Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / US EQT ULTRA BF
-
Total 13F shares
-
299,383
-
Share change
-
-31,152
-
Total reported value
-
$10,949,611
-
Price per share
-
$36.57
-
Number of holders
-
8
-
Value change
-
-$1,139,303
-
Number of sells
-
6
Institutional Holders of INNOVATOR ETFS TRUST - US EQT ULTRA BF (UMAY) as of Q4 2025
As of 31 Dec 2025,
INNOVATOR ETFS TRUST - US EQT ULTRA BF (UMAY) was held by
8 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
299,383 shares.
The largest 8 holders included
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors, CENTRAL VALLEY ADVISORS, LLC, KFG WEALTH MANAGEMENT, LLC, Spire Wealth Management, Brookstone Capital Management, Capital Investment Advisory Services, LLC, Noble Wealth Management PBC, and CoreCap Advisors, LLC.
This page lists
8
institutional shareholders reporting positions in this security
for the Q4 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.