Innovator U.S. Equity Ultra Buffer ETF - March (UMAR) Institutional Ownership $41.97 0.00 (0.00%) As of 05/22/2026 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipSEC FilingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Ultra Buffer ETF - March (BATS:UMAR)Number ofInstitutional Buyers(last 12 months)45TotalInstitutional Inflows(last 12 months)$109.89MNumber ofInstitutional Sellers(last 12 months)37TotalInstitutional Outflows(last 12 months)$85.29M Get UMAR Insider Trade Alerts Want to know when executives and insiders are buying or selling Innovator U.S. Equity Ultra Buffer ETF - March stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. 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Skip Chart & View Institutional Buying and Selling Data UMAR Institutional Buying and Selling by Quarter Innovator U.S. Equity Ultra Buffer ETF - March Major Shareholders & Ownership History ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/20/2026 Arete Wealth Advisors LLC19,031$756K0.0%-1.8%0.366% 5/19/2026 Arete Wealth Advisors LLC19,031$756K0.1%-1.8%0.366% 5/16/2026 IMG Wealth Management Inc.21,310$847K0.5%+1.2%0.410% 5/13/2026 Cetera Investment Advisers62,623$2.49M0.0%+3.9%1.204% 5/5/2026 Three Seasons Wealth LLC5,216$207K0.1%N/A0.100% 5/4/2026 Archer Investment Corp24,557$976K0.2%+5.1%0.472% 5/4/2026 Chicago Partners Investment Group LLC8,429$348K0.0%-27.6%0.162% 5/4/2026 Kellett Wealth Advisors LLC47,893$1.90M1.0%N/A0.921% 5/1/2026 WealthShield Partners LLC3,345$133K0.0%+85.8%0.064% 4/30/2026 Kestra Advisory Services LLC130,049$5.17M0.0%+68.5%2.501% Get the Latest News and Ratings for UMAR and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Innovator U.S. Equity Ultra Buffer ETF - March and its competitors with MarketBeat's FREE daily newsletter. 4/29/2026 WealthPLAN Partners LLC15,901$632K0.1%-33.8%0.306% 4/29/2026 Advance Capital Management Inc.6,510$259K0.0%-31.9%0.125% 4/28/2026 Berger Financial Group Inc57,907$2.30M0.1%+87.9%1.114% 4/24/2026 Impact Partnership Wealth LLC22,471$893K0.1%-2.4%0.432% 4/23/2026 Caliber Wealth Management LLC KS138,550$5.51M0.6%N/A2.664% 4/21/2026 KFG Wealth Management LLC192,335$7.64M1.0%+49.3%3.699% 4/20/2026 Riverchase Wealth Management LLC15,684$623K0.3%N/A0.302% 4/18/2026 BCS Wealth Management10,718$426K0.1%-50.0%0.206% 4/17/2026 Brookstone Capital Management24,366$968K0.0%-2.5%0.469% 4/16/2026 Ballast Rock Private Wealth LLC14,499$576K0.3%+3.5%0.279% 2/19/2026 BFI Wealth Solutions LLC6,600$264K0.3%N/A0.127% 2/18/2026 OLD Mission Capital LLC35,051$1.40M0.0%N/A0.674% 2/17/2026 Cetera Investment Advisers60,261$2.41M0.0%-2.3%1.159% 2/17/2026 Kovack Advisors Inc.23,292$930K0.0%N/A0.448% 2/17/2026 Osaic Holdings Inc.81,583$3.26M0.0%-6.1%1.569% 2/17/2026 Royal Bank of Canada1,495$60K0.0%N/A0.029% 2/16/2026 Barclays PLC1,087$43K0.0%-53.9%0.021% 2/16/2026 Aptus Capital Advisors LLC4,475$179K0.0%+22.6%0.086% 2/13/2026 Arete Wealth Advisors LLC19,381$775K0.0%-1.5%0.373% 2/13/2026 Kestra Advisory Services LLC77,174$3.08M0.0%-0.4%1.484% 2/12/2026 Commonwealth Equity Services LLC83,089$3.32M0.0%-3.1%1.598% 2/12/2026 Steward Partners Investment Advisory LLC1,482$59K0.0%-16.6%0.029% 2/12/2026 WealthPLAN Partners LLC24,023$960K0.1%-66.0%0.462% 2/12/2026 Kovack Advisors Inc.23,290$930K0.0%N/A0.448% 2/11/2026 LPL Financial LLC11,905$476K0.0%-23.9%0.229% 2/10/2026 Impact Partnership Wealth LLC23,035$920K0.1%-2.5%0.443% 2/10/2026 Foundations Investment