INNOVATOR U.S. EQUITY ULTRA (UMAR) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $146.52M in UMAR holdings during the latest filing period.
Brookstone Capital Management is currently the largest disclosed institutional shareholder of UMAR tracked by InsiderSet, reporting ownership valued at approximately $55.93M 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 $56.21M, representing an estimated gain of +0.51% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed UMAR value among the investors covered in this analysis. Major shareholders include Brookstone Capital Management, 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
83
Total Reported Value
$146.52M
Largest Holder
Brookstone Capital Management
Largest Position
$55.93M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
89
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Brookstone Capital Management | 0.56% | 1,323,889 | $55,928,088 | $56,212,459 | +$284,371 | +0.51% | |
| Lantz Financial Llc | 1.57% | 202,575 | $8,557,841 | $8,601,355 | +$43,514 | +0.51% | |
| Kfg Wealth Management, Llc | 0.93% | 195,559 | $8,261,446 | $8,303,455 | +$42,009 | +0.51% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.32% | 151,740 | $6,410,302 | $6,442,896 | +$32,594 | +0.51% | |
| Caliber Wealth Management, Llc / Ks | 0.57% | 138,550 | $5,853,086 | $5,882,847 | +$29,761 | +0.51% | |
| Mgo One Seven Llc | 0.10% | 137,136 | $5,793,351 | $5,822,808 | +$29,457 | +0.51% | |
| Kestra Advisory Services, Llc | 0.02% | 110,345 | $4,661,558 | $4,685,260 | +$23,702 | +0.51% | |
| Raymond James Financial Inc | 0.00% | 109,075 | $4,334,640 | $4,631,335 | +$296,695 | +6.84% | |
| Osaic Holdings, Inc. | 0.01% | 90,326 | $3,589,534 | $3,835,251 | +$245,717 | +6.85% | |
| Commonwealth Equity Services, Llc | 0.00% | 78,154 | $3,301,640 | $3,318,427 | +$16,787 | +0.51% | |
| Central Valley Advisors, Llc | 0.77% | 71,144 | $3,005,497 | $3,020,781 | +$15,284 | +0.51% | |
| Cetera Investment Advisers | 0.00% | 62,623 | $2,488,638 | $2,658,979 | +$170,341 | +6.84% | |
| Berger Financial Group, Inc | 0.13% | 57,907 | $2,301,225 | $2,458,737 | +$157,512 | +6.84% | |
| Kellett Wealth Advisors, Llc | 0.90% | 45,856 | $1,937,200 | $1,947,050 | +$9,850 | +0.51% | |
| Wealthplan Investment Management, Llc | 0.08% | 36,872 | $1,557,669 | $1,565,589 | +$7,920 | +0.51% | |
| Envestnet Asset Management Inc | 0.00% | 34,451 | $1,455,393 | $1,462,793 | +$7,400 | +0.51% | |
| Spire Wealth Management | 0.04% | 30,959 | $1,307,999 | $1,314,522 | +$6,523 | +0.50% | |
| Mbl Wealth, Llc | 0.09% | 30,365 | $1,282,779 | $1,289,301 | +$6,522 | +0.51% | |
| Truist Financial Corp | 0.00% | 28,831 | $1,217,974 | $1,224,167 | +$6,193 | +0.51% | |
| Impact Partnership Wealth, Llc | 0.10% | 24,329 | $1,027,786 | $1,033,012 | +$5,226 | +0.51% | |
| Archer Investment Corp | 0.20% | 23,747 | $1,003,199 | $1,008,300 | +$5,101 | +0.51% | |
| Fiduciary Financial Group, Llc | 0.11% | 22,775 | $962,137 | $967,029 | +$4,892 | +0.51% | |
| Kovack Advisors, Inc. | 0.04% | 21,151 | $893,638 | $898,074 | +$4,436 | +0.50% | |
| Foundations Investment Advisors, Llc | 0.01% | 22,268 | $884,930 | $945,502 | +$60,572 | +6.84% | |
| Img Wealth Management, Inc. | 0.54% | 21,310 | $846,859 | $904,825 | +$57,966 | +6.84% | |
| Steelpeak Wealth, Llc | 0.02% | 19,899 | $840,640 | $844,914 | +$4,274 | +0.51% | |
| Arete Wealth Advisors, Llc | 0.06% | 19,031 | $755,911 | $808,058 | +$52,147 | +6.90% | |
| Advisory Services Network, Llc | 0.01% | 17,700 | $703,400 | $751,544 | +$48,144 | +6.84% | |
| Ausdal Financial Partners, Inc. | 0.03% | 17,087 | $679,037 | $725,516 | +$46,479 | +6.84% | |
| Arax Advisory Partners | 0.02% | 16,500 | $655,710 | $700,592 | +$44,882 | +6.84% | |
| Susquehanna International Group, Llp | 0.00% | 16,327 | $648,835 | $693,246 | +$44,411 | +6.84% | |
| Riverchase Wealth Management, Llc | 0.28% | 14,416 | $609,008 | $612,105 | +$3,097 | +0.51% | |
| Mml Investors Services, Llc | 0.00% | 15,052 | $598,166 | $639,109 | +$40,943 | +6.84% | |
| Wealthplan Partners, Llc | 0.11% | 13,746 | $580,704 | $583,657 | +$2,953 | +0.51% | |
| Ballast Rock Private Wealth Llc | 0.32% | 14,499 | $576,190 | $615,629 | +$39,439 | +6.84% | |
| Sagespring Wealth Partners, Llc | 0.01% | 13,489 | $569,854 | $572,744 | +$2,890 | +0.51% | |
| Old Mission Capital Llc | 0.01% | 13,452 | $534,582 | $571,173 | +$36,591 | +6.84% | |
| Cra Financial Services, Llc | 0.05% | 11,255 | $475,471 | $477,888 | +$2,417 | +0.51% | |
| Lpl Financial Llc | 0.00% | 11,590 | $460,587 | $492,113 | +$31,526 | +6.84% | |
| Focus Partners Wealth | 0.00% | 11,578 | $460,110 | $491,603 | +$31,493 | +6.84% | |
| Bcs Wealth Management | 0.08% | 10,718 | $452,785 | $455,087 | +$2,302 | +0.51% | |
| Trek Financial, Llc | 0.02% | 11,313 | $449,579 | $480,351 | +$30,772 | +6.84% | |
| Sound Portfolio Advisors, Llc | 0.36% | 11,164 | $443,657 | $474,025 | +$30,368 | +6.84% | |
| Blue Sky Capital Consultants Group, Inc. | 0.21% | 11,086 | $440,558 | $470,713 | +$30,155 | +6.84% | |
| Strategic Blueprint, Llc | 0.02% | 9,833 | $415,398 | $417,510 | +$2,112 | +0.51% | |
| Chicago Partners Investment Group Llc | 0.01% | 8,429 | $355,721 | $357,896 | +$2,175 | +0.61% | |
| Sonoma Allocations Llc | 0.11% | 8,025 | $339,019 | $340,742 | +$1,723 | +0.51% | |
| Retirement Planning Group, Llc | 0.01% | 8,303 | $329,961 | $352,546 | +$22,585 | +6.84% | |
| Integrity Advisory Solutions, Llc | 0.03% | 7,726 | $326,387 | $328,047 | +$1,660 | +0.51% | |
| Newcorp Financial Services, Inc. | 0.23% | 7,131 | $301,251 | $302,783 | +$1,532 | +0.51% |
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.