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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Raymond James Financial IncBuy+275,807—275,807$11.01MQ4 2025Feb 18, 2026
Onyx Bridge Wealth Group LlcBuy+14,504—14,504$579.00KQ4 2025Feb 18, 2026
First Commonwealth Financial CorpBuy+8,726—8,726$348.34KQ4 2025Feb 18, 2026
Beacon Pointe Advisors, LlcBuy+6,011—6,011$239.96KQ4 2025Feb 18, 2026
Osaic Holdings, Inc.Buy+158,391—158,391$6.32MQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+32,442—32,442$1.30MQ4 2025Feb 17, 2026
Old Mission Capital LlcBuy+23,187—23,187$925.63KQ4 2025Feb 17, 2026
Cresset Asset Management, LlcBuy+9,286—9,286$370.70KQ4 2025Feb 17, 2026
Advisory Services Network, LlcBuy+8,520—8,520$340.12KQ4 2025Feb 17, 2026
Gallagher Fiduciary Advisors, LlcBuy+6,009—6,009$239.88KQ4 2025Feb 17, 2026
Susquehanna International Group, LlpBuy+5,208—5,208$207.90KQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+2,275—2,275$91.00KQ4 2025Feb 17, 2026
Kestra Advisory Services, LlcBuy+62,684—62,684$2.50MQ4 2025Feb 13, 2026
Mml Investors Services, LlcBuy+29,255—29,255$1.17MQ4 2025Feb 13, 2026
Wpwealth LlpBuy+16,150—16,150$644.71KQ4 2025Feb 13, 2026
Arkadios Wealth AdvisorsBuy+12,178—12,178$486.15KQ4 2025Feb 13, 2026
Summit Financial, LlcBuy+8,335—8,335$332.73KQ4 2025Feb 13, 2026
Wealth Alliance, LlcBuy+5,543—5,543$221.28KQ4 2025Feb 13, 2026
Aptus Capital Advisors, LlcBuy+1,800—1,800$71.86KQ4 2025Feb 13, 2026
Barclays PlcBuy+528—528$21.08KQ4 2025Feb 13, 2026
Commonwealth Equity Services, LlcBuy+161,033—161,033$6.43MQ4 2025Feb 12, 2026
Steward Partners Investment Advisory, LlcBuy+16,142—16,142$644.39KQ4 2025Feb 12, 2026
Wood Tarver Financial Group, LlcBuy+6,944—6,944$277.00KQ4 2025Feb 12, 2026
Triumph Capital ManagementBuy+30—30$1.20KQ4 2025Feb 12, 2026
Lpl Financial LlcBuy+32,870—32,870$1.31MQ4 2025Feb 11, 2026
Envestnet Asset Management IncBuy+59,892—59,892$2.39MQ4 2025Feb 10, 2026
Newcorp Financial Services, Inc.Buy+57,531—57,531$2.30MQ4 2025Feb 10, 2026
Foundations Investment Advisors, LlcBuy+28,200—28,200$1.13MQ4 2025Feb 10, 2026
Impact Partnership Wealth, LlcBuy+19,571—19,571$781.27KQ4 2025Feb 10, 2026
Evolution Wealth Management Inc.Buy+7,192—7,192$287.11KQ4 2025Feb 10, 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.