UMAR

Innovator U.S. Equity Ultra Buffer ETF
$40.12-0.23 (-0.57%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Shares Held

1.939351862851374e+226B

Total Value

$7.747744254895145e+154T

% of Float

Price History

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

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
6Kestra Advisory Services, LLC77,174$3.0M0.01%Share
7OSAIC HOLDINGS, INC.76,244$3.0M0.00%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