INNOVATOR U.S. EQUITY ULTRA (UAUG) Institutional Shareholders
INNOVATOR U.S. EQUITY ULTRA (UAUG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $110.50M in UAUG holdings during the latest filing period.
Broussard Financial Group Llc is currently the largest disclosed institutional shareholder of UAUG tracked by InsiderSet, reporting ownership valued at approximately $16.91M in its June 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 $17.24M, representing an estimated gain of +1.96% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed UAUG value among the investors covered in this analysis. Major shareholders include Broussard Financial Group Llc, Raymond James Financial Inc, C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors, and several other long-term asset managers with concentrated positions in INNOVATOR U.S. EQUITY ULTRA (UAUG).
This page ranks the largest institutional UAUG 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
85
Total Reported Value
$110.50M
Largest Holder
Broussard Financial Group Llc
Largest Position
$16.91M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
98
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Broussard Financial Group Llc | 13.54% | 401,796 | $16,909,504 | $17,241,066 | +$331,562 | +1.96% | |
| Raymond James Financial Inc | 0.00% | 249,840 | $10,514,466 | $10,720,634 | +$206,168 | +1.96% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.32% | 153,873 | $6,475,714 | $6,602,690 | +$126,976 | +1.96% | |
| Commonwealth Equity Services, Llc | 0.01% | 149,147 | $6,276,820 | $6,399,898 | +$123,078 | +1.96% | |
| Osaic Holdings, Inc. | 0.01% | 141,651 | $5,960,630 | $6,078,244 | +$117,614 | +1.97% | |
| Mbl Wealth, Llc | 0.37% | 127,626 | $5,371,115 | $5,476,432 | +$105,317 | +1.96% | |
| Brookstone Capital Management | 0.05% | 116,061 | $4,884,417 | $4,980,178 | +$95,761 | +1.96% | |
| Kfg Wealth Management, Llc | 0.47% | 98,177 | $4,131,770 | $4,212,775 | +$81,005 | +1.96% | |
| Envestnet Asset Management Inc | 0.00% | 73,269 | $3,083,511 | $3,143,973 | +$60,462 | +1.96% | |
| Susquehanna International Group, Llp | 0.00% | 71,361 | $3,003,214 | $3,062,101 | +$58,887 | +1.96% | |
| Archer Investment Corp | 0.53% | 65,908 | $2,773,723 | $2,828,112 | +$54,389 | +1.96% | |
| Fiduciary Financial Group, Llc | 0.28% | 58,579 | $2,465,286 | $2,513,625 | +$48,339 | +1.96% | |
| Kestra Advisory Services, Llc | 0.01% | 52,534 | $2,210,883 | $2,254,234 | +$43,351 | +1.96% | |
| Central Valley Advisors, Llc | 0.54% | 49,933 | $2,101,419 | $2,142,625 | +$41,206 | +1.96% | |
| Old Mission Capital Llc | 0.05% | 45,917 | $1,932,407 | $1,970,298 | +$37,891 | +1.96% | |
| Berger Financial Group, Inc | 0.09% | 43,839 | $1,844,956 | $1,881,131 | +$36,175 | +1.96% | |
| Lpl Financial Llc | 0.00% | 35,672 | $1,501,249 | $1,530,686 | +$29,437 | +1.96% | |
| Clearstead Advisors, Llc | 0.01% | 35,366 | $1,488,371 | $1,517,555 | +$29,184 | +1.96% | |
| Spire Wealth Management | 0.04% | 35,059 | $1,475,262 | $1,504,382 | +$29,120 | +1.97% | |
| Cetera Investment Advisers | 0.00% | 33,020 | $1,389,640 | $1,416,888 | +$27,248 | +1.96% | |
