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 |
|---|---|---|---|---|---|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
7,000
shares
|
$274,540
0.05% of portfolio
|
Q3 2025
Reduced 2.87%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
6,968
shares
|
$273,284
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Occidental Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
6,218
shares
|
$243,869
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Oct 02, 2025 Q3 2025 |
6,066
shares
|
$237,908
0.11% of portfolio
|
Q3 2025
Reduced 29.5%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
6,038
shares
|
$236,810
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Golden Reserve Retirement LLC
Dublin, OH |
Nov 03, 2025 Q3 2025 |
5,900
shares
|
$231,398
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
5,528
shares
|
$216,808
0.04% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
4,877
shares
|
$191,275
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,650
shares
|
$143,153
0.0% of portfolio
|
Q3 2025
Reduced 18.44%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,300
shares
|
$129,426
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
3,146
shares
|
$123,386
0.13% of portfolio
|
Q3 2025
Reduced 7.88%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
2,539
shares
|
$99,579
0.0% of portfolio
|
Q1 2025
Added 55.2%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
2,358
shares
|
$92,480
0.0% of portfolio
|
Q3 2025
Added 567.99%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
2,166
shares
|
$84,950
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
1,800
shares
|
$70,596
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,778
shares
|
$69,733
0.0% of portfolio
|
Q3 2025
Added 19.97%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,298
shares
|
$50,907
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
570
shares
|
$22,355
0.01% of portfolio
|
Q1 2025
Reduced 53.28%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
483
shares
|
$18,943
0.0% of portfolio
|
Q3 2024
Reduced 37.68%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
388
shares
|
$15,217
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
175
shares
|
$6,863
0.0% of portfolio
|
Q2 2025
Reduced 16.27%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|