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 76 institutions that hold shares in the stock, with a total of 4.88 Million shares, which have been reported (via 13F filing form) to have a value of $187 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
1,554,378
shares
|
$59.4 Million
0.88% of portfolio
|
Q2 2025
Added 6228.13%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
908,363
shares
|
$34.7 Million
4.71% of portfolio
|
Q2 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
248,332
shares
|
$9.49 Million
0.32% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
234,182
shares
|
$8.95 Million
0.69% of portfolio
|
Q2 2025
New holding
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
195,982
shares
|
$7.49 Million
1.95% of portfolio
|
Q2 2025
Added 2497.16%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
149,328
shares
|
$5.71 Million
1.29% of portfolio
|
Q2 2025
Added 14.1%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
135,566
shares
|
$5.18 Million
0.48% of portfolio
|
Q2 2025
Added 9.61%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
92,856
shares
|
$3.55 Million
0.0% of portfolio
|
Q2 2025
Added 10.77%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
83,230
shares
|
$3.18 Million
0.09% of portfolio
|
Q2 2025
Reduced 18.96%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
79,568
shares
|
$3.04 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
73,291
shares
|
$2.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.53%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
68,910
shares
|
$2.63 Million
0.88% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
65,998
shares
|
$2.52 Million
0.0% of portfolio
|
Q2 2025
Added 126.02%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
65,191
shares
|
$2.49 Million
0.09% of portfolio
|
Q2 2025
Reduced 28.29%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
63,970
shares
|
$2.45 Million
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Tableaux LLC
Stockbridge, MA |
Aug 12, 2025 Q2 2025 |
62,936
shares
|
$2.41 Million
1.91% of portfolio
|
Q2 2025
New holding
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
59,498
shares
|
$2.27 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
54,703
shares
|
$2.09 Million
0.0% of portfolio
|
Q2 2025
Added 8.61%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
45,601
shares
|
$1.74 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
38,473
shares
|
$1.47 Million
0.27% of portfolio
|
Q2 2025
Added 8.75%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
31,100
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.75%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
30,823
shares
|
$1.18 Million
0.09% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
30,475
shares
|
$1.17 Million
0.12% of portfolio
|
Q2 2025
Added 8.84%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
23,823
shares
|
$910,753
0.21% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
23,705
shares
|
$906,242
0.16% of portfolio
|
Q1 2025
Reduced 15.13%
|