Innovator U.S. Equity Ultra Buffer ETF(UAUG)

$42.09—

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Innovator U.S. Equity Ultra Buffer ETF(UAUG)

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$42.09—

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UAUG(UAUG)

UAUG

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 101 Institutional Holders

Holder	Shares	Date	Change	% Held
RAYMOND JAMES FINANCIAL INC	275.07K	Mar 31, 26	-734	4.72%
COMMONWEALTH EQUITY SERVICES, LLC	154.06K	Mar 31, 26	-6.97K	2.64%
ADVISOR GROUP HOLDINGS, INC.	150.75K	Mar 31, 26	-7.64K	2.58%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	147.46K	Mar 31, 26	+8.37K	2.53%
Brookstone Capital Management	130.91K	Mar 31, 26	-1.54M	2.24%
KFG WEALTH MANAGEMENT, LLC	127.34K	Mar 31, 26	-4.11K	2.18%
MBL Wealth, LLC	127.17K	Mar 31, 26	-2.11K	2.18%
ENVESTNET ASSET MANAGEMENT INC	74.73K	Mar 31, 26	+14.84K	1.28%
Archer Investment Corp	67.83K	Mar 31, 26	-15.25K	1.16%
Kestra Advisory Services, LLC	67.59K	Mar 31, 26	+4.90K	1.16%
Spire Wealth Management	60.34K	Mar 31, 26	+197	1.03%
FIDUCIARY FINANCIAL GROUP, LLC	58.58K	Mar 31, 26	--	1.00%
Berger Financial Group, Inc	56.98K	Mar 31, 26	-80	0.98%
CENTRAL VALLEY ADVISORS, LLC	53.23K	Mar 31, 26	-101	0.91%
Clearstead Advisors, LLC	35.51K	Mar 31, 26	+94	0.61%
Cambridge Investment Research Advisors, Inc.	34.40K	Mar 31, 26	-542	0.59%
Cetera Investment Advisers	33.85K	Mar 31, 26	+1.41K	0.58%
LPL Financial LLC	31.45K	Mar 31, 26	-1.42K	0.54%
AssuredPartners Investment Advisors, LLC	29.18K	Mar 31, 26	-1.18K	0.50%
Foundations Investment Advisors, LLC	25.67K	Mar 31, 26	-2.53K	0.44%
MML INVESTORS SERVICES, LLC	24.59K	Mar 31, 26	-4.66K	0.42%
Strategic Blueprint, LLC	24.42K	Mar 31, 26	-24.38K	0.42%
MILESTONE ASSET MANAGEMENT, LLC	24.17K	Mar 31, 26	-1.68K	0.41%
WealthShield Partners, LLC	22.81K	Mar 31, 26	-3.90K	0.39%
Prime Capital Investment Advisors, LLC	22.75K	Mar 31, 26	+22.75K	0.39%
Retirement Planning Group	20.67K	Mar 31, 26	--	0.35%
Impact Partnership Wealth, LLC	19.52K	Mar 31, 26	-48	0.33%
CRA Financial Services, LLC	18.55K	Mar 31, 26	--	0.32%
TRUIST FINANCIAL CORP	18.39K	Mar 31, 26	--	0.32%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	17.26K	Mar 31, 26	+12.06K	0.30%
WPWealth LLP	16.15K	Mar 31, 26	--	0.28%
Steward Partners Investment Advisory, LLC	15.32K	Mar 31, 26	-824	0.26%
Keystone Wealth Services, LLC	14.55K	Mar 31, 26	+14.55K	0.25%
Onyx Bridge Wealth Group LLC	14.50K	Mar 31, 26	--	0.25%
Advance Capital Management, Inc.	13.86K	Mar 31, 26	--	0.24%
Vantage Point Financial LLC	12.04K	Mar 31, 26	-969	0.21%
Chicago Partners Investment Group LLC	12.03K	Mar 31, 26	--	0.21%
CITADEL ADVISORS LLC	11.45K	Mar 31, 26	+11.45K	0.20%
Farther Finance Advisors, LLC	11.41K	Mar 31, 26	--	0.20%
Lakeridge Wealth Management LLC	10.73K	Mar 31, 26	--	0.18%
Lantz Financial LLC	10.58K	Mar 31, 26	--	0.18%
Simplicity Wealth,LLC	10.33K	Mar 31, 26	--	0.18%
Creative Planning	10.10K	Mar 31, 26	+10.10K	0.17%
Cornerstone Wealth Group, LLC	10.09K	Mar 31, 26	--	0.17%
Cresset Asset Management, LLC	9.29K	Mar 31, 26	--	0.16%
Accurate Wealth Management, LLC	9.27K	Mar 31, 26	-201	0.16%
FIRST COMMONWEALTH FINANCIAL CORP /PA/	8.73K	Mar 31, 26	--	0.15%
OLD MISSION CAPITAL LLC	8.66K	Mar 31, 26	-14.53K	0.15%
Advisory Services Network, LLC	8.52K	Mar 31, 26	--	0.15%
Diligent Investors, LLC	8.50K	Mar 31, 26	--	0.15%
Trek Financial, LLC	8.04K	Mar 31, 26	--	0.14%
Sterling Financial Planning, Inc.	7.74K	Mar 31, 26	--	0.13%
EVOLUTION WEALTH MANAGEMENT INC.	7.19K	Mar 31, 26	--	0.12%
Bluesphere Advisors, LLC	7.11K	Mar 31, 26	--	0.12%
ALTERNA WEALTH MANAGEMENT, INC	7.02K	Mar 31, 26	--	0.12%
4J Wealth Management LLC	6.85K	Mar 31, 26	--	0.12%
Concurrent Investment Advisors, LLC	6.77K	Mar 31, 26	--	0.12%
IMG Wealth Management, Inc.	6.56K	Mar 31, 26	-12	0.11%
Kingsview Wealth Management, LLC	6.40K	Mar 31, 26	--	0.11%
Buska Wealth Management, LLC	6.26K	Mar 31, 26	-1.81K	0.11%
PFG Advisors	6.03K	Mar 31, 26	--	0.10%
Beacon Pointe Advisors, LLC	6.01K	Mar 31, 26	--	0.10%
Gallagher Fiduciary Advisors, LLC	6.01K	Mar 31, 26	--	0.10%
Wood Tarver Financial Group, LLC	5.73K	Mar 31, 26	-1.22K	0.10%
Comprehensive Financial Consultants Institutional, Inc.	5.65K	Mar 31, 26	--	0.10%
Octavia Wealth Advisors, LLC	5.47K	Mar 31, 26	--	0.09%
Wealth Alliance	5.16K	Mar 31, 26	-385	0.09%
AE Wealth Management LLC	3.33K	Mar 31, 26	-389	0.06%
GUARDIAN WEALTH ADVISORS, LLC / NC	1.80K	Mar 31, 26	+1.80K	0.03%
Aptus Capital Advisors, LLC	1.80K	Mar 31, 26	--	0.03%
Talon Private Wealth, LLC	1.25K	Mar 31, 26	+1.25K	0.02%
AdvisorNet Financial, Inc	1.10K	Mar 31, 26	--	0.02%
ROYAL BANK OF CANADA	1.00K	Mar 31, 26	-1.27K	0.02%
BARCLAYS PLC	895	Mar 31, 26	+367	0.02%
UBS Group AG	864	Mar 31, 26	+814	0.01%
DHJJ Financial Advisors, Ltd.	815	Mar 31, 26	--	0.01%
Orion Capital Management LLC	455	Mar 31, 26	--	0.01%
CoreCap Advisors, LLC	246	Mar 31, 26	-260	0.00%
Triumph Capital Management	30	Mar 31, 26	--	0.00%
ASSETMARK, INC	16	Mar 31, 26	--	0.00%
Arete Wealth Advisors, LLC	--	Mar 31, 26	-9.82K	--
Summit Financial, LLC	--	Mar 31, 26	-8.34K	--
Dana Investment Advisors, Inc.	--	Mar 31, 26	-6.58K	--
Chris Bulman Inc	--	Mar 31, 26	-6.75K	--
Arkadios Wealth Advisors	--	Mar 31, 26	-12.18K	--
Hiley Hunt Wealth Management	--	Mar 31, 26	-11.13K	--
Camelot Portfolios, LLC	--	Mar 31, 26	-58	--
SageView Advisory Group, LLC	10.10K	Dec 31, 25	--	0.17%
AVANTAX ADVISORY SERVICES, INC.	7.48K	Jun 30, 25	-590	0.13%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-6.82K	--
Heritage Wealth Partners, LLC	20.38K	Mar 31, 25	-1.87K	0.35%
Riggs Capital Management LLC	5.83K	Dec 31, 24	+5.83K	0.10%
Sugarloaf Wealth Management, LLC	5.05K	Dec 31, 24	--	0.09%
RAYMOND JAMES & ASSOCIATES	117.54K	Sep 30, 24	-1.49K	2.01%
Cetera Advisors LLC	143.39K	Mar 31, 24	+123.13K	2.46%
Cetera Advisor Networks LLC	17.34K	Mar 31, 24	+150	0.30%
Simplicity Solutions, LLC	10.21K	Dec 31, 23	--	0.18%
Cascadia Advisory Services, LLC	380.38K	Sep 30, 21	+380.38K	6.52%
OLD MISSION CAPITAL, LLC	36.35K	Dec 31, 20	+36.35K	0.62%
Advisor Group, Inc.	9.82K	Dec 31, 19	+3.97K	0.17%
LADENBURG THALMANN FINANCIAL SERVICES INC.	2.30K	Dec 31, 19	--	0.04%

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Holder

Date

Change

% Held

RAYMOND JAMES FINANCIAL INC

275.07K

Mar 31, 26

-734

4.72%

COMMONWEALTH EQUITY SERVICES, LLC

154.06K

Mar 31, 26

-6.97K

2.64%

ADVISOR GROUP HOLDINGS, INC.

