Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / US EQT ULTRA BF
-
Total 13F shares
-
1,025,956
-
Share change
-
+226,860
-
Total reported value
-
$35,685,470
-
Price per share
-
$34.76
-
Number of holders
-
45
-
Value change
-
+$7,946,132
-
Number of buys
-
22
-
Number of sells
-
16
Institutional Holders of INNOVATOR ETFS TRUST - US EQT ULTRA BF (UMAY) as of Q2 2025
As of 30 Jun 2025,
INNOVATOR ETFS TRUST - US EQT ULTRA BF (UMAY) was held by
45 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,025,956 shares.
The largest 10 holders included
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors, Kestra Advisory Services, LLC, OSAIC HOLDINGS, INC., CENTRAL VALLEY ADVISORS, LLC, Castle Rock Wealth Management, LLC, Spire Wealth Management, ENVESTNET ASSET MANAGEMENT INC, Cetera Investment Advisers, COMMONWEALTH EQUITY SERVICES, LLC, and KFG WEALTH MANAGEMENT, LLC.
This page lists
45
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| 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.