Innovator U.s. Equity Ultra ETF (UMAR): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of UMAR (all 13F filers)
- Brookstone Capital Management1.3 MType not verified+1.3 M
- Talon Private Wealth670 KWealth adviser+670 K
- Lantz Financial203 KType not verified−2,872
- KFG Wealth Management196 KWealth adviser+3,224
- C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors152 KType not verified+6,311
- Caliber Wealth Management139 KWealth adviser0
- MGO One Seven137 KType not verified−35 K
- Kestra Advisory Services110 KWealth adviser−20 K
- Osaic Holdings100 KWealth adviser+9,519
- Raymond James Financial93 KWealth adviser−16 K
- Shares
- 1.3 M
- Change
- +1.3 M
See more
- Type
- Type not verified
- Value
- $55.9M
- Talon Private Wealth
- Shares
- 670 K
- Change
- +670 K
See more
- Type
- Wealth adviser
- Value
- $28.3M
- Lantz Financial
- Shares
- 203 K
- Change
- −2,872
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- Type
- Type not verified
- Value
- $8.6M
- KFG Wealth Management
- Shares
- 196 K
- Change
- +3,224
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- Type
- Wealth adviser
- Value
- $8.3M
- Shares
- 152 K
- Change
- +6,311
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- Type
- Type not verified
- Value
- $6.4M
- Shares
- 139 K
- Change
- 0
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- Type
- Wealth adviser
- Value
- $5.9M
- Shares
- 137 K
- Change
- −35 K
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- Type
- Type not verified
- Value
- $5.8M
- Shares
- 110 K
- Change
- −20 K
See more
- Type
- Wealth adviser
- Value
- $4.7M
- Shares
- 100 K
- Change
- +9,519
See more
- Type
- Wealth adviser
- Value
- $4.2M
- Shares
- 93 K
- Change
- −16 K
See more
- Type
- Wealth adviser
- Value
- $3.9M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- Brookstone Capital Management0.88%(fell below 5%)13G · amendmentfiling ↗Event: Aug 31, 2026 · filed: Sep 2, 2026
- Brookstone Capital Management30.34%13Gfiling ↗Event: Apr 30, 2026 · filed: May 4, 2026
- Brookstone Capital Management0.87%(fell below 5%)13G · amendmentfiling ↗Event: Nov 30, 2025 · filed: Dec 2, 2025
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