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

$36.35 +0.65 (+1.82%)
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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)
48
Total
Institutional Inflows
(last 12 months)
$29.42M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$76.48M
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UMAR Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025 MBL Wealth LLC28,000$995K0.1%+1.4%0.771%
5/20/2025 Focus Partners Wealth13,198$469K0.0%N/A0.364%
5/19/2025 Jane Street Group LLC12,985$462K0.0%-34.4%0.358%
5/16/2025 Arete Wealth Advisors LLC23,251$827K0.1%-8.1%0.641%
5/14/2025 Kestra Advisory Services LLC79,890$2.84M0.0%+389.7%2.201%
5/14/2025 M Holdings Securities Inc.14,277$508K0.1%N/A0.393%
5/13/2025 Financial Network Wealth Advisors LLC3,415$121K0.2%+14.3%0.094%
5/13/2025 HighTower Advisors LLC73,185$2.60M0.0%N/A2.016%
5/12/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors123,678$4.40M0.3%+13.6%3.407%
5/12/2025 Meridian Wealth Management LLC7,843$279K0.0%N/A0.216%
5/9/2025 Atria Wealth Solutions Inc.19,695$700K0.0%-2.0%0.579%
5/9/2025 Blue Sky Capital Consultants Group Inc.9,724$346K0.2%-41.3%0.286%
5/9/2025 Novus Advisors LLC8,185$291K0.3%N/A0.241%
5/8/2025 Harbour Investments Inc.2,539$90K0.0%+55.2%0.075%
5/8/2025 MGO One Seven LLC253,417$9.01M0.3%-8.5%7.453%
5/8/2025 NorthRock Partners LLC777$28K0.0%N/A0.023%
5/8/2025 Golden Reserve Retirement LLC5,900$210K0.1%N/A0.174%
5/6/2025 Cetera Investment Advisers50,365$1.79M0.0%+214.9%1.481%
5/6/2025 AE Wealth Management LLC8,046$286K0.0%+16.8%0.237%
5/5/2025 Impact Partnership Wealth LLC35,377$1.26M0.3%-18.8%1.041%
5/5/2025 Archer Investment Corp23,290$828K0.2%+24.8%0.685%
4/30/2025 Trek Financial LLC17,267$614K0.0%-23.2%0.508%
4/29/2025 Envestnet Asset Management Inc.34,458$1.23M0.0%+99.5%1.013%
4/29/2025 Strategic Blueprint LLC10,326$367K0.0%N/A0.304%
4/25/2025 Stonebridge Financial Group LLC2,348$83K0.0%N/A0.069%
4/23/2025 Spire Wealth Management90,914$3.23M0.1%+225.2%2.674%
4/23/2025 IMG Wealth Management Inc.18,174$646K0.6%+25.9%0.535%
4/22/2025 Cambridge Investment Research Advisors Inc.20,440$727K0.0%+30.1%0.601%
4/17/2025 Sagespring Wealth Partners LLC13,692$487K0.0%N/A0.467%
4/15/2025 Central Valley Advisors LLC67,071$2.38M0.9%+184.9%2.289%
4/15/2025 Fiduciary Financial Group LLC23,705$823K0.2%-15.1%0.809%
4/14/2025 Tounjian Advisory Partners LLC7,706$274K0.1%N/A0.263%
4/11/2025 KFG Wealth Management LLC130,878$4.65M0.8%+83.9%4.467%
4/9/2025 Milestone Asset Management LLC7,231$257K0.1%-4.8%0.247%
4/9/2025 Advance Capital Management Inc.39,331$1.40M0.1%-2.9%1.342%
4/8/2025 Lantz Financial LLC7,546$268K0.1%N/A0.258%
4/3/2025 Hiley Hunt Wealth Management8,604$306K0.2%N/A0.294%
3/6/2025 Wood Tarver Financial Group LLC17,744$633K0.2%N/A0.866%
2/19/2025 Blue Sky Capital Consultants Group Inc.16,574$592K0.4%N/A0.330%
2/17/2025 Cetera Investment Advisers15,992$571K0.0%+3.4%0.318%
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2/14/2025 Jane Street Group LLC19,781$706K0.0%-29.3%0.393%
2/14/2025 Berger Financial Group Inc30,736$1.10M0.1%-15.6%0.611%
2/14/2025 MGO One Seven LLC276,977$9.89M0.4%-0.7%5.507%
2/13/2025 Barclays PLC850$30K0.0%+195.1%0.017%
2/13/2025 SageView Advisory Group LLC16,935$604K0.0%N/A0.337%
2/13/2025 Trek Financial LLC22,469$802K0.1%-54.3%0.447%
2/13/2025 Envestnet Asset Management Inc.17,274$617K0.0%-5.0%0.343%
2/12/2025 Arete Wealth Advisors LLC25,301$903K0.1%-3.9%0.503%
2/12/2025 OLD Mission Capital LLC18,892$674K0.0%+124.6%0.376%
2/12/2025 JPMorgan Chase & Co.1,044$37K0.0%N/A0.021%
2/12/2025 Worth Financial Advisory Group LLC29,565$1.06M0.6%-36.4%0.588%
2/10/2025 IMG Wealth Management Inc.14,430$515K0.5%N/A0.287%
2/10/2025 Commonwealth Equity Services LLC69,421$2.48M0.0%-7.8%1.380%
1/31/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors108,876$3.89M0.1%+12.6%2.165%
1/31/2025 Atria Wealth Solutions Inc.20,099$717K0.0%-24.6%0.400%
1/31/2025 Truist Financial Corp43,610$1.56M0.0%-3.6%0.867%
1/24/2025 Spire Wealth Management27,954$998K0.0%-10.5%0.556%
1/21/2025 KFG Wealth Management LLC71,153$2.54M0.5%-11.6%1.415%
1/21/2025 Impact Partnership Wealth LLC43,556$1.56M0.3%N/A0.866%
1/21/2025 RFG Advisory LLC6,538$233K0.0%-28.1%0.130%
1/15/2025 Central Valley Advisors LLC23,541$840K0.4%-5.9%0.468%
1/13/2025 Brookstone Capital Management78,426$2.80M0.0%-39.6%1.559%
1/6/2025 Advance Capital Management Inc.40,485$1.45M0.1%-91.7%0.805%