Advisors LLC22,065$881K0.0%+44.2%0.424% 2/5/2026 WealthPlan Investment Management LLC43,978$1.76M0.1%-85.0%0.846% 2/5/2026 Sound Portfolio Advisors LLC12,319$492K0.4%N/A0.237% 2/5/2026 IMG Wealth Management Inc.21,060$841K0.5%+13.7%0.405% $30 stock to buy before Starlink goes public (WATCH NOW!) (Ad)In the next 3 minutes… James Altucher – legendary investor and venture capitalist… And someone who’s known for playing his cards “close to the vest”… Is going to give you the name and ticker symbol of a company he believes will skyrocket thanks to the coming Starlink IPO…Click here to watch this short 3-minute video now.2/4/2026 Ballast Rock Private Wealth LLC14,002$559K0.3%N/A0.269% 2/3/2026 MGO One Seven LLC186,285$7.44M0.2%-21.3%3.582% 2/3/2026 Retirement Planning Group LLC8,303$332K0.0%-2.9%0.160% 1/30/2026 Archer Investment Corp23,360$933K0.2%-1.8%0.449% 1/30/2026 Strategic Blueprint LLC9,833$393K0.0%-4.8%0.189% 1/28/2026 Milestone Asset Management LLC5,705$228K0.0%-18.5%0.110% 1/26/2026 BCS Wealth Management21,436$856K0.1%+100.0%0.412% 1/21/2026 MBL Wealth LLC29,665$1.19M0.1%-1.7%0.570% 1/21/2026 KFG Wealth Management LLC128,794$5.15M0.7%-12.2%2.477% 1/20/2026 Savvy Advisors Inc.5,886$235K0.0%N/A0.113% 1/20/2026 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors137,406$5.49M0.3%-6.8%2.642% 1/16/2026 CRA Financial Services LLC10,755$430K0.1%-16.7%0.207% 1/15/2026 Brookstone Capital Management24,992$998K0.0%-98.4%0.481% 1/14/2026 Lantz Financial LLC193,935$7.75M1.6%-0.6%3.730% 1/14/2026 Spire Wealth Management41,601$1.66M0.1%-22.9%0.800% 1/12/2026 Central Valley Advisors LLC68,431$2.73M0.8%-0.4%1.316% 1/7/2026 Sagespring Wealth Partners LLC11,954$478K0.0%-15.8%0.230% 1/6/2026 Hiley Hunt Wealth Management5,066$202K0.1%-16.5%0.097% 1/1/2026 JPMorgan Chase & Co.4,877$190K0.0%N/A0.094% 11/17/2025 Susquehanna International Group LLP47,925$1.87M0.0%+166.0%0.922% 11/17/2025 Citadel Advisors LLC14,099$550K0.0%N/A0.271% 11/14/2025 Raymond James Financial Inc.45,107$1.76M0.0%-31.7%0.867% 11/12/2025 Aptus Capital Advisors LLC3,650$142K0.0%-18.4%0.070% 11/12/2025 Arete Wealth Advisors LLC19,667$767K0.0%-16.0%0.378% 11/7/2025 JPMorgan Chase & Co.4,877$190K0.0%N/A0.094% 11/6/2025 Lantz Financial LLC195,164$7.61M1.7%-0.4%3.753% 11/5/2025 Envestnet Asset Management Inc.21,799$850K0.0%-29.9%0.419% 11/4/2025 Meridian Wealth Management LLC13,941$544K0.0%-16.2%0.268% 11/3/2025 Impact Partnership Wealth LLC23,628$922K0.1%-38.6%0.454% 11/3/2025 Foundations Investment Advisors LLC15,298$597K0.0%+176.5%0.294% 10/31/2025 Trek Financial LLC11,713$457K0.0%-28.2%0.225% 10/29/2025 Arkadios Wealth Advisors11,143$435K0.0%+8.4%0.214% 10/27/2025 WealthPLAN Partners LLC70,569$2.75M0.4%+10.3%1.357% 10/27/2025 WealthPlan Investment Management LLC292,553$11.41M0.8%+24.9%5.626% 10/27/2025 Retirement Planning Group LLC8,554$334K0.0%-11.2%0.165% 10/27/2025 Financial Network Wealth Advisors LLC3,146$123K0.1%-7.9%0.061% 10/24/2025 MGO One Seven LLC236,835$9.24M0.2%-4.6%4.555% 10/23/2025 Spire Wealth Management53,943$2.10M0.1%-17.3%1.037% 10/21/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors147,410$5.75M0.3%+8.7%2.835% 10/20/2025 Chris Bulman Inc6,038$236K0.1%N/A0.116% 10/16/2025 MBL Wealth LLC30,165$1.18M0.1%-1.0%0.580% 10/15/2025 Brookstone Capital Management1,555,883$60.70M0.7%+0.1%29.921% 10/10/2025 Advance Capital Management Inc.9,327$364K0.0%-12.0%0.179% 10/7/2025 KFG 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% 