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 67 institutions that hold shares in the stock, with a total of 3.03 Million shares, which have been reported (via 13F filing form) to have a value of $103 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
604,476
shares
|
$20.6 Million
0.38% of portfolio
|
Q2 2024
Added 8.25%
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2024 Q2 2024 |
552,080
shares
|
$18.8 Million
1.08% of portfolio
|
Q2 2024
Reduced 51.06%
|
|
Mgo One Seven LLC
Beachwood, OH |
Aug 07, 2024 Q2 2024 |
318,373
shares
|
$10.8 Million
0.52% of portfolio
|
Q2 2024
Reduced 29.02%
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 12, 2024 Q2 2024 |
257,729
shares
|
$8.77 Million
3.79% of portfolio
|
Q2 2024
Added 2.95%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
96,517
shares
|
$3.28 Million
0.06% of portfolio
|
Q2 2024
New holding
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 02, 2024 Q2 2024 |
89,919
shares
|
$3.06 Million
0.33% of portfolio
|
Q2 2024
Added 118.33%
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 19, 2024 Q2 2024 |
88,819
shares
|
$3.02 Million
1.3% of portfolio
|
Q2 2024
Reduced 1.91%
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 26, 2024 Q2 2024 |
81,415
shares
|
$2.77 Million
1.8% of portfolio
|
Q2 2024
Added 0.12%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
75,322
shares
|
$2.56 Million
0.0% of portfolio
|
Q2 2024
Added 12.04%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
70,184
shares
|
$2.39 Million
0.01% of portfolio
|
Q2 2024
Reduced 8.61%
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 12, 2024 Q2 2024 |
55,412
shares
|
$1.88 Million
0.15% of portfolio
|
Q2 2024
Added 77.64%
|
|
Berger Financial Group, Inc
Plymouth, MN |
Aug 14, 2024 Q2 2024 |
51,267
shares
|
$1.74 Million
0.16% of portfolio
|
Q2 2024
Added 16.9%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
50,496
shares
|
$1.72 Million
0.0% of portfolio
|
Q2 2024
Added 3.9%
|
|
Archer Investment Corp
|
Aug 02, 2024 Q2 2024 |
44,494
shares
|
$1.51 Million
0.44% of portfolio
|
Q2 2024
Reduced 2.78%
|
|
Donald L. Hagan, LLC
|
Jul 19, 2024 Q2 2024 |
42,419
shares
|
$1.44 Million
0.8% of portfolio
|
Q2 2024
Reduced 7.4%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
40,431
shares
|
$1.38 Million
0.0% of portfolio
|
Q2 2024
Added 123.67%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
32,667
shares
|
$1.11 Million
0.01% of portfolio
|
Q2 2024
Added 15.94%
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
31,891
shares
|
$1.08 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.94%
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
28,492
shares
|
$969,012
0.08% of portfolio
|
Q2 2024
Added 2.53%
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 17, 2024 Q2 2024 |
27,930
shares
|
$949,899
0.23% of portfolio
|
Q2 2024
New holding
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
27,853
shares
|
$947,280
0.0% of portfolio
|
Q2 2024
New holding
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
27,100
shares
|
$921,671
0.11% of portfolio
|
Q2 2024
New holding
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
26,449
shares
|
$899,530
0.0% of portfolio
|
Q1 2024
Added 106.78%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
21,552
shares
|
$732,983
0.0% of portfolio
|
Q2 2024
Added 23.44%
|
|
Encompass More Asset Management
Danville, CA |
Jul 26, 2024 Q2 2024 |
21,200
shares
|
$721,012
0.51% of portfolio
|
Q2 2024
Added 21.18%
|