INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - MARCH

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

UMAR (INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - MARCH) is held by 18 institutional investors as of Q2 2026. Largest holders: Kestra Advisory Services, LLC ($4.7M), OSAIC HOLDINGS, INC. ($4.2M), RAYMOND JAMES FINANCIAL INC ($3.9M). Net institutional sentiment: Mixed.

18

Holders

(3 Elite)

$27.3M

Total Value

39% (18)

Consensus

7 buying - 11 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)31

Insider (Form 4)32

Activist (13D/13G)25

Congressional (STOCK Act)67

Holder Quality

64

★★★★★

Elite

30

★★★★

Strong

72

★★★

Solid

30

★★

Below

63

★

Weak

Held by 18 funds

3 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists May 4, 2026 · Congress none

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

View all activist filings

Top Holders

Top Holders (18)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Kestra Advisory Services, LLC	Decreased	110,345(-15.2%)	$4.7M	0.0%	+15.46%	0
OSAIC HOLDINGS, INC.	Increased	99,845(+10.5%)	$4.2M	0.0%	+28.13%	30
RAYMOND JAMES FINANCIAL INC	Decreased	93,325(-14.4%)	$3.9M	0.0%	+10.02%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	78,154(-17.1%)	$3.3M	0.0%	+29.63%	0
Cetera Investment Advisers	Decreased	58,491(-6.6%)	$2.5M	0.0%	+20.80%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	43,397(+165.8%)	$1.8M	0.0%	+7.28%	42
ENVESTNET ASSET MANAGEMENT INC	Decreased	34,451(-9.7%)	$1.5M	0.0%	+17.53%	0
TRUIST FINANCIAL CORP	Increased	28,831(+0.7%)	$1.2M	0.0%	+41.23%	25
MML INVESTORS SERVICES, LLC	Increased	26,047(+73.0%)	$1.1M	0.0%	+8.61%	38
HighTower Advisors, LLC	New	19,520	$824,628	0.0%	+1.74%	34
LPL Financial LLC	Increased	11,751(+1.4%)	$496,424	0.0%	+23.24%	24
MORGAN STANLEY	Increased	11,721(+803.0%)	$495,157	0.0%	+2.62%	26
FWFocus Partners Wealth	Decreased	11,528(-0.4%)	$487,004	0.0%	+20.97%	0
AE Wealth Management LLC	Decreased	7,291(-8.8%)	$308,010	0.0%	+29.48%	0
Aptus Capital Advisors, LLC	Unchanged	7,220	$305,011	0.0%	+13.34%	0
Farther Finance Advisors, LLC	Decreased	2,158(-69.8%)	$91,165	0.0%	+8.63%	0
Steward Partners Investment Advisory, LLC	Unchanged	1,482	$62,608	0.0%	+27.50%	0
BARCLAYS PLC	Unchanged	1,298	$54,834	0.0%	+10.15%	0
MAI Capital Management	Exited	0(-100.0%)	$75,904	0.0%	+4.39%	0
UBS Group AG	Exited	0(-100.0%)	$14,346	0.0%	+6.76%	0

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UMARINNOVATOR U.S. EQUITY ULTRA BUFFER ETF - MARCH

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer