UAUG

Innovator U.s. Equity Ultra

-$67.1M

Net Activity

Institutions Holding

83

Popularity Rank

#4868

Avg Weight

0.23%

Total Value

$107.3M

Ownership Trend

83 institutions currently hold UAUG, with 15 net buyers and 39 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Decreased

Based on recent trading activity

Net Selling Institutions

39

Net Buying Institutions

15

Key Holders

Key Holders

Top 5 by Value

BF
Broussard Financial Group LLC
$16.2M
RJ
Raymond James Financial INC
$10.8M
CE
Commonwealth Equity Services, LLC
$6.1M
OH
Osaic Holdings, INC.
$5.9M
CC
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
$5.8M

Top 5 by Conviction

BF
Broussard Financial Group LLC
12.95%
KW
Kfg Wealth Management, LLC
0.65%
AI
Archer Investment Corp
0.57%
CV
Central Valley Advisors, LLC
0.57%
MW
MBL Wealth, LLC
0.38%
View all 83 holding institutions

Quarterly Activity

Recent Activity

+$35.8M

Total Buy Value

$128.7M

Total Sell Value

New buy5
Trim31
Add10
Sold out8

15

Net Buyers

39

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding INNOVATOR U.S. EQUITY ULTRA (UAUG)?
Major stakeholders currently include Broussard Financial Group LLC ($16.2M), Raymond James Financial INC ($10.8M), Commonwealth Equity Services, LLC ($6.1M). Based on the latest 13F filings, there are a total of 83 tracked investment funds and institutions maintaining positions in UAUG.
What is the overall institutional sentiment toward UAUG recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $67.1M, driven by 15 managers accumulating shares while 39 reduced their exposure.
Which institutions have been selling or reducing their UAUG positions?
In the latest period, 31 funds trimmed their holdings, and 8 managers completely exited their positions. The aggregate reported sell value was $128.7M.
Are there any notable investors adding UAUG to their portfolios?
Yes, buying activity remains notable. 5 institutions opened new positions in {ticker}, and 10 existing holders added to their shares. The total reported buy value for the quarter amounted to $35.8M.

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