150.75K

Mar 31, 26

-7.64K

2.58%

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

147.46K

Mar 31, 26

+8.37K

2.53%

Brookstone Capital Management

130.91K

Mar 31, 26

-1.54M

2.24%

KFG WEALTH MANAGEMENT, LLC

127.34K

Mar 31, 26

-4.11K

2.18%

MBL Wealth, LLC

127.17K

Mar 31, 26

-2.11K

2.18%

ENVESTNET ASSET MANAGEMENT INC

74.73K

Mar 31, 26

+14.84K

1.28%

Archer Investment Corp

67.83K

Mar 31, 26

-15.25K

1.16%

Kestra Advisory Services, LLC

67.59K

Mar 31, 26

+4.90K

1.16%

Spire Wealth Management

60.34K

Mar 31, 26

+197

1.03%

FIDUCIARY FINANCIAL GROUP, LLC

58.58K

Mar 31, 26

1.00%

Berger Financial Group, Inc

56.98K

Mar 31, 26

-80

0.98%

CENTRAL VALLEY ADVISORS, LLC

53.23K

Mar 31, 26

-101

0.91%

Clearstead Advisors, LLC

35.51K

Mar 31, 26

+94

0.61%

Cambridge Investment Research Advisors, Inc.

34.40K

Mar 31, 26

-542

0.59%

Cetera Investment Advisers

33.85K

Mar 31, 26

+1.41K

0.58%

LPL Financial LLC

31.45K

Mar 31, 26

-1.42K

0.54%

AssuredPartners Investment Advisors, LLC

29.18K

Mar 31, 26

-1.18K

0.50%

Foundations Investment Advisors, LLC

25.67K

Mar 31, 26

-2.53K

0.44%

MML INVESTORS SERVICES, LLC

24.59K

Mar 31, 26

-4.66K

0.42%

Strategic Blueprint, LLC

24.42K

Mar 31, 26

-24.38K

0.42%

MILESTONE ASSET MANAGEMENT, LLC

24.17K

Mar 31, 26

-1.68K

0.41%

WealthShield Partners, LLC

22.81K

Mar 31, 26

-3.90K

0.39%

Prime Capital Investment Advisors, LLC

22.75K

Mar 31, 26

+22.75K

0.39%

Retirement Planning Group

20.67K

Mar 31, 26

0.35%

Impact Partnership Wealth, LLC

19.52K

Mar 31, 26

-48

0.33%

CRA Financial Services, LLC

18.55K

Mar 31, 26

0.32%

TRUIST FINANCIAL CORP

18.39K

Mar 31, 26

0.32%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

17.26K

Mar 31, 26

+12.06K

0.30%

WPWealth LLP

16.15K

Mar 31, 26

0.28%

Steward Partners Investment Advisory, LLC

15.32K

Mar 31, 26

-824

0.26%

Keystone Wealth Services, LLC

14.55K

Mar 31, 26

+14.55K

0.25%

Onyx Bridge Wealth Group LLC

14.50K

Mar 31, 26

0.25%

Advance Capital Management, Inc.

13.86K

Mar 31, 26

0.24%

Vantage Point Financial LLC

12.04K

Mar 31, 26

-969

0.21%

Chicago Partners Investment Group LLC

12.03K

Mar 31, 26

0.21%

CITADEL ADVISORS LLC

11.45K

Mar 31, 26

+11.45K

0.20%

Farther Finance Advisors, LLC

11.41K

Mar 31, 26

0.20%

Lakeridge Wealth Management LLC

10.73K

Mar 31, 26

0.18%

Lantz Financial LLC

10.58K

Mar 31, 26

0.18%

Simplicity Wealth,LLC

10.33K

Mar 31, 26

0.18%

Creative Planning

10.10K

Mar 31, 26

+10.10K

0.17%

Cornerstone Wealth Group, LLC

10.09K

Mar 31, 26

0.17%

Cresset Asset Management, LLC

9.29K

Mar 31, 26

0.16%

Accurate Wealth Management, LLC

9.27K

Mar 31, 26

-201

0.16%

FIRST COMMONWEALTH FINANCIAL CORP /PA/

8.73K

Mar 31, 26

0.15%

OLD MISSION CAPITAL LLC

8.66K

Mar 31, 26

-14.53K

0.15%

Advisory Services Network, LLC

8.52K

Mar 31, 26

0.15%

Diligent Investors, LLC

8.50K

Mar 31, 26

0.15%

Trek Financial, LLC

8.04K

Mar 31, 26

0.14%

Sterling Financial Planning, Inc.

