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Innovator U.S. Equity Ultra Buffer ETF - March (UMAR) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Ultra Buffer ETF - March (BATS:UMAR)

Number of
Institutional Buyers
(last 12 months)
49
Total
Institutional Inflows
(last 12 months)
$108.43M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$47.63M
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UMAR Institutional Buying and Selling by Quarter

Innovator U.S. Equity Ultra Buffer ETF - March Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/7/2025KFG Wealth Management LLC146,701$5.72M0.8%-1.8%2.821%
10/2/2025 Hiley Hunt Wealth Management6,066$237K0.1%-29.5%0.117%
9/4/2025Osaic Holdings Inc.89,170$3.35M0.0%+10.1%1.715%
8/15/2025MML Investors Services LLC16,569$623K0.0%+129.7%0.319%
8/15/2025IHT Wealth Management LLC83,230$3.13M0.1%-19.0%1.601%
8/15/2025Garden State Investment Advisory Services LLC9,100$342K0.1%N/A0.175%
8/14/2025Raymond James Financial Inc.65,998$2.48M0.0%+126.0%1.269%
8/13/2025Trek Financial LLC16,313$614K0.0%-5.5%0.314%
8/12/2025Tableaux LLC62,936$2.37M0.2%N/A1.210%
8/12/2025Archer Investment Corp23,823$896K0.2%+2.3%0.458%
8/8/2025Cetera Investment Advisers54,703$2.06M0.0%+8.6%1.052%
8/8/2025Meridian Wealth Management LLC16,629$625K0.0%+112.0%0.320%
8/8/2025Foundations Investment Advisors LLC5,533$208K0.0%N/A0.106%
8/5/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors135,566$5.10M0.5%+9.6%2.607%
8/4/2025Impact Partnership Wealth LLC38,473$1.45M0.3%+8.8%0.740%
8/4/2025Spire Wealth Management65,191$2.45M0.1%-28.3%1.254%
8/4/2025Arkadios Wealth Advisors10,279$387K0.0%N/A0.198%
8/1/2025Envestnet Asset Management Inc.31,100$1.17M0.0%-9.7%0.598%
7/30/2025Brookstone Capital Management1,554,378$58.46M0.8%+6,228.1%29.892%
7/30/2025IMG Wealth Management Inc.18,521$697K0.5%+1.9%0.356%
7/28/2025WealthPLAN Partners LLC63,970$2.41M0.4%N/A1.230%
7/28/2025WealthPlan Investment Management LLC234,182$8.81M0.6%N/A4.504%
7/28/2025Sagespring Wealth Partners LLC14,209$534K0.0%+3.8%0.273%
7/25/2025NorthRock Partners LLC1,071$40K0.0%+37.8%0.021%
7/25/2025MGO One Seven LLC248,332$9.34M0.3%-2.0%4.776%
7/22/2025MBL Wealth LLC30,475$1.15M0.1%+8.8%0.586%
7/18/2025Truist Financial Corp45,601$1.72M0.0%-1.6%0.877%
7/14/2025Gries Financial LLC16,500$621K0.1%N/A0.317%
7/14/2025CRA Financial Services LLC13,010$489K0.1%N/A0.250%
7/14/2025KFG Wealth Management LLC149,328$5.62M0.9%+14.1%2.872%
7/11/2025Farther Finance Advisors LLC2,166$81K0.0%N/A0.042%
7/11/2025Lantz Financial LLC195,982$7.37M1.8%+2,497.2%3.769%
7/9/2025Central Valley Advisors LLC68,910$2.59M0.9%+2.7%1.325%
7/8/2025Advance Capital Management Inc.10,602$399K0.0%-73.0%0.204%
5/21/2025MBL Wealth LLC28,000$995K0.1%+1.4%0.771%
5/20/2025Focus Partners Wealth13,198$469K0.0%N/A0.364%
5/19/2025Jane Street Group LLC12,985$462K0.0%-34.4%0.358%
5/16/2025Arete Wealth Advisors LLC23,251$827K0.1%-8.1%0.641%
5/14/2025Kestra Advisory Services LLC79,890$2.84M0.0%+389.7%2.201%
5/14/2025M Holdings Securities Inc.14,277$508K0.1%N/A0.393%
5/13/2025Financial Network Wealth Advisors LLC3,415$121K0.2%+14.3%0.094%
5/13/2025HighTower Advisors LLC73,185$2.60M0.0%N/A2.016%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors123,678$4.40M0.3%+13.6%3.407%
5/12/2025Meridian Wealth Management LLC7,843$279K0.0%N/A0.216%
5/9/2025Atria Wealth Solutions Inc.19,695$700K0.0%-2.0%0.579%
5/9/2025Blue Sky Capital Consultants Group Inc.9,724$346K0.2%-41.3%0.286%
