Q3 2025 13F Holders as of 9/30/2025
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Type / Class
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Equity / Innovator U.S. Equity Ultra Buffer ETF - March
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Shares outstanding
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3M
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Number of holders
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69
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Total 13F shares, excl. options
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3.79M
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Shares change
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-136K
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Total reported value, excl. options
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$148M
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Value change
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-$5.02M
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Number of buys
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18
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Number of sells
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-37
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Price
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$39.01
Significant Holders of Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - March (UMAR) as of Q3 2025
77 filings reported holding UMAR - Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - March as of Q3 2025.
Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - March (UMAR) has 69 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.79M shares
.
Largest 10 shareholders include Brookstone Capital Management (1.56M shares), WealthPlan Investment Management, LLC (293K shares), MGO ONE SEVEN LLC (237K shares), Lantz Financial LLC (195K shares), C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors (147K shares), KFG WEALTH MANAGEMENT, LLC (147K shares), OSAIC HOLDINGS, INC. (86.9K shares), COMMONWEALTH EQUITY SERVICES, LLC (85.8K shares), Kestra Advisory Services, LLC (77.5K shares), and WealthPLAN Partners, LLC (70.6K shares).
This table shows the top 69 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.