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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
7,214
shares
|
$265,835
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
7,206
shares
|
$265,541
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Occidental Asset Management, LLC
|
May 15, 2025 Q1 2025 |
6,218
shares
|
$229,133
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Golden Reserve Retirement LLC
Dublin, OH |
May 07, 2025 Q1 2025 |
5,900
shares
|
$217,415
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
4,475
shares
|
$164,903
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
4,475
shares
|
$164,903
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
3,415
shares
|
$125,842
0.16% of portfolio
|
Q1 2025
Added 14.25%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,300
shares
|
$121,605
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,539
shares
|
$93,562
0.0% of portfolio
|
Q1 2025
Added 55.2%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
2,348
shares
|
$86,523
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
1,940
shares
|
$71,489
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
1,800
shares
|
$66,330
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,482
shares
|
$54,611
0.0% of portfolio
|
Q2 2024
Reduced 46.3%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
777
shares
|
$28,632
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
570
shares
|
$21,004
0.01% of portfolio
|
Q1 2025
Reduced 53.28%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
483
shares
|
$17,798
0.0% of portfolio
|
Q3 2024
Reduced 37.68%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
411
shares
|
$15,145
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
209
shares
|
$7,701
0.0% of portfolio
|
Q4 2024
Reduced 12.92%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
22
shares
|
$810
0.0% of portfolio
|
Q1 2024
Reduced 71.05%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
7
shares
|
$257
0.0% of portfolio
|
Q3 2023
Reduced 58.82%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|