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 1.47 Million shares, which have been reported (via 13F filing form) to have a value of $52.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
16,935
shares
|
$601,531
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
16,754
shares
|
$595,102
0.05% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
Feb 19, 2025 Q4 2024 |
16,574
shares
|
$588,708
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
16,313
shares
|
$579,437
0.0% of portfolio
|
Q4 2024
Added 9.84%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
15,992
shares
|
$568,035
0.0% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
15,709
shares
|
$557,983
0.0% of portfolio
|
Q4 2024
Reduced 11.76%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
14,430
shares
|
$512,553
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
11,649
shares
|
$413,772
0.01% of portfolio
|
Q1 2024
Added 32.48%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
10,718
shares
|
$380,703
0.1% of portfolio
|
Q1 2021
New holding
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
9,628
shares
|
$341,986
0.02% of portfolio
|
Q3 2024
Reduced 6.3%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
9,572
shares
|
$339,997
0.12% of portfolio
|
Q2 2023
Reduced 0.36%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Apr 03, 2025 Q1 2025 |
8,604
shares
|
$305,614
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
8,334
shares
|
$296,023
0.0% of portfolio
|
Q2 2024
Added 25.46%
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
7,546
shares
|
$268,033
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
7,231
shares
|
$256,845
0.05% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
7,206
shares
|
$255,957
0.03% of portfolio
|
Q3 2024
Added 21.66%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
6,887
shares
|
$244,626
0.0% of portfolio
|
Q4 2024
Reduced 9.81%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
6,255
shares
|
$222,177
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,218
shares
|
$220,863
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,300
shares
|
$117,216
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
2,989
shares
|
$106,169
0.2% of portfolio
|
Q4 2024
Reduced 14.96%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
2,616
shares
|
$92,920
0.0% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
1,940
shares
|
$68,908
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
1,800
shares
|
$63,936
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,636
shares
|
$58,110
0.0% of portfolio
|
Q4 2024
Reduced 4.05%
|