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 49 institutions that hold shares in the stock, with a total of 888,274 shares, which have been reported (via 13F filing form) to have a value of $29.7 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 |
Jan 31, 2025 Q4 2024 |
115,450
shares
|
$3.86 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
85,560
shares
|
$2.86 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.84%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
58,071
shares
|
$1.94 Million
0.01% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
51,903
shares
|
$1.73 Million
0.5% of portfolio
|
Q4 2024
Reduced 11.64%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
40,694
shares
|
$1.36 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
39,107
shares
|
$1.31 Million
0.33% of portfolio
|
Q1 2025
Reduced 9.7%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
35,993
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
35,090
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
32,206
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Added 8.3%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
27,727
shares
|
$926,636
0.02% of portfolio
|
Q1 2025
Reduced 9.87%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
26,247
shares
|
$877,174
0.0% of portfolio
|
Q1 2025
Reduced 6.73%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Feb 14, 2025 Q4 2024 |
19,623
shares
|
$655,800
0.27% of portfolio
|
Q4 2024
Reduced 32.48%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
17,912
shares
|
$598,619
0.22% of portfolio
|
Q3 2023
Reduced 11.71%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Apr 15, 2025 Q1 2025 |
16,933
shares
|
$565,900
0.21% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
16,468
shares
|
$550,360
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
15,670
shares
|
$523,691
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
15,391
shares
|
$514,367
0.2% of portfolio
|
Q1 2025
Reduced 11.58%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
15,362
shares
|
$513,398
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
15,234
shares
|
$509,120
0.0% of portfolio
|
Q1 2025
Reduced 5.78%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
14,186
shares
|
$474,096
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
14,130
shares
|
$472,224
0.0% of portfolio
|
Q2 2024
Added 53.69%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
14,030
shares
|
$468,882
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
|
$463,903
0.0% of portfolio
|
Q2 2024
Added 40.48%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
13,597
shares
|
$454,411
0.0% of portfolio
|
Q4 2024
Reduced 43.98%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
12,235
shares
|
$408,893
0.05% of portfolio
|
Q1 2025
Reduced 10.71%
|