Go Pro
→ A letter from Shannon Stansberry (From Porter & Company) (Ad)tc pixel Free UMAR Stock Alerts

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

$42.22 +0.02 (+0.05%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$101.10M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$83.99M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/8/2026 Sonoma Allocations LLC8,025$339K0.1%N/A0.154%
5/20/2026Arete Wealth Advisors LLC19,031$756K0.0%-1.8%0.366%
5/19/2026Arete Wealth Advisors LLC19,031$756K0.1%-1.8%0.366%
5/16/2026IMG Wealth Management Inc.21,310$847K0.5%+1.2%0.410%
5/13/2026Cetera Investment Advisers62,623$2.49M0.0%+3.9%1.204%
5/5/2026Three Seasons Wealth LLC5,216$207K0.1%N/A0.100%
5/4/2026Archer Investment Corp24,557$976K0.2%+5.1%0.472%
5/4/2026Chicago 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%
5/1/2026WealthShield Partners LLC3,345$133K0.0%+85.8%0.064%
4/30/2026Kestra Advisory Services LLC130,049$5.17M0.0%+68.5%2.501%
4/29/2026WealthPLAN Partners LLC15,901$632K0.1%-33.8%0.306%
4/29/2026Advance Capital Management Inc.6,510$259K0.0%-31.9%0.125%
4/28/2026Berger Financial Group Inc57,907$2.30M0.1%+87.9%1.114%
4/24/2026Impact 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%
4/16/2026Ballast Rock Private Wealth LLC14,499$576K0.3%+3.5%0.279%
2/19/2026BFI Wealth Solutions LLC6,600$264K0.3%N/A0.127%
2/18/2026OLD Mission Capital LLC35,051$1.40M0.0%N/A0.674%
2/17/2026Cetera Investment Advisers60,261$2.41M0.0%-2.3%1.159%
2/17/2026Kovack Advisors Inc.23,292$930K0.0%N/A0.448%
2/17/2026Osaic Holdings Inc.81,583$3.26M0.0%-6.1%1.569%
2/17/2026Royal Bank of Canada1,495$60K0.0%N/A0.029%
2/16/2026Barclays PLC1,087$43K0.0%-53.9%0.021%
2/16/2026Aptus Capital Advisors LLC4,475$179K0.0%+22.6%0.086%
2/13/2026Arete Wealth Advisors LLC19,381$775K0.0%-1.5%0.373%
2/13/2026Kestra Advisory Services LLC77,174$3.08M0.0%-0.4%1.484%
2/12/2026Commonwealth Equity Services LLC83,089$3.32M0.0%-3.1%1.598%
2/12/2026Steward Partners Investment Advisory LLC1,482$59K0.0%-16.6%0.029%
2/12/2026WealthPLAN Partners LLC24,023$960K0.1%-66.0%0.462%
2/12/2026Kovack Advisors Inc.23,290$930K0.0%N/A0.448%
2/11/2026LPL Financial LLC11,905$476K0.0%-23.9%0.229%
2/10/2026Impact Partnership Wealth LLC23,035$920K0.1%-2.5%0.443%
2/10/2026Foundations Investment Advisors LLC22,065$881K0.0%+44.2%0.424%
2/5/2026WealthPlan Investment Management LLC43,978$1.76M0.1%-85.0%0.846%
2/5/2026Sound Portfolio Advisors LLC12,319$492K0.4%N/A0.237%
Iran War Shock: What I Was Told In That Private Meeting (Ad)

You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially the reasons why we’re bombing the country.tc pixel

Because THIS is the real reason.
2/5/2026IMG Wealth Management Inc.21,060$841K0.5%+13.7%0.405%
2/4/2026Ballast Rock Private Wealth LLC14,002$559K0.3%N/A0.269%
2/3/2026MGO One Seven LLC186,285$7.44M0.2%-21.3%3.582%
2/3/2026Retirement Planning Group LLC8,303$332K0.0%-2.9%0.160%
1/30/2026Archer 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%
1/20/2026Savvy 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%
1/16/2026CRA 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%
1/7/2026Sagespring Wealth Partners LLC11,954$478K0.0%-15.8%0.230%
1/6/2026 Hiley Hunt Wealth Management5,066$202K0.1%-16.5%0.097%
1/1/2026JPMorgan Chase & Co.4,877$190K0.0%N/A0.094%
11/17/2025Susquehanna International Group LLP47,925$1.87M0.0%+166.0%0.922%
11/17/2025Citadel Advisors LLC14,099$550K0.0%N/A0.271%
11/14/2025Raymond James Financial Inc.45,107$1.76M0.0%-31.7%0.867%
11/12/2025Aptus Capital Advisors LLC3,650$142K0.0%-18.4%0.070%
11/12/2025Arete Wealth Advisors LLC19,667$767K0.0%-16.0%0.378%
11/7/2025JPMorgan Chase & Co.4,877$190K0.0%N/A0.094%
11/6/2025 Lantz Financial LLC195,164$7.61M1.7%-0.4%3.753%
11/5/2025Envestnet Asset Management Inc.21,799$850K0.0%-29.9%0.419%
11/4/2025Meridian Wealth Management LLC13,941$544K0.0%-16.2%0.268%
11/3/2025Impact Partnership Wealth LLC23,628$922K0.1%-38.6%0.454%
11/3/2025Foundations Investment Advisors LLC15,298$597K0.0%+176.5%0.294%
10/31/2025Trek Financial LLC11,713$457K0.0%-28.2%0.225%
10/29/2025Arkadios Wealth Advisors11,143$435K0.0%+8.4%0.214%
10/27/2025WealthPLAN Partners LLC70,569$2.75M0.4%+10.3%1.357%
10/27/2025WealthPlan Investment Management LLC292,553$11.41M0.8%+24.9%5.626%
10/27/2025Retirement Planning Group LLC8,554$334K0.0%-11.2%0.165%
10/27/2025Financial Network Wealth Advisors LLC3,146$123K0.1%-7.9%0.061%
10/24/2025MGO 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%
10/10/2025Advance 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%
9/4/2025Osaic 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%
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.tc pixel

Normally $29.97. Today it's free. Grab your copy now.
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%
8/5/2025 C2P 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%
8/4/2025 Spire Wealth Management65,191$2.45M0.1%-28.3%1.254%


UMAR Institutional Ownership - Frequently Asked Questions

During the previous two years, 88 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.

Of the 72 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 ($1.53M), 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).

Institutional investors have bought a total of 2,655,881 shares in the last 24 months. This purchase volume represents approximately $101.10M in transactions.

Of the 36 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 ($62.05K), WealthPLAN Partners LLC ($54.67K), Spire Wealth Management ($49.31K), Raymond James Financial Inc. ($20.89K), and KFG Wealth Management LLC ($20.53K).

Institutional investors have sold a total of 2,107,577 shares in the last 24 months. This volume of shares sold represents approximately $83.99M in transactions.


Related Companies

This page (BATS:UMAR) was last updated on 7/25/2026 by MarketBeat.com Staff.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
BofA: Digital Dollar Coming 2025-2030
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel
Elon's new "super startup"
Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified...
Banyan Hill Publishing | Sponsoredtc pixel