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 914,042 shares, which have been reported (via 13F filing form) to have a value of $31.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
11,581
shares
|
$396,301
0.0% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
11,396
shares
|
$389,971
0.03% of portfolio
|
Q4 2024
Reduced 9.16%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
10,974
shares
|
$375,530
0.03% of portfolio
|
Q1 2024
Reduced 4.95%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
10,203
shares
|
$349,146
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
10,071
shares
|
$344,629
0.02% of portfolio
|
Q3 2024
Reduced 17.28%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
8,113
shares
|
$277,626
0.0% of portfolio
|
Q2 2024
Reduced 53.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
7,572
shares
|
$259,113
0.0% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Feb 04, 2025 Q4 2024 |
7,355
shares
|
$251,688
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
7,333
shares
|
$250,935
0.13% of portfolio
|
Q3 2024
Reduced 37.43%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jan 06, 2025 Q4 2024 |
7,307
shares
|
$250,045
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
7,268
shares
|
$248,710
0.01% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
6,622
shares
|
$226,604
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Feb 11, 2025 Q4 2024 |
6,434
shares
|
$220,171
0.09% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
6,017
shares
|
$205,901
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
3,525
shares
|
$120,625
0.01% of portfolio
|
Q2 2023
Reduced 97.63%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
2,659
shares
|
$90,990
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
2,016
shares
|
$68,987
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
1,757
shares
|
$60,124
0.04% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
1,151
shares
|
$39,387
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
900
shares
|
$30,798
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
638
shares
|
$21,832
0.0% of portfolio
|
Q1 2024
Reduced 48.47%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
470
shares
|
$16,083
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
350
shares
|
$11,977
0.0% of portfolio
|
Q3 2024
Reduced 91.39%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
186
shares
|
$6,364
0.0% of portfolio
|
Q2 2024
Reduced 31.11%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
108
shares
|
$3,695
0.0% of portfolio
|
Q4 2024
Reduced 91.32%
|