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 76 institutions that hold shares in the stock, with a total of 4.9 Million shares, which have been reported (via 13F filing form) to have a value of $190 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
23,403
shares
|
$908,270
0.06% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
21,490
shares
|
$834,026
0.0% of portfolio
|
Q2 2025
Added 5.14%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
19,097
shares
|
$741,154
0.22% of portfolio
|
Q2 2025
Added 7.63%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
18,521
shares
|
$718,800
0.54% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
18,018
shares
|
$699,278
0.0% of portfolio
|
Q2 2025
Reduced 29.85%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
16,935
shares
|
$657,247
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
16,683
shares
|
$647,467
0.05% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
16,629
shares
|
$645,371
0.03% of portfolio
|
Q2 2025
Added 112.02%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
16,569
shares
|
$643,042
0.0% of portfolio
|
Q2 2025
Added 129.68%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
16,525
shares
|
$641,335
0.02% of portfolio
|
Q2 2025
Added 18.04%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
16,500
shares
|
$640,365
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
16,313
shares
|
$633,107
0.04% of portfolio
|
Q2 2025
Reduced 5.52%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
15,519
shares
|
$602,292
0.0% of portfolio
|
Q2 2025
Added 48.89%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
14,277
shares
|
$554,090
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
14,209
shares
|
$551,451
0.01% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
13,010
shares
|
$504,918
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
11,649
shares
|
$452,097
0.01% of portfolio
|
Q1 2024
Added 32.48%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
10,718
shares
|
$415,965
0.09% of portfolio
|
Q1 2021
New holding
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
10,602
shares
|
$411,463
0.02% of portfolio
|
Q2 2025
Reduced 73.04%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
10,326
shares
|
$400,752
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
10,279
shares
|
$398,927
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
Jul 31, 2025 Q2 2025 |
9,724
shares
|
$377,388
0.18% of portfolio
|
Q1 2025
Reduced 41.33%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
9,628
shares
|
$373,662
0.02% of portfolio
|
Q3 2024
Reduced 6.3%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
9,572
shares
|
$371,489
0.12% of portfolio
|
Q2 2023
Reduced 0.36%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
9,100
shares
|
$353,171
0.09% of portfolio
|
Q2 2025
New holding
|