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 1.07 Million shares, which have been reported (via 13F filing form) to have a value of $38.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,881
shares
|
$499,993
0.0% of portfolio
|
Q2 2024
Added 40.48%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
13,058
shares
|
$470,349
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
11,220
shares
|
$404,144
0.04% of portfolio
|
Q2 2025
Reduced 8.3%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
9,708
shares
|
$349,682
0.24% of portfolio
|
Q2 2025
Reduced 6.21%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
9,194
shares
|
$331,167
0.0% of portfolio
|
Q1 2025
Reduced 34.93%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
8,755
shares
|
$315,355
0.02% of portfolio
|
Q2 2025
Reduced 17.27%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 27, 2025 Q3 2025 |
8,666
shares
|
$312,149
0.13% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Oct 29, 2025 Q3 2025 |
7,355
shares
|
$264,927
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2025 Q3 2025 |
7,333
shares
|
$264,134
0.1% of portfolio
|
Q3 2024
Reduced 37.43%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
6,727
shares
|
$242,306
0.0% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
6,547
shares
|
$235,822
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
5,722
shares
|
$206,106
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
3,525
shares
|
$126,970
0.01% of portfolio
|
Q2 2023
Reduced 97.63%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
3,069
shares
|
$110,545
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
1,000
shares
|
$36,020
0.03% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
833
shares
|
$30,004
0.0% of portfolio
|
Q3 2025
Reduced 65.96%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
765
shares
|
$27,555
0.0% of portfolio
|
Q3 2025
Reduced 23.04%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
727
shares
|
$26,186
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
600
shares
|
$21,612
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
474
shares
|
$17,073
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
462
shares
|
$16,641
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
350
shares
|
$12,607
0.0% of portfolio
|
Q3 2024
Reduced 91.39%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
300
shares
|
$10,806
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
186
shares
|
$6,699
0.0% of portfolio
|
Q2 2024
Reduced 31.11%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
56
shares
|
$2,017
0.0% of portfolio
|
Q3 2025
Added 5500.0%
|
|