INNOVATOR ETFS TRUST (UMAR)
Institutional ownership reported to the SEC as of Q2 2026, across 26 quarters.
83
Reporting holders
$155.7M
Reported value
0.0%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Brookstone Capital Management | $55.9M | 1,323,889 | 0.56% | 18q | +5333.3%+$54.9M |
| Lantz Financial LLC | $8.6M | 202,575 | 1.57% | 6q | -1.4%-$121.3K |
| KFG WEALTH MANAGEMENT, LLC | $8.3M | 195,559 | 0.93% | 15q | +1.7%+$136.2K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $6.4M | 151,740 | 0.32% | 15q | +4.3%+$266.6K |
| Caliber Wealth Management, LLC / KS | $5.9M | 138,550 | 0.57% | 2q | HELD |
| MGO ONE SEVEN LLC | $5.8M | 137,136 | 0.10% | 10q | -20.3%-$1.5M |
| Kestra Advisory Services, LLC | $4.7M | 110,345 | 0.02% | 10q | -15.2%-$832.4K |
| OSAIC HOLDINGS, INC. | $4.2M | 99,845 | 0.00% | 26q | +10.5%+$402.2K |
| RAYMOND JAMES FINANCIAL INC | $3.9M | 93,325 | 0.00% | 6q | -14.4%-$665.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.3M | 78,154 | 0.00% | 26q | -17.1%-$681.5K |
| CENTRAL VALLEY ADVISORS, LLC | $3.0M | 71,144 | 0.77% | 10q | -7.7%-$251.4K |
| Cetera Investment Advisers | $2.5M | 58,491 | 0.00% | 10q | -6.6%-$174.6K |
| Berger Financial Group, Inc | $2.4M | 57,494 | 0.12% | 16q | -0.7%-$17.4K |
| Archer Investment Corp | $2.0M | 47,494 | 0.19% | 26q | +93.4%+$969.0K |
| Kellett Wealth Advisors, LLC | $1.9M | 45,856 | 0.90% | 2q | -4.3%-$86.1K |
| Arete Wealth Advisors, LLC | $1.9M | 45,372 | 0.04% | 11q | +138.4%+$1.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.8M | 43,397 | 0.00% | 17q | +165.8%+$1.1M |
| WealthPlan Investment Management, LLC | $1.6M | 36,872 | 0.08% | 5q | -6.8%-$114.3K |
| OLD MISSION CAPITAL LLC | $1.5M | 34,969 | 0.02% | 3q | +160.0%+$909.0K |
| ENVESTNET ASSET MANAGEMENT INC | $1.5M | 34,451 | 0.00% | 17q | -9.7%-$156.9K |
| Arax Advisory Partners | $1.4M | 33,000 | 0.01% | 3q | +100.0%+$697.0K |
| Spire Wealth Management | $1.3M | 30,959 | 0.04% | 14q | -12.3%-$183.2K |
| MBL Wealth, LLC | $1.3M | 30,365 | 0.09% | 9q | -1.6%-$21.1K |
| TRUIST FINANCIAL CORP | $1.2M | 28,831 | 0.00% | 14q | +0.7%+$8.4K |
| MML INVESTORS SERVICES, LLC | $1.1M | 26,047 | 0.00% | 6q | +73.0%+$464.5K |
| IMG Wealth Management, Inc. | $1.0M | 24,477 | 0.58% | 7q | +14.9%+$133.8K |
| Impact Partnership Wealth, LLC | $1.0M | 24,329 | 0.10% | 7q | +8.3%+$78.5K |
| Foundations Investment Advisors, LLC | $1.0M | 23,833 | 0.01% | 5q | +7.0%+$66.1K |
| FIDUCIARY FINANCIAL GROUP, LLC | $962.1K | 22,775 | 0.11% | 9q | HELD |
| Kovack Advisors, Inc. | $893.6K | 21,151 | 0.04% | 3q | -0.7%-$6.1K |
| SteelPeak Wealth, LLC | $840.6K | 19,899 | 0.02% | new | NEW |
| HighTower Advisors, LLC | $824.6K | 19,520 | 0.00% | new | NEW |
