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 63 institutions that hold shares in the stock, with a total of 2.18 Million shares, which have been reported (via 13F filing form) to have a value of $76 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
17,802
shares
|
$621,645
0.0% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
17,105
shares
|
$597,306
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
16,935
shares
|
$591,370
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
16,763
shares
|
$585,363
0.07% of portfolio
|
Q2 2024
Added 3.24%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
16,369
shares
|
$571,605
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
15,137
shares
|
$528,584
0.0% of portfolio
|
Q2 2024
Added 19.05%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
13,833
shares
|
$483,048
0.0% of portfolio
|
Q2 2024
Added 252.52%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
11,649
shares
|
$406,783
0.01% of portfolio
|
Q1 2024
Added 32.48%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
10,718
shares
|
$374,272
0.16% of portfolio
|
Q1 2021
New holding
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
9,628
shares
|
$336,209
0.02% of portfolio
|
Q3 2024
Reduced 6.3%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
9,572
shares
|
$334,254
0.12% of portfolio
|
Q2 2023
Reduced 0.36%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
9,099
shares
|
$317,737
0.01% of portfolio
|
Q2 2024
Reduced 18.42%
|
|
|
Hrt Financial LP
New York, NY |
Aug 12, 2024 Q2 2024 |
8,488
shares
|
$296,400
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
8,424
shares
|
$294,166
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
8,334
shares
|
$291,023
0.0% of portfolio
|
Q2 2024
Added 25.46%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
7,644
shares
|
$266,928
0.0% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
7,594
shares
|
$265,182
0.06% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
7,206
shares
|
$251,633
0.03% of portfolio
|
Q3 2024
Added 21.66%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
6,913
shares
|
$241,401
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
6,255
shares
|
$218,424
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
6,218
shares
|
$217,132
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,300
shares
|
$115,236
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2024 Q2 2024 |
3,246
shares
|
$113,350
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
2,752
shares
|
$96,099
0.0% of portfolio
|
Q2 2024
Added 114.66%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,940
shares
|
$67,744
0.02% of portfolio
|
Q1 2023
New holding
|