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

$35.88 -0.03 (-0.08%)
(As of 12/17/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$77.89M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$54.49M
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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
11/18/2024 Arete Wealth Advisors LLC26,339$916K0.1%-7.6%0.524%
11/15/2024 MML Investors Services LLC5,778$202K0.0%N/A0.115%
11/14/2024 Encompass More Asset Management61,481$2.14M0.8%+190.0%1.222%
11/6/2024 Archer Investment Corp18,824$657K0.2%-57.7%0.374%
10/31/2024 Donald L. Hagan LLC51,140$1.78M0.9%+20.6%1.017%
10/25/2024 Worth Financial Advisory Group LLC46,475$1.62M1.0%-42.9%0.924%
10/21/2024 Castleview Partners LLC1,066$37K0.0%-46.2%0.021%
10/10/2024 Retirement Planning Group LLC9,628$336K0.0%-6.3%0.191%
10/8/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors96,679$3.37M0.3%+7.5%1.922%
10/8/2024 Brookstone Capital Management129,890$4.53M0.1%-78.5%2.582%
10/8/2024 Advance Capital Management Inc.487,051$16.99M0.8%-11.8%9.683%
10/5/2024 Central Valley Advisors LLC25,024$873K0.5%-90.3%0.497%
8/21/2024 Truist Financial Corp50,496$1.70M0.0%+3.9%1.004%
8/16/2024 Northwestern Mutual Wealth Management Co.6,913$233K0.0%N/A0.137%
8/7/2024 MGO One Seven LLC318,373$10.72M0.5%-29.0%6.329%
8/7/2024 Ashton Thomas Private Wealth LLC966$33K0.0%N/A0.019%
8/6/2024 Ausdal Financial Partners Inc.16,763$564K0.1%+3.2%0.333%
8/2/2024 Archer Investment Corp44,494$1.50M0.4%-2.8%0.885%
7/31/2024 Spire Wealth Management31,891$1.07M0.0%-0.9%0.634%
7/31/2024Commonwealth Equity Services LLC75,322$2.54M0.0%+12.0%1.497%
7/27/2024 Encompass More Asset Management21,200$714K0.5%+21.2%0.421%
7/22/2024 Atria Wealth Solutions Inc.32,667$1.10M0.0%+15.9%0.649%
7/20/2024 Milestone Asset Management LLC7,739$261K0.1%-6.4%0.154%
7/19/2024 Donald L. Hagan LLC42,419$1.43M0.8%-7.4%0.843%
7/19/2024 KFG Wealth Management LLC88,819$2.99M1.2%-1.9%1.766%
7/19/2024MBL Wealth LLC27,100$912K0.1%N/A0.539%
7/18/2024 Brookstone Capital Management604,476$20.58M0.3%+8.3%12.017%
7/18/2024 Triad Wealth Partners LLC1,667$56K0.0%N/A0.033%
7/18/2024 Fiduciary Financial Group LLC27,930$958K0.2%N/A0.555%
7/16/2024 Maia Wealth LLC8,345$285K0.1%N/A0.166%
7/15/2024RFG Advisory LLC9,099$306K0.0%-18.4%0.181%
7/12/2024 Central Valley Advisors LLC257,729$8.88M4.9%+2.9%5.124%
7/8/2024 Advance Capital Management Inc.552,080$18.59M0.9%-51.1%10.976%
5/24/2024Cetera Advisors LLC9,531$311K0.0%N/A0.189%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors41,184$1.35M0.2%-14.1%0.819%
5/1/2024 Worth Financial Advisory Group LLC81,315$2.66M1.8%N/A1.617%
4/29/2024Commonwealth Equity Services LLC67,230$2.20M0.0%+112.3%1.337%
4/25/2024 Capital Investment Advisory Services LLC775$25K0.0%N/A0.016%
4/24/2024 Spire Wealth Management32,195$1.05M0.0%+210.0%0.685%
4/19/2024 KFG Wealth Management LLC90,548$2.96M1.2%+208.4%1.927%
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4/16/2024 Occidental Asset Management LLC6,218$203K0.0%N/A0.132%
4/15/2024 Brookstone Capital Management558,394$18.24M0.3%+4,858.2%11.881%
4/13/2024 Retirement Planning Group LLC10,275$336K0.0%N/A0.482%
4/12/2024 Central Valley Advisors LLC250,353$8.18M4.2%N/A11.754%
4/11/2024RFG Advisory LLC11,153$364K0.0%N/A0.524%
4/4/2024 Advance Capital Management Inc.1,128,149$36.85M2.6%N/A52.965%
2/8/2024 Foundations Investment Advisors LLC8,264$263K0.0%-44.5%0.388%
