Q2 2023 13F Holders as of 6/30/2023
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Type / Class
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Equity / Innovator U.S. Equity Ultra Buffer ETF - March
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Shares outstanding
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5.19M
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Number of holders
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32
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Total 13F shares, excl. options
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1.63M
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Shares change
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-257K
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Total reported value, excl. options
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$49M
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Value change
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-$6.93M
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Number of buys
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6
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Number of sells
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-25
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Price
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$30.06
Significant Holders of Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - March (UMAR) as of Q2 2023
46 filings reported holding UMAR - Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - March as of Q2 2023.
Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - March (UMAR) has 32 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.63M shares
of 5.19M outstanding shares and own 31.4% of the company stock.
Largest 10 shareholders include HighTower Advisors, LLC (443K shares), Brookstone Capital Management (436K shares), OSAIC HOLDINGS, INC. (128K shares), C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors (96.7K shares), NewEdge Advisors, LLC (89.4K shares), Berger Financial Group, Inc (52.4K shares), Archer Investment Corp (46.9K shares), KFG WEALTH MANAGEMENT, LLC (41.8K shares), TRUIST FINANCIAL CORP (38K shares), and COMMONWEALTH EQUITY SERVICES, LLC (31.7K shares).
This table shows the top 32 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.