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

$38.38 +2.68 (+7.50%)
Closing price 08/15/2025 03:50 PM Eastern
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$38.39 +0.01 (+0.04%)
As of 08/15/2025 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)
50
Total
Institutional Inflows
(last 12 months)
$108.19M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$55.54M
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UMAR Institutional Buying and Selling by Quarter

Innovator U.S. Equity Ultra Buffer ETF - March Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
8/12/2025 Tableaux LLC62,936$2.37M0.2%N/A1.210%
8/12/2025 Archer Investment Corp23,823$896K0.2%+2.3%0.458%
8/8/2025 Cetera Investment Advisers54,703$2.06M0.0%+8.6%1.052%
8/8/2025 Meridian Wealth Management LLC16,629$625K0.0%+112.0%0.320%
8/8/2025 Foundations 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%
8/4/2025 Arkadios 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%
7/30/2025 IMG Wealth Management Inc.18,521$697K0.5%+1.9%0.356%
7/28/2025 WealthPLAN Partners LLC63,970$2.41M0.4%N/A1.230%
7/28/2025 WealthPlan Investment Management LLC234,182$8.81M0.6%N/A4.504%
7/28/2025 Sagespring Wealth Partners LLC14,209$534K0.0%+3.8%0.273%
7/25/2025 NorthRock Partners LLC1,071$40K0.0%+37.8%0.021%
7/25/2025 MGO One Seven LLC248,332$9.34M0.3%-2.0%4.776%
7/22/2025 MBL Wealth LLC30,475$1.15M0.1%+8.8%0.586%
7/18/2025 Truist Financial Corp45,601$1.72M0.0%-1.6%0.877%
7/14/2025 Gries Financial LLC16,500$621K0.1%N/A0.317%
7/14/2025 CRA Financial Services LLC13,010$489K0.1%N/A0.250%
7/14/2025 KFG Wealth Management LLC149,328$5.62M0.9%+14.1%2.872%
7/11/2025 Farther Finance Advisors LLC2,166$81K0.0%N/A0.042%
7/11/2025 Lantz Financial LLC195,982$7.37M1.8%+2,497.2%3.769%
7/9/2025 Central Valley Advisors LLC68,910$2.59M0.9%+2.7%1.325%
7/8/2025 Advance Capital Management Inc.10,602$399K0.0%-73.0%0.204%
5/21/2025 MBL Wealth LLC28,000$995K0.1%+1.4%0.771%
5/20/2025 Focus Partners Wealth13,198$469K0.0%N/A0.364%
5/19/2025 Jane Street Group LLC12,985$462K0.0%-34.4%0.358%
5/16/2025 Arete Wealth Advisors LLC23,251$827K0.1%-8.1%0.641%
5/14/2025Kestra Advisory Services LLC79,890$2.84M0.0%+389.7%2.201%
5/14/2025 M Holdings Securities Inc.14,277$508K0.1%N/A0.393%
5/13/2025 Financial Network Wealth Advisors LLC3,415$121K0.2%+14.3%0.094%
5/13/2025 HighTower Advisors LLC73,185$2.60M0.0%N/A2.016%
5/12/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors123,678$4.40M0.3%+13.6%3.407%
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5/12/2025 Meridian Wealth Management LLC7,843$279K0.0%N/A0.216%
5/9/2025 Atria Wealth Solutions Inc.19,695$700K0.0%-2.0%0.579%
5/9/2025 Blue Sky Capital Consultants Group Inc.9,724$346K0.2%-41.3%0.286%
5/9/2025 Novus Advisors LLC8,185$291K0.3%N/A0.241%
5/8/2025 Harbour Investments Inc.2,539$90K0.0%+55.2%0.075%
5/8/2025 MGO One Seven LLC253,417$9.01M0.3%-8.5%7.453%
5/8/2025 NorthRock Partners LLC777$28K0.0%N/A0.023%
5/8/2025 Golden Reserve Retirement LLC5,900$210K0.1%N/A0.174%
5/6/2025 Cetera Investment Advisers50,365$1.79M0.0%+214.9%1.481%
5/6/2025 AE Wealth Management LLC8,046$286K0.0%+16.8%0.237%
5/5/2025 Impact Partnership Wealth LLC35,377$1.26M0.3%-18.8%1.041%
5/5/2025 Archer Investment Corp23,290$828K0.2%+24.8%0.685%
4/30/2025 Trek Financial LLC17,267$614K0.0%-23.2%0.508%
4/29/2025 Envestnet Asset Management Inc.34,458$1.23M0.0%+99.5%1.013%
4/29/2025 Strategic Blueprint LLC10,326$367K0.0%N/A0.304%
4/25/2025 Stonebridge Financial Group LLC2,348$83K0.0%N/A0.069%
4/23/2025 Spire Wealth Management90,914$3.23M0.1%+225.2%2.674%
4/23/2025 IMG Wealth Management Inc.18,174$646K0.6%+25.9%0.535%
4/22/2025 Cambridge Investment Research Advisors Inc.20,440$727K0.0%+30.1%0.601%
4/17/2025 Sagespring Wealth Partners LLC13,692$487K0.0%N/A0.467%
4/15/2025 Central Valley Advisors LLC67,071$2.38M0.9%+184.9%2.289%
4/15/2025 Fiduciary Financial Group LLC23,705$823K0.2%-15.1%0.809%
4/14/2025 Tounjian Advisory Partners LLC7,706$274K0.1%N/A0.263%
4/11/2025 KFG Wealth Management LLC130,878$4.65M0.8%+83.9%4.467%
4/9/2025 Milestone Asset Management LLC7,231$257K0.1%-4.8%0.247%
4/9/2025 Advance Capital Management Inc.39,331$1.40M0.1%-2.9%1.342%
4/8/2025 Lantz Financial LLC7,546$268K0.1%N/A0.258%
4/3/2025 Hiley Hunt Wealth Management8,604$306K0.2%N/A0.294%
3/6/2025 Wood Tarver Financial Group LLC17,744$633K0.2%N/A0.866%
2/19/2025 Blue Sky Capital Consultants Group Inc.16,574$592K0.4%N/A0.330%
2/17/2025 Cetera Investment Advisers15,992$571K0.0%+3.4%0.318%
2/14/2025 Jane Street Group LLC19,781$706K0.0%-29.3%0.393%
2/14/2025 Berger Financial Group Inc30,736$1.10M0.1%-15.6%0.611%
2/14/2025 MGO One Seven LLC276,977$9.89M0.4%-0.7%5.507%
2/13/2025 Barclays PLC850$30K0.0%+195.1%0.017%
2/13/2025 SageView Advisory Group LLC16,935$604K0.0%N/A0.337%
2/13/2025 Trek Financial LLC22,469$802K0.1%-54.3%0.447%
2/13/2025 Envestnet Asset Management Inc.17,274$617K0.0%-5.0%0.343%
2/12/2025 Arete Wealth Advisors LLC25,301$903K0.1%-3.9%0.503%
2/12/2025 OLD Mission Capital LLC18,892$674K0.0%+124.6%0.376%
2/12/2025 JPMorgan Chase & Co.1,044$37K0.0%N/A0.021%
2/12/2025 Worth Financial Advisory Group LLC29,565$1.06M0.6%-36.4%0.588%
2/10/2025 IMG Wealth Management Inc.14,430$515K0.5%N/A0.287%
2/10/2025 Commonwealth Equity Services LLC69,421$2.48M0.0%-7.8%1.380%
1/31/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors108,876$3.89M0.1%+12.6%2.165%
1/31/2025 Atria Wealth Solutions Inc.20,099$717K0.0%-24.6%0.400%
1/31/2025 Truist Financial Corp43,610$1.56M0.0%-3.6%0.867%
1/24/2025 Spire Wealth Management27,954$998K0.0%-10.5%0.556%
1/21/2025 KFG Wealth Management LLC71,153$2.54M0.5%-11.6%1.415%
1/21/2025 Impact Partnership Wealth LLC43,556$1.56M0.3%N/A0.866%
Utah’s New Oil Find (Ad)

