INNOVATOR U.S. EQUITY ULTRA (UMAR) Top Institutional Shareholders
INNOVATOR U.S. EQUITY ULTRA (UMAR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $90.16M in UMAR holdings during the latest filing period.
Lantz Financial Llc is currently the largest disclosed institutional shareholder of UMAR tracked by InsiderSet, reporting ownership valued at approximately $8.16M in its March 31, 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 $8.62M, representing an estimated gain of +5.54% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed UMAR value among the investors covered in this analysis. Major shareholders include Lantz Financial Llc, Kfg Wealth Management, Llc, Mgo One Seven 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
81
Total Reported Value
$90.16M
Largest Holder
Lantz Financial Llc
Largest Position
$8.16M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
84
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lantz Financial Llc | 1.69% | 205,447 | $8,164,464 | $8,616,447 | +$451,983 | +5.54% | |
| Kfg Wealth Management, Llc | 0.99% | 192,335 | $7,643,391 | $8,066,530 | +$423,139 | +5.54% | |
| Mgo One Seven Llc | 0.14% | 172,145 | $6,841,042 | $7,219,761 | +$378,719 | +5.54% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.33% | 145,429 | $5,779,348 | $6,099,292 | +$319,944 | +5.54% | |
| Caliber Wealth Management, Llc / Ks | 0.60% | 138,550 | $5,505,977 | $5,810,787 | +$304,810 | +5.54% | |
| Kestra Advisory Services, Llc | 0.02% | 130,049 | $5,168,147 | $5,454,255 | +$286,108 | +5.54% | |
| Raymond James Financial Inc | 0.00% | 109,075 | $4,334,640 | $4,574,606 | +$239,966 | +5.54% | |
| Commonwealth Equity Services, Llc | 0.01% | 94,286 | $3,746,930 | $3,954,355 | +$207,425 | +5.54% | |
| Osaic Holdings, Inc. | 0.01% | 90,326 | $3,589,534 | $3,788,272 | +$198,738 | +5.54% | |
| Central Valley Advisors, Llc | 0.84% | 77,095 | $3,063,751 | $3,233,364 | +$169,613 | +5.54% | |
| Cetera Investment Advisers | 0.00% | 62,623 | $2,488,638 | $2,626,409 | +$137,771 | +5.54% | |
| Berger Financial Group, Inc | 0.13% | 57,907 | $2,301,225 | $2,428,620 | +$127,395 | +5.54% | |
| Kellett Wealth Advisors, Llc | 1.03% | 47,893 | $1,903,268 | $2,008,632 | +$105,364 | +5.54% | |
| Wealthplan Investment Management, Llc | 0.09% | 39,578 | $1,572,830 | $1,659,901 | +$87,071 | +5.54% | |
| Envestnet Asset Management Inc | 0.00% | 38,165 | $1,516,677 | $1,600,640 | +$83,963 | +5.54% | |
| Spire Wealth Management | 0.05% | 35,296 | $1,402,663 | $1,480,314 | +$77,651 | +5.54% | |
| Mbl Wealth, Llc | 0.09% | 30,865 | $1,226,576 | $1,294,478 | +$67,902 | +5.54% | |
| Truist Financial Corp | 0.00% | 28,631 | $1,137,796 | $1,200,784 | +$62,988 | +5.54% | |
| Archer Investment Corp | 0.21% | 24,557 | $975,895 | $1,029,921 | +$54,026 | +5.54% | |
| Brookstone Capital Management | 0.01% | 24,366 | $968,305 | $1,021,910 | +$53,605 | +5.54% | |
| Fiduciary Financial Group, Llc | 0.12% | 22,775 | $905,079 | $955,184 | +$50,105 | +5.54% | |
