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

$43.50 -0.07 (-0.16%)
As of 10:14 AM 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)
42
Total
Institutional Inflows
(last 12 months)
$71.30M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$82.21M
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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
10/8/2026CoreCap Advisors LLC1,006$43K0.0%-88.4%0.019%
9/23/2026Envestnet Asset Management Inc.123,026$5.65M0.0%+222.4%2.366%
9/11/2026Bullseye Investment Management LLC9,708$410K0.2%N/A0.187%
9/11/2026Talon Private Wealth LLC883,653$38.42M4.6%N/A16.993%
9/9/2026IFP Advisors Inc4,990$211K0.0%N/A0.096%
9/8/2026Allworth Financial LP7,580$320K0.0%N/A0.146%
9/2/2026Citadel Advisors LLC7,804$330K0.0%N/A0.150%
8/23/2026HB Wealth Management LLC34,326$1.45M0.0%N/A0.660%
8/22/2026Concurrent Investment Advisors LLC4,867$206K0.0%N/A0.094%
8/21/2026Integrity Financial Corp WA1,629$69K0.0%N/A0.031%
8/21/2026KFG Wealth Management LLC200,671$8.50M1.0%+4.3%3.859%
8/21/2026Continuum Advisory LLC634$27K0.0%N/A0.012%
8/21/2026Orion Capital Management LLC8,500$359K0.1%N/A0.163%
8/20/2026Gill Capital Partners LLC14,835$627K0.2%N/A0.285%
7/8/2026Sonoma 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%
5/4/2026Kellett 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%
4/23/2026Caliber Wealth Management LLC KS138,550$5.51M0.6%N/A2.664%
4/21/2026KFG Wealth Management LLC192,335$7.64M1.0%+49.3%3.699%
4/20/2026Riverchase Wealth Management LLC15,684$623K0.3%N/A0.302%
4/18/2026BCS Wealth Management10,718$426K0.1%-50.0%0.206%
4/17/2026Brookstone 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%
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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%
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%
1/30/2026Strategic Blueprint LLC9,833$393K0.0%-4.8%0.189%
1/28/2026Milestone Asset Management LLC5,705$228K0.0%-18.5%0.110%
1/26/2026BCS Wealth Management21,436$856K0.1%+100.0%0.412%
1/21/2026MBL Wealth LLC29,665$1.19M0.1%-1.7%0.570%
1/21/2026KFG Wealth Management LLC128,794$5.15M0.7%-12.2%2.477%
1/20/2026Savvy Advisors Inc.5,886$235K0.0%N/A0.113%
1/20/2026C2P 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%
1/15/2026Brookstone Capital Management24,992$998K0.0%-98.4%0.481%
1/14/2026Lantz Financial LLC193,935$7.75M1.6%-0.6%3.730%
1/14/2026Spire Wealth Management41,601$1.66M0.1%-22.9%0.800%
1/12/2026Central Valley Advisors LLC68,431$2.73M0.8%-0.4%1.316%
1/7/2026Sagespring Wealth Partners LLC11,954$478K0.0%-15.8%0.230%
1/6/2026Hiley 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%
11/6/2025Lantz 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%
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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%
10/23/2025Spire Wealth Management53,943$2.10M0.1%-17.3%1.037%
10/21/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors147,410$5.75M0.3%+8.7%2.835%
10/20/2025Chris Bulman Inc6,038$236K0.1%N/A0.116%
10/16/2025MBL Wealth LLC30,165$1.18M0.1%-1.0%0.580%
10/15/2025Brookstone 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%
10/7/2025KFG Wealth Management LLC146,701$5.72M0.8%-1.8%2.821%
10/2/2025Hiley Hunt Wealth Management6,066$237K0.1%-29.5%0.117%


UMAR Institutional Ownership - Frequently Asked Questions

During the previous two years, 96 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - March. The most heavily invested institutionals were Talon Private Wealth LLC ($38.42M), KFG Wealth Management LLC ($8.50M), Lantz Financial LLC ($7.75M), MGO One Seven LLC ($7.44M), Envestnet Asset Management Inc. ($5.65M), Caliber Wealth Management LLC KS ($5.51M), and C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($5.49M).Learn more on Innovator U.S. Equity Ultra Buffer ETF - March's institutional investors.

Of the 77 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), Talon Private Wealth LLC ($883.65K), WealthPlan Investment Management LLC ($292.55K), Lantz Financial LLC ($195.98K), KFG Wealth Management LLC ($150.05K), Caliber Wealth Management LLC KS ($138.55K), and Kestra Advisory Services LLC ($116.45K).

Institutional investors have bought a total of 1,727,972 shares in the last 24 months. This purchase volume represents approximately $71.30M 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 ($23.59K), Raymond James Financial Inc. ($20.89K), and KFG Wealth Management LLC ($17.91K).

Institutional investors have sold a total of 2,059,289 shares in the last 24 months. This volume of shares sold represents approximately $82.21M in transactions.


Related Companies

Institutional ownership data for BATS:UMAR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/8/2026. New 13F filings are added each quarter as they're published.
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