Innovator ETFs Trust - UMAR
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Lantz Financial LLC | History | Added to | 205,447 | 8,164 | 1.69% | 1.63% | 1 | +11,512 | 5.94% | Q1 2026 | Apr 09, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 192,335 | 7,643 | 0.99% | 0.69% | 2 | +63,541 | 49.34% | Q1 2026 | Apr 20, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 172,145 | 6,841 | 0.14% | 0.15% | 3 | -14,140 | -7.59% | Q1 2026 | May 14, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 145,429 | 5,779 | 0.33% | 0.33% | 4 | +8,023 | 5.84% | Q1 2026 | Apr 09, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | New | 138,550 | 5,505 | 0.6% | — | 5 | +138,550 | New | Q1 2026 | Apr 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 130,049 | 5,168 | 0.02% | 0.01% | 6 | +52,875 | 68.51% | Q1 2026 | Apr 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 109,075 | 4,334 | 0.0% | 0.0% | 7 | +69,359 | 174.64% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 94,286 | 3,746 | 0.01% | 0.0% | 8 | +11,197 | 13.48% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 90,326 | 3,589 | 0.01% | 0.0% | 9 | +8,743 | 10.72% | Q1 2026 | May 15, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Added to | 77,095 | 3,063 | 0.84% | 0.82% | 10 | +8,664 | 12.66% | Q1 2026 | Apr 09, 2026 |
| Cetera Investment Advisers | History | Added to | 62,623 | 2,488 | 0.0% | 0.0% | 11 | +2,362 | 3.92% | Q1 2026 | May 13, 2026 |
| Berger Financial Group, Inc | History | Added to | 57,907 | 2,301 | 0.13% | 0.07% | 12 | +27,084 | 87.87% | Q1 2026 | Apr 28, 2026 |
| Kellett Wealth Advisors, LLC | History | New | 47,893 | 1,903 | 1.03% | — | 13 | +47,893 | New | Q1 2026 | May 04, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 39,578 | 1,572 | 0.09% | 0.11% | 14 | -4,400 | -10.01% | Q1 2026 | Apr 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 38,165 | 1,516 | 0.0% | 0.0% | 15 | +18,166 | 90.83% | Q1 2026 | May 04, 2026 |
| Spire Wealth Management | History | Reduced | 35,296 | 1,402 | 0.05% | 0.06% | 16 | -6,305 | -15.16% | Q1 2026 | Apr 22, 2026 |
| MBL Wealth, LLC | History | Added to | 30,865 | 1,226 | 0.09% | 0.09% | 17 | +1,200 | 4.05% | Q1 2026 | Apr 28, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 28,631 | 1,137 | 0.0% | 0.0% | 18 | -16,657 | -36.78% | Q1 2026 | Apr 27, 2026 |
| Archer Investment Corp | History | Added to | 24,557 | 975 | 0.21% | 0.21% | 19 | +1,197 | 5.12% | Q1 2026 | May 04, 2026 |
| Brookstone Capital Management | History | Reduced | 24,366 | 968 | 0.01% | 0.01% | 20 | -626 | -2.5% | Q1 2026 | Apr 16, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 22,775 | 905 | 0.12% | 0.13% | 21 | -930 | -3.92% | Q1 2026 | Apr 13, 2026 |
| Impact Partnership Wealth, LLC | History | Reduced | 22,471 | 892 | 0.11% | 0.12% | 22 | -564 | -2.45% | Q1 2026 | Apr 23, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 22,268 | 884 | 0.01% | 0.01% | 23 | +203 | 0.92% | Q1 2026 | May 11, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 21,295 | 846 | 0.05% | 0.04% | 24 | -1,997 | -8.57% | Q1 2026 | May 12, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 21,310 | 846 | 0.54% | 0.53% | 25 | +250 | 1.19% | Q1 2026 | May 15, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 19,097 | 758 | 0.21% | 0.21% | 26 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 19,031 | 755 | 0.06% | 0.05% | 27 | -350 | -1.81% | Q1 2026 | May 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 18,755 | 745 | 0.0% | 0.0% | 28 | +308 | 1.67% | Q1 2026 | Apr 30, 2026 |
| Advisory Services Network, LLC | History | Added to | 17,700 | 703 | 0.01% | 0.0% | 29 | +9,611 | 118.82% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 17,087 | 679 | 0.03% | 0.03% | 30 | +454 | 2.73% | Q1 2026 | May 12, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 16,525 | 657 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Arax Advisory Partners | History | Added to | 16,500 | 655 | 0.02% | 0.0% | 32 | +16,089 | 3914.6% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 16,327 | 648 | 0.0% | 0.0% | 33 | -28,703 | -63.74% | Q1 2026 | May 15, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 15,901 | 631 | 0.12% | 0.14% | 34 | -8,122 | -33.81% | Q1 2026 | Apr 29, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | New | 15,684 | 623 | 0.32% | — | 35 | +15,684 | New | Q1 2026 | Apr 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 15,052 | 598 | 0.0% | 0.0% | 36 | +3,881 | 34.74% | Q1 2026 | May 04, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 14,499 | 576 | 0.32% | 0.35% | 37 | +497 | 3.55% | Q1 2026 | Apr 16, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 13,489 | 536 | 0.01% | 0.01% | 38 | +1,535 | 12.84% | Q1 2026 | May 07, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 13,452 | 534 | 0.01% | 0.03% | 39 | -21,599 | -61.62% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 11,590 | 460 | 0.0% | 0.0% | 40 | -315 | -2.65% | Q1 2026 | May 06, 2026 |