| Impact Partnership Wealth, Llc | 0.11% | 22,471 | $892,998 | $942,434 | +$49,436 | +5.54% | |
| Foundations Investment Advisors, Llc | 0.01% | 22,268 | $884,930 | $933,920 | +$48,990 | +5.54% | |
| Img Wealth Management, Inc. | 0.54% | 21,310 | $846,859 | $893,741 | +$46,882 | +5.54% | |
| Kovack Advisors, Inc. | 0.05% | 21,295 | $846,354 | $893,112 | +$46,758 | +5.52% | |
| Arete Wealth Advisors, Llc | 0.06% | 19,031 | $755,911 | $798,160 | +$42,249 | +5.59% | |
| Advisory Services Network, Llc | 0.01% | 17,700 | $703,400 | $742,338 | +$38,938 | +5.54% | |
| Ausdal Financial Partners, Inc. | 0.03% | 17,087 | $679,037 | $716,629 | +$37,592 | +5.54% | |
| Arax Advisory Partners | 0.02% | 16,500 | $655,710 | $692,010 | +$36,300 | +5.54% | |
| Susquehanna International Group, Llp | 0.00% | 16,327 | $648,835 | $684,754 | +$35,919 | +5.54% | |
| Wealthplan Partners, Llc | 0.12% | 15,901 | $631,906 | $666,888 | +$34,982 | +5.54% | |
| Riverchase Wealth Management, Llc | 0.32% | 15,684 | $623,282 | $657,787 | +$34,505 | +5.54% | |
| Mml Investors Services, Llc | 0.00% | 15,052 | $598,166 | $631,281 | +$33,115 | +5.54% | |
| Ballast Rock Private Wealth Llc | 0.32% | 14,499 | $576,190 | $608,088 | +$31,898 | +5.54% | |
| Sagespring Wealth Partners, Llc | 0.01% | 13,489 | $536,060 | $565,729 | +$29,669 | +5.53% | |
| Old Mission Capital Llc | 0.01% | 13,452 | $534,582 | $564,177 | +$29,595 | +5.54% | |
| Lpl Financial Llc | 0.00% | 11,590 | $460,587 | $486,085 | +$25,498 | +5.54% | |
| Focus Partners Wealth | 0.00% | 11,578 | $460,110 | $485,581 | +$25,471 | +5.54% | |
| Trek Financial, Llc | 0.02% | 11,313 | $449,579 | $474,467 | +$24,888 | +5.54% | |
| Cra Financial Services, Llc | 0.06% | 11,255 | $447,274 | $472,035 | +$24,761 | +5.54% | |
| Sound Portfolio Advisors, Llc | 0.36% | 11,164 | $443,657 | $468,218 | +$24,561 | +5.54% | |
| Blue Sky Capital Consultants Group, Inc. | 0.21% | 11,086 | $440,558 | $464,947 | +$24,389 | +5.54% | |
| Bcs Wealth Management | 0.09% | 10,718 | $425,933 | $449,513 | +$23,580 | +5.54% | |
| Strategic Blueprint, Llc | 0.02% | 9,833 | $390,763 | $412,396 | +$21,633 | +5.54% | |
| Chicago Partners Investment Group Llc | 0.01% | 8,429 | $348,012 | $353,512 | +$5,500 | +1.58% | |
| Retirement Planning Group, Llc | 0.01% | 8,303 | $329,961 | $348,228 | +$18,267 | +5.54% | |
| Ae Wealth Management Llc | 0.00% | 7,997 | $317,801 | $335,394 | +$17,593 | +5.54% | |
| Integrity Advisory Solutions, Llc | 0.04% | 7,726 | $307,031 | $324,028 | +$16,997 | +5.54% | |
| Newcorp Financial Services, Inc. | 0.26% | 7,532 | $299,322 | $315,892 | +$16,570 | +5.54% | |
| Allie Family Office Llc | 0.13% | 7,457 | $296,341 | $312,747 | +$16,406 | +5.54% |
Frequently asked questions about UMAR
Who owns the most UMAR stock?
The largest holders of UMAR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INNOVATOR U.S. EQUITY ULTRA (UMAR).
Is UMAR widely held by superinvestors?
Many widely followed stocks like UMAR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly UMAR is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.