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

$41.64 +0.20 (+0.48%)
As of 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)
53
Total
Institutional Inflows
(last 12 months)
$118.29M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$86.67M
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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
5/5/2026Three 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%
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%
2/19/2026BFI 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%
2/13/2026 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%
2/12/2026Steward Partners Investment Advisory LLC1,482$59K0.0%-16.6%0.029%
2/12/2026 WealthPLAN Partners LLC24,023$960K0.1%-66.0%0.462%
2/12/2026Kovack Advisors Inc.23,290$930K0.0%N/A0.448%
2/11/2026LPL Financial LLC11,905$476K0.0%-23.9%0.229%
2/10/2026 Impact Partnership Wealth LLC23,035$920K0.1%-2.5%0.443%
2/10/2026Foundations 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%
2/5/2026IMG Wealth Management Inc.21,060$841K0.5%+13.7%0.405%
2/4/2026 Ballast Rock Private Wealth LLC14,002$559K0.3%N/A0.269%
2/3/2026MGO One Seven LLC186,285$7.44M0.2%-21.3%3.582%
2/3/2026 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%
1/20/2026Savvy 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%
1/16/2026 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%
1/7/2026Sagespring 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%
11/5/2025 Envestnet Asset Management Inc.21,799$850K0.0%-29.9%0.419%
11/4/2025Meridian Wealth Management LLC13,941$544K0.0%-16.2%0.268%
11/3/2025 Impact 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%
10/27/2025 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%
10/27/2025Financial 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%
10/10/2025 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%
9/4/2025Osaic 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%
8/15/2025IHT 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%
8/12/2025 Archer 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%
8/4/2025 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%
8/4/2025Arkadios Wealth Advisors10,279$387K0.0%N/A0.198%
8/1/2025 Envestnet Asset Management Inc.31,100$1.17M0.0%-9.7%0.598%
7/30/2025 Brookstone 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%
7/28/2025 WealthPLAN Partners LLC63,970$2.41M0.4%N/A1.230%


UMAR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UMAR shares?

During the previous two years, 90 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 76 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 3,127,404 shares in the last 24 months. This purchase volume represents approximately $118.29M in transactions.

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

Of the 40 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 ($90.69K), 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 2,181,102 shares in the last 24 months. This volume of shares sold represents approximately $86.67M in transactions.


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This page (BATS:UMAR) was last updated on 5/5/2026 by MarketBeat.com Staff.
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