Institutional Ownership Innovator U.S. Equity Ultra Bu (UMAY)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UMAY). We have compiled data on the 50 institutions that hold shares in the stock, with a total of 831,889 shares, which have been reported (via 13F filing form) to have a value of $28.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
10,351
shares
|
$356,074
0.31% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
9,248
shares
|
$318,131
0.02% of portfolio
|
Q1 2025
Reduced 18.85%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
9,194
shares
|
$316,273
0.0% of portfolio
|
Q1 2025
Reduced 34.93%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,904
shares
|
$306,297
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
8,126
shares
|
$279,534
0.01% of portfolio
|
Q1 2025
Reduced 52.99%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
7,572
shares
|
$260,476
0.0% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
May 05, 2025 Q1 2025 |
7,355
shares
|
$253,012
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Retirement Guys Formula LLC
|
Apr 23, 2025 Q1 2025 |
7,333
shares
|
$252,255
0.13% of portfolio
|
Q3 2024
Reduced 37.43%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
6,813
shares
|
$234,367
0.0% of portfolio
|
Q1 2025
Reduced 16.02%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
6,622
shares
|
$227,796
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
6,411
shares
|
$220,538
0.1% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
6,049
shares
|
$208,085
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
6,017
shares
|
$206,984
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
5,164
shares
|
$177,641
0.0% of portfolio
|
Q1 2025
Added 94.21%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
4,345
shares
|
$149,468
0.01% of portfolio
|
Q1 2025
Reduced 40.22%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
3,525
shares
|
$121,260
0.01% of portfolio
|
Q2 2023
Reduced 97.63%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,447
shares
|
$84,176
0.0% of portfolio
|
Q1 2025
Added 21.38%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
1,000
shares
|
$34,400
0.03% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
638
shares
|
$21,947
0.0% of portfolio
|
Q1 2024
Reduced 48.47%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
462
shares
|
$15,892
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
350
shares
|
$12,040
0.0% of portfolio
|
Q3 2024
Reduced 91.39%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
315
shares
|
$10,836
0.0% of portfolio
|
Q1 2025
Reduced 32.98%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
186
shares
|
$6,398
0.0% of portfolio
|
Q2 2024
Reduced 31.11%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
164
shares
|
$5,641
0.0% of portfolio
|
Q1 2025
Added 51.85%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|