5/9/2025Novus Advisors LLC8,185$291K0.3%N/A0.241%
5/8/2025Harbour Investments Inc.2,539$90K0.0%+55.2%0.075%
5/8/2025MGO One Seven LLC253,417$9.01M0.3%-8.5%7.453%
5/8/2025NorthRock Partners LLC777$28K0.0%N/A0.023%
5/8/2025Golden Reserve Retirement LLC5,900$210K0.1%N/A0.174%
5/6/2025Cetera Investment Advisers50,365$1.79M0.0%+214.9%1.481%
5/6/2025AE Wealth Management LLC8,046$286K0.0%+16.8%0.237%
5/5/2025Impact Partnership Wealth LLC35,377$1.26M0.3%-18.8%1.041%
5/5/2025Archer Investment Corp23,290$828K0.2%+24.8%0.685%
4/30/2025Trek Financial LLC17,267$614K0.0%-23.2%0.508%
4/29/2025Envestnet Asset Management Inc.34,458$1.23M0.0%+99.5%1.013%
4/29/2025Strategic Blueprint LLC10,326$367K0.0%N/A0.304%
4/25/2025Stonebridge Financial Group LLC2,348$83K0.0%N/A0.069%
4/23/2025Spire Wealth Management90,914$3.23M0.1%+225.2%2.674%
4/23/2025IMG Wealth Management Inc.18,174$646K0.6%+25.9%0.535%
4/22/2025Cambridge Investment Research Advisors Inc.20,440$727K0.0%+30.1%0.601%
4/17/2025Sagespring Wealth Partners LLC13,692$487K0.0%N/A0.467%
4/15/2025Central Valley Advisors LLC67,071$2.38M0.9%+184.9%2.289%
4/15/2025Fiduciary Financial Group LLC23,705$823K0.2%-15.1%0.809%
4/14/2025Tounjian Advisory Partners LLC7,706$274K0.1%N/A0.263%
4/11/2025KFG Wealth Management LLC130,878$4.65M0.8%+83.9%4.467%
4/9/2025Milestone Asset Management LLC7,231$257K0.1%-4.8%0.247%
4/9/2025Advance Capital Management Inc.39,331$1.40M0.1%-2.9%1.342%
4/8/2025Lantz Financial LLC7,546$268K0.1%N/A0.258%
4/3/2025Hiley Hunt Wealth Management8,604$306K0.2%N/A0.294%
3/6/2025Wood Tarver Financial Group LLC17,744$633K0.2%N/A0.866%
2/19/2025Blue Sky Capital Consultants Group Inc.16,574$592K0.4%N/A0.330%
2/17/2025Cetera Investment Advisers15,992$571K0.0%+3.4%0.318%
2/14/2025Jane Street Group LLC19,781$706K0.0%-29.3%0.393%
2/14/2025Berger Financial Group Inc30,736$1.10M0.1%-15.6%0.611%
2/14/2025MGO One Seven LLC276,977$9.89M0.4%-0.7%5.507%
2/13/2025Barclays PLC850$30K0.0%+195.1%0.017%
2/13/2025SageView Advisory Group LLC16,935$604K0.0%N/A0.337%
2/13/2025Trek Financial LLC22,469$802K0.1%-54.3%0.447%
2/13/2025Envestnet Asset Management Inc.17,274$617K0.0%-5.0%0.343%
2/12/2025Arete Wealth Advisors LLC25,301$903K0.1%-3.9%0.503%
2/12/2025OLD Mission Capital LLC18,892$674K0.0%+124.6%0.376%
2/12/2025JPMorgan Chase & Co.1,044$37K0.0%N/A0.021%
2/12/2025Worth Financial Advisory Group LLC29,565$1.06M0.6%-36.4%0.588%
2/10/2025IMG Wealth Management Inc.14,430$515K0.5%N/A0.287%
2/10/2025Commonwealth Equity Services LLC69,421$2.48M0.0%-7.8%1.380%
1/31/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors108,876$3.89M0.1%+12.6%2.165%
1/31/2025Atria Wealth Solutions Inc.20,099$717K0.0%-24.6%0.400%
1/31/2025Truist Financial Corp43,610$1.56M0.0%-3.6%0.867%
1/24/2025Spire Wealth Management27,954$998K0.0%-10.5%0.556%
1/21/2025KFG Wealth Management LLC71,153$2.54M0.5%-11.6%1.415%
1/21/2025Impact Partnership Wealth LLC43,556$1.56M0.3%N/A0.866%
1/21/2025RFG Advisory LLC6,538$233K0.0%-28.1%0.130%
1/15/2025Central Valley Advisors LLC23,541$840K0.4%-5.9%0.468%
1/13/2025Brookstone Capital Management78,426$2.80M0.0%-39.6%1.559%
1/6/2025Advance Capital Management Inc.40,485$1.45M0.1%-91.7%0.805%
11/18/2024Arete Wealth Advisors LLC26,339$916K0.1%-7.6%0.524%
11/15/2024MML Investors Services LLC5,778$202K0.0%N/A0.115%
11/14/2024Encompass More Asset Management61,481$2.14M0.8%+190.0%1.222%
(Data available from 1/1/2016 forward)

