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 54 institutions that hold shares in the stock, with a total of 3.33 Million shares, which have been reported (via 13F filing form) to have a value of $112 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Advance Capital Management, Inc.
Southfield, MI |
Apr 04, 2024 Q1 2024 |
1,128,149
shares
|
$38 Million
2.66% of portfolio
|
Q1 2024
New holding
|
|
Brookstone Capital Management
|
Apr 15, 2024 Q1 2024 |
558,394
shares
|
$18.8 Million
0.37% of portfolio
|
Q1 2024
Added 4858.21%
|
|
Mgo One Seven LLC
Beachwood, OH |
May 14, 2024 Q1 2024 |
448,508
shares
|
$15.1 Million
0.78% of portfolio
|
Q1 2024
New holding
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Apr 12, 2024 Q1 2024 |
250,353
shares
|
$8.43 Million
4.22% of portfolio
|
Q1 2024
New holding
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 19, 2024 Q1 2024 |
90,548
shares
|
$3.05 Million
1.33% of portfolio
|
Q1 2024
Added 208.36%
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Apr 30, 2024 Q1 2024 |
81,315
shares
|
$2.74 Million
1.84% of portfolio
|
Q1 2024
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
76,798
shares
|
$2.59 Million
0.01% of portfolio
|
Q1 2024
Added 27.88%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
67,230
shares
|
$2.26 Million
0.0% of portfolio
|
Q1 2024
Added 112.28%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
48,600
shares
|
$1.64 Million
0.0% of portfolio
|
Q1 2024
Added 47.9%
|
|
Donald L. Hagan, LLC
|
Apr 19, 2024 Q1 2024 |
45,807
shares
|
$1.54 Million
0.8% of portfolio
|
Q1 2024
New holding
|
|
Archer Investment Corp
|
May 09, 2024 Q1 2024 |
45,765
shares
|
$1.54 Million
0.45% of portfolio
|
Q1 2024
Added 11.24%
|
|
Berger Financial Group, Inc
Plymouth, MN |
Apr 16, 2024 Q1 2024 |
43,855
shares
|
$1.48 Million
0.14% of portfolio
|
Q1 2024
Reduced 16.36%
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 03, 2024 Q1 2024 |
41,184
shares
|
$1.39 Million
0.16% of portfolio
|
Q1 2024
Reduced 14.14%
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
32,195
shares
|
$1.08 Million
0.03% of portfolio
|
Q1 2024
Added 209.95%
|
|
Trek Financial, LLC
Scottsdale, AZ |
May 14, 2024 Q1 2024 |
31,194
shares
|
$1.05 Million
0.09% of portfolio
|
Q1 2024
New holding
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
28,176
shares
|
$948,685
0.01% of portfolio
|
Q1 2024
New holding
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
27,788
shares
|
$935,621
0.09% of portfolio
|
Q1 2024
Added 103.72%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
26,449
shares
|
$890,537
0.0% of portfolio
|
Q1 2024
Added 106.78%
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
23,525
shares
|
$792,086
0.02% of portfolio
|
Q1 2024
New holding
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
18,076
shares
|
$608,618
0.0% of portfolio
|
Q1 2024
Added 41.2%
|
|
Encompass More Asset Management
Danville, CA |
May 10, 2024 Q1 2024 |
17,494
shares
|
$589,022
0.47% of portfolio
|
Q1 2024
New holding
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
17,460
shares
|
$587,878
0.0% of portfolio
|
Q1 2024
Reduced 26.61%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
17,355
shares
|
$584,342
0.0% of portfolio
|
Q1 2024
Added 34.87%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
16,369
shares
|
$551,144
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Apr 12, 2024 Q1 2024 |
16,237
shares
|
$546,699
0.06% of portfolio
|
Q1 2024
New holding
|