Who owns Innovator U.S. Equity Ultra Buffer ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of UMAR from SEC Form 13F filings across 87 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 87 institutions disclosed 4.4M shares of Innovator U.S. Equity Ultra Buffer ETF worth $184.3M — about 91.4% of shares outstanding; the largest disclosed holder is Brookstone Capital Management. Source: SEC Form 13F filings, parsed by EvidInvest.
87
13F holders
$184.3M
value, 2026 filers
91.4%
of shares outstanding (4.4M sh)
9
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of UMAR's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Brookstone Capital Management | 1.3M | $55.9M | 0.6% | 27.7% | +5333.3% |
| 2 | Talon Private Wealth, LLCNEW | 670,388 | $28.3M | 3.3% | 14% | new |
| 3 | Lantz Financial LLC | 202,575 | $8.6M | 1.6% | 4.2% | -1.4% |
| 4 | KFG WEALTH MANAGEMENT, LLC | 195,559 | $8.3M | 0.9% | 4.1% | +1.7% |
| 5 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 151,740 | $6.4M | 0.3% | 3.2% | +4.3% |
| 6 | Caliber Wealth Management, LLC / KS | 138,550 | $5.9M | 0.6% | 2.9% | 0.0% |
| 7 | MGO ONE SEVEN LLC | 137,136 | $5.8M | 0.1% | 2.9% | -20.3% |
| 8 | Kestra Advisory Services, LLC | 110,345 | $4.7M | 0.0% | 2.3% | -15.2% |
| 9 | OSAIC HOLDINGS, INC. | 99,845 | $4.2M | 0.0% | 2.1% | +10.5% |
| 10 | RAYMOND JAMES FINANCIAL INC | 93,325 | $3.9M | 0.0% | 2% | -14.4% |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | 78,154 | $3.3M | 0.0% | 1.6% | -17.1% |
| 12 | CENTRAL VALLEY ADVISORS, LLC | 71,144 | $3.0M | 0.8% | 1.5% | -7.7% |
| 13 | Cetera Investment Advisers | 58,491 | $2.5M | 0.0% | 1.2% | -6.6% |
| 14 | Berger Financial Group, Inc | 57,494 | $2.4M | 0.1% | 1.2% | -0.7% |
| 15 | Kellett Wealth Advisors, LLC | 45,856 | $1.9M | 0.9% | 1% | -4.3% |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 43,397 | $1.8M | 0.0% | 0.9% | +165.8% |
| 17 | WealthPlan Investment Management, LLC | 36,872 | $1.6M | 0.1% | 0.8% | -6.8% |
| 18 | OLD MISSION CAPITAL LLC | 34,969 | $1.5M | 0.0% | 0.7% | +160.0% |
| 19 | ENVESTNET ASSET MANAGEMENT INC | 34,451 | $1.5M | 0.0% | 0.7% | -9.7% |
| 20 | Arax Advisory Partners | 33,000 | $1.4M | 0.0% | 0.7% | +100.0% |
| 21 | Spire Wealth Management | 30,959 | $1.3M | 0.0% | 0.6% | -12.3% |
| 22 | MBL Wealth, LLC | 30,365 | $1.3M | 0.1% | 0.6% | -1.6% |
| 23 | TRUIST FINANCIAL CORP | 28,831 | $1.2M | 0.0% | 0.6% | +0.7% |
| 24 | MML INVESTORS SERVICES, LLC | 26,047 | $1.1M | 0.0% | 0.5% | +73.0% |
| 25 | IMG Wealth Management, Inc. | 24,477 | $1.0M | 0.6% | 0.5% | +14.9% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.