Q1 2024 13F Holders as of 3/31/2024
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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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52
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Total 13F shares, excl. options
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3.33M
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Shares change
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+2.82M
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Total reported value, excl. options
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$109M
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Value change
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+$92.1M
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Number of buys
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38
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Number of sells
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-12
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Price
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$32.66
Significant Holders of Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - March (UMAR) as of Q1 2024
59 filings reported holding UMAR - Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - March as of Q1 2024.
Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - March (UMAR) has 52 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.33M shares
of 5.19M outstanding shares and own 64.04% of the company stock.
Largest 10 shareholders include Advance Capital Management, Inc. (1.13M shares), Brookstone Capital Management (558K shares), MGO ONE SEVEN LLC (449K shares), CENTRAL VALLEY ADVISORS, LLC (250K shares), KFG WEALTH MANAGEMENT, LLC (90.5K shares), Worth Financial Advisory Group, LLC (81.3K shares), OSAIC HOLDINGS, INC. (76.8K shares), COMMONWEALTH EQUITY SERVICES, LLC (67.2K shares), TRUIST FINANCIAL CORP (48.6K shares), and Donald L. Hagan, LLC (45.8K shares).
This table shows the top 52 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.