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 72 institutions that hold shares in the stock, with a total of 4.7 Million shares, which have been reported (via 13F filing form) to have a value of $184 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
18,597
shares
|
$729,374
0.0% of portfolio
|
Q3 2025
Reduced 13.46%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
18,521
shares
|
$726,393
0.49% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
16,658
shares
|
$653,326
0.04% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
16,525
shares
|
$648,110
0.02% of portfolio
|
Q2 2025
Added 18.04%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
16,500
shares
|
$647,130
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
15,645
shares
|
$613,596
0.0% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
15,298
shares
|
$599,987
0.01% of portfolio
|
Q3 2025
Added 176.49%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
14,099
shares
|
$552,962
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
13,941
shares
|
$546,766
0.02% of portfolio
|
Q3 2025
Reduced 16.16%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
12,910
shares
|
$506,330
0.07% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
11,954
shares
|
$468,835
0.01% of portfolio
|
Q4 2025
Reduced 15.75%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
11,713
shares
|
$459,383
0.03% of portfolio
|
Q3 2025
Reduced 28.2%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
11,649
shares
|
$456,873
0.01% of portfolio
|
Q1 2024
Added 32.48%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
11,171
shares
|
$438,126
0.0% of portfolio
|
Q3 2025
Reduced 32.58%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
11,143
shares
|
$437,028
0.01% of portfolio
|
Q3 2025
Added 8.41%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
10,718
shares
|
$420,359
0.1% of portfolio
|
Q1 2021
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
10,326
shares
|
$404,985
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
Oct 22, 2025 Q3 2025 |
9,724
shares
|
$381,375
0.16% of portfolio
|
Q1 2025
Reduced 41.33%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
9,572
shares
|
$375,413
0.12% of portfolio
|
Q2 2023
Reduced 0.36%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2026 Q4 2025 |
9,554
shares
|
$374,707
0.03% of portfolio
|
Q4 2025
Added 2.43%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
9,100
shares
|
$356,902
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
8,554
shares
|
$335,487
0.02% of portfolio
|
Q3 2025
Reduced 11.15%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
8,089
shares
|
$317,250
0.0% of portfolio
|
Q1 2025
Added 29.32%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
8,063
shares
|
$316,230
0.0% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
7,206
shares
|
$282,619
0.02% of portfolio
|
Q1 2025
New holding
|
|