Who owns UMAR?
Innovator U.S. Equity Ultra Buffer ETF - Mar · Innovator
86 institutions reported holding UMAR, worth $157.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of UMAR
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Brookstone Capital Management | Wheaton, IL | $55.9M | 1,323,889 | +1,299,523 shares |
| Lantz Financial LLC | Naperville, IL | $8.6M | 202,575 | −2,872 shares |
| KFG Wealth Management, LLC | Granger, IN | $8.3M | 195,559 | +3,224 shares |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | Westlake, OH | $6.4M | 151,740 | +6,311 shares |
| Caliber Wealth Management, LLC | Overland Park, KS | $5.9M | 138,550 | No change |
| MGO One Seven LLC | Beachwood, OH | $5.8M | 137,136 | −35,009 shares |
| Kestra Advisory Services, LLC | Austin, TX | $4.7M | 110,345 | −19,704 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $4.2M | 99,845 | +9,519 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $3.9M | 93,325 | −15,750 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $3.3M | 78,154 | −16,132 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns UMAR?
86 institutional managers reported holding UMAR in Form 13F filings for June 30, 2026, worth $157.7M in total. The largest reported position was held by Brookstone Capital Management, at $55.9M.
Did institutions buy or sell UMAR last quarter?
Reported 13F value rose 70.5% from March 31, 2026, which includes price moves as well as buying and selling. 8 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is UMAR ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.