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 71 institutions that hold shares in the stock, with a total of 1.89 Million shares, which have been reported (via 13F filing form) to have a value of $69.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
18,174
shares
|
$669,711
0.58% of portfolio
|
Q1 2025
Added 25.95%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
17,832
shares
|
$657,109
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
17,744
shares
|
$653,866
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
17,267
shares
|
$636,288
0.05% of portfolio
|
Q1 2025
Reduced 23.15%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
16,935
shares
|
$624,054
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
16,683
shares
|
$614,768
0.05% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
14,277
shares
|
$526,107
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
14,000
shares
|
$515,900
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
13,692
shares
|
$504,550
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
12,985
shares
|
$478,497
0.0% of portfolio
|
Q1 2025
Reduced 34.36%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
11,649
shares
|
$429,265
0.01% of portfolio
|
Q1 2024
Added 32.48%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
10,718
shares
|
$394,958
0.1% of portfolio
|
Q1 2021
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
10,423
shares
|
$384,087
0.0% of portfolio
|
Q1 2025
Added 25.07%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
10,326
shares
|
$380,513
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
May 09, 2025 Q1 2025 |
9,724
shares
|
$358,329
0.23% of portfolio
|
Q1 2025
Reduced 41.33%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
9,628
shares
|
$354,791
0.02% of portfolio
|
Q3 2024
Reduced 6.3%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
9,572
shares
|
$352,728
0.12% of portfolio
|
Q2 2023
Reduced 0.36%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Apr 03, 2025 Q1 2025 |
8,604
shares
|
$317,057
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
8,185
shares
|
$301,617
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
8,089
shares
|
$298,079
0.01% of portfolio
|
Q1 2025
Added 29.32%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
8,046
shares
|
$296,495
0.0% of portfolio
|
Q1 2025
Added 16.83%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
7,843
shares
|
$289,014
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Apr 14, 2025 Q1 2025 |
7,706
shares
|
$283,966
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
7,546
shares
|
$278,070
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
7,231
shares
|
$266,462
0.05% of portfolio
|
Q1 2025
Reduced 4.78%
|