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 59 institutions that hold shares in the stock, with a total of 1.43 Million shares, which have been reported (via 13F filing form) to have a value of $52.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
276,977
shares
|
$10.1 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
108,876
shares
|
$3.97 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
97,483
shares
|
$3.55 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
78,426
shares
|
$2.86 Million
0.05% of portfolio
|
Q4 2024
Reduced 39.62%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
71,153
shares
|
$2.59 Million
0.66% of portfolio
|
Q4 2024
Reduced 11.58%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
69,421
shares
|
$2.53 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.83%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
55,863
shares
|
$2.04 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
43,610
shares
|
$1.59 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
43,556
shares
|
$1.59 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
40,485
shares
|
$1.48 Million
0.09% of portfolio
|
Q4 2024
Reduced 91.69%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
30,736
shares
|
$1.12 Million
0.09% of portfolio
|
Q4 2024
Reduced 15.56%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
29,565
shares
|
$1.08 Million
0.65% of portfolio
|
Q4 2024
Reduced 36.39%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
28,225
shares
|
$1.03 Million
0.11% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
27,954
shares
|
$1.02 Million
0.03% of portfolio
|
Q4 2024
Reduced 10.54%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
27,930
shares
|
$1.02 Million
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
25,301
shares
|
$922,221
0.07% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
23,541
shares
|
$858,069
0.38% of portfolio
|
Q4 2024
Reduced 5.93%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
22,469
shares
|
$818,995
0.06% of portfolio
|
Q4 2024
Reduced 54.31%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
20,099
shares
|
$732,608
0.01% of portfolio
|
Q4 2024
Reduced 24.62%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
19,992
shares
|
$728,708
0.0% of portfolio
|
Q4 2024
Added 8.64%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
19,781
shares
|
$721,017
0.0% of portfolio
|
Q4 2024
Reduced 29.28%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
18,892
shares
|
$688,613
0.0% of portfolio
|
Q4 2024
Added 124.58%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
18,666
shares
|
$680,375
0.18% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
17,274
shares
|
$629,637
0.0% of portfolio
|
Q4 2024
Reduced 5.02%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
16,935
shares
|
$617,280
0.03% of portfolio
|
Q4 2024
New holding
|