Q4 2024 13F Holders as of 12/31/2024
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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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58
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Total 13F shares, excl. options
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1.45M
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Shares change
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-630K
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Total reported value, excl. options
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$51.6M
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Value change
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-$22.4M
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Number of buys
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9
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Number of sells
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-31
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Price
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$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 1.45M shares
of 5.19M outstanding shares and own 27.85% of the company stock.
Largest 10 shareholders include MGO ONE SEVEN LLC (277K shares), C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors (109K shares), Clearstead Advisors, LLC (97.5K shares), Brookstone Capital Management (78.4K shares), KFG WEALTH MANAGEMENT, LLC (71.2K shares), COMMONWEALTH EQUITY SERVICES, LLC (69.4K shares), OSAIC HOLDINGS, INC. (55.6K shares), TRUIST FINANCIAL CORP (43.6K shares), Impact Partnership Wealth, LLC (43.6K shares), and Advance Capital Management, Inc. (40.5K 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.