NAUG Institutional Ownership & Shareholders
INNOV G-100 POWR BF ETF -AUG (NAUG) is currently held by 41 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $24.38M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Commonwealth Equity Services, Llc is currently the largest disclosed institutional shareholder of NAUG tracked by InsiderSet, reporting ownership valued at approximately $4.34M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $4.21M, representing an estimated loss of -2.93% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed NAUG value among the investors covered in this analysis. Major shareholders include Commonwealth Equity Services, Llc, Susquehanna International Group, Llp, Corrado Advisors, Llc, and several other long-term asset managers with concentrated positions in INNOV G-100 POWR BF ETF -AUG (NAUG).
This page ranks the largest institutional NAUG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
41
Total Reported Value
$24.38M
Largest Holder
Commonwealth Equity Services, Llc
Largest Position
$4.34M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
62
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Commonwealth Equity Services, Llc | 0.01% | 130,046 | $4,342,031 | $4,214,765 | -$127,266 | -2.93% | |
| Susquehanna International Group, Llp | 0.00% | 84,502 | $2,677,023 | $2,738,693 | +$61,670 | +2.30% | |
| Corrado Advisors, Llc | 1.15% | 69,851 | $2,332,214 | $2,263,857 | -$68,357 | -2.93% | |
| Kestra Advisory Services, Llc | 0.00% | 50,016 | $1,669,954 | $1,621,009 | -$48,945 | -2.93% | |
| Cetera Investment Advisers | 0.00% | 41,957 | $1,329,198 | $1,359,818 | +$30,620 | +2.30% | |
| Sherry Group, Inc. | 1.15% | 36,787 | $1,228,266 | $1,192,259 | -$36,007 | -2.93% | |
| Osaic Holdings, Inc. | 0.00% | 35,612 | $1,128,187 | $1,154,178 | +$25,991 | +2.30% | |
| Concurrent Investment Advisors, Llc | 0.01% | 26,616 | $888,666 | $862,619 | -$26,047 | -2.93% | |
| Truist Financial Corp | 0.00% | 22,420 | $748,568 | $726,628 | -$21,940 | -2.93% | |
| Old Mission Capital Llc | 0.02% | 21,699 | $687,424 | $703,260 | +$15,836 | +2.30% | |
| Integrity Advisory Solutions, Llc | 0.07% | 20,546 | $685,998 | $665,892 | -$20,106 | -2.93% | |
| Raymond James Financial Inc | 0.00% | 16,361 | $518,317 | $530,257 | +$11,940 | +2.30% | |
| Trustbank | 0.16% | 15,050 | $502,495 | $487,767 | -$14,728 | -2.93% | |
| Citadel Advisors Llc | 0.00% | 15,509 | $491,325 | $502,644 | +$11,319 | +2.30% | |
| Merit Financial Group, Llc | 0.00% | 12,855 | $407,246 | $416,628 | +$9,382 | +2.30% | |
| Cornerstone Wealth, Llc/Tn | 0.19% | 12,313 | $402,410 | $399,062 | -$3,348 | -0.83% | |
| Phoenix Financial Ltd. | 0.00% | 11,820 | $374,458 | $383,084 | +$8,626 | +2.30% | |
| Ifp Advisors, Inc | 0.01% | 11,035 | $368,441 | $357,642 | -$10,799 | -2.93% | |
| Diligent Investors, Llc | 0.07% | 10,200 | $340,562 | $330,580 | -$9,982 | -2.93% | |
| Lpl Financial Llc | 0.00% | 9,657 | $305,934 | $312,981 | +$7,047 | +2.30% | |
| Dhjj Financial Advisors, Ltd. | 0.08% | 8,791 | $293,518 | $284,915 | -$8,603 | -2.93% | |
| Blair William & Co/Il | 0.00% | 9,054 | $286,831 | $293,438 | +$6,607 | +2.30% | |
| Envestnet Asset Management Inc | 0.00% | 8,711 | $275,964 | $282,322 | +$6,358 | +2.30% | |
| Ameritas Advisory Services, Llc | 0.00% | 7,250 | $229,680 | $234,971 | +$5,291 | +2.30% | |
| Cresset Asset Management, Llc | 0.00% | 7,230 | $229,046 | $234,323 | +$5,277 | +2.30% | |
| Ashton Thomas Private Wealth, Llc | 0.00% | 6,754 | $225,505 | $218,896 | -$6,609 | -2.93% | |
| Focus Financial Network, Inc. | 0.01% | 6,575 | $219,529 | $213,094 | -$6,435 | -2.93% | |
| First Foundation Advisors | 0.01% | 6,830 | $216,374 | $221,359 | +$4,985 | +2.30% | |
| Dynamic Advisor Solutions Llc | 0.01% | 6,190 | $206,674 | $200,617 | -$6,057 | -2.93% | |
| Mml Investors Services, Llc | 0.00% | 6,455 | $204,494 | $209,205 | +$4,711 | +2.30% | |
| Blue Bell Private Wealth Management, Llc | 0.02% | 5,407 | $180,531 | $175,240 | -$5,291 | -2.93% | |
| Keating Financial Advisory Services, Inc. | 0.01% | 2,892 | $91,619 | $93,729 | +$2,110 | +2.30% | |
| Creative Financial Designs Inc | 0.00% | 2,600 | $86,810 | $84,265 | -$2,545 | -2.93% | |
| Nbc Securities, Inc. | 0.01% | 2,387 | $79,698 | $77,362 | -$2,336 | -2.93% | |
| Ifs Advisors, Llc | 0.01% | 1,371 | $45,775 | $44,434 | -$1,341 | -2.93% | |
| Jpmorgan Chase & Co | 0.00% | 1,389 | $43,885 | $45,017 | +$1,132 | +2.58% | |
| Corecap Advisors, Llc | 0.00% | 470 | $15,693 | $15,233 | -$460 | -2.93% | |
| Harbour Investments, Inc. | 0.00% | 391 | $12,387 | $12,672 | +$285 | +2.30% | |
| Clearstead Advisors, Llc | 0.00% | 200 | $6,336 | $6,482 | +$146 | +2.30% | |
| Morgan Stanley | 0.00% | 100 | $3,168 | $3,241 | +$73 | +2.30% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 23,200 | $775 | $751,907 | +$751,132 | +96920.30% |
Frequently asked questions about NAUG
Who are the largest institutional holders of NAUG?
The largest institutional holders of NAUG reported in the latest SEC Form 13F filings include Commonwealth Equity Services, Llc, Susquehanna International Group, Llp, Corrado Advisors, Llc, Kestra Advisory Services, Llc, and Cetera Investment Advisers. InsiderSet ranks institutional holders by their latest reported NAUG position.
What is NAUG institutional ownership?
This page tracks NAUG positions reported by institutional investment managers through SEC Form 13F. INNOV G-100 POWR BF ETF -AUG (NAUG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own NAUG?
InsiderSet currently tracks 41 institutional managers reporting NAUG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of NAUG shareholders.
How much NAUG stock do institutions own?
Institutional investment managers disclosed approximately $24.38M in NAUG holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was NAUG institutional ownership last updated?
The latest NAUG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional NAUG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its NAUG position after the reporting date.
Are institutions buying or selling NAUG?
Institutional buying and selling can be analyzed by comparing NAUG positions across consecutive 13F reporting periods. InsiderSet's NAUG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View NAUG ownership changes.
How has NAUG institutional ownership changed over time?
InsiderSet tracks NAUG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.