INNOVATOR ETFS TRUST (UMAR) is held by 20 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is Kestra Advisory Services, LLC as of Q1 2026.

Are institutions buying or selling UMAR?

In Q1 2026, 14 institutions opened or increased positions in INNOVATOR ETFS TRUST while 5 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on UMAR?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for INNOVATOR ETFS TRUST.

How many hedge funds hold UMAR?

20 institutional investors report holding INNOVATOR ETFS TRUST (UMAR) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into UMAR?

As of Q1 2026, tracked institutions in INNOVATOR ETFS TRUST show 14 buyers versus 5 sellers — net inflows.

INNOVATOR ETFS TRUST

UMAR·45782C375·US·ETF·Unknown - Unknown-13D/G

Holders

Avg rating(11 Elite)

$25.5M

Total Value

74% (22)

Fund Consensus

14 buying - 5 selling

Smart Money Verdict

View all

Held by 20 funds

11 elite

Who's Trading

ActivistBRBrookstone Capital Management, LLC30.3%May 4, 2026

View all activist filings

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Kestra Advisory Services, LLC	Increased	130,049(+68.5%)	$5.2M	0.0%	+13.96%	40
RAYMOND JAMES FINANCIAL INC	Increased	109,075(+174.6%)	$4.3M	0.0%	+8.58%	43
COMMONWEALTH EQUITY SERVICES, LLC	Increased	94,286(+13.5%)	$3.7M	0.0%	+27.94%	30
OSAIC HOLDINGS, INC.	Increased	90,326(+10.7%)	$3.6M	0.0%	+30.01%	29
Cetera Investment Advisers	Increased	62,623(+3.9%)	$2.5M	0.0%	+19.22%	27
ENVESTNET ASSET MANAGEMENT INC	Increased	38,165(+90.8%)	$1.5M	0.0%	+16.00%	40
TRUIST FINANCIAL CORP	Decreased	28,631(-36.8%)	$1.1M	0.0%	+39.77%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	16,327(-63.7%)	$648,835	0.0%	+16.39%	0
MML INVESTORS SERVICES, LLC	Increased	15,052(+34.7%)	$598,166	0.0%	+12.76%	32
LPL Financial LLC	Decreased	11,590(-2.6%)	$460,587	0.0%	+21.99%	0
FWFocus Partners Wealth	Unchanged	11,578	$460,110	0.0%	+19.39%	0
AE Wealth Management LLC	Increased	7,997(+0.6%)	$317,801	0.0%	+27.80%	24
Aptus Capital Advisors, LLC	Increased	7,220(+61.3%)	$286,923	0.0%	+11.87%	34
Farther Finance Advisors, LLC	Increased	7,158(+230.5%)	$285,032	0.0%	+7.22%	38
JPMORGAN CHASE & CO	New	4,484	$175,697	0.0%	+4.82%	35
MAI Capital Management	New	1,910	$75,904	0.0%	+4.82%	29
Steward Partners Investment Advisory, LLC	Unchanged	1,482	$58,895	0.0%	+25.84%	0
BARCLAYS PLC	Increased	1,298(+19.4%)	$51,583	0.0%	+8.71%	17
MORGAN STANLEY	Unchanged	1,298	$51,583	0.0%	+8.88%	0
UBS Group AG	Increased	361(+67.9%)	$14,346	0.0%	+7.20%	18