Innovator U.S. Equity Ultra Bu UMAR
Institutional shares held
3.12 Million
0
calls
0
puts
Total value of holdings
$122M
$0
calls
$0
puts
# of Institutions
72
We take great care to ensure that the data presented and summarized in this overview for INNOVATOR U.S. EQUITY ULTRA BU is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding UMAR
View all-
Talon Private Wealth, LLC The Villages, FL908KShares$35.6 Million4.71% of portfolio
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Wealth Plan Investment Management, LLC Omaha, NE293KShares$11.5 Million0.83% of portfolio
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Mgo One Seven LLC Beachwood, OH237KShares$9.29 Million0.23% of portfolio
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Lantz Financial LLC194KShares$7.61 Million1.75% of portfolio
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C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH137KShares$5.39 Million0.33% of portfolio
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Kfg Wealth Management, LLC Granger, IN129KShares$5.05 Million1.11% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ86.9KShares$3.41 Million0.01% of portfolio
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Commonwealth Equity Services, LLC85.8KShares$3.36 Million0.0% of portfolio
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Kestra Advisory Services, LLC77.5KShares$3.04 Million0.02% of portfolio
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Wealth Plan Partners, LLC Omaha, NE70.6KShares$2.77 Million0.47% of portfolio