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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Talon Private Wealth, Llc | Buy | +670,388 | — | 670,388 | $28.32M | Q2 2026 | Sep 11, 2026 |
| Archer Investment Corp | Sell | -810 | -3.3% | 23,747 | $1.00M | Q2 2026 | Aug 19, 2026 |
| Susquehanna International Group, Llp | Buy | +27,070 | +165.8% | 43,397 | $1.83M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +21,517 | +160.0% | 34,969 | $1.48M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -15,750 | -14.4% | 93,325 | $3.94M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +9,519 | +10.5% | 99,845 | $4.22M | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Buy | +1,565 | +7.0% | 23,833 | $1.01M | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | Sell | -1,260 | -7.4% | 15,827 | $668.62K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +10,423 | +803.0% | 11,721 | $495.16K | Q2 2026 | Aug 13, 2026 |
| Arete Wealth Advisors, Llc | Buy | +3,655 | +19.2% | 22,686 | $957.58K | Q2 2026 | Aug 13, 2026 |
| Trek Financial, Llc | Buy | +1,444 | +12.8% | 12,757 | $538.92K | Q2 2026 | Aug 13, 2026 |
| Advance Capital Management, Inc. | Buy | +66 | +1.0% | 6,576 | $277.81K | Q2 2026 | Aug 13, 2026 |
| Madison Wealth Partners, Inc | Buy | +8,596 | — | 8,596 | $363.16K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -4,132 | -6.6% | 58,491 | $2.47M | Q2 2026 | Aug 12, 2026 |
| Wealthshield Partners, Llc | Sell | -398 | -11.9% | 2,947 | $124.50K | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | Sell | -50 | -0.4% | 11,528 | $487.00K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Sell | -1 | -0.3% | 369 | $15.59K | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | Buy | +16,500 | +100.0% | 33,000 | $1.39M | Q2 2026 | Aug 10, 2026 |
| Arkadios Wealth Advisors | Buy | +14,365 | — | 14,365 | $606.85K | Q2 2026 | Aug 10, 2026 |
| Mml Investors Services, Llc | Buy | +10,995 | +73.0% | 26,047 | $1.10M | Q2 2026 | Aug 07, 2026 |
| Tounjian Advisory Partners, Llc | Buy | +3,406 | — | 3,406 | $143.89K | Q2 2026 | Aug 07, 2026 |
| Img Wealth Management, Inc. | Buy | +3,167 | +14.9% | 24,477 | $1.03M | Q2 2026 | Aug 07, 2026 |
| Silver Oak Securities, Incorporated | Buy | +2,871 | +40.5% | 9,952 | $420.43K | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Buy | +161 | +1.4% | 11,751 | $496.42K | Q2 2026 | Aug 07, 2026 |
| Sound Portfolio Advisors, Llc | Sell | -766 | -6.9% | 10,398 | $439.27K | Q2 2026 | Aug 06, 2026 |
| Blue Sky Capital Consultants Group, Inc. | Sell | -3,550 | -32.0% | 7,536 | $318.36K | Q2 2026 | Aug 04, 2026 |
| Berger Financial Group, Inc | Sell | -413 | -0.7% | 57,494 | $2.43M | Q2 2026 | Aug 04, 2026 |
| Envestnet Asset Management Inc | Sell | -3,714 | -9.7% | 34,451 | $1.46M | Q2 2026 | Aug 03, 2026 |
| Newcorp Financial Services, Inc. | Sell | -401 | -5.3% | 7,131 | $301.25K | Q2 2026 | Aug 03, 2026 |
| Savvy Advisors, Inc. | Sell | -85 | -1.3% | 6,448 | $272.40K | Q2 2026 | Aug 03, 2026 |
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.