| 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 30 Sep 2025, 69 institutional investors reported holding 3,790,910 shares of Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - March (UMAR). This represents 127% of the company’s total 2,995,632 outstanding shares.
The largest institutional shareholders of Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - March (UMAR) together control 114% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Brookstone Capital Management | 52% | 1,555,883 | +0.1% | 0.72% | $60,694,996 |
| WealthPlan Investment Management, LLC | 9.8% | 292,553 | +25% | 0.76% | $11,412,493 |
| MGO ONE SEVEN LLC | 7.9% | 236,835 | -4.6% | 0.21% | $9,238,933 |
| Lantz Financial LLC | 6.5% | 195,164 | -0.42% | 1.7% | $7,613,348 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4.9% | 147,410 | +8.7% | 0.33% | $5,750,464 |
| KFG WEALTH MANAGEMENT, LLC | 4.9% | 146,701 | -1.8% | 0.83% | $5,722,804 |
| OSAIC HOLDINGS, INC. | 2.9% | 86,866 | -2.6% | 0% | $3,351,142 |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.9% | 85,751 | -7.7% | 0% | $3,345,000 |
| Kestra Advisory Services, LLC | 2.6% | 77,470 | -2.6% | 0.01% | $3,022,105 |
| WealthPLAN Partners, LLC | 2.4% | 70,569 | +10% | 0.41% | $2,752,897 |
| CENTRAL VALLEY ADVISORS, LLC | 2.3% | 68,711 | -0.29% | 0.83% | $2,680,415 |
| Cetera Investment Advisers | 2.1% | 61,681 | +13% | 0% | $2,406,176 |
| Spire Wealth Management | 1.8% | 53,943 | -17% | 0.07% | $2,104,316 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.6% | 47,925 | +166% | 0% | $1,869,554 |
| TRUIST FINANCIAL CORP | 1.5% | 45,470 | -0.29% | 0% | $1,773,785 |
| RAYMOND JAMES FINANCIAL INC | 1.5% | 45,107 | -32% | 0% | $1,759,624 |
| Berger Financial Group, Inc | 1% | 30,823 | 0% | 0.07% | $1,202,406 |
| MBL Wealth, LLC | 1% | 30,165 | -1% | 0.1% | $1,176,737 |
| Archer Investment Corp | 0.79% | 23,797 | -0.11% | 0.21% | $928,321 |
| FIDUCIARY FINANCIAL GROUP, LLC | 0.79% | 23,705 | 0% | 0.15% | $924,732 |
| Impact Partnership Wealth, LLC | 0.79% | 23,628 | -39% | 0.14% | $921,728 |
| ENVESTNET ASSET MANAGEMENT INC | 0.73% | 21,799 | -30% | 0% | $850,379 |
| Arete Wealth Advisors, LLC | 0.66% | 19,667 | -16% | 0.05% | $767,000 |
| Wood Tarver Financial Group, LLC | 0.64% | 19,097 | 0% | 0.22% | $744,000 |
| Cambridge Investment Research Advisors, Inc. | 0.62% | 18,597 | -13% | 0% | $725,000 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 705,526 | $28,186,054 | -$63,058,808 | $39.95 | 16 |
| 2025 Q3 | 3,790,910 | $147,847,756 | -$5,015,719 | $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 | +$15,337,415 | $35.55 | 68 |
| 2024 Q4 | 1,446,493 | $51,580,967 | -$22,386,607 | $35.69 | 58 |
| 2024 Q3 | 2,027,782 | $70,721,638 | -$34,343,920 | $34.88 | 56 |
| 2024 Q2 | 3,016,355 | $102,011,040 | -$11,577,478 | $33.67 | 64 |
| 2024 Q1 | 3,326,408 | $108,634,041 | +$92,090,647 | $32.66 | 52 |
| 2023 Q4 | 508,517 | $16,076,034 | -$8,714,393 | $31.60 | 34 |
| 2023 Q3 | 810,199 | $24,183,815 | -$24,798,427 | $29.83 | 36 |
| 2023 Q2 | 1,631,112 | $48,985,844 | -$6,926,784 | $30.06 | 32 |
| 2023 Q1 | 1,852,786 | $53,183,834 | +$4,162,594 | $28.72 | 41 |
| 2022 Q4 | 1,656,803 | $46,666,446 | +$7,776,979 | $28.16 | 32 |
| 2022 Q3 | 1,274,613 | $35,326,594 | +$11,895,275 | $27.69 | 25 |
| 2022 Q2 | 822,112 | $23,267,139 | +$8,731,374 | $28.08 | 23 |
| 2022 Q1 | 510,009 | $15,327,858 | +$7,224,668 | $30.20 | 23 |
| 2021 Q4 | 273,538 | $8,159,566 | -$1,988,764 | $29.81 | 20 |
| 2021 Q3 | 295,136 | $8,603,030 | -$3,105,207 | $29.12 | 20 |
| 2021 Q2 | 401,932 | $11,701,031 | +$1,186,383 | $29.12 | 19 |
| 2021 Q1 | 369,598 | $10,624,907 | -$2,087,667 | $28.49 | 20 |
| 2020 Q4 | 420,641 | $11,677,218 | -$2,039,533 | $27.76 | 13 |
| 2020 Q3 | 499,666 | $13,489,710 | -$5,586,622 | $27.00 | 11 |
| 2020 Q2 | 710,921 | $18,790,566 | +$2,082,362 | $26.42 | 11 |
| 2020 Q1 | 634,817 | $15,831,000 | +$15,806,006 | $24.95 | 8 |