The Real Reason 218,000 Acres Just Vanished The government just quietly leased 218,000 acres in the middle of the Utah's Black Desert. Why? Not for oil discovery. Or uranium or solar. Instead, what’s happening beneath this patch of sand is the discovery of a new kind of energy. Google, Buffett, and a even tech billionaires like Gates, Bezos, and Zuckerberg are grabbing a stake.

Find out why this could be the most lucrative "underground" energy story in America
1/21/2025 RFG Advisory LLC6,538$233K0.0%-28.1%0.130%
1/15/2025 Central Valley Advisors LLC23,541$840K0.4%-5.9%0.468%
1/13/2025 Brookstone Capital Management78,426$2.80M0.0%-39.6%1.559%
1/6/2025 Advance Capital Management Inc.40,485$1.45M0.1%-91.7%0.805%
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%
(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, 76 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - March. The most heavily invested institutionals were Brookstone Capital Management ($58.46M), MGO One Seven LLC ($9.34M), WealthPlan Investment Management LLC ($8.81M), Lantz Financial LLC ($7.37M), KFG Wealth Management LLC ($5.62M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($5.10M), and IHT Wealth Management LLC ($3.13M).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 68 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 ($2.12M), Advance Capital Management Inc. ($1.13M), Central Valley Advisors LLC ($303.10K), WealthPlan Investment Management LLC ($234.18K), Lantz Financial LLC ($195.98K), KFG Wealth Management LLC ($139.36K), and Spire Wealth Management ($84.77K).

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

Institutional investors have bought a total of 2,917,838 shares in the last 24 months. This purchase volume represents approximately $108.19M in transactions.

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

Of the 24 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: Advance Capital Management Inc. ($541.48K), Brookstone Capital Management ($526.05K), Central Valley Advisors LLC ($234.19K), Worth Financial Advisory Group LLC ($51.85K), Trek Financial LLC ($32.86K), MGO One Seven LLC ($30.60K), and Spire Wealth Management ($29.02K).

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

Institutional investors have sold a total of 1,569,674 shares in the last 24 months. This volume of shares sold represents approximately $55.54M in transactions.



This page (BATS:UMAR) was last updated on 8/16/2025 by MarketBeat.com Staff
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