Who Owns INNOVATOR ETFS TRUST (UAUG)? -- Institutional Holders (2026-03-31)

91 institutions reported holding $107.3M of INNOVATOR ETFS TRUST (UAUG) in SEC 13F filings for 2026-03-31. Largest institutional holders: Broussard Financial Group LLC ($16.2M), RAYMOND JAMES FINANCIAL INC ($10.8M), COMMONWEALTH EQUITY SERVICES, LLC ($6.1M), OSAIC HOLDINGS, INC. ($5.9M), C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors ($5.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Broussard Financial Group LLC$16.2M411,343Added
2RAYMOND JAMES FINANCIAL INC$10.8M275,073Trimmed
3COMMONWEALTH EQUITY SERVICES, LLC$6.1M154,058Trimmed
4OSAIC HOLDINGS, INC.$5.9M150,755Trimmed
5C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$5.8M147,456Added
6Brookstone Capital Management$5.2M130,915Trimmed
7KFG WEALTH MANAGEMENT, LLC$5.0M127,338Trimmed
8MBL Wealth, LLC$5.0M127,165Trimmed
9ENVESTNET ASSET MANAGEMENT INC$2.9M74,732Added
10Archer Investment Corp$2.7M67,831Trimmed
11Kestra Advisory Services, LLC$2.7M67,587Added
12Spire Wealth Management$2.4M60,341Added
13FIDUCIARY FINANCIAL GROUP, LLC$2.3M58,579Hold
14Berger Financial Group, Inc$2.2M56,975Trimmed
15CENTRAL VALLEY ADVISORS, LLC$2.1M53,232Trimmed
16Clearstead Advisors, LLC$1.4M35,510Added
17Cambridge Investment Research Advisors, Inc.$1.4M34,397Trimmed
18Cetera Investment Advisers$1.3M33,855Added
19LPL Financial LLC$1.2M31,450Trimmed
20AssuredPartners Investment Advisors, LLC$1.2M29,180Trimmed
21Foundations Investment Advisors, LLC$1.0M25,672Trimmed
22MML INVESTORS SERVICES, LLC$967,51324,591Trimmed
23Strategic Blueprint, LLC$960,62824,416Trimmed
24MILESTONE ASSET MANAGEMENT, LLC$951,10724,174Trimmed
25WealthShield Partners, LLC$897,40222,809Trimmed

Source: SEC Form 13F filings · as of 2026-03-31