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 50 institutions that hold shares in the stock, with a total of 1.05 Million shares, which have been reported (via 13F filing form) to have a value of $37 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 |
Aug 05, 2025 Q2 2025 |
144,191
shares
|
$5.1 Million
0.47% of portfolio
|
Q2 2025
Added 9.96%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
72,574
shares
|
$2.56 Million
0.01% of portfolio
|
Q2 2025
Added 27.05%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
55,637
shares
|
$1.97 Million
0.66% of portfolio
|
Q2 2025
Added 228.57%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
51,903
shares
|
$1.83 Million
0.47% of portfolio
|
Q4 2024
Reduced 11.64%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
50,538
shares
|
$1.79 Million
0.07% of portfolio
|
Q2 2025
Added 521.93%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
50,426
shares
|
$1.78 Million
0.0% of portfolio
|
Q2 2025
Added 40.1%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
47,203
shares
|
$1.67 Million
0.0% of portfolio
|
Q2 2025
Added 46.57%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
45,470
shares
|
$1.61 Million
0.0% of portfolio
|
Q2 2025
Added 27.91%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
44,846
shares
|
$1.58 Million
0.0% of portfolio
|
Q2 2025
Added 42.0%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
39,107
shares
|
$1.38 Million
0.31% of portfolio
|
Q1 2025
Reduced 9.7%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
38,619
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2025
Added 94.71%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
35,090
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
32,036
shares
|
$1.13 Million
0.02% of portfolio
|
Q2 2025
Added 15.54%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
27,484
shares
|
$971,284
0.0% of portfolio
|
Q2 2025
Added 4.71%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
27,056
shares
|
$956,159
0.0% of portfolio
|
Q2 2025
Added 69.44%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
21,583
shares
|
$762,743
0.0% of portfolio
|
Q2 2025
Added 216.79%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
17,912
shares
|
$633,010
0.22% of portfolio
|
Q3 2023
Reduced 11.71%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
16,089
shares
|
$568,585
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
15,670
shares
|
$553,777
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
15,404
shares
|
$544,377
0.0% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
15,381
shares
|
$543,564
0.16% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
15,362
shares
|
$542,893
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
14,969
shares
|
$529,004
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
14,140
shares
|
$499,707
0.04% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
14,030
shares
|
$495,820
0.1% of portfolio
|
Q1 2025
Reduced 2.03%
|