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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Talon Private Wealth, LLC | History | No change | 670,388 | 28,320 | 3.31% | 3.31% | 1 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Lantz Financial LLC | History | Reduced | 199,849 | 8,625 | 1.57% | 1.57% | 2 | -2,726 | -1.35% | Q3 2026 | Oct 15, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 190,338 | 8,214 | 0.89% | 0.93% | 3 | -5,221 | -2.67% | Q3 2026 | Oct 16, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 163,706 | 7,065 | 0.35% | 0.32% | 4 | +11,966 | 7.89% | Q3 2026 | Oct 14, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 138,550 | 5,979 | 0.58% | 0.57% | 5 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 113,280 | 4,889 | 0.08% | 0.1% | 6 | -23,856 | -17.4% | Q3 2026 | Oct 28, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 104,921 | 4,528 | 0.01% | 0.02% | 7 | -5,424 | -4.92% | Q3 2026 | Nov 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 99,845 | 4,218 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 93,325 | 3,942 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 76,859 | 3,317 | 0.0% | 0.0% | 10 | -1,295 | -1.66% | Q3 2026 | Nov 02, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Added to | 73,231 | 3,160 | 0.85% | 0.77% | 11 | +2,087 | 2.93% | Q3 2026 | Oct 27, 2026 |
| Cetera Investment Advisers | History | No change | 58,491 | 2,470 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Berger Financial Group, Inc | History | No change | 57,494 | 2,428 | 0.12% | 0.12% | 13 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 43,397 | 1,833 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 34,969 | 1,477 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 33,919 | 1,463 | 0.01% | 0.0% | 16 | +29,052 | 596.92% | Q3 2026 | Oct 16, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 34,451 | 1,455 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 32,317 | 1,394 | 0.07% | 0.08% | 19 | -4,555 | -12.35% | Q3 2026 | Oct 15, 2026 |
| Arax Advisory Partners | History | No change | 33,000 | 1,394 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MBL Wealth, LLC | History | Reduced | 30,065 | 1,297 | 0.08% | 0.09% | 20 | -300 | -0.99% | Q3 2026 | Oct 22, 2026 |
| Kellett Wealth Advisors, LLC | History | Reduced | 29,506 | 1,273 | 0.47% | 0.9% | 21 | -16,350 | -35.66% | Q3 2026 | Oct 14, 2026 |
| Brookstone Capital Management | History | Reduced | 29,433 | 1,270 | 0.01% | 0.56% | 22 | -1,294,456 | -97.78% | Q3 2026 | Oct 22, 2026 |
| Spire Wealth Management | History | Reduced | 29,052 | 1,253 | 0.04% | 0.04% | 23 | -1,907 | -6.16% | Q3 2026 | Oct 30, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 27,022 | 1,166 | 0.0% | 0.0% | 24 | -1,809 | -6.27% | Q3 2026 | Oct 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 26,047 | 1,100 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 24,329 | 1,027 | 0.1% | 0.1% | 26 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Archer Investment Corp | History | No change | 23,747 | 1,024 | 0.19% | 0.2% | 27 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 23,498 | 1,014 | 0.52% | 0.58% | 28 | -979 | -4.0% | Q3 2026 | Oct 26, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 23,833 | 1,006 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 22,775 | 982 | 0.11% | 0.11% | 30 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 22,686 | 957 | 0.06% | 0.06% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 20,933 | 909 | 0.0% | — | 32 | +20,933 | New | Q3 2026 | Oct 13, 2026 |
| Kovack Advisors, Inc. | History | No change | 21,151 | 893 | 0.04% | 0.04% | 33 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HighTower Advisors, LLC | History | No change | 19,520 | 824 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 19,097 | 806 | 0.19% | 0.19% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 18,472 | 797 | 0.02% | 0.02% | 36 | -1,427 | -7.17% | Q3 2026 | Oct 16, 2026 |
| Advisory Services Network, LLC | History | No change | 17,700 | 747 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 16,525 | 713 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 16,215 | 700 | 0.0% | 0.0% | 39 | -975 | -5.67% | Q3 2026 | Nov 02, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 15,827 | 668 | 0.03% | 0.03% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 14,499 | 625 | 0.29% | 0.28% | 41 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Arkadios Wealth Advisors | History | No change | 14,365 | 606 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 13,485 | 582 | 0.11% | 0.11% | 43 | -261 | -1.9% | Q3 2026 | Oct 15, 2026 |
