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

$38.17 +2.47 (+6.92%)
As of 07/25/2025 03:24 PM Eastern
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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)
45
Total
Institutional Inflows
(last 12 months)
$34.10M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$58.12M
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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
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%
7/22/2025 MBL Wealth LLC30,475$1.15M0.1%+8.8%0.586%
7/18/2025 Truist Financial Corp45,601$1.72M0.0%-1.6%0.877%
7/14/2025 Gries Financial LLC16,500$621K0.1%N/A0.317%
7/14/2025 CRA Financial Services LLC13,010$489K0.1%N/A0.250%
7/14/2025 KFG Wealth Management LLC149,328$5.62M0.9%+14.1%2.872%
7/11/2025 Farther Finance Advisors LLC2,166$81K0.0%N/A0.042%
7/11/2025 Lantz Financial LLC195,982$7.37M1.8%+2,497.2%3.769%
7/9/2025 Central Valley Advisors LLC68,910$2.59M0.9%+2.7%1.325%
7/8/2025 Advance Capital Management Inc.10,602$399K0.0%-73.0%0.204%
5/21/2025 MBL 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%
5/8/2025 Golden 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%
4/25/2025 Stonebridge 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%
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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%
4/9/2025Milestone 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%
3/6/2025Wood 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%
2/14/2025 Berger 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%
2/12/2025 Worth 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%
1/31/2025 Truist Financial Corp43,610$1.56M0.0%-3.6%0.867%
1/24/2025Spire Wealth Management27,954$998K0.0%-10.5%0.556%
1/21/2025 KFG Wealth Management LLC71,153$2.54M0.5%-11.6%1.415%
1/21/2025Impact Partnership Wealth LLC43,556$1.56M0.3%N/A0.866%
1/21/2025RFG Advisory LLC6,538$233K0.0%-28.1%0.130%
1/15/2025 Central Valley Advisors LLC23,541$840K0.4%-5.9%0.468%
1/13/2025Brookstone Capital Management78,426$2.80M0.0%-39.6%1.559%
1/6/2025 Advance 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%
11/6/2024Archer 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%
10/10/2024Retirement Planning Group LLC9,628$336K0.0%-6.3%0.191%
10/8/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors96,679$3.37M0.3%+7.5%1.922%
10/8/2024Brookstone 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%
8/16/2024Northwestern Mutual Wealth Management Co.6,913$233K0.0%N/A0.137%
8/7/2024MGO One Seven LLC318,373$10.72M0.5%-29.0%6.329%
8/7/2024Ashton Thomas Private Wealth LLC966$33K0.0%N/A0.019%
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8/6/2024Ausdal Financial Partners Inc.16,763$564K0.1%+3.2%0.333%
8/2/2024Archer Investment Corp44,494$1.50M0.4%-2.8%0.885%
7/31/2024Spire Wealth Management31,891$1.07M0.0%-0.9%0.634%
7/31/2024Commonwealth Equity Services LLC75,322$2.54M0.0%+12.0%1.497%
7/27/2024Encompass More Asset Management21,200$714K0.5%+21.2%0.421%
7/22/2024Atria Wealth Solutions Inc.32,667$1.10M0.0%+15.9%0.649%
7/20/2024Milestone 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%
(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, 69 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 ($9.34M), Lantz Financial LLC ($7.37M), KFG Wealth Management LLC ($5.62M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($4.40M), Spire Wealth Management ($3.23M), Kestra Advisory Services LLC ($2.84M), and Brookstone Capital Management ($2.80M).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 62 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: Advance Capital Management Inc. ($1.13M), Brookstone Capital Management ($593.21K), Central Valley Advisors LLC ($303.10K), Lantz Financial LLC ($195.98K), KFG Wealth Management LLC ($139.36K), Spire Wealth Management ($84.77K), and Worth Financial Advisory Group LLC ($81.32K).

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

Institutional investors have bought a total of 946,568 shares in the last 24 months. This purchase volume represents approximately $34.10M in transactions.

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

Of the 23 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), Central Valley Advisors LLC ($234.19K), MGO One Seven LLC ($160.74K), Worth Financial Advisory Group LLC ($51.85K), Trek Financial LLC ($31.91K), and Archer Investment Corp ($26.94K).

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

Institutional investors have sold a total of 1,651,880 shares in the last 24 months. This volume of shares sold represents approximately $58.12M in transactions.


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This page (BATS:UMAR) was last updated on 7/26/2025 by MarketBeat.com Staff
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