Innovator U.S. Equity Ultra Buffer ETF(UMAR)

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Innovator U.S. Equity Ultra Buffer ETF(UMAR)

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$43.02—

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UMAR(UMAR)

UMAR

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Institutional Ownership

Top 91 Institutional Holders

Holder	Shares	Date	Change	% Held
Brookstone Capital Management	1.32M	Jun 30, 26	+1.30M	27.73%
Lantz Financial LLC	202.57K	Jun 30, 26	-2.87K	4.24%
KFG WEALTH MANAGEMENT, LLC	195.56K	Jun 30, 26	+3.22K	4.10%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	151.74K	Jun 30, 26	+6.31K	3.18%
CALIBER WEALTH MANAGEMENT, LLC / KS	138.55K	Jun 30, 26	--	2.90%
MGO ONE SEVEN LLC	137.14K	Jun 30, 26	-35.01K	2.87%
Kestra Advisory Services, LLC	110.34K	Jun 30, 26	-19.70K	2.31%
ADVISOR GROUP HOLDINGS, INC.	99.84K	Jun 30, 26	+9.52K	2.09%
RAYMOND JAMES FINANCIAL INC	93.33K	Jun 30, 26	-15.75K	1.95%
COMMONWEALTH EQUITY SERVICES, LLC	78.15K	Jun 30, 26	-16.13K	1.64%
CENTRAL VALLEY ADVISORS, LLC	71.14K	Jun 30, 26	-5.95K	1.49%
Cetera Investment Advisers	58.49K	Jun 30, 26	-4.13K	1.23%
Berger Financial Group, Inc	57.49K	Jun 30, 26	-413	1.20%
Kellett Wealth Advisors, LLC	45.86K	Jun 30, 26	-2.04K	0.96%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	43.40K	Jun 30, 26	+27.07K	0.91%
WealthPlan Investment Management, LLC	36.87K	Jun 30, 26	-2.71K	0.77%
OLD MISSION CAPITAL LLC	34.97K	Jun 30, 26	+21.52K	0.73%
ENVESTNET ASSET MANAGEMENT INC	34.45K	Jun 30, 26	-3.71K	0.72%
SRS Capital Advisors, Inc.	33.00K	Jun 30, 26	+16.50K	0.69%
Spire Wealth Management	30.96K	Jun 30, 26	-4.34K	0.65%
MBL Wealth, LLC	30.36K	Jun 30, 26	-500	0.64%
TRUIST FINANCIAL CORP	28.83K	Jun 30, 26	+200	0.60%
MML INVESTORS SERVICES, LLC	26.05K	Jun 30, 26	+10.99K	0.55%
IMG Wealth Management, Inc.	24.48K	Jun 30, 26	+3.17K	0.51%
Impact Partnership Wealth, LLC	24.33K	Jun 30, 26	+1.86K	0.51%
Foundations Investment Advisors, LLC	23.83K	Jun 30, 26	+1.56K	0.50%
Archer Investment Corp	23.75K	Jun 30, 26	-810	0.50%
FIDUCIARY FINANCIAL GROUP, LLC	22.77K	Jun 30, 26	--	0.48%
Arete Wealth Advisors, LLC	22.69K	Jun 30, 26	+3.65K	0.48%
Kovack Advisors, Inc.	21.15K	Jun 30, 26	-144	0.44%
Steel Peak Wealth Management LLC	19.90K	Jun 30, 26	+19.90K	0.42%
HighTower Advisors, LLC	19.52K	Jun 30, 26	+19.52K	0.41%
Wood Tarver Financial Group, LLC	19.10K	Jun 30, 26	--	0.40%
Advisory Services Network, LLC	17.70K	Jun 30, 26	--	0.37%
Cambridge Investment Research Advisors, Inc.	17.19K	Jun 30, 26	-1.56K	0.36%
WEDBUSH SECURITIES INC	16.52K	Jun 30, 26	--	0.35%
Ausdal Financial Partners, Inc.	15.83K	Jun 30, 26	-1.26K	0.33%
RIVERCHASE WEALTH MANAGEMENT, LLC	14.42K	Jun 30, 26	-1.27K	0.30%
Arkadios Wealth Advisors	14.37K	Jun 30, 26	+14.37K	0.30%
WealthPLAN Partners, LLC	13.75K	Jun 30, 26	-2.15K	0.29%
