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 1.06 Million shares, which have been reported (via 13F filing form) to have a value of $37.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,881
shares
|
$496,523
0.0% of portfolio
|
Q2 2024
Added 40.48%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
11,220
shares
|
$401,339
0.05% of portfolio
|
Q2 2025
Reduced 8.3%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
9,708
shares
|
$347,255
0.26% of portfolio
|
Q2 2025
Reduced 6.21%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
9,194
shares
|
$328,869
0.0% of portfolio
|
Q1 2025
Reduced 34.93%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
8,755
shares
|
$313,166
0.02% of portfolio
|
Q2 2025
Reduced 17.27%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jul 07, 2025 Q2 2025 |
8,736
shares
|
$312,486
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
7,669
shares
|
$274,320
0.0% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Jul 24, 2025 Q2 2025 |
7,463
shares
|
$266,951
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Jul 23, 2025 Q2 2025 |
7,355
shares
|
$263,088
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
7,355
shares
|
$263,088
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
7,340
shares
|
$262,551
0.02% of portfolio
|
Q2 2025
Reduced 20.63%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
7,333
shares
|
$262,301
0.1% of portfolio
|
Q3 2024
Reduced 37.43%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
6,622
shares
|
$236,868
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
3,525
shares
|
$126,089
0.01% of portfolio
|
Q2 2023
Reduced 97.63%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,447
shares
|
$87,529
0.0% of portfolio
|
Q1 2025
Added 21.38%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
1,000
shares
|
$35,770
0.03% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
994
shares
|
$35,555
0.0% of portfolio
|
Q2 2025
Reduced 77.12%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
727
shares
|
$26,004
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
500
shares
|
$17,885
0.0% of portfolio
|
Q2 2025
Reduced 21.63%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
474
shares
|
$16,954
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
462
shares
|
$16,525
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
350
shares
|
$12,519
0.0% of portfolio
|
Q3 2024
Reduced 91.39%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
186
shares
|
$6,653
0.0% of portfolio
|
Q2 2024
Reduced 31.11%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
1
shares
|
$35
0.0% of portfolio
|
Q2 2025
Reduced 99.98%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|