Who Owns UMAR?
Innovator U.S. Equity Ultra Buffer ETF — Institutional Ownership & 13F Holdings
$41.36
+0.01 (+0.02%)
Market Cap
$201.3M
Shares Outstanding
4,978,816
Institutional Holders
67
Total Inst. Value
$56.8M
% of Float Held
—
QoQ Holder Change
+30
Institutional data as of Q1 2025
New Positions
29
Closed Positions
12
Increased
16
Decreased
13
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MGO ONE SEVEN LLC | $9.0M | 253,417 |
| 2 | KFG WEALTH MANAGEMENT, LLC | $4.7M | 130,878 |
| 3 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital AdvisorsNew | $4.4M | 123,678 |
| 4 | IHT Wealth Management, LLCNew | $3.7M | 102,699 |
| 5 | Spire Wealth Management | $3.2M | 90,914 |
| 6 | OSAIC HOLDINGS, INC. | $2.9M | 81,011 |
| 7 | HighTower Advisors, LLCNew | $2.6M | 73,185 |
| 8 | CENTRAL VALLEY ADVISORS, LLCNew | $2.4M | 67,071 |
| 9 | Cetera Investment Advisers | $1.8M | 50,365 |
| 10 | TRUIST FINANCIAL CORP | $1.6M | 46,352 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| KFG WEALTH MANAGEMENT, LLC | +60K | $4.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital AdvisorsNew | +124K | $4.4M |
| IHT Wealth Management, LLCNew | +103K | $3.7M |
| Spire Wealth Management | +63K | $3.2M |
| OSAIC HOLDINGS, INC. | +25K | $2.9M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Brookstone Capital Management | -54K | $873K |
| MGO ONE SEVEN LLC | -24K | $9.0M |
| Impact Partnership Wealth, LLC | -8K | $1.3M |
| Blue Sky Capital Consultants Group, Inc. | -7K | $346K |
| JANE STREET GROUP, LLC | -7K | $462K |
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Frequently Asked Questions
How many institutional investors hold UMAR?
As of Q1 2025, 67 institutional investors report holding UMAR (Innovator U.S. Equity Ultra Buffer ETF) in their 13F filings.
Which hedge fund owns the most UMAR?
The largest institutional holder of UMAR is MGO ONE SEVEN LLC with $9.0M in shares.
Are institutions buying or selling UMAR?
This quarter, 29 institutions opened new positions in UMAR and 12 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.