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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, Commonwealth Equity Services, Llc, Osaic Holdings, Inc., Kestra Advisory Services, Llc, and Envestnet Asset Management Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | Buy | +275,807 | — | 275,807 | $11.01M | Q4 2025 | Feb 18, 2026 |
| Onyx Bridge Wealth Group Llc | Buy | +14,504 | — | 14,504 | $579.00K | Q4 2025 | Feb 18, 2026 |
| First Commonwealth Financial Corp | Buy | +8,726 | — | 8,726 | $348.34K | Q4 2025 | Feb 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +6,011 | — | 6,011 | $239.96K | Q4 2025 | Feb 18, 2026 |
| Osaic Holdings, Inc. | Buy | +158,391 | — | 158,391 | $6.32M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +32,442 | — | 32,442 | $1.30M | Q4 2025 | Feb 17, 2026 |
| Old Mission Capital Llc | Buy | +23,187 | — | 23,187 | $925.63K | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, Llc | Buy | +9,286 | — | 9,286 | $370.70K | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, Llc | Buy | +8,520 | — | 8,520 | $340.12K | Q4 2025 | Feb 17, 2026 |
| Gallagher Fiduciary Advisors, Llc | Buy | +6,009 | — | 6,009 | $239.88K | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +5,208 | — | 5,208 | $207.90K | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +2,275 | — | 2,275 | $91.00K | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, Llc | Buy | +62,684 | — | 62,684 | $2.50M | Q4 2025 | Feb 13, 2026 |
| Mml Investors Services, Llc | Buy | +29,255 | — | 29,255 | $1.17M | Q4 2025 | Feb 13, 2026 |
| Wpwealth Llp | Buy | +16,150 | — | 16,150 | $644.71K | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | Buy | +12,178 | — | 12,178 | $486.15K | Q4 2025 | Feb 13, 2026 |
| Summit Financial, Llc | Buy | +8,335 | — | 8,335 | $332.73K | Q4 2025 | Feb 13, 2026 |
| Wealth Alliance, Llc | Buy | +5,543 | — | 5,543 | $221.28K | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, Llc | Buy | +1,800 | — | 1,800 | $71.86K | Q4 2025 | Feb 13, 2026 |
| Barclays Plc | Buy | +528 | — | 528 | $21.08K | Q4 2025 | Feb 13, 2026 |
| Commonwealth Equity Services, Llc | Buy | +161,033 | — | 161,033 | $6.43M | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +16,142 | — | 16,142 | $644.39K | Q4 2025 | Feb 12, 2026 |
| Wood Tarver Financial Group, Llc | Buy | +6,944 | — | 6,944 | $277.00K | Q4 2025 | Feb 12, 2026 |
| Triumph Capital Management | Buy | +30 | — | 30 | $1.20K | Q4 2025 | Feb 12, 2026 |
| Lpl Financial Llc | Buy | +32,870 | — | 32,870 | $1.31M | Q4 2025 | Feb 11, 2026 |
| Envestnet Asset Management Inc | Buy | +59,892 | — | 59,892 | $2.39M | Q4 2025 | Feb 10, 2026 |
| Newcorp Financial Services, Inc. | Buy | +57,531 | — | 57,531 | $2.30M | Q4 2025 | Feb 10, 2026 |
| Foundations Investment Advisors, Llc | Buy | +28,200 | — | 28,200 | $1.13M | Q4 2025 | Feb 10, 2026 |
| Impact Partnership Wealth, Llc | Buy | +19,571 | — | 19,571 | $781.27K | Q4 2025 | Feb 10, 2026 |
| Evolution Wealth Management Inc. | Buy | +7,192 | — | 7,192 | $287.11K | Q4 2025 | Feb 10, 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.