UMAR Institutional Ownership & Shareholders
INNOVATOR U.S. EQUITY ULTRA (UMAR) is currently held by 84 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $126.71M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Talon Private Wealth, Llc is currently the largest disclosed institutional shareholder of UMAR tracked by InsiderSet, reporting ownership valued at approximately $28.32M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $28.89M, representing an estimated gain of +2.02% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed UMAR value among the investors covered in this analysis. Major shareholders include Talon Private Wealth, Llc, Lantz Financial Llc, Kfg Wealth Management, Llc, and several other long-term asset managers with concentrated positions in INNOVATOR U.S. EQUITY ULTRA (UMAR).
This page ranks the largest institutional UMAR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
84
Total Reported Value
$126.71M
Largest Holder
Talon Private Wealth, Llc
Largest Position
$28.32M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
95
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Talon Private Wealth, Llc | 3.31% | 670,388 | $28,320,742 | $28,893,723 | +$572,981 | +2.02% | |
| Lantz Financial Llc | 1.57% | 199,849 | $8,625,483 | $8,613,492 | -$11,991 | -0.14% | |
| Kfg Wealth Management, Llc | 0.89% | 190,338 | $8,214,986 | $8,203,568 | -$11,418 | -0.14% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.35% | 163,706 | $7,065,551 | $7,055,729 | -$9,822 | -0.14% | |
| Caliber Wealth Management, Llc / Ks | 0.57% | 138,550 | $5,853,086 | $5,971,505 | +$118,419 | +2.02% | |
| Mgo One Seven Llc | 0.08% | 113,280 | $4,889,165 | $4,882,368 | -$6,797 | -0.14% | |
| Kestra Advisory Services, Llc | 0.01% | 104,921 | $4,528,390 | $4,522,095 | -$6,295 | -0.14% | |
| Osaic Holdings, Inc. | 0.00% | 99,845 | $4,218,393 | $4,303,320 | +$84,927 | +2.01% | |
| Raymond James Financial Inc | 0.00% | 93,325 | $3,942,543 | $4,022,308 | +$79,765 | +2.02% | |
| Commonwealth Equity Services, Llc | 0.00% | 76,859 | $3,317,230 | $3,312,623 | -$4,607 | -0.14% | |
| Central Valley Advisors, Llc | 0.85% | 73,231 | $3,160,652 | $3,156,256 | -$4,396 | -0.14% | |
| Cetera Investment Advisers | 0.00% | 58,491 | $2,470,970 | $2,520,962 | +$49,992 | +2.02% | |
| Berger Financial Group, Inc | 0.12% | 57,494 | $2,428,852 | $2,477,991 | +$49,139 | +2.02% | |
| Susquehanna International Group, Llp | 0.00% | 43,397 | $1,833,319 | $1,870,411 | +$37,092 | +2.02% | |
| Old Mission Capital Llc | 0.04% | 34,969 | $1,477,275 | $1,507,164 | +$29,889 | +2.02% | |
| Concurrent Investment Advisors, Llc | 0.01% | 33,919 | $1,463,965 | $1,461,909 | -$2,056 | -0.14% | |
| Envestnet Asset Management Inc | 0.00% | 34,451 | $1,455,393 | $1,484,838 | +$29,445 | +2.02% | |
| Wealthplan Investment Management, Llc | 0.07% | 32,317 | $1,394,802 | $1,392,863 | -$1,939 | -0.14% | |
| Arax Advisory Partners | 0.01% | 33,000 | $1,394,094 | $1,422,300 | +$28,206 | +2.02% | |
| Mbl Wealth, Llc | 0.08% | 30,065 | $1,297,606 | $1,295,802 | -$1,805 | -0.14% | |
| Kellett Wealth Advisors, Llc | 0.47% | 29,506 | $1,273,460 | $1,271,709 | -$1,751 | -0.14% | |
| Brookstone Capital Management | 0.01% | 29,433 | $1,270,317 | $1,268,562 | -$1,755 | -0.14% | |
| Spire Wealth Management | 0.04% | 29,052 | $1,253,884 | $1,252,141 | -$1,743 | -0.14% | |
| Truist Financial Corp | 0.00% | 27,022 | $1,166,270 | $1,164,648 | -$1,622 | -0.14% | |
| Mml Investors Services, Llc | 0.00% | 26,047 | $1,100,363 | $1,122,626 | +$22,263 | +2.02% | |
| Impact Partnership Wealth, Llc | 0.10% | 24,329 | $1,027,786 | $1,048,580 | +$20,794 | +2.02% | |
| Img Wealth Management, Inc. | 0.52% | 23,498 | $1,014,174 | $1,012,764 | -$1,410 | -0.14% | |
