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 61 institutions that hold shares in the stock, with a total of 1.46 Million shares, which have been reported (via 13F filing form) to have a value of $51.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
1,220
shares
|
$43,383
0.02% of portfolio
|
Q4 2023
Reduced 3.17%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
1,066
shares
|
$37,906
0.03% of portfolio
|
Q3 2024
Reduced 46.24%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,044
shares
|
$37,124
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,000
shares
|
$35,560
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
986
shares
|
$35,062
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
850
shares
|
$30,226
0.0% of portfolio
|
Q4 2024
Added 195.14%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
483
shares
|
$17,175
0.0% of portfolio
|
Q3 2024
Reduced 37.68%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
209
shares
|
$7,432
0.0% of portfolio
|
Q4 2024
Reduced 12.92%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
22
shares
|
$782
0.0% of portfolio
|
Q1 2024
Reduced 71.05%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
7
shares
|
$248
0.0% of portfolio
|
Q3 2023
Reduced 58.82%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|