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Innovator U.S. Equity Ultra (UMAR)

CUSIP: 45782C375 | NYSE | 172 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Lantz Financial LLC199,849
1.6% of portfolio›$8.6M
KFG Wealth Management, LLC190,338
0.9% of portfolio›$8.2M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors163,706
0.3% of portfolio›$7.1M
Caliber Wealth Management, LLC / KS138,550
0.6% of portfolio›$6.0M
MGO One Seven LLC113,280
0.1% of portfolio›$4.9M
Kestra Advisory Services, LLC104,921
0.0% of portfolio›$4.5M
Commonwealth Equity Services, LLC76,859
0.0% of portfolio›$3.3M
Central Valley Advisors, LLC73,231
0.8% of portfolio›$3.2M
Concurrent Investment Advisors, LLC33,919
0.0% of portfolio›$1.5M
WealthPlan Investment Management, LLC32,317
0.1% of portfolio›$1.4M
MBL Wealth, LLC30,065
0.1% of portfolio›$1.3M
Kellett Wealth Advisors, LLC29,506
0.5% of portfolio›$1.3M
Brookstone Capital Management29,433
0.0% of portfolio›$1.3M
Spire Wealth Management29,052
0.0% of portfolio›$1.3M
Truist Financial Corp27,022
0.0% of portfolio›$1.2M
IMG Wealth Management, Inc.23,498
0.5% of portfolio›$1.0M
Fiduciary Financial Group, LLC22,775
0.1% of portfolio›$983.0K
Wealth Enhancement Advisory Services, LLC20,933
0.0% of portfolio›$909.2K
SteelPeak Wealth, LLC18,472
0.0% of portfolio›$797.3K
Wedbush Securities Inc16,525
0.0% of portfolio›$713
Cambridge Investment Research Advisors, Inc.16,215
0.0% of portfolio›$700.0K
Ballast Rock Private Wealth LLC14,499
0.3% of portfolio›$625.8K
WealthPLAN Partners, LLC13,485
0.1% of portfolio›$582.0K
Trek Financial, LLC12,757
0.0% of portfolio›$550.6K
CRA Financial Services, LLC11,255
0.1% of portfolio›$485.8K
BCS Wealth Management10,718
0.1% of portfolio›$462.6K
Strategic Blueprint, LLC9,798
0.0% of portfolio›$422.9K
Chicago Partners Investment Group LLC8,429
0.0% of portfolio›$364.6K
Retirement Planning Group, LLC8,303
0.0% of portfolio›$358.4K
Blue Sky Capital Consultants Group, Inc.7,536
0.1% of portfolio›$325.3K
Partners Wealth Management, LLC6,750
0.0% of portfolio›$291.3K
BFI Wealth Solutions, LLC6,600
0.2% of portfolio›$284.9K
NewCorp Financial Services, Inc.5,777
0.2% of portfolio›$249.3K
Milestone Asset Management, LLC5,606
0.0% of portfolio›$242.0K
Three Seasons Wealth, LLC5,216
0.0% of portfolio›$225.1K
Signaturefd, LLC4,923
0.0% of portfolio›$212.5K
Integrity Advisory Solutions, LLC4,726
0.0% of portfolio›$204.0K
Dhjj Financial Advisors, Ltd.3,914
0.0% of portfolio›$168.9K
Tounjian Advisory Partners, LLC3,406
0.1% of portfolio›$147.0K
Financial Network Wealth Advisors LLC3,146
0.1% of portfolio›$135.8K
Farther Finance Advisors, LLC2,158
0.0% of portfolio›$93.1K
CoreCap Advisors, LLC1,006
0.0% of portfolio›$43.4K
Ashton Thomas Private Wealth, LLC807
0.0% of portfolio›$34.8K
William Mack & Associates, Inc.600
0.0% of portfolio›$25.9K
Capital Investment Advisory Services, LLC483
0.0% of portfolio›$20.8K
StyleTurnoverLocationFiled
Lantz Financial LLC
199,849$8.6M1.6%ETFLowNaperville, IL2026-10-15
KFG Wealth Management, LLC
190,338$8.2M0.9%ETFMediumGranger, IN2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
163,706$7.1M0.3%ETFMediumWestlake, OH2026-10-14
Caliber Wealth Management, LLC / KS
138,550$6.0M0.6%ETFLowOverland Park, KS2026-11-04
MGO One Seven LLC
113,280$4.9M0.1%GrowthLowBeachwood, OH2026-10-28
Kestra Advisory Services, LLC
104,921$4.5M0.0%CoreLowAustin, TX2026-11-02
Commonwealth Equity Services, LLC
76,859$3.3M0.0%ETFLowWaltham, MA2026-11-02
Central Valley Advisors, LLC
73,231$3.2M0.8%CoreLowSacramento, CA2026-10-27
Concurrent Investment Advisors, LLC
33,919$1.5M0.0%GrowthMediumTampa, FL2026-10-16
WealthPlan Investment Management, LLC
32,317$1.4M0.1%GrowthMediumOmaha, NE2026-10-15
MBL Wealth, LLC
30,065$1.3M0.1%ETFLowCharlotte, NC2026-10-22
Kellett Wealth Advisors, LLC
29,506$1.3M0.5%ETFMediumCincinnati, OH2026-10-15
Brookstone Capital Management
29,433$1.3M0.0%ETFMediumWheaton, IL2026-10-22
Spire Wealth Management
29,052$1.3M0.0%GrowthMediumMclean, VA2026-10-30
Truist Financial Corp
27,022$1.2M0.0%CoreLowCharlotte, NC2026-10-30
IMG Wealth Management, Inc.