| Foundations Investment Advisors, Llc | 0.01% | 23,833 | $1,006,832 | $1,027,202 | +$20,370 | +2.02% | |
| Archer Investment Corp | 0.19% | 23,747 | $1,003,199 | $1,023,496 | +$20,297 | +2.02% | |
| Fiduciary Financial Group, Llc | 0.11% | 22,775 | $982,969 | $981,603 | -$1,367 | -0.14% | |
| Arete Wealth Advisors, Llc | 0.06% | 22,686 | $957,576 | $977,767 | +$20,191 | +2.11% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 20,933 | $909,213 | $902,212 | -$7,001 | -0.77% | |
| Kovack Advisors, Inc. | 0.04% | 21,151 | $893,638 | $911,608 | +$17,970 | +2.01% | |
| Wood Tarver Financial Group, Llc | 0.19% | 19,097 | $806,000 | $823,081 | +$17,081 | +2.12% | |
| Steelpeak Wealth, Llc | 0.02% | 18,472 | $797,252 | $796,143 | -$1,109 | -0.14% | |
| Advisory Services Network, Llc | 0.01% | 17,700 | $747,743 | $762,870 | +$15,127 | +2.02% | |
| Ausdal Financial Partners, Inc. | 0.03% | 15,827 | $668,616 | $682,144 | +$13,528 | +2.02% | |
| Ballast Rock Private Wealth Llc | 0.29% | 14,499 | $625,777 | $624,907 | -$870 | -0.14% | |
| Arkadios Wealth Advisors | 0.01% | 14,365 | $606,854 | $619,132 | +$12,278 | +2.02% | |
| Wealthplan Partners, Llc | 0.11% | 13,485 | $582,013 | $581,204 | -$810 | -0.14% | |
| Trek Financial, Llc | 0.03% | 12,757 | $550,592 | $549,827 | -$765 | -0.14% | |
| Lpl Financial Llc | 0.00% | 11,751 | $496,424 | $506,468 | +$10,044 | +2.02% | |
| Morgan Stanley | 0.00% | 11,721 | $495,157 | $505,175 | +$10,018 | +2.02% | |
| Focus Partners Wealth | 0.00% | 11,528 | $487,004 | $496,857 | +$9,853 | +2.02% | |
| Cra Financial Services, Llc | 0.05% | 11,255 | $485,766 | $485,091 | -$676 | -0.14% | |
| Bcs Wealth Management | 0.08% | 10,718 | $452,785 | $461,946 | +$9,161 | +2.02% | |
| Sound Portfolio Advisors, Llc | 0.31% | 10,398 | $439,267 | $448,154 | +$8,887 | +2.02% | |
| Strategic Blueprint, Llc | 0.02% | 9,798 | $422,882 | $422,294 | -$588 | -0.14% | |
| Silver Oak Securities, Incorporated | 0.03% | 9,952 | $420,425 | $428,931 | +$8,506 | +2.02% | |
| Chicago Partners Investment Group Llc | 0.01% | 8,429 | $364,554 | $363,290 | -$1,264 | -0.35% |
Frequently asked questions about UMAR
Who are the largest institutional holders of UMAR?
The largest institutional holders of UMAR reported in the latest SEC Form 13F filings include Talon Private Wealth, Llc, Lantz Financial Llc, Kfg Wealth Management, Llc, C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors, and Caliber Wealth Management, Llc / Ks. InsiderSet ranks institutional holders by their latest reported UMAR position.
What is UMAR institutional ownership?
This page tracks UMAR positions reported by institutional investment managers through SEC Form 13F. INNOVATOR U.S. EQUITY ULTRA (UMAR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own UMAR?
InsiderSet currently tracks 84 institutional managers reporting UMAR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of UMAR shareholders.
How much UMAR stock do institutions own?
Institutional investment managers disclosed approximately $126.71M in UMAR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was UMAR institutional ownership last updated?
The latest UMAR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional UMAR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its UMAR position after the reporting date.
Are institutions buying or selling UMAR?
Institutional buying and selling can be analyzed by comparing UMAR positions across consecutive 13F reporting periods. InsiderSet's UMAR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View UMAR ownership changes.
How has UMAR institutional ownership changed over time?
InsiderSet tracks UMAR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.