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

$36.18 +0.48 (+1.36%)
As of 01/21/2025 03:20 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)
27
Total
Institutional Inflows
(last 12 months)
$79.45M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$72.76M
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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
1/21/2025KFG Wealth Management LLC71,153$2.54M0.5%-11.6%1.415%
1/21/2025Impact Partnership Wealth LLC43,556$1.56M0.3%N/A0.866%
1/21/2025RFG 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%
11/18/2024Arete Wealth Advisors LLC26,339$916K0.1%-7.6%0.524%
11/15/2024MML Investors Services LLC5,778$202K0.0%N/A0.115%
11/14/2024Encompass More Asset Management61,481$2.14M0.8%+190.0%1.222%
11/6/2024Archer Investment Corp18,824$657K0.2%-57.7%0.374%
10/31/2024Donald L. Hagan LLC51,140$1.78M0.9%+20.6%1.017%
10/25/2024Worth Financial Advisory Group LLC46,475$1.62M1.0%-42.9%0.924%
10/21/2024Castleview Partners LLC1,066$37K0.0%-46.2%0.021%
10/10/2024Retirement Planning Group LLC9,628$336K0.0%-6.3%0.191%
10/8/2024C2P 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%
8/21/2024Truist Financial Corp50,496$1.70M0.0%+3.9%1.004%
8/16/2024Northwestern Mutual Wealth Management Co.6,913$233K0.0%N/A0.137%
8/7/2024MGO One Seven LLC318,373$10.72M0.5%-29.0%6.329%
8/7/2024Ashton Thomas Private Wealth LLC966$33K0.0%N/A0.019%
8/6/2024Ausdal Financial Partners Inc.16,763$564K0.1%+3.2%0.333%
8/2/2024Archer Investment Corp44,494$1.50M0.4%-2.8%0.885%
7/31/2024Spire Wealth Management31,891$1.07M0.0%-0.9%0.634%
7/31/2024Commonwealth Equity Services LLC75,322$2.54M0.0%+12.0%1.497%
7/27/2024Encompass More Asset Management21,200$714K0.5%+21.2%0.421%
7/22/2024Atria Wealth Solutions Inc.32,667$1.10M0.0%+15.9%0.649%
7/20/2024Milestone Asset Management LLC7,739$261K0.1%-6.4%0.154%
7/19/2024Donald L. Hagan LLC42,419$1.43M0.8%-7.4%0.843%
7/19/2024KFG 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%
7/18/2024Triad Wealth Partners LLC1,667$56K0.0%N/A0.033%
7/18/2024 Fiduciary Financial Group LLC27,930$958K0.2%N/A0.555%
7/16/2024Maia 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%
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5/3/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors41,184$1.35M0.2%-14.1%0.819%
5/1/2024Worth 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%
4/25/2024Capital Investment Advisory Services LLC775$25K0.0%N/A0.016%
4/24/2024Spire Wealth Management32,195$1.05M0.0%+210.0%0.685%
4/19/2024KFG Wealth Management LLC90,548$2.96M1.2%+208.4%1.927%
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%
4/13/2024Retirement 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%
2/8/2024Foundations Investment Advisors LLC8,264$263K0.0%-44.5%0.388%
2/5/2024Silver Oak Securities Incorporated6,362$201K0.0%N/A0.299%
2/2/2024Truist Financial Corp32,861$1.04M0.0%-6.3%1.543%
1/31/2024KFG Wealth Management LLC29,364$928K0.4%-26.0%1.379%
1/31/2024Archer Investment Corp41,141$1.30M0.4%-10.8%1.932%
1/23/2024Milestone Asset Management LLC8,264$261K0.1%-44.5%0.388%
1/11/2024 Brookstone Capital Management11,262$356K0.0%-5.9%0.529%
12/6/2023VisionPoint Advisory Group LLC1,983$59K0.0%N/A0.093%
11/14/2023Milestone Asset Management LLC14,903$445K0.2%-29.4%0.700%
11/8/2023HighTower Advisors LLC186,072$5.56M0.0%-58.0%8.736%
11/8/2023Archer Investment Corp46,137$1.38M0.5%-1.6%2.166%
11/2/2023C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors52,386$1.56M0.2%-45.8%2.459%
10/18/2023Strategic Blueprint LLC11,984$357K0.0%+10.1%0.563%
10/17/2023KFG Wealth Management LLC39,693$1.18M0.6%-5.0%1.864%
10/10/2023DHJJ Financial Advisors Ltd.1,260$38K0.0%N/A0.059%