23,498$1.0M0.5%ETFMediumJacksonville, FL2026-10-27
Fiduciary Financial Group, LLC
22,775$983.0K0.1%ETFLowSan Rafael, CA2026-10-13
Wealth Enhancement Advisory Services, LLC
20,933$909.2K0.0%CoreLowPlymouth, MN2026-10-13
SteelPeak Wealth, LLC
18,472$797.3K0.0%GrowthHighWoodland Hills, CA2026-10-16
Wedbush Securities Inc
16,525$7130.0%CoreLowPasadena, CA2026-10-22
Cambridge Investment Research Advisors, Inc.
16,215$700.0K0.0%ETFLowFairfield, IA2026-11-02
Ballast Rock Private Wealth LLC
14,499$625.8K0.3%ETFMediumCharleston, SC2026-10-26
WealthPLAN Partners, LLC
13,485$582.0K0.1%CoreMediumOmaha, NE2026-10-15
Trek Financial, LLC
12,757$550.6K0.0%ETFHighScottsdale, AZ2026-10-29
CRA Financial Services, LLC
11,255$485.8K0.1%ETFVery LowNorthfield, NJ2026-10-16
BCS Wealth Management
10,718$462.6K0.1%ETFVery LowJohnson City, TN2026-11-03
Strategic Blueprint, LLC
9,798$422.9K0.0%ETFLowAtlanta, GA2026-10-22
Chicago Partners Investment Group LLC
8,429$364.6K0.0%GARPLowChicago, IL2026-10-27
Retirement Planning Group, LLC
8,303$358.4K0.0%ETFVery LowLeawood, KS2026-10-19
Blue Sky Capital Consultants Group, Inc.
7,536$325.3K0.1%GrowthMediumPoway, CA2026-10-13
Partners Wealth Management, LLC
6,750$291.3K0.0%CoreLowCarmel By The Sea, CA2026-10-28
BFI Wealth Solutions, LLC
6,600$284.9K0.2%ETFLowDallas, TX2026-10-16
NewCorp Financial Services, Inc.
5,777$249.3K0.2%ETFLowAlpharetta, GA2026-10-14
Milestone Asset Management, LLC
5,606$242.0K0.0%GrowthHighPittsburgh, PA2026-10-15
Three Seasons Wealth, LLC
5,216$225.1K0.0%GrowthMediumSalt Lake City, UT2026-11-03
Signaturefd, LLC
4,923$212.5K0.0%IndexLowAtlanta, GA2026-10-23
Integrity Advisory Solutions, LLC
4,726$204.0K0.0%ETFMediumDallas, TX2026-10-29
Dhjj Financial Advisors, Ltd.
3,914$168.9K0.0%ETFVery LowNaperville, IL2026-10-23
Tounjian Advisory Partners, LLC
3,406$147.0K0.1%GrowthHighFort Myers, FL2026-11-04
Financial Network Wealth Advisors LLC
3,146$135.8K0.1%ETFLowMurray, UT2026-10-28
Farther Finance Advisors, LLC
2,158$93.1K0.0%IndexLowSan Francisco, CA2026-10-08
CoreCap Advisors, LLC
1,006$43.4K0.0%ETFMediumSouthfield, MI2026-10-08
Ashton Thomas Private Wealth, LLC
807$34.8K0.0%CoreMediumScottsdale, AZ2026-11-03
William Mack & Associates, Inc.
600$25.9K0.0%ETFLowTroy, MI2026-10-27
Capital Investment Advisory Services, LLC
483$20.8K0.0%CoreMediumRaleigh, NC2026-10-30