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

$35.23 -0.47 (-1.31%)
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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)
35
Total
Institutional Inflows
(last 12 months)
$24.25M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$74.81M
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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
4/23/2025Spire Wealth Management90,914$3.23M0.1%+225.2%2.674%
4/23/2025IMG 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%
3/6/2025Wood Tarver Financial Group LLC17,744$633K0.2%N/A0.866%
2/19/2025Blue Sky Capital Consultants Group Inc.16,574$592K0.4%N/A0.330%
2/17/2025Cetera Investment Advisers15,992$571K0.0%+3.4%0.318%
2/14/2025Jane Street Group LLC19,781$706K0.0%-29.3%0.393%
2/14/2025Berger Financial Group Inc30,736$1.10M0.1%-15.6%0.611%
2/14/2025MGO One Seven LLC276,977$9.89M0.4%-0.7%5.507%
2/13/2025Barclays PLC850$30K0.0%+195.1%0.017%
2/13/2025SageView Advisory Group LLC16,935$604K0.0%N/A0.337%
2/13/2025Trek Financial LLC22,469$802K0.1%-54.3%0.447%
2/13/2025Envestnet Asset Management Inc.17,274$617K0.0%-5.0%0.343%
2/12/2025Arete Wealth Advisors LLC25,301$903K0.1%-3.9%0.503%
2/12/2025OLD Mission Capital LLC18,892$674K0.0%+124.6%0.376%
2/12/2025JPMorgan 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%
2/10/2025IMG Wealth Management Inc.14,430$515K0.5%N/A0.287%
2/10/2025Commonwealth Equity Services LLC69,421$2.48M0.0%-7.8%1.380%
1/31/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors108,876$3.89M0.1%+12.6%2.165%
1/31/2025Atria Wealth Solutions Inc.20,099$717K0.0%-24.6%0.400%
1/31/2025Truist Financial Corp43,610$1.56M0.0%-3.6%0.867%
1/24/2025Spire Wealth Management27,954$998K0.0%-10.5%0.556%
1/21/2025 KFG Wealth Management LLC71,153$2.54M0.5%-11.6%1.415%
1/21/2025Impact Partnership Wealth LLC43,556$1.56M0.3%N/A0.866%
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%
1/13/2025Brookstone 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%
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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%
10/31/2024 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%
10/8/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors96,679$3.37M0.3%+7.5%1.922%
10/8/2024Brookstone 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%
7/20/2024 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%
7/18/2024Brookstone 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%
7/15/2024 RFG 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%
5/3/2024C2P 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%
4/25/2024Capital Investment Advisory Services LLC775$25K0.0%N/A0.016%
4/24/2024Spire Wealth Management32,195$1.05M0.0%+210.0%0.685%
4/19/2024 KFG Wealth Management LLC90,548$2.96M1.2%+208.4%1.927%
4/16/2024Occidental Asset Management LLC6,218$203K0.0%N/A0.132%
4/15/2024Brookstone 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%
4/11/2024 RFG 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%
2/5/2024 Silver Oak Securities Incorporated6,362$201K0.0%N/A0.299%
2/2/2024Truist Financial Corp32,861$1.04M0.0%-6.3%1.543%
1/31/2024 KFG Wealth Management LLC29,364$928K0.4%-26.0%1.379%
1/31/2024Archer Investment Corp41,141$1.30M0.4%-10.8%1.932%
1/23/2024 Milestone Asset Management LLC8,264$261K0.1%-44.5%0.388%
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1/11/2024Brookstone Capital Management11,262$356K0.0%-5.9%0.529%
12/6/2023VisionPoint Advisory Group LLC1,983$59K0.0%N/A0.093%
11/14/2023 Milestone Asset Management LLC14,903$445K0.2%-29.4%0.700%
11/8/2023HighTower 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%
10/17/2023 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%
10/5/2023Foundations Investment Advisors LLC14,903$445K0.0%N/A0.700%
(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, 60 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 ($9.89M), HighTower Advisors LLC ($5.56M), KFG Wealth Management LLC ($4.65M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($3.89M), Spire Wealth Management ($3.23M), 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 52 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), Central Valley Advisors LLC ($301.26K), KFG Wealth Management LLC ($120.91K), Spire Wealth Management ($95.65K), 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 3,448,863 shares in the last 24 months. This purchase volume represents approximately $111.73M in transactions.

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

Of the 26 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 ($526.75K), HighTower Advisors LLC ($258.47K), Central Valley Advisors LLC ($234.19K), Berger Financial Group Inc ($132.87K), MGO One Seven LLC ($132.09K), 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 2,640,545 shares in the last 24 months. This volume of shares sold represents approximately $89.21M in transactions.


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This page (BATS:UMAR) was last updated on 4/24/2025 by MarketBeat.com Staff
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