2/5/2024 Silver Oak Securities Incorporated6,362$201K0.0%N/A0.299%
2/2/2024 Truist Financial Corp32,861$1.04M0.0%-6.3%1.543%
1/31/2024 KFG Wealth Management LLC29,364$928K0.4%-26.0%1.379%
1/31/2024 Archer Investment Corp41,141$1.30M0.4%-10.8%1.932%
1/23/2024 Milestone Asset Management LLC8,264$261K0.1%-44.5%0.388%
1/11/2024 Brookstone Capital Management11,262$356K0.0%-5.9%0.529%
12/6/2023 VisionPoint Advisory Group LLC1,983$59K0.0%N/A0.093%
11/14/2023 Milestone Asset Management LLC14,903$445K0.2%-29.4%0.700%
11/8/2023 HighTower Advisors LLC186,072$5.56M0.0%-58.0%8.736%
11/8/2023 Archer Investment Corp46,137$1.38M0.5%-1.6%2.166%
11/2/2023 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors52,386$1.56M0.2%-45.8%2.459%
10/18/2023 Strategic Blueprint LLC11,984$357K0.0%+10.1%0.563%
10/17/2023 KFG Wealth Management LLC39,693$1.18M0.6%-5.0%1.864%
10/10/2023 DHJJ Financial Advisors Ltd.1,260$38K0.0%N/A0.059%
10/5/2023 Foundations Investment Advisors LLC14,903$445K0.0%N/A0.700%
9/13/2023 CGC Financial Services LLC27,954$840K0.5%N/A1.312%
8/8/2023 Archer Investment Corp46,901$1.41M0.5%-1.3%2.202%
8/1/2023 Truist Financial Corp38,011$1.14M0.0%-1.6%1.785%
7/21/2023 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors96,675$2.91M0.4%-12.0%3.867%
7/13/2023 Cambridge Investment Research Advisors Inc.13,558$408K0.0%+30.6%0.542%
7/11/2023 Brookstone Capital Management435,586$13.03M0.3%+3,638.6%17.423%
5/12/2023 NewEdge Advisors LLC89,379$2.57M0.0%N/A3.505%
5/12/2023 HighTower Advisors LLC441,041$12.66M0.0%-0.3%17.296%
5/9/2023 Archer Investment Corp47,529$1.37M0.5%+8.3%1.864%
5/9/2023 Great Lakes Retirement Inc.16,413$471K0.1%N/A0.644%
5/9/2023 Spire Wealth Management10,885$313K0.0%N/A0.427%
5/9/2023 Milestone Asset Management LLC21,111$606K0.3%N/A0.828%
5/8/2023 WealthShield Partners LLC1,800$52K0.0%N/A0.071%
5/5/2023 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors109,844$3.16M0.5%+94.8%4.308%
5/5/2023 Truist Financial Corp38,611$1.11M0.0%N/A1.514%
5/5/2023 Silver Oak Securities Incorporated6,919$203K0.0%N/A0.271%
5/2/2023 Bedel Financial Consulting Inc.9,749$280K0.1%+9.1%0.382%
4/28/2023 Strategic Blueprint LLC22,717$652K0.1%-3.3%0.891%
4/26/2023 Chicago Partners Investment Group LLC8,793$254K0.0%N/A0.345%
4/24/2023 Berger Financial Group Inc52,433$1.51M0.2%-70.8%2.056%
4/19/2023 Brookstone Capital Management11,651$336K0.0%-96.8%0.457%
4/17/2023 Atticus Wealth Management LLC1,940$56K0.0%N/A0.073%
4/14/2023 AE Wealth Management LLC203,423$5.84M0.0%+3.9%7.676%
4/14/2023 KFG Wealth Management LLC42,011$1.21M0.8%+32.3%1.585%
2/13/2023Heritage Wealth Management LLC1,400$39K0.0%+100.0%0.000%
2/10/2023 Advisor Group Holdings Inc.115,947$3.27M0.0%+108.0%0.000%
2/9/2023 HighTower Advisors LLC442,295$12.46M0.0%N/A0.000%
2/7/2023Commonwealth Equity Services LLC31,451$885K0.0%-11.4%0.000%
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2/7/2023 Envestnet Asset Management Inc.12,522$353K0.0%-69.7%0.000%
2/7/2023 B.O.S.S. Retirement Advisors LLC11,399$321K0.1%N/A0.000%
2/3/2023 Archer Investment Corp43,901$1.24M0.5%-2.0%0.000%
1/31/2023 AE Wealth Management LLC195,864$5.52M0.0%-2.6%0.000%
1/30/2023 Berger Financial Group Inc179,637$5.06M0.7%+121.8%0.000%
1/20/2023 Stone House Investment Management LLC16,365$461K0.2%-7.8%0.000%
1/18/2023 KFG Wealth Management LLC31,762$894K0.9%N/A0.000%
1/9/2023 Brookstone Capital Management359,508$10.13M0.2%+4.7%0.000%
(Data available from 1/1/2016 forward)

