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 62 institutions that hold shares in the stock, with a total of 2.14 Million shares, which have been reported (via 13F filing form) to have a value of $76.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 07, 2024 Q3 2024 |
487,051
shares
|
$17.3 Million
1.01% of portfolio
|
Q3 2024
Reduced 11.78%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
278,933
shares
|
$9.9 Million
0.43% of portfolio
|
Q3 2024
Reduced 12.39%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
129,890
shares
|
$4.61 Million
0.08% of portfolio
|
Q3 2024
Reduced 78.51%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
96,679
shares
|
$3.43 Million
0.29% of portfolio
|
Q3 2024
Added 7.52%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
96,517
shares
|
$3.43 Million
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
80,476
shares
|
$2.86 Million
0.82% of portfolio
|
Q3 2024
Reduced 9.39%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
75,322
shares
|
$2.67 Million
0.0% of portfolio
|
Q2 2024
Added 12.04%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
70,184
shares
|
$2.49 Million
0.01% of portfolio
|
Q2 2024
Reduced 8.61%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 12, 2024 Q2 2024 |
55,412
shares
|
$1.97 Million
0.15% of portfolio
|
Q2 2024
Added 77.64%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Aug 14, 2024 Q2 2024 |
51,267
shares
|
$1.82 Million
0.16% of portfolio
|
Q2 2024
Added 16.9%
|
|
|
Donald L. Hagan, LLC
|
Oct 30, 2024 Q3 2024 |
51,140
shares
|
$1.82 Million
0.98% of portfolio
|
Q3 2024
Added 20.56%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
50,496
shares
|
$1.79 Million
0.0% of portfolio
|
Q2 2024
Added 3.9%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
46,475
shares
|
$1.65 Million
0.95% of portfolio
|
Q3 2024
Reduced 42.92%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
40,431
shares
|
$1.44 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
|
$1.16 Million
0.01% of portfolio
|
Q2 2024
Added 15.94%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
31,249
shares
|
$1.11 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
28,492
shares
|
$1.01 Million
0.08% of portfolio
|
Q2 2024
Added 2.53%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
27,930
shares
|
$991,794
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
27,853
shares
|
$989,060
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
27,100
shares
|
$962,321
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 04, 2024 Q3 2024 |
25,024
shares
|
$888,602
0.49% of portfolio
|
Q3 2024
Reduced 90.29%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
21,552
shares
|
$765,311
0.0% of portfolio
|
Q2 2024
Added 23.44%
|
|
|
Encompass More Asset Management
Danville, CA |
Jul 26, 2024 Q2 2024 |
21,200
shares
|
$752,812
0.51% of portfolio
|
Q2 2024
Added 21.18%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
18,824
shares
|
$668,440
0.18% of portfolio
|
Q3 2024
Reduced 57.69%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
18,187
shares
|
$645,820
0.0% of portfolio
|
Q3 2024
Reduced 31.24%
|