UMAR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UMAR shares?

During the previous two years, 76 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - March. The most heavily invested institutionals were Brookstone Capital Management ($58.46M), MGO One Seven LLC ($9.34M), WealthPlan Investment Management LLC ($8.81M), Lantz Financial LLC ($7.37M), KFG Wealth Management LLC ($5.72M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($5.10M), and Osaic Holdings Inc. ($3.35M).Learn more on Innovator U.S. Equity Ultra Buffer ETF - March's institutional investors.

Which institutional investors have been buying Innovator U.S. Equity Ultra Buffer ETF - March's stock?

Of the 68 institutional investors that purchased Innovator U.S. Equity Ultra Buffer ETF - March's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brookstone Capital Management ($2.12M), Advance Capital Management Inc. ($1.13M), Central Valley Advisors LLC ($303.10K), WealthPlan Investment Management LLC ($234.18K), Lantz Financial LLC ($195.98K), KFG Wealth Management LLC ($139.36K), and Spire Wealth Management ($84.77K).

How much institutional buying is happening at Innovator U.S. Equity Ultra Buffer ETF - March?

Institutional investors have bought a total of 2,924,101 shares in the last 24 months. This purchase volume represents approximately $108.43M in transactions.

Which of Innovator U.S. Equity Ultra Buffer ETF - March's major shareholders have been selling company stock?

Of the 25 institutional investors that sold Innovator U.S. Equity Ultra Buffer ETF - March's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Advance Capital Management Inc. ($541.48K), Brookstone Capital Management ($526.05K), Worth Financial Advisory Group LLC ($51.85K), Trek Financial LLC ($32.86K), MGO One Seven LLC ($30.60K), Spire Wealth Management ($29.02K), and Archer Investment Corp ($25.67K).

How much institutional selling is happening at Innovator U.S. Equity Ultra Buffer ETF - March?

Institutional investors have sold a total of 1,342,134 shares in the last 24 months. This volume of shares sold represents approximately $47.63M in transactions.


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This page (BATS:UMAR) was last updated on 10/7/2025 by MarketBeat.com Staff
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