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 64 institutions that hold shares in the stock, with a total of 1.65 Million shares, which have been reported (via 13F filing form) to have a value of $58.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| 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
|
$9.86 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
130,878
shares
|
$4.66 Million
1.19% of portfolio
|
Q1 2025
Added 83.94%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
108,876
shares
|
$3.88 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
97,483
shares
|
$3.47 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
90,914
shares
|
$3.24 Million
0.11% of portfolio
|
Q1 2025
Added 225.23%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
69,421
shares
|
$2.47 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.83%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Apr 15, 2025 Q1 2025 |
67,071
shares
|
$2.39 Million
0.9% of portfolio
|
Q1 2025
Added 184.91%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
55,863
shares
|
$1.99 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
50,365
shares
|
$1.79 Million
0.0% of portfolio
|
Q1 2025
Added 214.94%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
46,352
shares
|
$1.65 Million
0.0% of portfolio
|
Q1 2025
Added 6.29%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 09, 2025 Q1 2025 |
39,331
shares
|
$1.4 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 05, 2025 Q1 2025 |
35,377
shares
|
$1.26 Million
0.27% of portfolio
|
Q1 2025
Reduced 18.78%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
34,458
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
Added 99.48%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
30,736
shares
|
$1.09 Million
0.09% of portfolio
|
Q4 2024
Reduced 15.56%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Apr 21, 2025 Q4 2024 |
27,615
shares
|
$983,370
0.11% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
25,301
shares
|
$900,968
0.07% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
24,563
shares
|
$874,688
0.01% of portfolio
|
Q1 2025
Reduced 68.68%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
23,705
shares
|
$844,135
0.18% of portfolio
|
Q1 2025
Reduced 15.13%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
23,290
shares
|
$829,356
0.21% of portfolio
|
Q1 2025
Added 24.77%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
20,440
shares
|
$727,868
0.0% of portfolio
|
Q1 2025
Added 30.12%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
20,099
shares
|
$715,725
0.01% of portfolio
|
Q4 2024
Reduced 24.62%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
19,992
shares
|
$711,915
0.0% of portfolio
|
Q4 2024
Added 8.64%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
19,781
shares
|
$704,401
0.0% of portfolio
|
Q4 2024
Reduced 29.28%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
18,892
shares
|
$672,744
0.0% of portfolio
|
Q4 2024
Added 124.58%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
18,174
shares
|
$647,176
0.58% of portfolio
|
Q1 2025
Added 25.95%
|