UMAR · Insider trading · 13F holders · Congress trades
Innovator Etfs Trust (UMAR)
Who is buying and selling UMAR: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 9
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
UMAR at a glance
- No open-market insider purchases or sales of UMAR were filed in the last 90 days.
- 9 13F filers hold UMAR among their 50 largest positions, worth $57.2M combined. The biggest bets by portfolio weight are Talon Private Wealth, LLC (3.3%), Lantz Financial LLC (1.6%) and Kfg Wealth Management, LLC (0.9%).
- No member of Congress has disclosed a trade in UMAR.
UMAR insider trading
No open-market insider purchases or sales of UMAR were filed in the last 90 days.
Who owns UMAR? Hedge funds and superinvestors
9 13F filers hold UMAR among their 50 largest positions, worth $57.2M combined. The biggest bets by portfolio weight are Talon Private Wealth, LLC (3.3%), Lantz Financial LLC (1.6%) and Kfg Wealth Management, LLC (0.9%).
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Talon Private Wealth, LLCWealth manager | 3.3% | $28.3M | 670,388 | — | Q2 2026 |
| Lantz Financial LLCWealth manager | 1.6% | $8.6M | 199,849 | -1.3% shares | Q3 2026 |
| Kfg Wealth Management, LLCWealth manager | 0.9% | $8.2M | 190,338 | -2.7% shares | Q3 2026 |
| Caliber Wealth Management, LLC / KSWealth manager | 0.6% | $5.9M | 138,550 | +0.0% shares | Q2 2026 |
| Central Valley Advisors, LLCWealth manager | 0.8% | $3.2M | 73,231 | +2.9% shares | Q3 2026 |
| Kellett Wealth Advisors, LLCWealth manager | 0.5% | $1.3M | 29,506 | -35.7% shares | Q3 2026 |
| IMG Wealth Management, Inc.Wealth manager | 0.5% | $1.0M | 23,498 | -4.0% shares | Q3 2026 |
| Sound Portfolio Advisors, LLCWealth manager | 0.3% | $439K | 10,398 | -6.9% shares | Q2 2026 |
| NewCorp Financial Services, Inc.Wealth manager | 0.2% | $249K | 5,777 | -19.0% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 6, Q2 2026: 3). Screen UMAR in the grand portfolio →
UMAR stock trades by members of Congress
No member of Congress has disclosed a trade in UMAR.
UMAR questions and answers
Are insiders buying UMAR stock?
No open-market insider purchases or sales of UMAR were filed in the last 90 days.
Which hedge funds own UMAR?
9 13F filers hold UMAR among their 50 largest positions, worth $57.2M combined. The biggest bets by portfolio weight are Talon Private Wealth, LLC (3.3%), Lantz Financial LLC (1.6%) and Kfg Wealth Management, LLC (0.9%).
Has Congress traded UMAR?
No member of Congress has disclosed a trade in UMAR.
Who is the largest holder of UMAR?
Among 13F filers, Talon Private Wealth, LLC reports the largest UMAR position, $28.3M (670,388 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Talon Private Wealth, LLC's: 3.3% of its portfolio.
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