Institutional Ownership Innovator U.S. Equity Ultra Bu (UMAR)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UMAR). We have compiled data on the 72 institutions that hold shares in the stock, with a total of 4.7 Million shares, which have been reported (via 13F filing form) to have a value of $184 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
1,555,883
shares
|
$61 Million
0.84% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
908,363
shares
|
$35.6 Million
4.71% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
292,553
shares
|
$11.5 Million
0.83% of portfolio
|
Q3 2025
Added 24.93%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
236,835
shares
|
$9.29 Million
0.23% of portfolio
|
Q3 2025
Reduced 4.63%
|
|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
195,164
shares
|
$7.65 Million
1.81% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
147,410
shares
|
$5.78 Million
0.33% of portfolio
|
Q2 2025
Reduced 8.03%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
146,701
shares
|
$5.75 Million
1.21% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
86,866
shares
|
$3.41 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
85,751
shares
|
$3.36 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.65%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
77,470
shares
|
$3.04 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
70,569
shares
|
$2.77 Million
0.47% of portfolio
|
Q3 2025
Added 10.32%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 09, 2025 Q3 2025 |
68,711
shares
|
$2.69 Million
0.83% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
61,681
shares
|
$2.42 Million
0.0% of portfolio
|
Q3 2025
Added 12.76%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
53,943
shares
|
$2.12 Million
0.08% of portfolio
|
Q3 2025
Reduced 17.25%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
47,925
shares
|
$1.88 Million
0.0% of portfolio
|
Q3 2025
Added 165.98%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
45,470
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
45,107
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2025
Reduced 31.65%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
30,823
shares
|
$1.21 Million
0.09% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
30,165
shares
|
$1.18 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
23,797
shares
|
$933,318
0.21% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
23,705
shares
|
$929,710
0.15% of portfolio
|
Q1 2025
Reduced 15.13%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
23,628
shares
|
$926,690
0.14% of portfolio
|
Q3 2025
Reduced 38.59%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
21,799
shares
|
$854,956
0.0% of portfolio
|
Q3 2025
Reduced 29.91%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
19,667
shares
|
$771,339
0.05% of portfolio
|
Q3 2025
Reduced 15.96%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
19,097
shares
|
$748,984
0.22% of portfolio
|
Q2 2025
Added 7.63%
|