Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (UMAR)

86 + Investors. Track Smart Money conviction in UMAR. See who's accumulating, reducing, or initiating positions.

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
3Q ▲
Buyers last Q
47%

Smart Money Signals — UMAR

Based on 87 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added UMAR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
87 hedge funds hold UMAR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 47% buying

27 buying31 selling
Last quarter: 31 funds reduced or exited vs 27 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 10 → 13 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

47% of holders stayed for 2+ years

47% conviction (2yr+) 28% medium 25% new
41 out of 87 hedge funds have held UMAR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~9 new funds/quarter

14 → 6 → 10 → 13 → 9 new funds/Q
New funds entering each quarter: 6 → 10 → 13 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 46% veterans vs 29% newcomers

46% veterans 25% 1-2yr 29% new
Entry-cohort mix of 87 holders: 40 (46%) are 2+ year veterans, 22 entered 1–2 years ago, and 25 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
4 of 87 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — UMAR

In 2026 Q2, 27 hedge funds were net buyers of UMAR (9 opened a new position, 18 added to an existing one), while 31 reduced or exited (28 trimmed, 3 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 87.

Hedge Fund Ownership: UMAR

How many hedge funds hold UMAR — quarterly history vs. share price
Quarterly hedge fund ownership of UMAR vs. share price

Market Analysis: UMAR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UMAR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: UMAR
86 + Investors

Track Smart Money conviction in UMAR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 86 81 6.17%
13F Shares 4M 2M 58.97%
Total Value $154M $90M 70.53%
New Positions 8 13 -5
Increased Positions 18 33 -15
Closed Positions 3 3 -
Reduced Positions 28 21 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: UMAR

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

86 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in UMAR. Verified SEC 13F-HR filings.

QUARTER:
Top 25 UMAR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Talon Private Wealth, LLC 3.31% 670,388 $28.3M
2 Lantz Financial LLC 1.57% 202,575 $8.6M
3 Kfg Wealth Management, LLC 0.93% 195,559 $8.3M
4 Kellett Wealth Advisors, LLC 0.90% 45,856 $1.9M
5 Central Valley Advisors, LLC 0.77% 71,144 $3.0M
6 IMG Wealth Management, Inc. 0.58% 24,477 $1.0M
7 Caliber Wealth Management, LLC / Ks 0.57% 138,550 $5.9M
8 Brookstone Capital Management 0.56% 1,323,889 $55.9M
9 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.32% 151,740 $6.4M
10 Sound Portfolio Advisors, LLC 0.31% 10,398 $439K
11 Riverchase Wealth Management, LLC 0.28% 14,416 $609K
12 Ballast Rock Private Wealth LLC 0.28% 14,499 $613K
13 NewCorp Financial Services, Inc. 0.23% 7,131 $301K
14 BFI Wealth Solutions, LLC 0.21% 6,600 $279K
15 Archer Investment Corp 0.20% 23,747 $1.0M
16 Blue Sky Capital Consultants Group, Inc. 0.14% 7,536 $318K
17 Financial Network Wealth Advisors LLC 0.13% 3,146 $133K
18 Berger Financial Group, Inc 0.12% 57,494 $2.4M
19 Allie Family Office LLC 0.12% 7,457 $315K
20 WealthPLAN Partners, LLC 0.11% 13,746 $581K
21 Fiduciary Financial Group, LLC 0.11% 22,775 $962K
22 Sonoma Allocations LLC 0.11% 8,025 $339K
23 Impact Partnership Wealth, LLC 0.10% 24,329 $1.0M
24 Mgo One Seven LLC 0.10% 137,136 $5.8M
25 Chris Bulman Inc 0.09% 5,680 $240K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Innovator Etfs Trust (UMAR)

What does the Smart Money Trend signal show for UMAR?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added UMAR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for UMAR?

More sellers than buyers — 47% buying: Last quarter: 31 funds reduced or exited vs 27 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for UMAR holders?

Smaller funds dominant — 1% AUM from top-100: 4 of 87 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held UMAR?

47% of holders stayed for 2+ years: 41 out of 87 hedge funds have held UMAR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →