Latest Period
Q1 2026
Security Snapshot
Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - March (UMAR) Institutional Ownership
CUSIP: 45782C375
13F Institutional Holders and Ownership History from Q1 2020 to Q2 2026
Institutions Reporting
82
Shares (Excl. Options)
2,327,139
Price
$39.74
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- Security type / class
- Equity / Innovator U.S. Equity Ultra Buffer ETF - March
- Symbol
- UMAR
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 2,327,139
- Total 13F value
- $92,491,698
- Portfolio coverage rank
- 0%
- Share change
- +453,466
- Value change
- +$18,011,971
- Number of holders
- 82
- Shares outstanding
- 2,995,632
- SEC-reported price per share
- $42.17
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- UMAR - Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - March is tracked under CUSIP 45782C375.
- 82 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 82 to 38 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $92,491,698 to $119,133,529.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 82 institutions filings for Q1 2026.
Security key
45782C375
Latest holder period
Q1 2026
13F holders
82
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 45782C375:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
UMAR
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Brookstone Capital Management | 0.87% | -96% | $1,024,758 | -$59,514,595 | 26,062 | -98% | Brookstone Capital Management, LLC | 30 Nov 2025 |
As of 31 Mar 2026, 82 institutional investors reported holding 2,327,139 shares of Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - March (UMAR). This represents 78% of the company’s total 2,995,632 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
62%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Lantz Financial LLC | 6.9% | 205,447 | +5.9% | 1.7% | $8,164,464 |
| KFG WEALTH MANAGEMENT, LLC | 6.4% | 192,335 | +49% | 0.99% | $7,643,391 |
| MGO ONE SEVEN LLC | 5.7% | 172,145 | -7.6% | 0.14% | $6,841,042 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4.9% | 145,429 | +5.8% | 0.33% | $5,779,348 |
| Caliber Wealth Management, LLC / KS | 4.6% | 138,550 | 0.6% | $5,505,977 | |
| Kestra Advisory Services, LLC | 4.3% | 130,049 | +69% | 0.02% | $5,168,147 |
| RAYMOND JAMES FINANCIAL INC | 3.6% | 109,075 | +175% | 0% | $4,334,640 |
| COMMONWEALTH EQUITY SERVICES, LLC | 3.1% | 94,286 | +13% | 0.01% | $3,746,930 |
| OSAIC HOLDINGS, INC. | 3% | 90,326 | +11% | 0.01% | $3,589,534 |
| CENTRAL VALLEY ADVISORS, LLC | 2.6% | 77,095 | +13% | 0.84% | $3,063,751 |
| Cetera Investment Advisers | 2.1% | 62,623 | +3.9% | 0% | $2,488,638 |
| Berger Financial Group, Inc | 1.9% | 57,907 | +88% | 0.13% | $2,301,225 |
| Kellett Wealth Advisors, LLC | 1.6% | 47,893 | 1% | $1,903,268 | |
| WealthPlan Investment Management, LLC | 1.3% | 39,578 | -10% | 0.09% | $1,572,830 |
| ENVESTNET ASSET MANAGEMENT INC | 1.3% | 38,165 | +91% | 0% | $1,516,677 |
| Spire Wealth Management | 1.2% | 35,296 | -15% | 0.05% | $1,402,663 |
| MBL Wealth, LLC | 1% | 30,865 | +4% | 0.09% | $1,226,576 |
| TRUIST FINANCIAL CORP | 0.96% | 28,631 | -37% | 0% | $1,137,796 |
| Archer Investment Corp | 0.82% | 24,557 | +5.1% | 0.21% | $975,895 |
| Brookstone Capital Management | 0.81% | 24,366 | -2.5% | 0.01% | $968,305 |
| FIDUCIARY FINANCIAL GROUP, LLC | 0.76% | 22,775 | -3.9% | 0.12% | $905,079 |
| Impact Partnership Wealth, LLC | 0.75% | 22,471 | -2.4% | 0.11% | $892,998 |
| Foundations Investment Advisors, LLC | 0.74% | 22,268 | +0.92% | 0.01% | $884,930 |
| IMG Wealth Management, Inc. | 0.71% | 21,310 | +1.2% | 0.54% | $846,859 |
| Kovack Advisors, Inc. | 0.71% | 21,295 | -8.6% | 0.05% | $846,354 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
26
Latest
Q1 2026
Rows shown
1-25 of 26
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 2,820,052 | $119,133,529 | +$52,768,258 | $42.25 | 38 |
| 2026 Q1 | 2,327,139 | $92,491,698 | +$18,011,971 | $39.74 | 82 |
| 2025 Q4 | 1,873,673 | $74,855,367 | -$77,213,817 | $39.95 | 71 |
| 2025 Q3 | 3,790,910 | $147,847,756 | -$5,015,720 | $39.01 | 69 |
| 2025 Q2 | 4,834,787 | $181,836,395 | +$110,994,562 | $37.61 | 72 |
| 2025 Q1 | 1,890,949 | $67,243,764 | +$15,337,410 | $35.55 | 68 |
| 2024 Q4 | 1,446,247 | $51,617,436 | -$22,398,065 | $35.69 | 58 |
| 2024 Q3 | 2,027,782 | $70,721,638 | -$34,343,923 | $34.88 | 56 |
| 2024 Q2 | 3,016,355 | $102,011,040 | -$11,602,856 | $33.67 | 64 |
| 2024 Q1 | 3,327,185 | $108,659,418 | +$92,116,028 | $32.66 | 53 |
| 2023 Q4 | 508,517 | $16,076,034 | -$8,714,396 | $31.60 | 34 |
| 2023 Q3 | 810,199 | $24,183,815 | -$24,798,422 | $29.83 | 36 |
| 2023 Q2 | 1,631,112 | $48,985,844 | -$6,926,782 | $30.06 | 32 |
| 2023 Q1 | 1,852,786 | $53,183,834 | +$6,729,560 | $28.72 | 41 |
| 2022 Q4 | 1,656,803 | $46,666,446 | +$7,776,975 | $28.16 | 32 |
| 2022 Q3 | 1,274,613 | $35,326,594 | +$11,896,065 | $27.69 | 25 |
| 2022 Q2 | 844,404 | $23,893,139 | +$9,037,120 | $28.08 | 24 |
| 2022 Q1 | 521,413 | $15,671,858 | +$7,412,135 | $30.20 | 24 |
| 2021 Q4 | 273,538 | $8,159,566 | -$1,988,764 | $29.81 | 20 |
| 2021 Q3 | 295,136 | $8,603,030 | -$3,105,206 | $29.12 | 20 |
| 2021 Q2 | 401,932 | $11,701,031 | +$1,186,386 | $29.12 | 19 |
| 2021 Q1 | 369,598 | $10,624,907 | -$2,087,675 | $28.49 | 20 |
| 2020 Q4 | 420,641 | $11,677,218 | -$2,039,531 | $27.76 | 13 |
| 2020 Q3 | 499,666 | $13,489,710 | -$5,586,614 | $27.00 | 11 |
| 2020 Q2 | 710,921 | $18,790,566 | +$2,134,108 | $26.42 | 11 |