Institutional Ownership Innovator U.S. Equity Ultra Bu (UMAY)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UMAY). We have compiled data on the 51 institutions that hold shares in the stock, with a total of 879,329 shares, which have been reported (via 13F filing form) to have a value of $30.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
131,127
shares
|
$4.58 Million
0.35% of portfolio
|
Q1 2025
Added 13.58%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
57,121
shares
|
$2 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
55,637
shares
|
$1.95 Million
0.66% of portfolio
|
Q2 2025
Added 228.57%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
51,903
shares
|
$1.81 Million
0.5% of portfolio
|
Q4 2024
Reduced 11.64%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
39,107
shares
|
$1.37 Million
0.31% of portfolio
|
Q1 2025
Reduced 9.7%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
35,993
shares
|
$1.26 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
35,549
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2025
Reduced 58.45%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
35,090
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
32,206
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2025
Added 8.3%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
31,581
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
Added 29.51%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
27,727
shares
|
$969,335
0.02% of portfolio
|
Q1 2025
Reduced 9.87%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
26,247
shares
|
$917,595
0.0% of portfolio
|
Q1 2025
Reduced 6.73%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
19,834
shares
|
$693,396
0.0% of portfolio
|
Q1 2025
Added 45.87%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
17,912
shares
|
$626,203
0.22% of portfolio
|
Q3 2023
Reduced 11.71%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
15,968
shares
|
$558,241
0.0% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
15,670
shares
|
$547,823
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
15,391
shares
|
$538,069
0.2% of portfolio
|
Q1 2025
Reduced 11.58%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
15,362
shares
|
$537,055
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
15,234
shares
|
$532,580
0.0% of portfolio
|
Q1 2025
Reduced 5.78%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
14,140
shares
|
$494,334
0.04% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
14,030
shares
|
$490,488
0.1% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,881
shares
|
$485,279
0.0% of portfolio
|
Q2 2024
Added 40.48%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
12,474
shares
|
$436,091
0.0% of portfolio
|
Q1 2025
Added 7.71%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
12,235
shares
|
$427,735
0.05% of portfolio
|
Q1 2025
Reduced 10.71%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
10,583
shares
|
$369,981
0.02% of portfolio
|
Q1 2025
Reduced 19.66%
|