SAGESPRING WEALTH PARTNERS, LLC	13.49K	Jun 30, 26	--	0.28%
Trek Financial, LLC	12.76K	Jun 30, 26	+1.44K	0.27%
LPL Financial LLC	11.75K	Jun 30, 26	+161	0.25%
MORGAN STANLEY	11.72K	Jun 30, 26	+10.42K	0.25%
Colony Group, LLC	11.53K	Jun 30, 26	-50	0.24%
CRA Financial Services, LLC	11.26K	Jun 30, 26	--	0.24%
BCS Wealth Management	10.72K	Jun 30, 26	--	0.22%
SILVER OAK SECURITIES, INCORPORATED	9.95K	Jun 30, 26	+2.87K	0.21%
Strategic Blueprint, LLC	9.83K	Jun 30, 26	--	0.21%
Madison Wealth Partners, Inc	8.60K	Jun 30, 26	+8.60K	0.18%
Chicago Partners Investment Group LLC	8.43K	Jun 30, 26	--	0.18%
Retirement Planning Group	8.30K	Jun 30, 26	--	0.17%
Blue Sky Capital Consultants Group, Inc.	7.54K	Jun 30, 26	-3.55K	0.16%
Allie Family Office LLC	7.46K	Jun 30, 26	--	0.16%
AE Wealth Management LLC	7.29K	Jun 30, 26	-706	0.15%
GUARDIAN WEALTH ADVISORS, LLC / NC	7.22K	Jun 30, 26	--	0.15%
Aptus Capital Advisors, LLC	7.22K	Jun 30, 26	--	0.15%
Occidental Asset Management, LLC	6.83K	Jun 30, 26	--	0.14%
Advance Capital Management, Inc.	6.58K	Jun 30, 26	+66	0.14%
Savvy Advisors, Inc.	6.45K	Jun 30, 26	-85	0.14%
Golden Reserve Retirement LLC	5.90K	Jun 30, 26	--	0.12%
Chris Bulman Inc	5.68K	Jun 30, 26	+5.68K	0.12%
MILESTONE ASSET MANAGEMENT, LLC	5.61K	Jun 30, 26	--	0.12%
LaSalle St. Investment Advisors, LLC	5.38K	Jun 30, 26	--	0.11%
Three Seasons Wealth, LLC	5.22K	Jun 30, 26	--	0.11%
SIGNATUREFD, LLC	4.92K	Jun 30, 26	--	0.10%
Concurrent Investment Advisors, LLC	4.87K	Jun 30, 26	+4.87K	0.10%
DHJJ Financial Advisors, Ltd.	3.91K	Jun 30, 26	--	0.08%
TOUNJIAN ADVISORY PARTNERS, LLC	3.41K	Jun 30, 26	+3.41K	0.07%
Financial Network Wealth Advisors LLC	3.15K	Jun 30, 26	--	0.07%
WealthShield Partners, LLC	2.95K	Jun 30, 26	-398	0.06%
Farther Finance Advisors, LLC	2.16K	Jun 30, 26	-5.00K	0.05%
Steward Partners Investment Advisory, LLC	1.48K	Jun 30, 26	--	0.03%
BARCLAYS PLC	1.30K	Jun 30, 26	--	0.03%
Ashton Thomas Private Wealth, LLC	807	Jun 30, 26	--	0.02%
Capital Investment Advisory Services, LLC	483	Jun 30, 26	--	0.01%
CoreCap Advisors, LLC	476	Jun 30, 26	--	0.01%
HARBOUR INVESTMENTS, INC.	369	Jun 30, 26	-1	0.01%
Larson Financial Group LLC	175	Jun 30, 26	--	0.00%
JPMORGAN CHASE & CO	--	Jun 30, 26	-4.48K	--
MAI Capital Management	--	Jun 30, 26	-1.91K	--
UBS Group AG	--	Jun 30, 26	-361	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	16.33K	Mar 31, 26	-28.70K	0.34%
GUARDIAN WEALTH ADVISORS, LLC / NC	7.22K	Mar 31, 26	+7.22K	0.15%
GRIES FINANCIAL LLC	16.50K	Sep 30, 25	--	0.35%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-19.70K	--
Cetera Advisors LLC	9.53K	Mar 31, 24	+9.53K	0.20%
BEDEL FINANCIAL CONSULTING INC	9.75K	Sep 30, 23	+9.75K	0.20%
Truadvice, LLC	9.57K	Sep 30, 23	--	0.20%
American Portfolios Advisors	3.30K	Sep 30, 22	--	0.07%
OLD MISSION CAPITAL, LLC	31.58K	Dec 31, 20	+31.58K	0.66%