11/18/2024 Arete Wealth Advisors LLC26,339$916K0.1%-7.6%0.524%
11/15/2024 MML Investors Services LLC5,778$202K0.0%N/A0.115%
11/14/2024 Encompass More Asset Management61,481$2.14M0.8%+190.0%1.222%
11/6/2024 Archer Investment Corp18,824$657K0.2%-57.7%0.374%
10/31/2024 Donald L. Hagan LLC51,140$1.78M0.9%+20.6%1.017%
10/25/2024 Worth Financial Advisory Group LLC46,475$1.62M1.0%-42.9%0.924%
10/21/2024 Castleview Partners LLC1,066$37K0.0%-46.2%0.021%
10/10/2024 Retirement Planning Group LLC9,628$336K0.0%-6.3%0.191%
10/8/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors96,679$3.37M0.3%+7.5%1.922%
10/8/2024 Brookstone Capital Management129,890$4.53M0.1%-78.5%2.582%
10/8/2024 Advance Capital Management Inc.487,051$16.99M0.8%-11.8%9.683%
10/5/2024 Central Valley Advisors LLC25,024$873K0.5%-90.3%0.497%
8/21/2024 Truist Financial Corp50,496$1.70M0.0%+3.9%1.004%
8/16/2024 Northwestern Mutual Wealth Management Co.6,913$233K0.0%N/A0.137%
8/7/2024 MGO One Seven LLC318,373$10.72M0.5%-29.0%6.329%
8/7/2024 Ashton Thomas Private Wealth LLC966$33K0.0%N/A0.019%
8/6/2024 Ausdal Financial Partners Inc.16,763$564K0.1%+3.2%0.333%
8/2/2024 Archer Investment Corp44,494$1.50M0.4%-2.8%0.885%
7/31/2024 Spire Wealth Management31,891$1.07M0.0%-0.9%0.634%
7/31/2024 Commonwealth Equity Services LLC75,322$2.54M0.0%+12.0%1.497%
7/27/2024 Encompass More Asset Management21,200$714K0.5%+21.2%0.421%
7/22/2024 Atria Wealth Solutions Inc.32,667$1.10M0.0%+15.9%0.649%
7/20/2024 Milestone Asset Management LLC7,739$261K0.1%-6.4%0.154%
7/19/2024 Donald L. Hagan LLC42,419$1.43M0.8%-7.4%0.843%
7/19/2024 KFG Wealth Management LLC88,819$2.99M1.2%-1.9%1.766%
7/19/2024 MBL Wealth LLC27,100$912K0.1%N/A0.539%
7/18/2024 Brookstone Capital Management604,476$20.58M0.3%+8.3%12.017%
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7/18/2024 Triad Wealth Partners LLC1,667$56K0.0%N/A0.033%
7/18/2024 Fiduciary Financial Group LLC27,930$958K0.2%N/A0.555%
7/16/2024 Maia Wealth LLC8,345$285K0.1%N/A0.166%
7/15/2024 RFG Advisory LLC9,099$306K0.0%-18.4%0.181%
7/12/2024 Central Valley Advisors LLC257,729$8.88M4.9%+2.9%5.124%
7/8/2024 Advance Capital Management Inc.552,080$18.59M0.9%-51.1%10.976%
5/24/2024Cetera Advisors LLC9,531$311K0.0%N/A0.189%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors41,184$1.35M0.2%-14.1%0.819%
5/1/2024 Worth Financial Advisory Group LLC81,315$2.66M1.8%N/A1.617%
4/29/2024 Commonwealth Equity Services LLC67,230$2.20M0.0%+112.3%1.337%
(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, 66 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - March. The most heavily invested institutionals were MGO One Seven LLC ($9.01M), KFG Wealth Management LLC ($4.65M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($4.40M), Spire Wealth Management ($3.23M), Kestra Advisory Services LLC ($2.84M), Brookstone Capital Management ($2.80M), and HighTower Advisors LLC ($2.60M).Learn more on UMAR's institutional investors.

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

Of the 59 institutional investors that purchased Innovator U.S. Equity Ultra Buffer ETF - March stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Advance Capital Management Inc. ($1.13M), Brookstone Capital Management ($1.02M), Central Valley Advisors LLC ($301.26K), KFG Wealth Management LLC ($120.91K), Spire Wealth Management ($84.77K), Worth Financial Advisory Group LLC ($81.32K), and HighTower Advisors LLC ($73.19K).

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

Institutional investors have bought a total of 3,470,515 shares in the last 24 months. This purchase volume represents approximately $114.23M in transactions.

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

Of the 27 institutional investors that sold Innovator U.S. Equity Ultra Buffer ETF - March stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Advance Capital Management Inc. ($1.09M), Brookstone Capital Management ($526.75K), HighTower Advisors LLC ($257.22K), Central Valley Advisors LLC ($234.19K), MGO One Seven LLC ($155.65K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($64.24K), and Worth Financial Advisory Group LLC ($51.85K).

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

Institutional investors have sold a total of 2,564,346 shares in the last 24 months. This volume of shares sold represents approximately $87.39M in transactions.



This page (BATS:UMAR) was last updated on 5/23/2025 by MarketBeat.com Staff
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