UMAR institutional holders

Innovator U.S. Equity Ultra Buffer ETF - March · 87 reporting institutions · $155.4M reported value

Funds that can replace UMAR · UMAR return decomposition

Institutional holdings

Institutions reporting UMAR, largest first
InstitutionReported positionAdvisors at firmReport period
Brookstone Capital Management$55.9M3372026-06-30
Lantz Financial LLC$8.6M72026-06-30
Kfg Wealth Management, LLC$8.3M492026-06-30
C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors$6.4M1032026-06-30
Caliber Wealth Management, LLC / Ks$5.9M142026-06-30
Mgo One Seven LLC$5.8M1182026-06-30
Kestra Advisory Services, LLC$4.7M1,4792026-06-30
Osaic Holdings, Inc.$4.2M02026-06-30
Raymond James Financial Inc$3.9M02026-06-30
Commonwealth Equity Services, LLC$3.3M2,8632026-06-30
The Salvetti Group$3M62026-06-30
Cetera Investment Advisers$2.5M10,3702026-06-30
Berger Financial Group, Inc$2.4M512026-06-30
Archer Investment Corp$2M782026-06-30
Kellett Wealth Advisors, LLC$1.9M42026-06-30
Susquehanna International Group, LLP$1.8M02026-06-30
Wealthplan Investment Management, LLC$1.6M292026-06-30
Old Mission Capital LLC$1.5M02026-06-30
Envestnet Pmc$1.5M602026-06-30
Arax Advisory Partners$1.4M2322026-06-30
Spire Wealth Management$1.3M32026-06-30
Mbl Advisors$1.3M102026-06-30
Truist Financial Corp$1.2M02026-06-30
MML Investors Services, LLC$1.1M5,1202026-06-30
Img Wealth Management, Inc.$1M72026-06-30
Impact Partnership Wealth, LLC$1M922026-06-30
Foundations Investment Advisors, LLC$1M3022026-06-30
Fiduciary Financial Group, LLC$962.1K92026-06-30
Arete Wealth Advisors, LLC$957.6K1462026-06-30
Kovack Advisors, Inc.$893.6K2582026-06-30
Steelpeak Wealth, LLC$840.6K422026-06-30
Hightower Advisors, LLC$824.6K1,0462026-06-30
Advisory Services Network$747.7K2532026-06-30
Ausdal Financial Partners, Inc.$668.6K1892026-06-30
Gries Financial LLC$643.7K02025-09-30
Ballast Rock Private Wealth LLC$612.5K102026-06-30
Riverchase Wealth Management, LLC$609K32026-06-30
Arkadios Wealth Advisors$606.9K2262026-06-30
Wealthplan Partners, LLC$580.7K262026-06-30
Sagespring Wealth Partners$569.9K1262026-06-30
Trek Financial, LLC$538.9K632026-06-30
Lpl Financial LLC$496.4K23,4582026-06-30
Morgan Stanley$495.2K23,1852026-06-30
Focus Partners Wealth$487K1,0482026-06-30
Cra Financial Services, LLC$475.5K122026-06-30
Bcs Wealth Management, LLC$452.8K82026-06-30
Sound Portfolio Advisors, LLC$439.3K22026-06-30
Silver Oak Securities, Incorporated$420.4K1172026-06-30
Strategic Blueprint, LLC$415.4K552026-06-30
Madison Wealth Partners, Inc$363.2K412026-06-30
Chicago Partners Investment Group LLC$355.7K572026-06-30
Retirement Planning Group, LLC$350.8K02026-06-30
Sonoma Allocations$339K32026-06-30
Integrity Advisory Solutions, LLC$326.4K1272026-06-30
Blue Sky Capital Consultants Group, Inc.$318.4K72026-06-30
Allie Family Office LLC$315K02026-06-30
Ae Wealth Management LLC$308K4712026-06-30
Aptus Capital Advisors, LLC$305K212026-06-30
Guardian Wealth Advisors, LLC / Nc$305K332026-06-30
Newcorp Financial Services, Inc.$301.3K22026-06-30
Occidental Asset Management, LLC$288.7K122026-06-30
Bfi Wealth Solutions, LLC$278.8K12026-06-30
Advance Capital Management, Inc.$277.8K312026-06-30
Savvy Advisors, Inc.$272.4K2142026-06-30
Golden Reserve Retirement LLC$249.2K282026-06-30
Chris Bulman Inc$240K72026-06-30
Milestone Asset Management, LLC$236.8K112026-06-30
Lasalle St. Investment Advisors, LLC$227.2K1612026-06-30
Three Seasons Wealth$220.4K72026-06-30
Signaturefd, LLC$208K492026-06-30
Concurrent Investment Advisors, LLC$205.6K3492026-06-30
Dhjj Financial Advisors, Ltd.$165.3K72026-06-30
Tounjian Advisory Partners, LLC$143.9K52026-06-30
Financial Network Wealth Advisors LLC$132.9K72026-06-30
Wealthshield Partners, LLC$124.5K02026-06-30
Farther Finance Advisors, LLC$91.2K3342026-06-30
Steward Partners Investment Advisory, LLC$62.6K4812026-06-30
Barclays PLC$54.8K02026-06-30
Ashton Thomas Private Wealth, LLC$34.1K962026-06-30
Capital Investment Advisory Services, LLC$20.4K1032026-06-30
Corecap Advisors, LLC$20.1K1182026-06-30
Keating Financial Advisory Services, Inc.$17.2K252026-06-30
Harbour Investments, Inc.$15.6K2472026-06-30
Larson Financial Group LLC$7.4K672026-06-30
Wood Tarver Financial$80652026-06-30
Cambridge Investment Research Advisors, Inc.$7453,9402026-03-31
Wedbush Securities Inc$6982202026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30