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Holder

Date

Change

% Held

Brookstone Capital Management

1.32M

Jun 30, 26

+1.30M

27.73%

Lantz Financial LLC

202.57K

Jun 30, 26

-2.87K

4.24%

KFG WEALTH MANAGEMENT, LLC

195.56K

Jun 30, 26

+3.22K

4.10%

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

151.74K

Jun 30, 26

+6.31K

3.18%

CALIBER WEALTH MANAGEMENT, LLC / KS

138.55K

Jun 30, 26

2.90%

MGO ONE SEVEN LLC

137.14K

Jun 30, 26

-35.01K

2.87%

Kestra Advisory Services, LLC

110.34K

Jun 30, 26

-19.70K

2.31%

ADVISOR GROUP HOLDINGS, INC.

99.84K

Jun 30, 26

+9.52K

2.09%

RAYMOND JAMES FINANCIAL INC

93.33K

Jun 30, 26

-15.75K

1.95%

COMMONWEALTH EQUITY SERVICES, LLC

78.15K

Jun 30, 26

-16.13K

1.64%

CENTRAL VALLEY ADVISORS, LLC

71.14K

Jun 30, 26

-5.95K

1.49%

Cetera Investment Advisers

58.49K

Jun 30, 26

-4.13K

1.23%

Berger Financial Group, Inc

57.49K

Jun 30, 26

-413

1.20%

Kellett Wealth Advisors, LLC

45.86K

Jun 30, 26

-2.04K

0.96%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

43.40K

Jun 30, 26

+27.07K

0.91%

WealthPlan Investment Management, LLC

36.87K

Jun 30, 26

-2.71K

0.77%

OLD MISSION CAPITAL LLC

34.97K

Jun 30, 26

+21.52K

0.73%

ENVESTNET ASSET MANAGEMENT INC

34.45K

Jun 30, 26

-3.71K

0.72%

SRS Capital Advisors, Inc.

33.00K

Jun 30, 26

+16.50K

0.69%

Spire Wealth Management

30.96K

Jun 30, 26

-4.34K

0.65%

MBL Wealth, LLC

30.36K

Jun 30, 26

-500

0.64%

TRUIST FINANCIAL CORP

28.83K

Jun 30, 26

+200

0.60%

MML INVESTORS SERVICES, LLC

26.05K

Jun 30, 26

+10.99K

0.55%

IMG Wealth Management, Inc.

24.48K

Jun 30, 26

+3.17K

0.51%

Impact Partnership Wealth, LLC

24.33K

Jun 30, 26

+1.86K

0.51%

Foundations Investment Advisors, LLC

23.83K

Jun 30, 26

+1.56K

0.50%

Archer Investment Corp

23.75K

Jun 30, 26

-810

0.50%

FIDUCIARY FINANCIAL GROUP, LLC

22.77K

Jun 30, 26

0.48%

Arete Wealth Advisors, LLC

22.69K

Jun 30, 26

+3.65K

0.48%

Kovack Advisors, Inc.

21.15K

Jun 30, 26

-144

0.44%

Steel Peak Wealth Management LLC

19.90K

Jun 30, 26

+19.90K

0.42%

HighTower Advisors, LLC

19.52K

Jun 30, 26

+19.52K

0.41%

Wood Tarver Financial Group, LLC

19.10K

Jun 30, 26

0.40%

Advisory Services Network, LLC

17.70K

Jun 30, 26

0.37%

Cambridge Investment Research Advisors, Inc.

17.19K

Jun 30, 26

-1.56K

0.36%

WEDBUSH SECURITIES INC

16.52K

Jun 30, 26

0.35%

Ausdal Financial Partners, Inc.