| Mml Investors Services, Llc | 0.00% | 28,368 | $1,193,862 | $1,217,271 | +$23,409 | +1.96% | |
| Foundations Investment Advisors, Llc | 0.01% | 24,997 | $1,051,994 | $1,072,621 | +$20,627 | +1.96% | |
| Strategic Blueprint, Llc | 0.05% | 24,163 | $1,016,895 | $1,036,834 | +$19,939 | +1.96% | |
| Milestone Asset Management, Llc | 0.15% | 22,948 | $965,762 | $984,699 | +$18,937 | +1.96% | |
| Retirement Planning Group, Llc | 0.02% | 20,669 | $869,851 | $886,907 | +$17,056 | +1.96% | |
| Steelpeak Wealth, Llc | 0.02% | 19,998 | $841,612 | $858,114 | +$16,502 | +1.96% | |
| Impact Partnership Wealth, Llc | 0.08% | 19,523 | $821,622 | $837,732 | +$16,110 | +1.96% | |
| Cra Financial Services, Llc | 0.09% | 18,555 | $780,883 | $796,195 | +$15,312 | +1.96% | |
| Truist Financial Corp | 0.00% | 18,379 | $773,477 | $788,643 | +$15,166 | +1.96% | |
| Wpwealth Llp | 0.10% | 16,150 | $679,670 | $692,997 | +$13,327 | +1.96% | |
| Prime Capital Investment Advisors, Llc | 0.01% | 15,947 | $671,126 | $684,286 | +$13,160 | +1.96% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 15,258 | $642,130 | $654,721 | +$12,591 | +1.96% | |
| Jane Street Group, Llc | 0.00% | 14,967 | $629,883 | $642,234 | +$12,351 | +1.96% | |
| Keystone Wealth Services, Llc | 0.11% | 14,482 | $609,472 | $621,423 | +$11,951 | +1.96% | |
| Onyx Bridge Wealth Group Llc | 0.05% | 13,680 | $575,720 | $587,009 | +$11,289 | +1.96% | |
| Vantage Point Financial Llc | 0.15% | 11,911 | $501,272 | $511,101 | +$9,829 | +1.96% | |
| Chicago Partners Investment Group Llc | 0.01% | 11,272 | $476,071 | $483,682 | +$7,611 | +1.60% | |
| Citadel Advisors Llc | 0.00% | 11,238 | $472,949 | $482,223 | +$9,274 | +1.96% | |
| Farther Finance Advisors, Llc | 0.00% | 10,865 | $457,251 | $466,217 | +$8,966 | +1.96% | |
| Lakeridge Wealth Management Llc | 0.17% | 10,726 | $451,402 | $460,253 | +$8,851 | +1.96% | |
| Wealthshield Partners, Llc | 0.07% | 10,682 | $449,550 | $458,365 | +$8,815 | +1.96% | |
| Lantz Financial Llc | 0.08% | 10,533 | $443,279 | $451,971 | +$8,692 | +1.96% | |
| Cornerstone Wealth Group, Llc | 0.03% | 10,094 | $424,804 | $433,134 | +$8,330 | +1.96% | |
| Integrity Advisory Solutions, Llc | 0.04% | 9,938 | $418,254 | $426,440 | +$8,186 | +1.96% | |
| Simplicity Wealth,Llc | 0.02% | 10,329 | $406,386 | $443,217 | +$36,831 | +9.06% | |
| Cresset Asset Management, Llc | 0.00% | 9,286 | $390,799 | $398,462 | +$7,663 | +1.96% | |
| Advance Capital Management, Inc. | 0.01% | 9,184 | $386,507 | $394,085 | +$7,578 | +1.96% | |
| First Commonwealth Financial Corp | 0.05% | 8,726 | $367,232 | $374,433 | +$7,201 | +1.96% | |
| Advisory Services Network, Llc | 0.00% | 8,520 | $358,563 | $365,593 | +$7,030 | +1.96% | |
| Diligent Investors, Llc | 0.08% | 8,500 | $357,721 | $364,735 | +$7,014 | +1.96% |
Frequently asked questions about UAUG
Who owns the most UAUG stock?
The largest holders of UAUG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INNOVATOR U.S. EQUITY ULTRA (UAUG).
Is UAUG widely held by superinvestors?
Many widely followed stocks like UAUG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly UAUG is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.