Who Owns Innovator U.S. Equity Ultra Buffer ETF (UMAR)?Hedge Fund & Institutional Holders

$39.94-0.09 (-0.22%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$7.747744254895145e+154T

% of Float Held

—

QoQ Change in Holders

+15 / -3

Price History

$33.82$35.53$37.24$38.94$40.65Sep 24Jun 25Mar 26

UMAR — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Lantz Financial LLCNew Position+194K+$7.7M
MGO ONE SEVEN LLCNew Position+186K+$7.4M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital AdvisorsNew Position+137K+$5.5M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+83K+$3.0M
TRUIST FINANCIAL CORPNew Position+45K+$1.8M
WealthPlan Investment Management, LLCNew Position+44K+$1.8M
Spire Wealth ManagementNew Position+42K+$1.7M
OLD MISSION CAPITAL LLCNew Position+35K+$1.4M
MBL Wealth, LLCNew Position+30K+$1.2M
WealthPLAN Partners, LLCNew Position+24K+$959K
Archer Investment CorpNew Position+23K+$933K
Impact Partnership Wealth, LLCNew Position+23K+$920K
BCS Wealth ManagementNew Position+21K+$856K
IMG Wealth Management, Inc.New Position+21K+$841K
Ballast Rock Private Wealth LLCNew Position+14K+$559K

UMAR — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Brookstone Capital ManagementDecreased-1.5M-$60.7B
KFG WEALTH MANAGEMENT, LLCDecreased-18K-$5.7B
OSAIC HOLDINGS, INC.Decreased-5K-$3.3B
Kestra Advisory Services, LLCDecreased-296-$3.0B
CENTRAL VALLEY ADVISORS, LLCDecreased-280-$2.7B
Cetera Investment AdvisersDecreased-1K-$2.4B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-3K-$1.9B
RAYMOND JAMES FINANCIAL INCDecreased-5K-$1.8B
Ausdal Financial Partners, Inc.Decreased-25-$649.2M
LPL Financial LLCDecreased-4K-$610.3M
CITADEL ADVISORS LLCClosed Position-14K-$550.0M
Garden State Investment Advisory Services LLCClosed Position-9K-$355.0M
MILESTONE ASSET MANAGEMENT, LLCDecreased-1K-$272.8M
Hiley Hunt Wealth ManagementDecreased-1K-$236.4M
JPMORGAN CHASE & COClosed Position-5K-$190.3M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Lantz Financial LLC193,935$7.7M1.63%Share
2MGO ONE SEVEN LLC186,285$7.4M0.15%Share
3C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors137,406$5.5M0.33%Share
4KFG WEALTH MANAGEMENT, LLC128,794$5.1M0.69%Share
5COMMONWEALTH EQUITY SERVICES, LLC83,089$3.0M0.00%Share
6OSAIC HOLDINGS, INC.76,244$3.0M0.00%Share
7Kestra Advisory Services, LLC77,174$3.0M0.01%Share
8CENTRAL VALLEY ADVISORS, LLC68,431$2.7M0.82%Share
9Cetera Investment Advisers60,261$2.0M0.00%Share
10TRUIST FINANCIAL CORP45,288$1.8M0.00%Share
11WealthPlan Investment Management, LLC43,978$1.8M0.11%Share
12Spire Wealth Management41,601$1.7M0.06%Share
13OLD MISSION CAPITAL LLC35,051$1.4M0.03%Share
14Berger Financial Group, Inc30,823$1.2M0.07%Share
15MBL Wealth, LLC29,665$1.2M0.09%Share
16RAYMOND JAMES FINANCIAL INC38,361$1.0M0.00%Share
17SUSQUEHANNA INTERNATIONAL GROUP, LLP25,946$1.0M0.00%Share
18Brookstone Capital Management24,992$998K0.01%Share
19WealthPLAN Partners, LLC24,023$959K0.14%Share
20FIDUCIARY FINANCIAL GROUP, LLC23,705$947K0.13%Share
21Archer Investment Corp23,360$933K0.21%Share
22Impact Partnership Wealth, LLC23,035$920K0.12%Share
23BCS Wealth Management21,436$856K0.09%Share
24IMG Wealth Management, Inc.21,060$841K0.53%Share
25Arete Wealth Advisors, LLC19,381$775K0.05%Share
26Wood Tarver Financial Group, LLC19,097$762K0.21%Share
27Ausdal Financial Partners, Inc.16,633$664K0.03%Share
28Ballast Rock Private Wealth LLC14,002$559K0.35%Share
29Sound Portfolio Advisors, LLC12,319$492K0.41%Share
30SAGESPRING WEALTH PARTNERS, LLC11,954$477K0.01%Share
31Chicago Partners Investment Group LLC11,649$468K0.01%Share
32Trek Financial, LLC11,713$467K0.03%Share
33CRA Financial Services, LLC10,755$429K0.06%Share
34Strategic Blueprint, LLC9,833$392K0.02%Share
35Blue Sky Capital Consultants Group, Inc.9,724$388K0.17%Share
36Advance Capital Management, Inc.9,554$381K0.02%Share
37Retirement Planning Group, LLC8,303$331K0.01%Share
38AE Wealth Management LLC7,946$317K0.00%Share
39SILVER OAK SECURITIES, INCORPORATED7,081$283K0.02%Share
40BFI Wealth Solutions, LLC6,600$263K0.25%Share
41Occidental Asset Management, LLC6,218$248K0.03%Share
42Savvy Advisors, Inc.5,886$235K0.01%Share
43Golden Reserve Retirement LLC5,900$235K0.04%Share
44MILESTONE ASSET MANAGEMENT, LLC5,705$227K0.04%Share
45LaSalle St. Investment Advisors, LLC5,528$220K0.04%Share
46Hiley Hunt Wealth Management5,066$202K0.09%Share
47Financial Network Wealth Advisors LLC3,146$125K0.13%Share
48Farther Finance Advisors, LLC2,166$86K0.00%Share
49WealthShield Partners, LLC1,800$71K0.01%Share
50Keating Financial Advisory Services, Inc.697$27K0.00%Share

UMAR Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202571$66.2M+36
Q3 202535$88.6B-34
Q2 202569$172.1B+1
Q1 202568$61.8B+18
Q4 202450$7.9T+8
Q3 202442$47.4T-7
Q2 202449$66.1T+12
Q1 202437$78.9T—

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As of Q4 2025, 50 institutional investors hold UMAR (Innovator U.S. Equity Ultra Buffer ETF). The largest holder is Lantz Financial LLC with $7.7M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own UMAR?

As of Q4 2025, 50 institutional investors report holding UMAR (Innovator U.S. Equity Ultra Buffer ETF) in their 13F filings.

Who is the largest institutional holder of UMAR?

The largest institutional holder of UMAR is Lantz Financial LLC with $7.7M in shares.

Is institutional ownership of UMAR increasing or decreasing?

This quarter, 15 institutions opened new positions in UMAR and 3 closed their positions.