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 1.04 Million shares, which have been reported (via 13F filing form) to have a value of $37.3 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 20, 2026 Q4 2025 |
147,670
shares
|
$5.32 Million
0.32% of portfolio
|
Q4 2025
Reduced 6.19%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
70,258
shares
|
$2.53 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 12, 2026 Q4 2025 |
55,421
shares
|
$2 Million
0.61% of portfolio
|
Q4 2025
Reduced -0.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
52,964
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.02%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
51,454
shares
|
$1.85 Million
0.45% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
49,710
shares
|
$1.79 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
44,629
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
40,335
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.55%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
39,006
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2025
Added 142.44%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
38,439
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
35,090
shares
|
$1.26 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2026 Q4 2025 |
31,292
shares
|
$1.13 Million
0.25% of portfolio
|
Q4 2025
Reduced 18.04%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
30,908
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2025
Added 14.24%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
30,576
shares
|
$1.1 Million
0.04% of portfolio
|
Q4 2025
Reduced 30.08%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
29,541
shares
|
$1.06 Million
0.01% of portfolio
|
Q4 2025
Reduced 3.78%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
24,341
shares
|
$876,762
0.0% of portfolio
|
Q3 2025
Reduced 11.44%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
21,583
shares
|
$777,419
0.0% of portfolio
|
Q2 2025
Added 216.79%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
17,912
shares
|
$645,190
0.22% of portfolio
|
Q3 2023
Reduced 11.71%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
15,670
shares
|
$564,433
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
15,362
shares
|
$553,339
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
15,270
shares
|
$550,025
0.0% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
15,037
shares
|
$541,632
0.16% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
14,969
shares
|
$539,183
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
14,710
shares
|
$529,854
0.01% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
14,030
shares
|
$505,360
0.1% of portfolio
|
Q1 2025
Reduced 2.03%
|
|