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 59 institutions that hold shares in the stock, with a total of 1.54 Million shares, which have been reported (via 13F filing form) to have a value of $55.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
278,933
shares
|
$10.1 Million
0.43% of portfolio
|
Q3 2024
Reduced 12.39%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
97,733
shares
|
$3.53 Million
0.05% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
96,679
shares
|
$3.49 Million
0.29% of portfolio
|
Q3 2024
Added 7.52%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
78,426
shares
|
$2.83 Million
0.05% of portfolio
|
Q4 2024
Reduced 39.62%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
75,322
shares
|
$2.72 Million
0.0% of portfolio
|
Q2 2024
Added 12.04%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
71,153
shares
|
$2.57 Million
0.66% of portfolio
|
Q4 2024
Reduced 11.58%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
59,163
shares
|
$2.14 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.7%
|
|
|
Donald L. Hagan, LLC
|
Oct 30, 2024 Q3 2024 |
51,140
shares
|
$1.85 Million
0.98% of portfolio
|
Q3 2024
Added 20.56%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
49,174
shares
|
$1.78 Million
0.14% of portfolio
|
Q3 2024
Reduced 11.26%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
46,475
shares
|
$1.68 Million
0.95% of portfolio
|
Q3 2024
Reduced 42.92%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
45,254
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.38%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
43,556
shares
|
$1.57 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
40,485
shares
|
$1.46 Million
0.09% of portfolio
|
Q4 2024
Reduced 91.69%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
36,399
shares
|
$1.31 Million
0.11% of portfolio
|
Q3 2024
Reduced 29.0%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
31,249
shares
|
$1.13 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
28,225
shares
|
$1.02 Million
0.11% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
27,970
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
27,930
shares
|
$1.01 Million
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
26,663
shares
|
$962,534
0.01% of portfolio
|
Q3 2024
Reduced 18.38%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
26,339
shares
|
$950,837
0.08% of portfolio
|
Q3 2024
Reduced 7.56%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
23,541
shares
|
$849,830
0.38% of portfolio
|
Q4 2024
Reduced 5.93%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
18,824
shares
|
$679,546
0.18% of portfolio
|
Q3 2024
Reduced 57.69%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
18,402
shares
|
$664,312
0.0% of portfolio
|
Q3 2024
Reduced 14.62%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
18,187
shares
|
$656,550
0.0% of portfolio
|
Q3 2024
Reduced 31.24%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
17,802
shares
|
$642,652
0.0% of portfolio
|
Q3 2024
Added 0.3%
|