15.83K

Jun 30, 26

-1.26K

0.33%

RIVERCHASE WEALTH MANAGEMENT, LLC

14.42K

Jun 30, 26

-1.27K

0.30%

Arkadios Wealth Advisors

14.37K

Jun 30, 26

+14.37K

0.30%

WealthPLAN Partners, LLC

13.75K

Jun 30, 26

-2.15K

0.29%

SAGESPRING WEALTH PARTNERS, LLC

13.49K

Jun 30, 26

0.28%

Trek Financial, LLC

12.76K

Jun 30, 26

+1.44K

0.27%

LPL Financial LLC

11.75K

Jun 30, 26

+161

0.25%

MORGAN STANLEY

11.72K

Jun 30, 26

+10.42K

0.25%

Colony Group, LLC

11.53K

Jun 30, 26

-50

0.24%

CRA Financial Services, LLC

11.26K

Jun 30, 26

0.24%

BCS Wealth Management

10.72K

Jun 30, 26

0.22%

SILVER OAK SECURITIES, INCORPORATED

9.95K

Jun 30, 26

+2.87K

0.21%

Strategic Blueprint, LLC

9.83K

Jun 30, 26

0.21%

Madison Wealth Partners, Inc

8.60K

Jun 30, 26

+8.60K

0.18%

Chicago Partners Investment Group LLC

8.43K

Jun 30, 26

0.18%

Retirement Planning Group

8.30K

Jun 30, 26

0.17%

Blue Sky Capital Consultants Group, Inc.

7.54K

Jun 30, 26

-3.55K

0.16%

Allie Family Office LLC

7.46K

Jun 30, 26

0.16%

AE Wealth Management LLC

7.29K

Jun 30, 26

-706

0.15%

GUARDIAN WEALTH ADVISORS, LLC / NC

7.22K

Jun 30, 26

0.15%

Aptus Capital Advisors, LLC

7.22K

Jun 30, 26

0.15%

Occidental Asset Management, LLC

6.83K

Jun 30, 26

0.14%

Advance Capital Management, Inc.

6.58K

Jun 30, 26

+66

0.14%

Savvy Advisors, Inc.

6.45K

Jun 30, 26

-85

0.14%

Golden Reserve Retirement LLC

5.90K

Jun 30, 26

0.12%

Chris Bulman Inc

5.68K

Jun 30, 26

+5.68K

0.12%

MILESTONE ASSET MANAGEMENT, LLC

5.61K

Jun 30, 26

0.12%

LaSalle St. Investment Advisors, LLC

5.38K

Jun 30, 26

0.11%

Three Seasons Wealth, LLC

5.22K

Jun 30, 26

0.11%

SIGNATUREFD, LLC

4.92K

Jun 30, 26

0.10%

Concurrent Investment Advisors, LLC

4.87K

Jun 30, 26

+4.87K

0.10%

DHJJ Financial Advisors, Ltd.

3.91K

Jun 30, 26

0.08%

TOUNJIAN ADVISORY PARTNERS, LLC

3.41K

Jun 30, 26

+3.41K

0.07%

Financial Network Wealth Advisors LLC

3.15K

Jun 30, 26

0.07%

WealthShield Partners, LLC

2.95K

Jun 30, 26

-398

0.06%

Farther Finance Advisors, LLC

2.16K

Jun 30, 26

-5.00K

0.05%

Steward Partners Investment Advisory, LLC

1.48K

Jun 30, 26

0.03%

BARCLAYS PLC

1.30K

Jun 30, 26

0.03%

Ashton Thomas Private Wealth, LLC

807

Jun 30, 26

0.02%

Capital Investment Advisory Services, LLC

483

Jun 30, 26

0.01%

CoreCap Advisors, LLC

476

Jun 30, 26

0.01%

HARBOUR INVESTMENTS, INC.

369

Jun 30, 26

-1

0.01%

Larson Financial Group LLC

175

Jun 30, 26

0.00%

JPMORGAN CHASE & CO

Jun 30, 26

-4.48K

MAI Capital Management

Jun 30, 26

-1.91K

UBS Group AG

Jun 30, 26

-361

SUSQUEHANNA INTERNATIONAL GROUP, LLP

16.33K

Mar 31, 26

-28.70K

0.34%

GUARDIAN WEALTH ADVISORS, LLC / NC

7.22K

Mar 31, 26

+7.22K

0.15%

GRIES FINANCIAL LLC

16.50K

Sep 30, 25

0.35%

Atria Wealth Solutions, Inc.

Jun 30, 25

-19.70K

Cetera Advisors LLC

9.53K

Mar 31, 24

+9.53K

0.20%

BEDEL FINANCIAL CONSULTING INC

9.75K

Sep 30, 23

+9.75K

0.20%

Truadvice, LLC

9.57K

Sep 30, 23

0.20%

American Portfolios Advisors

3.30K

Sep 30, 22

0.07%

OLD MISSION CAPITAL, LLC

31.58K

Dec 31, 20

+31.58K

0.66%