| Advisory Services Network, LLC | $747.7K | 17,700 | 0.01% | 10q | HELD |
| Ausdal Financial Partners, Inc. | $668.6K | 15,827 | 0.03% | 10q | -7.4%-$53.2K |
| Ballast Rock Private Wealth LLC | $612.5K | 14,499 | 0.28% | 3q | HELD |
| RIVERCHASE WEALTH MANAGEMENT, LLC | $609.0K | 14,416 | 0.28% | 2q | -8.1%-$53.6K |
| Arkadios Wealth Advisors | $606.9K | 14,365 | 0.01% | new | NEW |
| WealthPLAN Partners, LLC | $580.7K | 13,746 | 0.11% | 5q | -13.6%-$91.0K |
| SAGESPRING WEALTH PARTNERS, LLC | $569.9K | 13,489 | 0.01% | 6q | HELD |
| Trek Financial, LLC | $538.9K | 12,757 | 0.03% | 10q | +12.8%+$61.0K |
| LPL Financial LLC | $496.4K | 11,751 | 0.00% | 10q | +1.4%+$6.8K |
| MORGAN STANLEY | $495.2K | 11,721 | 0.00% | 4q | +803.0%+$440.3K |
| Focus Partners Wealth | $487.0K | 11,528 | 0.00% | 6q | HELD |
| CRA Financial Services, LLC | $475.5K | 11,255 | 0.05% | 5q | HELD |
| BCS Wealth Management | $452.8K | 10,718 | 0.08% | 22q | HELD |
| Sound Portfolio Advisors, LLC | $439.3K | 10,398 | 0.31% | 3q | -6.9%-$32.4K |
| SILVER OAK SECURITIES, INCORPORATED | $420.4K | 9,952 | 0.03% | 11q | +40.5%+$121.3K |
| Strategic Blueprint, LLC | $415.4K | 9,833 | 0.02% | 6q | HELD |
| Madison Wealth Partners, Inc | $363.2K | 8,596 | 0.05% | new | NEW |
| Chicago Partners Investment Group LLC | $355.7K | 8,429 | 0.01% | 14q | HELD |
| Retirement Planning Group, LLC | $350.8K | 8,303 | 0.01% | 10q | HELD |
| Sonoma Allocations LLC | $339.0K | 8,025 | 0.11% | new | NEW |
| Integrity Advisory Solutions, LLC | $326.4K | 7,726 | 0.03% | 2q | HELD |
| Blue Sky Capital Consultants Group, Inc. | $318.4K | 7,536 | 0.14% | 7q | -32.0%-$150.0K |
| Allie Family Office LLC | $315.0K | 7,457 | 0.12% | 2q | HELD |
| AE Wealth Management LLC | $308.0K | 7,291 | 0.00% | 10q | -8.8%-$29.8K |
| Aptus Capital Advisors, LLC | $305.0K | 7,220 | 0.00% | 6q | HELD |
| GUARDIAN WEALTH ADVISORS, LLC / NC | $305.0K | 7,220 | 0.02% | 2q | HELD |
| NewCorp Financial Services, Inc. | $301.3K | 7,131 | 0.23% | 2q | -5.3%-$16.9K |
| Occidental Asset Management, LLC | $288.7K | 6,834 | 0.03% | 10q | HELD |
| BFI Wealth Solutions, LLC | $278.8K | 6,600 | 0.21% | 3q | HELD |
| Advance Capital Management, Inc. | $277.8K | 6,576 | 0.01% | 10q | +1.0%+$2.8K |
| Savvy Advisors, Inc. | $272.4K | 6,448 | 0.01% | 3q | -1.3%-$3.6K |
| Golden Reserve Retirement LLC | $249.2K | 5,900 | 0.04% | 6q | HELD |
| Chris Bulman Inc | $240.0K | 5,680 | 0.09% | new | NEW |
| MILESTONE ASSET MANAGEMENT, LLC | $236.8K | 5,606 | 0.04% | 14q | HELD |
| LaSalle St. Investment Advisors, LLC | $227.2K | 5,379 | 0.03% | 5q | HELD |
| Three Seasons Wealth, LLC | $220.4K | 5,216 | 0.02% | 2q | HELD |
| SIGNATUREFD, LLC | $208.0K | 4,923 | 0.00% | 2q | HELD |
