UMAR institutional holders

INNOVATOR ETFS TR ETF S&P 500 ULTRA BUFFER ETF MARCH · 13F, 2026Q2

Managers holding86
Shares held3,733,146
Reported value$157.7m
Quarter flows8 new, 20 added, 26 trimmed, 4 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Brookstone Capital Management1,323,889$55.9m0.6%
Lantz Financial LLC202,575$8.6m1.6%
KFG WEALTH MANAGEMENT, LLC195,559$8.3m0.9%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors151,740$6.4m0.3%
Caliber Wealth Management, LLC / KS138,550$5.9m0.6%
MGO ONE SEVEN LLC137,136$5.8m0.1%
Kestra Advisory Services, LLC110,345$4.7m0.0%
OSAIC HOLDINGS, INC.99,845$4.2m0.0%
RAYMOND JAMES FINANCIAL INC93,325$3.9m0.0%
COMMONWEALTH EQUITY SERVICES, LLC78,154$3.3m0.0%
CENTRAL VALLEY ADVISORS, LLC71,144$3.0m0.8%
Cetera Investment Advisers58,491$2.5m0.0%
Berger Financial Group, Inc57,494$2.4m0.1%
Archer Investment Corp47,494$2.0m0.2%
Kellett Wealth Advisors, LLC45,856$1.9m0.9%
SUSQUEHANNA INTERNATIONAL GROUP, LLP43,397$1.8m0.0%
WealthPlan Investment Management, LLC36,872$1.6m0.1%
OLD MISSION CAPITAL LLC34,969$1.5m0.0%
ENVESTNET ASSET MANAGEMENT INC34,451$1.5m0.0%
Cambridge Investment Research Advisors, Inc.34,380$1.5m0.0%
Arax Advisory Partners33,000$1.4m0.0%
Spire Wealth Management30,959$1.3m0.0%
MBL Wealth, LLC30,365$1.3m0.1%
TRUIST FINANCIAL CORP28,831$1.2m0.0%
MML INVESTORS SERVICES, LLC26,047$1.1m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("UMAR"). UMAR price history · All 13F data

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