9/4/2025 Osaic Holdings Inc.89,170$3.35M0.0%+10.1%1.715% 8/15/2025 MML Investors Services LLC16,569$623K0.0%+129.7%0.319% 8/15/2025 IHT Wealth Management LLC83,230$3.13M0.1%-19.0%1.601% 8/15/2025 Garden State Investment Advisory Services LLC9,100$342K0.1%N/A0.175% 8/14/2025 Raymond James Financial Inc.65,998$2.48M0.0%+126.0%1.269% Your $29.97 book is free today (Ad)Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options can give you up to 12 times the leverage of stocks — with a fraction of the capital tied up. This free guide lays it all out in plain English — from A to Z, with step-by-step examples you can follow in your own account.Normally $29.97. Today it's free. Grab your copy now.8/13/2025 Trek Financial LLC16,313$614K0.0%-5.5%0.314% 8/12/2025 Tableaux LLC62,936$2.37M0.2%N/A1.210% 8/12/2025 Archer Investment Corp23,823$896K0.2%+2.3%0.458% 8/8/2025 Cetera Investment Advisers54,703$2.06M0.0%+8.6%1.052% 8/8/2025 Meridian Wealth Management LLC16,629$625K0.0%+112.0%0.320% 8/8/2025 Foundations Investment Advisors LLC5,533$208K0.0%N/A0.106% 8/5/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors135,566$5.10M0.5%+9.6%2.607% 8/4/2025 Impact Partnership Wealth LLC38,473$1.45M0.3%+8.8%0.740% 8/4/2025 Spire Wealth Management65,191$2.45M0.1%-28.3%1.254% 8/4/2025 Arkadios Wealth Advisors10,279$387K0.0%N/A0.198% UMAR Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of UMAR shares? During the previous two years, 89 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - March. The most heavily invested institutionals were Lantz Financial LLC ($7.75M), KFG Wealth Management LLC ($7.64M), MGO One Seven LLC ($7.44M), Caliber Wealth Management LLC KS ($5.51M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($5.49M), Kestra Advisory Services LLC ($5.17M), and Commonwealth Equity Services LLC ($3.32M).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 75 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 ($1.58M), WealthPlan Investment Management LLC ($292.55K), Lantz Financial LLC ($195.98K), KFG Wealth Management LLC ($141.72K), Caliber Wealth Management LLC KS ($138.55K), Kestra Advisory Services LLC ($116.45K), 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 2,891,026 shares in the last 24 months. This purchase volume represents approximately $109.89M in transactions. Which of Innovator U.S. Equity Ultra Buffer ETF - March's major shareholders have been selling company stock? Of the 37 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: Brookstone Capital Management ($1.53M), WealthPlan Investment Management LLC ($248.58K), MGO One Seven LLC ($67.13K), WealthPLAN Partners LLC ($54.67K), Spire Wealth Management ($49.31K), Advance Capital Management Inc. ($33.05K), and Raymond James Financial Inc. ($20.89K). How much institutional selling is happening at Innovator U.S. Equity Ultra Buffer ETF - March? Institutional investors have sold a total of 2,142,142 shares in the last 24 months. This volume of shares sold represents approximately $85.29M in transactions. Related Companies BNOV Major Shareholders NJUL Major Shareholders DECW Major Shareholders THIR Major Shareholders SPDN Major Shareholders BSEP Major Shareholders PALC Major Shareholders HSCZ Major Shareholders ASLV Major Shareholders LOWV Major Shareholders This page (BATS:UMAR) was last updated on 5/25/2026 by MarketBeat.com Staff. 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