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Public ownership evidence

Innovator U.S. Equity Ultra Buffer ETF - March (UMAR) Ownership Disclosures

Read UMAR insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T23:32:50.005Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Archer Investment Corp2026-06-302026-08-2023,747$1,003,199None
Foundations Investment Advisors, LLC2026-06-302026-08-1523,833$1,006,832None
OSAIC HOLDINGS, INC.2026-06-302026-08-156,331$267,454None
OSAIC HOLDINGS, INC.2026-06-302026-08-1593,514$3,950,939None
OLD MISSION CAPITAL LLC2026-06-302026-08-1534,969$1,477,275None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1543,397$1,833,319None
GUARDIAN WEALTH ADVISORS, LLC / NC2026-06-302026-08-157,220$305,011None
Ausdal Financial Partners, Inc.2026-06-302026-08-1515,827$668,616None
Larson Financial Group LLC2026-06-302026-08-15175$7,393None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1591,810$3,878,541None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-151,515$64,002None
BARCLAYS PLC2026-06-302026-08-151,298$54,834None
Advance Capital Management, Inc.2026-06-302026-08-146,576$277,805None
Wood Tarver Financial Group, LLC2026-06-302026-08-1419,097$806,000None
Allie Family Office LLC2026-06-302026-08-147,457$315,023None
Steward Partners Investment Advisory, LLC2026-06-302026-08-141,482$62,608None
Arete Wealth Advisors, LLC2026-06-302026-08-1422,686$957,576None
Three Seasons Wealth, LLC2026-06-302026-08-145,216$220,351None
Trek Financial, LLC2026-06-302026-08-1412,757$538,923None
MORGAN STANLEY2026-06-302026-08-141,737$73,380None
MORGAN STANLEY2026-06-302026-08-149,984$421,777None
Cetera Investment Advisers2026-06-302026-08-1358,491$2,470,970None
Advisory Services Network, LLC2026-06-302026-08-1317,700$747,743None
Focus Partners Wealth2026-06-302026-08-1311,528$487,004None
Aptus Capital Advisors, LLC2026-06-302026-08-137,220$305,011None
WealthShield Partners, LLC2026-06-302026-08-132,947$124,497None
Madison Wealth Partners, Inc2026-06-302026-08-138,596$363,157None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-13369$15,589None
Keating Financial Advisory Services, Inc.2026-06-302026-08-12407$17,194None
LaSalle St. Investment Advisors, LLC2026-06-302026-08-125,379$227,237None
Arete Wealth Advisors, LLC2025-12-312026-08-1219,381$774,658None
Arete Wealth Advisors, LLC2026-06-302026-08-1222,686$957,576None
Ballast Rock Private Wealth LLC2026-06-302026-08-1114,499$612,515None
Arkadios Wealth Advisors2026-06-302026-08-1114,365$606,854None
Arax Advisory Partners2026-06-302026-08-1133,000$1,394,094None
TOUNJIAN ADVISORY PARTNERS, LLC2026-06-302026-08-083,406$143,887None
LPL Financial LLC2026-06-302026-08-0811,751$496,424None
IMG Wealth Management, Inc.2026-06-302026-08-0824,477$1,034,038None
Occidental Asset Management, LLC2026-06-302026-08-086,834$288,704None
BFI Wealth Solutions, LLC2026-06-302026-08-086,600$278,819None
SILVER OAK SECURITIES, INCORPORATED2026-06-302026-08-089,952$420,425None
MML INVESTORS SERVICES, LLC2026-06-302026-08-0826,047$1,100,363None
Sound Portfolio Advisors, LLC2026-06-302026-08-0710,398$439,267None
Retirement Planning Group, LLC2026-06-302026-08-068,303$350,763None
HighTower Advisors, LLC2026-06-302026-08-0619,520$824,628None
Golden Reserve Retirement LLC2026-06-302026-08-055,900$249,247None
Berger Financial Group, Inc2026-06-302026-08-0557,494$2,428,852None
Blue Sky Capital Consultants Group, Inc.2026-06-302026-08-057,536$318,361None
NewCorp Financial Services, Inc.2026-06-302026-08-047,131$301,251None
SAGESPRING WEALTH PARTNERS, LLC2026-06-302026-08-0413,489$569,854None

90-day public filing window, up to 50 source positions.

Archer Investment Corp ↗Foundations Investment Advisors, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗OLD MISSION CAPITAL LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗GUARDIAN WEALTH ADVISORS, LLC / NC ↗Ausdal Financial Partners, Inc. ↗Larson Financial Group LLC ↗RAYMOND JAMES FINANCIAL INC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.