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Innovator U.S. Equity Ultra Buffer ETF - May (UMAY) Institutional Ownership

$34.98 +0.64 (+1.85%)
As of 03:01 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Ultra Buffer ETF - May (BATS:UMAY)

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$25.81M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$19.79M
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UMAY Institutional Buying and Selling by Quarter

Innovator U.S. Equity Ultra Buffer ETF - May Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025Arete Wealth Advisors LLC9,248$307K0.0%-18.8%0.578%
5/15/2025OLD Mission Capital LLC19,834$664K0.0%+45.9%1.240%
5/14/2025Kestra Advisory Services LLC57,121$1.91M0.0%-1.6%3.570%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors131,127$4.40M0.3%+13.6%8.195%
5/6/2025Cetera Investment Advisers32,206$1.08M0.0%+8.3%2.386%
5/6/2025AE Wealth Management LLC15,234$510K0.0%-5.8%1.128%
5/5/2025Wealth Alliance LLC12,235$410K0.0%-10.7%0.906%
4/29/2025Wood Tarver Financial Group LLC15,391$515K0.2%-11.6%1.140%
4/29/2025Strategic Blueprint LLC10,583$354K0.0%-19.7%0.784%
4/23/2025Spire Wealth Management8,126$272K0.0%-53.0%0.602%
4/14/2025Outlook Wealth Advisors LLC6,049$203K0.1%N/A0.448%
4/11/2025KFG Wealth Management LLC39,107$1.31M0.2%-9.7%2.897%
3/6/2025Wood Tarver Financial Group LLC17,407$585K0.2%N/A1.200%
3/5/2025Castle Rock Wealth Management LLC51,903$1.78M0.4%-11.6%3.580%
2/25/2025Armis Advisers LLC14,186$477K0.1%N/A0.978%
2/17/2025Cetera Investment Advisers29,737$1M0.0%-16.6%2.155%
2/17/2025Citadel Advisors LLC11,581$389K0.0%-4.4%0.839%
2/13/2025Raymond James Financial Inc.16,468$554K0.0%N/A1.193%
2/12/2025Arete Wealth Advisors LLC11,396$383K0.0%-9.2%0.826%
2/12/2025OLD Mission Capital LLC13,597$457K0.0%-44.0%0.985%
2/12/2025JPMorgan Chase & Co.2,016$68K0.0%N/A0.146%
2/10/2025IMG Wealth Management Inc.10,203$343K0.3%N/A0.739%
2/10/2025Commonwealth Equity Services LLC85,560$2.88M0.0%-3.8%6.200%
2/6/2025Raymond James Financial Inc.16,468$554K0.0%N/A1.193%
2/6/2025Bedel Financial Consulting Inc.6,017$205K0.0%N/A0.436%
2/5/2025Noble Wealth Management PBC900$30K0.0%N/A0.065%
1/31/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors115,450$3.88M0.1%+12.7%8.366%
1/24/2025Spire Wealth Management17,285$581K0.0%-40.6%1.253%
1/23/2025Strategic Blueprint LLC13,172$443K0.0%-3.0%0.954%
1/21/2025KFG Wealth Management LLC43,306$1.46M0.3%-2.5%3.138%
1/15/2025Central Valley Advisors LLC16,786$564K0.3%-5.5%1.216%
1/13/2025Brookstone Capital Management30,765$1.03M0.0%-9.3%2.229%
11/19/2024Barclays PLC2,659$88K0.0%N/A0.193%
11/18/2024Arete Wealth Advisors LLC12,545$413K0.0%-17.6%0.909%
11/15/2024Barclays PLC2,659$88K0.0%N/A0.193%
10/25/2024Strategic Blueprint LLC13,584$448K0.0%-9.2%0.984%
10/21/2024Retirement Guys Formula LLC7,333$242K0.1%-37.4%0.531%
10/18/2024Stratos Wealth Advisors LLC10,071$332K0.0%-17.3%0.730%
10/9/2024Castle Rock Wealth Management LLC58,738$1.93M0.5%-4.6%4.256%
10/8/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors102,406$3.38M0.3%+7.4%7.421%
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10/8/2024Brookstone Capital Management33,933$1.12M0.0%-93.7%2.459%
8/22/2024Cetera Investment Advisers42,518$1.36M0.0%-8.1%3.081%
8/21/2024Truist Financial Corp28,254$902K0.0%-21.2%2.047%
8/13/2024AE Wealth Management LLC15,730$502K0.0%N/A1.140%
8/8/2024Envestnet Asset Management Inc.115,133$3.68M0.0%+207.3%8.343%
7/31/2024Spire Wealth Management29,108$929K0.0%+2,672.2%2.109%
7/31/2024Commonwealth Equity Services LLC88,973$2.84M0.0%+6.1%6.447%
7/27/2024Strategic Blueprint LLC14,964$478K0.0%-11.5%1.084%
7/20/2024Milestone Asset Management LLC14,320$457K0.1%-3.6%1.038%
7/19/2024KFG Wealth Management LLC46,448$1.48M0.6%+14.2%3.366%
7/18/2024Brookstone Capital Management535,820$17.28M0.3%+1,489.9%38.828%
7/18/2024Outlook Wealth Advisors LLC6,868$219K0.1%-14.9%0.498%
7/18/2024Triad Wealth Partners LLC3,026$97K0.1%N/A0.219%
7/15/2024RFG Advisory LLC6,676$213K0.0%N/A0.484%
7/12/2024Central Valley Advisors LLC17,756$567K0.3%N/A1.287%
5/24/2024Cetera Advisors LLC10,440$316K0.0%+5.4%0.757%
5/3/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors48,298$1.46M0.2%-12.5%3.500%
4/29/2024Commonwealth Equity Services LLC83,840$2.54M0.0%+2.8%6.075%
4/23/2024Milestone Asset Management LLC14,851$449K0.1%-2.2%1.024%
4/23/2024Strategic Blueprint LLC16,917$512K0.0%-22.9%1.167%
4/22/2024Outlook Wealth Advisors LLC8,067$244K0.1%-96.4%0.556%
4/19/2024KFG Wealth Management LLC40,658$1.23M0.5%-4.5%2.804%
4/15/2024Brookstone Capital Management33,702$1.02M0.0%-27.2%2.324%
2/12/2024Tradition Wealth Management LLC791,870$23.93M2.5%-2.5%27.119%
2/2/2024Truist Financial Corp37,770$1.11M0.0%-3.7%1.293%
1/31/2024KFG Wealth Management LLC42,559$1.25M0.6%-6.4%1.458%
1/31/2024Archer Investment Corp4,951$146K0.0%-51.4%0.170%
1/29/2024Outlook Wealth Advisors LLC222,010$6.53M2.3%-2.7%7.603%
1/25/2024Strategic Blueprint LLC21,950$646K0.1%-28.9%0.752%
1/16/2024Raymond James Financial Services Advisors Inc.9,881$291K0.0%N/A0.338%
1/11/2024Brookstone Capital Management46,323$1.36M0.0%-64.6%1.586%
11/14/2023Milestone Asset Management LLC15,190$420K0.1%-53.9%0.520%
11/8/2023HighTower Advisors LLC150,752$4.16M0.0%-1.3%5.163%
11/8/2023Janney Montgomery Scott LLC8,905$246K0.0%-11.3%0.305%
11/8/2023Archer Investment Corp10,189$282K0.1%-6.1%0.349%
11/3/2023MGO One Seven LLC13,600$376K0.0%N/A0.466%
11/2/2023C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors59,383$1.64M0.2%-42.9%2.034%
10/24/2023Cambridge Investment Research Advisors Inc.8,572$237K0.0%-38.5%0.294%
10/23/2023Commonwealth Equity Services LLC79,055$2.19M0.0%-10.9%2.707%
10/20/2023Brookstone Capital Management131,038$3.63M0.1%-80.3%4.488%
10/18/2023Strategic Blueprint LLC30,885$855K0.1%-19.3%1.058%
10/17/2023KFG Wealth Management LLC45,465$1.26M0.7%-2.4%1.557%
10/13/2023Retirement Guys Formula LLC11,729$325K0.2%-14.1%0.402%
10/12/2023IFP Advisors Inc2,673$74K0.0%-66.3%0.092%
10/11/2023Castle Rock Wealth Management LLC65,836$1.82M0.6%-2.5%2.255%
10/10/2023Outlook Wealth Advisors LLC228,086$6.31M2.4%-0.9%7.811%
10/5/2023Foundations Investment Advisors LLC15,190$420K0.0%N/A0.520%
8/10/2023Commonwealth Equity Services LLC88,706$2.48M0.0%+15.9%3.038%
8/10/2023Cetera Advisor Networks LLC39,242$1.10M0.0%+37.8%1.344%
8/10/2023Cetera Investment Advisers16,990$475K0.0%N/A0.582%
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8/9/2023Spire Wealth Management1,050$29K0.0%N/A0.036%
8/8/2023Archer Investment Corp10,856$303K0.1%+23.5%0.372%
8/4/2023Envestnet Asset Management Inc.39,761$1.11M0.0%-45.9%1.362%
8/4/2023IFP Advisors Inc7,923$202K0.0%-64.6%0.271%
8/3/2023WealthShield Partners LLC2,406$67K0.0%N/A0.082%
8/2/2023Sigma Planning Corp14,638$409K0.0%N/A0.501%
8/1/2023Truist Financial Corp40,089$1.12M0.0%+106.6%1.373%
8/1/2023Money Concepts Capital Corp7,503$210K0.0%N/A0.257%
7/28/2023Worth Financial Advisory Group LLC29,234$817K0.8%N/A0.812%
7/28/2023Capital Investment Advisory Services LLC3,525$99K0.0%-97.6%0.098%
(Data available from 1/1/2016 forward)

UMAY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UMAY shares?

During the previous two years, 49 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - May. The most heavily invested institutionals were Tradition Wealth Management LLC ($23.93M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($4.40M), HighTower Advisors LLC ($4.16M), Envestnet Asset Management Inc. ($3.68M), Commonwealth Equity Services LLC ($2.88M), Kestra Advisory Services LLC ($1.91M), and Castle Rock Wealth Management LLC ($1.78M).Learn more on Innovator U.S. Equity Ultra Buffer ETF - May's institutional investors.

Which institutional investors have been buying Innovator U.S. Equity Ultra Buffer ETF - May's stock?

Of the 34 institutional investors that purchased Innovator U.S. Equity Ultra Buffer ETF - May's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brookstone Capital Management ($613.64K), Envestnet Asset Management Inc. ($77.67K), KFG Wealth Management LLC ($36.67K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($35.76K), Raymond James Financial Inc. ($32.94K), Worth Financial Advisory Group LLC ($29.23K), and Spire Wealth Management ($29.11K).

How much institutional buying is happening at Innovator U.S. Equity Ultra Buffer ETF - May?

Institutional investors have bought a total of 801,458 shares in the last 24 months. This purchase volume represents approximately $25.81M in transactions.

Which of Innovator U.S. Equity Ultra Buffer ETF - May's major shareholders have been selling company stock?

Of the 20 institutional investors that sold Innovator U.S. Equity Ultra Buffer ETF - May's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brookstone Capital Management ($505.06K), Spire Wealth Management ($20.98K), OLD Mission Capital LLC ($10.67K), Cetera Investment Advisers ($9.67K), Castle Rock Wealth Management LLC ($9.64K), Truist Financial Corp ($7.61K), and Strategic Blueprint LLC ($6.33K).

How much institutional selling is happening at Innovator U.S. Equity Ultra Buffer ETF - May?

Institutional investors have sold a total of 599,750 shares in the last 24 months. This volume of shares sold represents approximately $19.79M in transactions.


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This page (BATS:UMAY) was last updated on 7/7/2025 by MarketBeat.com Staff
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