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 3.91 Million shares, which have been reported (via 13F filing form) to have a value of $149 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
1,554,378
shares
|
$59.2 Million
0.88% of portfolio
|
Q2 2025
Added 6228.13%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
248,332
shares
|
$9.46 Million
0.32% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
234,182
shares
|
$8.92 Million
0.69% of portfolio
|
Q2 2025
New holding
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
195,982
shares
|
$7.47 Million
1.95% of portfolio
|
Q2 2025
Added 2497.16%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
149,328
shares
|
$5.69 Million
1.29% of portfolio
|
Q2 2025
Added 14.1%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
123,678
shares
|
$4.71 Million
0.35% of portfolio
|
Q1 2025
Added 13.6%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
102,699
shares
|
$3.91 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
90,914
shares
|
$3.46 Million
0.11% of portfolio
|
Q1 2025
Added 225.23%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
83,824
shares
|
$3.19 Million
0.0% of portfolio
|
Q1 2025
Added 20.75%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
81,011
shares
|
$3.09 Million
0.01% of portfolio
|
Q4 2024
Reduced 31.35%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
79,890
shares
|
$3.04 Million
0.01% of portfolio
|
Q1 2025
Added 389.73%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
73,185
shares
|
$2.79 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
68,910
shares
|
$2.63 Million
0.88% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
63,970
shares
|
$2.44 Million
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
50,365
shares
|
$1.92 Million
0.0% of portfolio
|
Q1 2025
Added 214.94%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
45,601
shares
|
$1.74 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 05, 2025 Q1 2025 |
35,377
shares
|
$1.35 Million
0.27% of portfolio
|
Q1 2025
Reduced 18.78%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
34,458
shares
|
$1.31 Million
0.0% of portfolio
|
Q1 2025
Added 99.48%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
30,823
shares
|
$1.17 Million
0.09% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
30,475
shares
|
$1.16 Million
0.12% of portfolio
|
Q2 2025
Added 8.84%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
29,200
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
25,685
shares
|
$978,598
0.0% of portfolio
|
Q1 2025
Added 28.48%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
23,705
shares
|
$903,160
0.16% of portfolio
|
Q1 2025
Reduced 15.13%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
23,290
shares
|
$887,349
0.21% of portfolio
|
Q1 2025
Added 24.77%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
23,251
shares
|
$885,863
0.06% of portfolio
|
Q1 2025
Reduced 8.1%
|