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

$43.21 +0.16 (+0.37%)
As of 04:10 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)
38
Total
Institutional Inflows
(last 12 months)
$29.75M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$82.13M
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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
9/2/2026 Citadel Advisors LLC7,804$330K0.0%N/A0.150%
8/23/2026 HB Wealth Management LLC34,326$1.45M0.0%N/A0.660%
8/22/2026 Concurrent Investment Advisors LLC4,867$206K0.0%N/A0.094%
8/21/2026 Integrity Financial Corp WA1,629$69K0.0%N/A0.031%
8/21/2026 KFG Wealth Management LLC200,671$8.50M1.0%+4.3%3.859%
8/21/2026 Continuum Advisory LLC634$27K0.0%N/A0.012%
8/21/2026 Orion Capital Management LLC8,500$359K0.1%N/A0.163%
8/20/2026 Gill Capital Partners LLC14,835$627K0.2%N/A0.285%
7/8/2026 Sonoma Allocations LLC8,025$339K0.1%N/A0.154%
5/20/2026 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%
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%
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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%
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%
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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%
8/13/2025 Trek Financial LLC16,313$614K0.0%-5.5%0.314%


UMAR Institutional Ownership - Frequently Asked Questions

During the previous two years, 91 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - March. The most heavily invested institutionals were KFG Wealth Management LLC ($8.50M), Lantz Financial LLC ($7.75M), 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 73 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 ($150.05K), 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 745,339 shares in the last 24 months. This purchase volume represents approximately $29.75M in transactions.

Of the 35 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 ($20.53K).

Institutional investors have sold a total of 2,058,073 shares in the last 24 months. This volume of shares sold represents approximately $82.13M 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 9/2/2026. New 13F filings are added each quarter as they're published.
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