INNOVATOR U.S. EQUITY ULTRA (UMAR) Institutional Ownership Changes & 13F Activity

INNOVATOR U.S. EQUITY ULTRA (UMAR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Talon Private Wealth, Llc, Susquehanna International Group, Llp, Old Mission Capital Llc, Arax Advisory Partners, and Raymond James Financial Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Talon Private Wealth, LlcBuy+670,388670,388$28.32MQ2 2026Sep 11, 2026
Archer Investment CorpSell-810-3.3%23,747$1.00MQ2 2026Aug 19, 2026
Susquehanna International Group, LlpBuy+27,070+165.8%43,397$1.83MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+21,517+160.0%34,969$1.48MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-15,750-14.4%93,325$3.94MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+9,519+10.5%99,845$4.22MQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+1,565+7.0%23,833$1.01MQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Sell-1,260-7.4%15,827$668.62KQ2 2026Aug 14, 2026
Morgan StanleyBuy+10,423+803.0%11,721$495.16KQ2 2026Aug 13, 2026
Arete Wealth Advisors, LlcBuy+3,655+19.2%22,686$957.58KQ2 2026Aug 13, 2026
Trek Financial, LlcBuy+1,444+12.8%12,757$538.92KQ2 2026Aug 13, 2026
Advance Capital Management, Inc.Buy+66+1.0%6,576$277.81KQ2 2026Aug 13, 2026
Madison Wealth Partners, IncBuy+8,5968,596$363.16KQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-4,132-6.6%58,491$2.47MQ2 2026Aug 12, 2026
Wealthshield Partners, LlcSell-398-11.9%2,947$124.50KQ2 2026Aug 12, 2026
Focus Partners WealthSell-50-0.4%11,528$487.00KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Sell-1-0.3%369$15.59KQ2 2026Aug 12, 2026
Arax Advisory PartnersBuy+16,500+100.0%33,000$1.39MQ2 2026Aug 10, 2026
Arkadios Wealth AdvisorsBuy+14,36514,365$606.85KQ2 2026Aug 10, 2026
Mml Investors Services, LlcBuy+10,995+73.0%26,047$1.10MQ2 2026Aug 07, 2026
Tounjian Advisory Partners, LlcBuy+3,4063,406$143.89KQ2 2026Aug 07, 2026
Img Wealth Management, Inc.Buy+3,167+14.9%24,477$1.03MQ2 2026Aug 07, 2026
Silver Oak Securities, IncorporatedBuy+2,871+40.5%9,952$420.43KQ2 2026Aug 07, 2026
Lpl Financial LlcBuy+161+1.4%11,751$496.42KQ2 2026Aug 07, 2026
Sound Portfolio Advisors, LlcSell-766-6.9%10,398$439.27KQ2 2026Aug 06, 2026
Blue Sky Capital Consultants Group, Inc.Sell-3,550-32.0%7,536$318.36KQ2 2026Aug 04, 2026
Berger Financial Group, IncSell-413-0.7%57,494$2.43MQ2 2026Aug 04, 2026
Envestnet Asset Management IncSell-3,714-9.7%34,451$1.46MQ2 2026Aug 03, 2026
Newcorp Financial Services, Inc.Sell-401-5.3%7,131$301.25KQ2 2026Aug 03, 2026
Savvy Advisors, Inc.Sell-85-1.3%6,448$272.40KQ2 2026Aug 03, 2026
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Frequently asked questions about UMAR activity

  • Which institutional owners are buying UMAR?

    Institutional owners buying UMAR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in UMAR activity?

    "Buy" means an investor increased their reported position in UMAR compared to the prior reporting period. This reflects growing exposure to INNOVATOR U.S. EQUITY ULTRA (UMAR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in UMAR increasing?

    Institutional interest in UMAR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.