Who owns Innovator U.S. Equity Ultra Buffer ETF?
Institutional ownership of UMAR from SEC Form 13F filings across 61 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.
61
13F holders
$124.9M
value, 2026 filers
63%
of shares outstanding (3.0M sh)
6
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 | KFG WEALTH MANAGEMENT, LLC | 195,559 | $8.3M | 0.9% | 4.1% | +1.7% |
| 3 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 151,740 | $6.4M | 0.3% | 3.2% | +4.3% |
| 4 | MGO ONE SEVEN LLC | 137,136 | $5.8M | 0.1% | 2.9% | -20.3% |
| 5 | Kestra Advisory Services, LLC | 110,345 | $4.7M | 0.0% | 2.3% | -15.2% |
| 6 | OSAIC HOLDINGS, INC. | 99,845 | $4.2M | 0.0% | 2.1% | +10.5% |
| 7 | RAYMOND JAMES FINANCIAL INC | 93,325 | $3.9M | 0.0% | 2% | -14.4% |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 78,154 | $3.3M | 0.0% | 1.6% | -17.1% |
| 9 | Cetera Investment Advisers | 58,491 | $2.5M | 0.0% | 1.2% | -6.6% |
| 10 | Arete Wealth Advisors, LLC | 45,372 | $1.9M | 0.1% | 1% | +19.2% |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 43,397 | $1.8M | 0.0% | 0.9% | +165.8% |
| 12 | WealthPlan Investment Management, LLC | 36,872 | $1.6M | 0.1% | 0.8% | -6.8% |
| 13 | OLD MISSION CAPITAL LLC | 34,969 | $1.5M | 0.0% | 0.7% | +160.0% |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 34,451 | $1.5M | 0.0% | 0.7% | -9.7% |
| 15 | Cambridge Investment Research Advisors, Inc. | 34,380 | $1,452 | 0.0% | 0.7% | +83.3% |
| 16 | Arax Advisory Partners | 33,000 | $1.4M | 0.0% | 0.7% | +100.0% |
| 17 | TRUIST FINANCIAL CORP | 28,831 | $1.2M | 0.0% | 0.6% | +0.7% |
| 18 | MML INVESTORS SERVICES, LLC | 26,047 | $1.1M | 0.0% | 0.5% | +73.0% |
| 19 | IMG Wealth Management, Inc. | 24,477 | $1.0M | 0.6% | 0.5% | +14.9% |
| 20 | Impact Partnership Wealth, LLC | 24,329 | $1.0M | 0.1% | 0.5% | +8.3% |
| 21 | Foundations Investment Advisors, LLC | 23,833 | $1.0M | 0.0% | 0.5% | +7.0% |
| 22 | Archer Investment Corp | 23,747 | $1.0M | 0.2% | 0.5% | -3.3% |
| 23 | Kovack Advisors, Inc. | 21,151 | $893,638 | 0.0% | 0.4% | -0.7% |
| 24 | SteelPeak Wealth, LLCNEW | 19,899 | $840,640 | 0.0% | 0.4% | new |
| 25 | HighTower Advisors, LLCNEW | 19,520 | $824,628 | 0.0% | 0.4% | new |
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.