Who Owns UAUG?
Innovator U.S. Equity Ultra Buffer ETF — Institutional Ownership & 13F Holdings
$41.11
+0.01 (+0.04%)
Market Cap
$233.7M
Shares Outstanding
5,833,953
Institutional Holders
85
Total Inst. Value
$57.1M
% of Float Held
—
QoQ Holder Change
+28
Institutional data as of Q1 2025
New Positions
15
Closed Positions
8
Increased
10
Decreased
36
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Archer Investment CorpNew | $5.3M | 152,460 |
| 2 | KFG WEALTH MANAGEMENT, LLC | $4.8M | 139,390 |
| 3 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $4.3M | 125,223 |
| 4 | OSAIC HOLDINGS, INC. | $4.3M | 124,733 |
| 5 | Berger Financial Group, Inc | $2.7M | 79,089 |
| 6 | FIDUCIARY FINANCIAL GROUP, LLC | $2.0M | 58,579 |
| 7 | RAYMOND JAMES FINANCIAL INC | $1.8M | 52,398 |
| 8 | Strategic Blueprint, LLC | $1.7M | 48,585 |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 47,247 |
| 10 | CENTRAL VALLEY ADVISORS, LLCNew | $1.5M | 42,008 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Archer Investment CorpNew | +152K | $5.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | +111K | $4.3M |
| OSAIC HOLDINGS, INC. | +13K | $4.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +33K | $1.6M |
| CENTRAL VALLEY ADVISORS, LLCNew | +42K | $1.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Brookstone Capital Management | -1.3M | $4K |
| Onyx Bridge Wealth Group LLC | -225K | $671K |
| KFG WEALTH MANAGEMENT, LLC | -105K | $4.8M |
| Pallas Capital Advisors LLC | -87K | $857K |
| RAYMOND JAMES FINANCIAL INC | -66K | $1.8M |
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Frequently Asked Questions
How many institutional investors hold UAUG?
As of Q1 2025, 85 institutional investors report holding UAUG (Innovator U.S. Equity Ultra Buffer ETF) in their 13F filings.
Which hedge fund owns the most UAUG?
The largest institutional holder of UAUG is Archer Investment Corp with $5.3M in shares.
Are institutions buying or selling UAUG?
This quarter, 15 institutions opened new positions in UAUG and 8 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.