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 |
|---|---|---|---|---|---|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jul 09, 2025 Q2 2025 |
8,604
shares
|
$333,921
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
8,089
shares
|
$313,934
0.01% of portfolio
|
Q1 2025
Added 29.32%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
7,963
shares
|
$309,044
0.0% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
7,706
shares
|
$299,069
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
7,207
shares
|
$279,703
0.06% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
7,206
shares
|
$279,664
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
6,218
shares
|
$241,320
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Golden Reserve Retirement LLC
Dublin, OH |
Jul 23, 2025 Q2 2025 |
5,900
shares
|
$228,979
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
5,550
shares
|
$215,395
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
5,533
shares
|
$214,735
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
4,475
shares
|
$173,674
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
4,475
shares
|
$173,674
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
3,415
shares
|
$132,536
0.16% of portfolio
|
Q1 2025
Added 14.25%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,300
shares
|
$128,073
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
2,539
shares
|
$98,538
0.0% of portfolio
|
Q1 2025
Added 55.2%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
2,166
shares
|
$84,062
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,940
shares
|
$75,291
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
1,800
shares
|
$69,858
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
1,482
shares
|
$57,516
0.0% of portfolio
|
Q2 2024
Reduced 46.3%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
1,071
shares
|
$41,565
0.0% of portfolio
|
Q2 2025
Added 37.84%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
570
shares
|
$22,121
0.01% of portfolio
|
Q1 2025
Reduced 53.28%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
483
shares
|
$18,745
0.0% of portfolio
|
Q3 2024
Reduced 37.68%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
411
shares
|
$15,950
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
353
shares
|
$13,699
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
175
shares
|
$6,791
0.0% of portfolio
|
Q2 2025
Reduced 16.27%
|