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 48 institutions that hold shares in the stock, with a total of 922,926 shares, which have been reported (via 13F filing form) to have a value of $31 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
12,119
shares
|
$406,592
0.0% of portfolio
|
Q3 2024
Reduced 24.17%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
10,974
shares
|
$368,177
0.03% of portfolio
|
Q1 2024
Reduced 4.95%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
10,071
shares
|
$337,882
0.02% of portfolio
|
Q3 2024
Reduced 17.28%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
8,113
shares
|
$272,191
0.0% of portfolio
|
Q2 2024
Reduced 53.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
7,654
shares
|
$256,791
0.0% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
7,442
shares
|
$249,679
0.0% of portfolio
|
Q3 2024
Reduced 40.06%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Nov 13, 2024 Q3 2024 |
7,355
shares
|
$246,760
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2024 Q3 2024 |
7,333
shares
|
$246,022
0.11% of portfolio
|
Q3 2024
Reduced 37.43%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
7,307
shares
|
$245,149
0.01% of portfolio
|
Q3 2024
Added 62.63%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 08, 2024 Q3 2024 |
7,307
shares
|
$245,149
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
6,658
shares
|
$223,375
0.01% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
6,404
shares
|
$214,854
0.09% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
3,525
shares
|
$118,263
0.01% of portfolio
|
Q2 2023
Reduced 97.63%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
2,659
shares
|
$89,209
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
1,757
shares
|
$58,947
0.04% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,244
shares
|
$41,736
0.0% of portfolio
|
Q3 2024
Added 3912.9%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 22, 2024 Q3 2024 |
1,151
shares
|
$38,616
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
638
shares
|
$21,404
0.0% of portfolio
|
Q1 2024
Reduced 48.47%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
470
shares
|
$15,768
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
462
shares
|
$15,500
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
350
shares
|
$11,742
0.0% of portfolio
|
Q3 2024
Reduced 91.39%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
186
shares
|
$6,240
0.0% of portfolio
|
Q2 2024
Reduced 31.11%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|