| Focus Partners Wealth | History | No change | 11,578 | 460 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Trek Financial, LLC | History | Reduced | 11,313 | 449 | 0.02% | 0.03% | 42 | -400 | -3.42% | Q1 2026 | May 13, 2026 |
| CRA Financial Services, LLC | History | Added to | 11,255 | 447 | 0.06% | 0.06% | 43 | +500 | 4.65% | Q1 2026 | Apr 09, 2026 |
| Sound Portfolio Advisors, LLC | History | Reduced | 11,164 | 443 | 0.36% | 0.41% | 44 | -1,155 | -9.38% | Q1 2026 | May 04, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Added to | 11,086 | 440 | 0.21% | 0.17% | 45 | +1,362 | 14.01% | Q1 2026 | Apr 28, 2026 |
| BCS Wealth Management | History | Reduced | 10,718 | 425 | 0.09% | 0.09% | 46 | -10,718 | -50.0% | Q1 2026 | Apr 17, 2026 |
| Strategic Blueprint, LLC | History | No change | 9,833 | 390 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 8,429 | 348 | 0.01% | 0.01% | 48 | -3,220 | -27.64% | Q1 2026 | May 04, 2026 |
| Retirement Planning Group, LLC | History | No change | 8,303 | 329 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| AE Wealth Management LLC | History | Added to | 7,997 | 317 | 0.0% | 0.0% | 50 | +51 | 0.64% | Q1 2026 | May 13, 2026 |
| Integrity Advisory Solutions, LLC | History | New | 7,726 | 307 | 0.04% | — | 51 | +7,726 | New | Q1 2026 | May 11, 2026 |
| NewCorp Financial Services, Inc. | History | New | 7,532 | 299 | 0.26% | — | 52 | +7,532 | New | Q1 2026 | Apr 23, 2026 |
| Allie Family Office LLC | History | New | 7,457 | 296 | 0.13% | — | 53 | +7,457 | New | Q1 2026 | May 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 7,220 | 286 | 0.02% | — | 55 | +7,220 | New | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 7,220 | 286 | 0.0% | 0.0% | 54 | +2,745 | 61.34% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 7,158 | 285 | 0.0% | 0.0% | 56 | +4,992 | 230.47% | Q1 2026 | Apr 07, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 7,081 | 281 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Occidental Asset Management, LLC | History | Added to | 6,834 | 271 | 0.03% | 0.03% | 58 | +616 | 9.91% | Q1 2026 | Apr 15, 2026 |
| BFI Wealth Solutions, LLC | History | No change | 6,600 | 263 | 0.25% | 0.25% | 59 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Added to | 6,533 | 259 | 0.01% | 0.01% | 60 | +647 | 10.99% | Q1 2026 | May 11, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 6,510 | 258 | 0.01% | 0.02% | 61 | -3,044 | -31.86% | Q1 2026 | Apr 29, 2026 |
| Golden Reserve Retirement LLC | History | No change | 5,900 | 234 | 0.05% | 0.04% | 62 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 5,606 | 222 | 0.04% | 0.04% | 63 | -99 | -1.74% | Q1 2026 | Apr 15, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 5,379 | 213 | 0.03% | 0.04% | 64 | -149 | -2.7% | Q1 2026 | May 08, 2026 |
| Three Seasons Wealth, LLC | History | New | 5,216 | 207 | 0.08% | — | 65 | +5,216 | New | Q1 2026 | May 05, 2026 |
| SIGNATUREFD, LLC | History | New | 4,923 | 195 | 0.0% | — | 66 | +4,923 | New | Q1 2026 | Apr 07, 2026 |
| JPMORGAN CHASE & CO | History | New | 4,484 | 175 | 0.0% | — | 67 | +4,484 | New | Q1 2026 | May 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 3,914 | 155 | 0.05% | 0.01% | 68 | +3,344 | 586.67% | Q1 2026 | Apr 09, 2026 |
| WealthShield Partners, LLC | History | Added to | 3,345 | 132 | 0.01% | 0.01% | 69 | +1,545 | 85.83% | Q1 2026 | May 01, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 3,146 | 125 | 0.13% | 0.13% | 70 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | New | 1,910 | 75 | 0.0% | — | 71 | +1,910 | New | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,482 | 58 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BARCLAYS PLC | History | Added to | 1,298 | 51 | 0.0% | 0.0% | 73 | +211 | 19.41% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | No change | 1,298 | 51 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TopTier Wealth Management, LLC | History | New | 1,186 | 47 | 0.03% | — | 75 | +1,186 | New | Q1 2026 | May 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 807 | 32 | 0.0% | — | 76 | +807 | New | Q1 2026 | May 11, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 483 | 19 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CoreCap Advisors, LLC | History | New | 476 | 18 | 0.0% | — | 78 | +476 | New | Q1 2026 | Apr 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 407 | 16 | 0.0% | 0.0% | 79 | -290 | -41.61% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 361 | 14 | 0.0% | 0.0% | 81 | +146 | 67.91% | Q1 2026 | May 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 370 | 14 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | No change | 175 | 6 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Hiley Hunt Wealth Management | History | Closed out | 0 | 0 | — | 0.09% | — | -5,066 | -100.0% | Q1 2026 | Apr 06, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -1,495 | -100.0% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -164 | -100.0% | Q1 2026 | May 08, 2026 |