| Concurrent Investment Advisors, LLC | $205.6K | 4,867 | 0.00% | new | NEW |
| DHJJ Financial Advisors, Ltd. | $165.3K | 3,914 | 0.05% | 12q | HELD |
| TOUNJIAN ADVISORY PARTNERS, LLC | $143.9K | 3,406 | 0.06% | new | NEW |
| Financial Network Wealth Advisors LLC | $132.9K | 3,146 | 0.13% | 9q | HELD |
| WealthShield Partners, LLC | $124.5K | 2,947 | 0.02% | 14q | -11.9%-$16.8K |
| Farther Finance Advisors, LLC | $91.2K | 2,158 | 0.00% | 5q | -69.9%-$211.2K |
| Steward Partners Investment Advisory, LLC | $62.6K | 1,482 | 0.00% | 10q | HELD |
| BARCLAYS PLC | $54.8K | 1,298 | 0.00% | 5q | HELD |
| Ashton Thomas Private Wealth, LLC | $34.1K | 807 | 0.00% | 2q | HELD |
| Capital Investment Advisory Services, LLC | $20.4K | 483 | 0.00% | 10q | HELD |
| CoreCap Advisors, LLC | $20.1K | 476 | 0.00% | 2q | HELD |
| Keating Financial Advisory Services, Inc. | $17.2K | 407 | 0.00% | 3q | HELD |
| HARBOUR INVESTMENTS, INC. | $15.6K | 369 | 0.00% | 15q | HELD |
| Larson Financial Group LLC | $7.4K | 175 | 0.00% | 15q | HELD |
| Cambridge Investment Research Advisors, Inc. | $1.5K | 34,380 | 0.00% | 22q | +83.3% |
| Wood Tarver Financial Group, LLC | $806 | 19,097 | 0.19% | 7q | HELD |
| WEDBUSH SECURITIES INC | $698 | 16,525 | 0.02% | 6q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 83 | $155.7M | 3,685,830 | 8 | 19 | 24 | 0.0% |
| Q1 2026 | 79 | $90.3M | 2,272,762 | 14 | 32 | 21 | 0.0% |
| Q4 2025 | 67 | $72.5M | 1,833,457 | 6 | 6 | 30 | 0.0% |
| Q3 2025 | 62 | $141.3M | 3,623,654 | 5 | 11 | 19 | 0.0% |
| Q2 2025 | 63 | $173.5M | 4,614,302 | 11 | 15 | 11 | 0.0% |
| Q1 2025 | 61 | $61.1M | 1,717,225 | 16 | 18 | 11 | 0.0% |
| Q4 2024 | 53 | $46.7M | 1,307,354 | 3 | 6 | 22 | 0.0% |
| Q3 2024 | 51 | $66.0M | 1,891,823 | 3 | 8 | 21 | 0.0% |
| Q2 2024 | 59 | $97.7M | 2,889,420 | 12 | 17 | 10 | 0.0% |
| Q1 2024 | 50 | $105.7M | 3,235,806 | 25 | 12 | 6 | 0.0% |
| Q4 2023 | 31 | $14.3M | 453,261 | 5 | 4 | 14 | 0.0% |
| Q3 2023 | 33 | $22.5M | 754,337 | 7 | 1 | 15 | 0.0% |
| Q2 2023 | 28 | $46.9M | 1,560,500 | 2 | 2 | 8 | 0.0% |
| Q1 2023 | 37 | $51.4M | 1,789,910 | 17 | 12 | 3 | 0.0% |
| Q4 2022 | 26 | $43.7M | 1,552,451 | 7 | 5 | 5 | 0.0% |
| Q3 2022 | 25 | $35.3M | 1,274,613 | 4 | 6 | 7 | 0.0% |
| Q2 2022 | 24 | $23.9M | 844,432 | 6 | 5 | 5 | 0.0% |
| Q1 2022 | 23 | $15.3M | 510,009 | 8 | 6 | 3 | 0.0% |
| Q4 2021 | 20 | $8.4M | 281,650 | 2 | 2 | 7 | 0.0% |
| Q3 2021 | 20 | $8.6M | 295,136 | 4 | 2 | 4 | 0.0% |
| Q2 2021 | 19 | $11.7M | 401,932 | 5 | 2 | 3 | 0.0% |
| Q1 2021 | 20 | $10.6M | 369,598 | 9 | 4 | 5 | 0.0% |
| Q4 2020 | 14 | $12.8M | 459,503 | 2 | 4 | 1 | 0.0% |
| Q3 2020 | 11 | $13.5M | 499,666 | 3 | 2 | 2 | 0.0% |
| Q2 2020 | 11 | $18.8M | 710,921 | 8 | 1 | 2 | 0.0% |
| Q1 2020 | 8 | $15.8M | 634,817 | 7 | 0 | 0 | 0.0% |