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 71 institutions that hold shares in the stock, with a total of 1.89 Million shares, which have been reported (via 13F filing form) to have a value of $69.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
253,417
shares
|
$9.26 Million
0.36% of portfolio
|
Q1 2025
Reduced 8.51%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
130,878
shares
|
$4.78 Million
1.19% of portfolio
|
Q1 2025
Added 83.94%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
123,678
shares
|
$4.52 Million
0.35% of portfolio
|
Q1 2025
Added 13.6%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
102,699
shares
|
$3.75 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
90,914
shares
|
$3.32 Million
0.11% of portfolio
|
Q1 2025
Added 225.23%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
83,824
shares
|
$3.06 Million
0.0% of portfolio
|
Q1 2025
Added 20.75%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
81,011
shares
|
$2.96 Million
0.01% of portfolio
|
Q1 2025
Added 45.02%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
79,890
shares
|
$2.92 Million
0.01% of portfolio
|
Q1 2025
Added 389.73%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
73,185
shares
|
$2.68 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Apr 15, 2025 Q1 2025 |
67,071
shares
|
$2.45 Million
0.9% of portfolio
|
Q1 2025
Added 184.91%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
50,365
shares
|
$1.84 Million
0.0% of portfolio
|
Q1 2025
Added 214.94%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
46,352
shares
|
$1.69 Million
0.0% of portfolio
|
Q1 2025
Added 6.29%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 09, 2025 Q1 2025 |
39,331
shares
|
$1.44 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 05, 2025 Q1 2025 |
35,377
shares
|
$1.29 Million
0.27% of portfolio
|
Q1 2025
Reduced 18.78%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
34,458
shares
|
$1.26 Million
0.0% of portfolio
|
Q1 2025
Added 99.48%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
30,681
shares
|
$1.12 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
29,200
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
28,000
shares
|
$1.02 Million
0.11% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
25,685
shares
|
$939,043
0.0% of portfolio
|
Q1 2025
Added 28.48%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
24,563
shares
|
$898,023
0.01% of portfolio
|
Q1 2025
Reduced 68.68%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
23,705
shares
|
$866,654
0.18% of portfolio
|
Q1 2025
Reduced 15.13%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
23,290
shares
|
$851,482
0.21% of portfolio
|
Q1 2025
Added 24.77%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
23,251
shares
|
$850,056
0.06% of portfolio
|
Q1 2025
Reduced 8.1%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
20,440
shares
|
$747,286
0.0% of portfolio
|
Q1 2025
Added 30.12%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
19,695
shares
|
$720,049
0.01% of portfolio
|
Q1 2025
Reduced 2.01%
|