UMAR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UMAR shares?

During the previous two years, 51 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - March. The most heavily invested institutionals were Advance Capital Management Inc. ($16.99M), MGO One Seven LLC ($10.72M), AE Wealth Management LLC ($5.84M), HighTower Advisors LLC ($5.56M), Brookstone Capital Management ($4.53M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($3.37M), and Advisor Group Holdings Inc. ($3.27M).Learn more on UMAR's institutional investors.

Which institutional investors have been buying Innovator U.S. Equity Ultra Buffer ETF - March stock?

Of the 46 institutional investors that purchased Innovator U.S. Equity Ultra Buffer ETF - March stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Advance Capital Management Inc. ($1.13M), Brookstone Capital Management ($1.03M), HighTower Advisors LLC ($442.30K), Central Valley Advisors LLC ($257.73K), KFG Wealth Management LLC ($103.20K), Berger Financial Group Inc ($98.64K), and NewEdge Advisors LLC ($89.38K).

How much institutional buying is happening at Innovator U.S. Equity Ultra Buffer ETF - March?

Institutional investors have bought a total of 3,783,512 shares in the last 24 months. This purchase volume represents approximately $118.56M in transactions.

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

Of the 24 institutional investors that sold Innovator U.S. Equity Ultra Buffer ETF - March stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brookstone Capital Management ($823.14K), Advance Capital Management Inc. ($641.10K), HighTower Advisors LLC ($258.47K), Central Valley Advisors LLC ($232.71K), MGO One Seven LLC ($130.14K), Berger Financial Group Inc ($127.20K), and C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($64.24K).

How much institutional selling is happening at Innovator U.S. Equity Ultra Buffer ETF - March?

Institutional investors have sold a total of 2,433,022 shares in the last 24 months. This volume of shares sold represents approximately $79.03M in transactions.


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This page (BATS:UMAR) was last updated on 12/18/2024 by MarketBeat.com Staff
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