10/5/2023Foundations Investment Advisors LLC14,903$445K0.0%N/A0.700%
9/13/2023CGC Financial Services LLC27,954$840K0.5%N/A1.312%
8/8/2023Archer Investment Corp46,901$1.41M0.5%-1.3%2.202%
8/1/2023Truist Financial Corp38,011$1.14M0.0%-1.6%1.785%
7/21/2023C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors96,675$2.91M0.4%-12.0%3.867%
7/13/2023Cambridge 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%
5/12/2023NewEdge Advisors LLC89,379$2.57M0.0%N/A3.505%
5/12/2023HighTower Advisors LLC441,041$12.66M0.0%-0.3%17.296%
5/9/2023Archer Investment Corp47,529$1.37M0.5%+8.3%1.864%
5/9/2023Great Lakes Retirement Inc.16,413$471K0.1%N/A0.644%
5/9/2023Spire Wealth Management10,885$313K0.0%N/A0.427%
5/9/2023Milestone Asset Management LLC21,111$606K0.3%N/A0.828%
5/8/2023WealthShield Partners LLC1,800$52K0.0%N/A0.071%
5/5/2023C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors109,844$3.16M0.5%+94.8%4.308%
5/5/2023Truist Financial Corp38,611$1.11M0.0%N/A1.514%
5/5/2023Silver Oak Securities Incorporated6,919$203K0.0%N/A0.271%
5/2/2023Bedel Financial Consulting Inc.9,749$280K0.1%+9.1%0.382%
4/28/2023Strategic Blueprint LLC22,717$652K0.1%-3.3%0.891%
4/26/2023Chicago Partners Investment Group LLC8,793$254K0.0%N/A0.345%
4/24/2023Berger Financial Group Inc52,433$1.51M0.2%-70.8%2.056%
4/19/2023 Brookstone Capital Management11,651$336K0.0%-96.8%0.457%
4/17/2023Atticus Wealth Management LLC1,940$56K0.0%N/A0.073%
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4/14/2023AE Wealth Management LLC203,423$5.84M0.0%+3.9%7.676%
4/14/2023KFG Wealth Management LLC42,011$1.21M0.8%+32.3%1.585%
2/13/2023Heritage Wealth Management LLC1,400$39K0.0%+100.0%0.000%
2/10/2023Advisor Group Holdings Inc.115,947$3.27M0.0%+108.0%0.000%
2/9/2023HighTower Advisors LLC442,295$12.46M0.0%N/A0.000%
2/7/2023Commonwealth Equity Services LLC31,451$885K0.0%-11.4%0.000%
2/7/2023Envestnet Asset Management Inc.12,522$353K0.0%-69.7%0.000%
2/7/2023B.O.S.S. Retirement Advisors LLC11,399$321K0.1%N/A0.000%
2/3/2023Archer Investment Corp43,901$1.24M0.5%-2.0%0.000%
1/31/2023AE Wealth Management LLC195,864$5.52M0.0%-2.6%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 MGO One Seven LLC ($10.72M), AE Wealth Management LLC ($5.84M), HighTower Advisors LLC ($5.56M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($3.37M), Advisor Group Holdings Inc. ($3.27M), Brookstone Capital Management ($2.80M), and NewEdge Advisors LLC ($2.57M).Learn more on UMAR's institutional investors.

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

Of the 47 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 ($1.02M), HighTower Advisors LLC ($442.30K), Central Valley Advisors LLC ($257.73K), Berger Financial Group Inc ($98.64K), NewEdge Advisors LLC ($89.38K), and Worth Financial Advisory Group LLC ($81.32K).

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

Institutional investors have bought a total of 3,779,112 shares in the last 24 months. This purchase volume represents approximately $118.77M in transactions.

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

Of the 23 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: Advance Capital Management Inc. ($1.09M), Brookstone Capital Management ($874.61K), HighTower Advisors LLC ($258.47K), Central Valley Advisors LLC ($234.19K), 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 2,943,034 shares in the last 24 months. This volume of shares sold represents approximately $97.28M in transactions.


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This page (BATS:UMAR) was last updated on 1/22/2025 by MarketBeat.com Staff
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