission Capital Llc, Raymond James Financial Inc, Jane Street Group, Llc, and Berger Financial Group, Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Talon Private Wealth, LlcBuy+37+3.0%1,288$54.22KQ2 2026Sep 11, 2026
Citadel Advisors LlcSell-215-1.9%11,238$472.95KQ2 2026Sep 02, 2026
Archer Investment CorpSell-1,923-2.8%65,908$2.77MQ2 2026Aug 19, 2026
Susquehanna International Group, LlpBuy+54,097+313.4%71,361$3.00MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+37,255+430.1%45,917$1.93MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-25,233-9.2%249,840$10.51MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+14,96714,967$629.88KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-9,104-6.0%141,651$5.96MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+942942$39.64KQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcSell-675-2.6%24,997$1.05MQ2 2026Aug 14, 2026
Vantage Point Financial LlcSell-127-1.1%11,911$501.27KQ2 2026Aug 14, 2026
Advance Capital Management, Inc.Sell-4,675-33.7%9,184$386.51KQ2 2026Aug 13, 2026
Ubs Group AgBuy+609+70.5%1,473$61.99KQ2 2026Aug 13, 2026
Wood Tarver Financial Group, LlcSell-120-2.1%5,607$235.00KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcSell-60-0.4%15,258$642.13KQ2 2026Aug 13, 2026
Wealthshield Partners, LlcSell-12,127-53.2%10,682$449.55KQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-835-2.5%33,020$1.39MQ2 2026Aug 12, 2026
Keating Financial Advisory Services, Inc.Sell-78-9.4%752$31.65KQ2 2026Aug 11, 2026
Sterling Financial Planning, Inc.Buy+74+1.0%7,809$328.64KQ2 2026Aug 11, 2026
Tounjian Advisory Partners, LlcBuy+6,6726,672$280.79KQ2 2026Aug 07, 2026
Lpl Financial LlcBuy+4,222+13.4%35,672$1.50MQ2 2026Aug 07, 2026
Mml Investors Services, LlcBuy+3,777+15.4%28,368$1.19MQ2 2026Aug 07, 2026
Img Wealth Management, Inc.Sell-6-0.1%6,551$275.70KQ2 2026Aug 07, 2026
Clearstead Advisors, LlcSell-144-0.4%35,366$1.49MQ2 2026Aug 06, 2026
Prime Capital Investment Advisors, LlcSell-6,800-29.9%15,947$671.13KQ2 2026Aug 05, 2026
Keystone Wealth Services, LlcSell-71-0.5%14,482$609.47KQ2 2026Aug 05, 2026
Berger Financial Group, IncSell-13,136-23.1%43,839$1.84MQ2 2026Aug 04, 2026
Envestnet Asset Management IncSell-1,463-2.0%73,269$3.08MQ2 2026Aug 03, 2026
Mgo One Seven LlcBuy+4,9454,945$208.11KQ2 2026Jul 31, 2026
Founders Financial Securities LlcBuy+4,8404,840$203.69KQ2 2026Jul 31, 2026
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Frequently asked questions about UAUG activity

  • Which institutional owners are buying UAUG?

    Institutional owners buying UAUG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in UAUG activity?

    "Buy" means an investor increased their reported position in UAUG compared to the prior reporting period. This reflects growing exposure to INNOVATOR U.S. EQUITY ULTRA (UAUG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in UAUG increasing?

    Institutional interest in UAUG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.