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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Talon Private Wealth, Llc | Buy | +37 | +3.0% | 1,288 | $54.22K | Q2 2026 | Sep 11, 2026 |
| Citadel Advisors Llc | Sell | -215 | -1.9% | 11,238 | $472.95K | Q2 2026 | Sep 02, 2026 |
| Archer Investment Corp | Sell | -1,923 | -2.8% | 65,908 | $2.77M | Q2 2026 | Aug 19, 2026 |
| Susquehanna International Group, Llp | Buy | +54,097 | +313.4% | 71,361 | $3.00M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +37,255 | +430.1% | 45,917 | $1.93M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -25,233 | -9.2% | 249,840 | $10.51M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +14,967 | — | 14,967 | $629.88K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -9,104 | -6.0% | 141,651 | $5.96M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +942 | — | 942 | $39.64K | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Sell | -675 | -2.6% | 24,997 | $1.05M | Q2 2026 | Aug 14, 2026 |
| Vantage Point Financial Llc | Sell | -127 | -1.1% | 11,911 | $501.27K | Q2 2026 | Aug 14, 2026 |
| Advance Capital Management, Inc. | Sell | -4,675 | -33.7% | 9,184 | $386.51K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +609 | +70.5% | 1,473 | $61.99K | Q2 2026 | Aug 13, 2026 |
| Wood Tarver Financial Group, Llc | Sell | -120 | -2.1% | 5,607 | $235.00K | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Sell | -60 | -0.4% | 15,258 | $642.13K | Q2 2026 | Aug 13, 2026 |
| Wealthshield Partners, Llc | Sell | -12,127 | -53.2% | 10,682 | $449.55K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -835 | -2.5% | 33,020 | $1.39M | Q2 2026 | Aug 12, 2026 |
| Keating Financial Advisory Services, Inc. | Sell | -78 | -9.4% | 752 | $31.65K | Q2 2026 | Aug 11, 2026 |
| Sterling Financial Planning, Inc. | Buy | +74 | +1.0% | 7,809 | $328.64K | Q2 2026 | Aug 11, 2026 |
| Tounjian Advisory Partners, Llc | Buy | +6,672 | — | 6,672 | $280.79K | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Buy | +4,222 | +13.4% | 35,672 | $1.50M | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Buy | +3,777 | +15.4% | 28,368 | $1.19M | Q2 2026 | Aug 07, 2026 |
| Img Wealth Management, Inc. | Sell | -6 | -0.1% | 6,551 | $275.70K | Q2 2026 | Aug 07, 2026 |
| Clearstead Advisors, Llc | Sell | -144 | -0.4% | 35,366 | $1.49M | Q2 2026 | Aug 06, 2026 |
| Prime Capital Investment Advisors, Llc | Sell | -6,800 | -29.9% | 15,947 | $671.13K | Q2 2026 | Aug 05, 2026 |
| Keystone Wealth Services, Llc | Sell | -71 | -0.5% | 14,482 | $609.47K | Q2 2026 | Aug 05, 2026 |
| Berger Financial Group, Inc | Sell | -13,136 | -23.1% | 43,839 | $1.84M | Q2 2026 | Aug 04, 2026 |
| Envestnet Asset Management Inc | Sell | -1,463 | -2.0% | 73,269 | $3.08M | Q2 2026 | Aug 03, 2026 |
| Mgo One Seven Llc | Buy | +4,945 | — | 4,945 | $208.11K | Q2 2026 | Jul 31, 2026 |
| Founders Financial Securities Llc | Buy | +4,840 | — | 4,840 | $203.69K | Q2 2026 | Jul 31, 2026 |
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.