Type / Class
Equity / Innovator U.S. Equity Ultra Buffer ETF - March
Shares outstanding
2,995,632
Number of holders
58
Total 13F shares, excl. options
1,446,247
Shares change
-630,283
Total reported value, excl. options
$51,617,436
Value change
-$22,398,065
Number of buys
9
Number of sells
-31
Price
$35.69

Significant Holders of Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - March (UMAR) as of Q4 2024

62 filings reported holding UMAR - Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - March as of Q4 2024.
Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - March (UMAR) has 58 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 1,446,247 shares of 2,995,632 outstanding shares and own 48% of the company stock.
Largest 10 shareholders include MGO ONE SEVEN LLC (276,977 shares), C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors (108,876 shares), Clearstead Advisors, LLC (97,483 shares), Brookstone Capital Management (78,426 shares), KFG WEALTH MANAGEMENT, LLC (71,153 shares), COMMONWEALTH EQUITY SERVICES, LLC (69,421 shares), OSAIC HOLDINGS, INC. (55,617 shares), TRUIST FINANCIAL CORP (43,610 shares), Impact Partnership Wealth, LLC (43,556 shares), and Advance Capital Management, Inc. (40,485 shares).
This table shows the top 58 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
Investor Option Weight % Change % Value $ * Price $ Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.