7.74K

Mar 31, 26

0.13%

EVOLUTION WEALTH MANAGEMENT INC.

7.19K

Mar 31, 26

0.12%

Bluesphere Advisors, LLC

7.11K

Mar 31, 26

0.12%

ALTERNA WEALTH MANAGEMENT, INC

7.02K

Mar 31, 26

0.12%

4J Wealth Management LLC

6.85K

Mar 31, 26

0.12%

Concurrent Investment Advisors, LLC

6.77K

Mar 31, 26

0.12%

IMG Wealth Management, Inc.

6.56K

Mar 31, 26

-12

0.11%

Kingsview Wealth Management, LLC

6.40K

Mar 31, 26

0.11%

Buska Wealth Management, LLC

6.26K

Mar 31, 26

-1.81K

0.11%

PFG Advisors

6.03K

Mar 31, 26

0.10%

Beacon Pointe Advisors, LLC

6.01K

Mar 31, 26

0.10%

Gallagher Fiduciary Advisors, LLC

6.01K

Mar 31, 26

0.10%

Wood Tarver Financial Group, LLC

5.73K

Mar 31, 26

-1.22K

0.10%

Comprehensive Financial Consultants Institutional, Inc.

5.65K

Mar 31, 26

0.10%

Octavia Wealth Advisors, LLC

5.47K

Mar 31, 26

0.09%

Wealth Alliance

5.16K

Mar 31, 26

-385

0.09%

AE Wealth Management LLC

3.33K

Mar 31, 26

-389

0.06%

GUARDIAN WEALTH ADVISORS, LLC / NC

1.80K

Mar 31, 26

+1.80K

0.03%

Aptus Capital Advisors, LLC

1.80K

Mar 31, 26

0.03%

Talon Private Wealth, LLC

1.25K

Mar 31, 26

+1.25K

0.02%

AdvisorNet Financial, Inc

1.10K

Mar 31, 26

0.02%

ROYAL BANK OF CANADA

1.00K

Mar 31, 26

-1.27K

0.02%

BARCLAYS PLC

895

Mar 31, 26

+367

0.02%

UBS Group AG

864

Mar 31, 26

+814

0.01%

DHJJ Financial Advisors, Ltd.

815

Mar 31, 26

0.01%

Orion Capital Management LLC

455

Mar 31, 26

0.01%

CoreCap Advisors, LLC

246

Mar 31, 26

-260

0.00%

Triumph Capital Management

Mar 31, 26

0.00%

ASSETMARK, INC

Mar 31, 26

0.00%

Arete Wealth Advisors, LLC

Mar 31, 26

-9.82K

Summit Financial, LLC

Mar 31, 26

-8.34K

Dana Investment Advisors, Inc.

Mar 31, 26

-6.58K

Chris Bulman Inc

Mar 31, 26

-6.75K

Arkadios Wealth Advisors

Mar 31, 26

-12.18K

Hiley Hunt Wealth Management

Mar 31, 26

-11.13K

Camelot Portfolios, LLC

Mar 31, 26

-58

SageView Advisory Group, LLC

10.10K

Dec 31, 25

0.17%

AVANTAX ADVISORY SERVICES, INC.

7.48K

Jun 30, 25

-590

0.13%

Atria Wealth Solutions, Inc.

Jun 30, 25

-6.82K

Heritage Wealth Partners, LLC

20.38K

Mar 31, 25

-1.87K

0.35%

Riggs Capital Management LLC

5.83K

Dec 31, 24

+5.83K

0.10%

Sugarloaf Wealth Management, LLC

5.05K

Dec 31, 24

0.09%

RAYMOND JAMES & ASSOCIATES

117.54K

Sep 30, 24

-1.49K

2.01%

Cetera Advisors LLC

143.39K

Mar 31, 24

+123.13K

2.46%

Cetera Advisor Networks LLC

17.34K

Mar 31, 24

+150

0.30%

Simplicity Solutions, LLC

10.21K

Dec 31, 23

0.18%

Cascadia Advisory Services, LLC

380.38K

Sep 30, 21

+380.38K

6.52%

OLD MISSION CAPITAL, LLC

36.35K

Dec 31, 20

+36.35K

0.62%

Advisor Group, Inc.

9.82K

Dec 31, 19

+3.97K

0.17%

LADENBURG THALMANN FINANCIAL SERVICES INC.

2.30K

Dec 31, 19

0.04%