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

13F Institutional Holders and Ownership History from Q1 2020 to Q4 2025

Type / Class
Equity / Innovator U.S. Equity Ultra Buffer ETF - March
Symbol
UMAR
Shares outstanding
2,995,632
Price per share
$40.26
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
1,873,673
Total reported value
$74,855,367
% of total 13F portfolios
0%
Share change
-1,934,355
Value change
-$77,213,817
Number of holders
71
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - March (UMAR) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Brookstone Capital Management 0.87% -96% $1,024,758 -$59,514,595 26,062 -98% Brookstone Capital Management, LLC 30 Nov 2025

As of 31 Dec 2025, 71 institutional investors reported holding 1,873,673 shares of Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - March (UMAR). This represents 63% of the company’s total 2,995,632 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - March (UMAR) together control 51% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Lantz Financial LLC 6.5% 193,935 -0.63% 1.6% $7,747,665
MGO ONE SEVEN LLC 6.2% 186,285 -21% 0.15% $7,442,049
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 4.6% 137,406 -6.8% 0.33% $5,489,342
KFG WEALTH MANAGEMENT, LLC 4.3% 128,794 -12% 0.69% $5,145,292
COMMONWEALTH EQUITY SERVICES, LLC 2.8% 83,089 -3.1% 0% $3,319,390
OSAIC HOLDINGS, INC. 2.7% 81,583 -6.1% 0% $3,259,215
Kestra Advisory Services, LLC 2.6% 77,174 -0.38% 0.01% $3,083,086
CENTRAL VALLEY ADVISORS, LLC 2.3% 68,431 -0.41% 0.82% $2,733,805
Cetera Investment Advisers 2% 60,261 -2.3% 0% $2,407,415
TRUIST FINANCIAL CORP 1.5% 45,288 -0.4% 0% $1,809,247
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1.5% 45,030 -6% 0% $1,798,940
WealthPlan Investment Management, LLC 1.5% 43,978 -85% 0.11% $1,756,912
Spire Wealth Management 1.4% 41,601 -23% 0.06% $1,661,951
RAYMOND JAMES FINANCIAL INC 1.3% 39,716 -12% 0% $1,586,646
OLD MISSION CAPITAL LLC 1.2% 35,051 0.05% $1,400,280
Berger Financial Group, Inc 1% 30,823 0% 0.07% $1,231,373
MBL Wealth, LLC 0.99% 29,665 -1.7% 0.1% $1,185,111
Brookstone Capital Management 0.83% 24,992 -98% 0.01% $998,425
WealthPLAN Partners, LLC 0.8% 24,023 -66% 0.14% $959,714
FIDUCIARY FINANCIAL GROUP, LLC 0.79% 23,705 0% 0.13% $947,010
Archer Investment Corp 0.78% 23,360 -1.8% 0.21% $933,227
Kovack Advisors, Inc. 0.78% 23,292 0.04% $930,499
Impact Partnership Wealth, LLC 0.77% 23,035 -2.5% 0.12% $920,244
FOUNDATIONS INVESTMENT ADVISORS, LLC 0.74% 22,065 +44% 0.01% $881,492
BCS Wealth Management 0.72% 21,436 +100% 0.09% $856,364

Institutional Holders of Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - March (UMAR) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 1,873,673 $74,855,367 -$77,213,817 $39.95 71
2025 Q3 3,790,910 $147,847,756 -$5,015,720 $39.01 69
2025 Q2 4,834,787 $181,836,395 +$110,994,562 $37.61 72
2025 Q1 1,890,949 $67,243,764 +$15,337,410 $35.55 68
2024 Q4 1,446,247 $51,617,436 -$22,398,065 $35.69 58
2024 Q3 2,027,782 $70,721,638 -$34,343,923 $34.88 56
2024 Q2 3,016,355 $102,011,040 -$11,602,856 $33.67 64
2024 Q1 3,327,185 $108,659,418 +$92,116,028 $32.66 53
2023 Q4 508,517 $16,076,034 -$8,714,396 $31.60 34
2023 Q3 810,199 $24,183,815 -$24,798,422 $29.83 36
2023 Q2 1,631,112 $48,985,844 -$6,926,782 $30.06 32
2023 Q1 1,852,786 $53,183,834 +$6,729,560 $28.72 41
2022 Q4 1,656,803 $46,666,446 +$7,776,975 $28.16 32
2022 Q3 1,274,613 $35,326,594 +$11,896,065 $27.69 25
2022 Q2 844,404 $23,893,139 +$9,037,120 $28.08 24
2022 Q1 521,413 $15,671,858 +$7,412,135 $30.20 24
2021 Q4 273,538 $8,159,566 -$1,988,764 $29.81 20
2021 Q3 295,136 $8,603,030 -$3,105,206 $29.12 20
2021 Q2 401,932 $11,701,031 +$1,186,386 $29.12 19
2021 Q1 369,598 $10,624,907 -$2,087,675 $28.49 20
2020 Q4 420,641 $11,677,218 -$2,039,531 $27.76 13
2020 Q3 499,666 $13,489,710 -$5,586,614 $27.00 11
2020 Q2 710,921 $18,790,566 +$2,134,108 $26.42 11
2020 Q1 634,817 $15,831,000 +$15,806,000 $24.95 8