| Trek Financial, LLC | History | No change | 12,757 | 550 | 0.03% | 0.03% | 44 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| LPL Financial LLC | History | No change | 11,751 | 496 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 11,721 | 495 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 11,528 | 487 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CRA Financial Services, LLC | History | No change | 11,255 | 485 | 0.05% | 0.05% | 48 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| BCS Wealth Management | History | No change | 10,718 | 462 | 0.08% | 0.08% | 49 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Sound Portfolio Advisors, LLC | History | No change | 10,398 | 448 | 0.31% | 0.31% | 50 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 9,798 | 422 | 0.02% | 0.02% | 51 | -35 | -0.36% | Q3 2026 | Oct 22, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 9,952 | 420 | 0.03% | 0.03% | 52 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 8,429 | 364 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Madison Wealth Partners, Inc | History | No change | 8,596 | 363 | 0.05% | 0.05% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Retirement Planning Group, LLC | History | No change | 8,303 | 358 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Sonoma Allocations LLC | History | No change | 8,025 | 339 | 0.11% | 0.11% | 56 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | No change | 7,536 | 325 | 0.14% | 0.14% | 57 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Allie Family Office LLC | History | No change | 7,457 | 315 | 0.12% | 0.12% | 58 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| AE Wealth Management LLC | History | No change | 7,291 | 308 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 7,220 | 305 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 7,220 | 305 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Occidental Asset Management, LLC | History | No change | 6,834 | 294 | 0.03% | 0.03% | 62 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | New | 6,750 | 291 | 0.03% | — | 63 | +6,750 | New | Q3 2026 | Oct 28, 2026 |
| BFI Wealth Solutions, LLC | History | No change | 6,600 | 284 | 0.19% | 0.21% | 64 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Advance Capital Management, Inc. | History | No change | 6,576 | 277 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savvy Advisors, Inc. | History | No change | 6,448 | 272 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NewCorp Financial Services, Inc. | History | Reduced | 5,777 | 249 | 0.19% | 0.23% | 67 | -1,354 | -18.99% | Q3 2026 | Oct 14, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 5,606 | 241 | 0.04% | 0.04% | 68 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 5,379 | 227 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Three Seasons Wealth, LLC | History | No change | 5,216 | 225 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| SIGNATUREFD, LLC | History | No change | 4,923 | 212 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 4,726 | 203 | 0.02% | 0.03% | 72 | -3,000 | -38.83% | Q3 2026 | Oct 29, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 3,914 | 168 | 0.05% | 0.05% | 73 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 3,406 | 147 | 0.06% | 0.06% | 74 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 3,146 | 135 | 0.13% | 0.13% | 75 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| WealthShield Partners, LLC | History | No change | 2,947 | 124 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | No change | 2,158 | 93 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,482 | 62 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 1,298 | 54 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,006 | 43 | 0.0% | 0.0% | 80 | +530 | 111.34% | Q3 2026 | Oct 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 807 | 34 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| William Mack & Associates, Inc. | History | New | 600 | 25 | 0.01% | — | 82 | +600 | New | Q3 2026 | Oct 27, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 483 | 20 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 407 | 17 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 369 | 15 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 175 | 7 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -14,416 | -100.0% | Q3 2026 | Oct 28, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,489 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Golden Reserve Retirement LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,900 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Chris Bulman Inc | History | Closed out | 0 | 0 | — | 0.09% | — | -5,680 | -100.0% | Q3 2026 | Oct 20, 2026 |