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

$37.44 +0.13 (+0.35%)
As of 04:10 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)
23
Total
Institutional Inflows
(last 12 months)
$12.19M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$3.85M
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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
4/30/2026 Kestra Advisory Services LLC67,943$2.50M0.0%+1.3%3.882%
4/21/2026 KFG Wealth Management LLC24,567$904K0.1%-21.5%1.404%
4/17/2026 Brookstone Capital Management27,403$1.01M0.0%-7.2%1.566%
2/18/2026OLD Mission Capital LLC21,533$788K0.0%-44.0%1.230%
2/17/2026Cetera Investment Advisers37,277$1.36M0.0%-7.6%2.130%
2/17/2026Osaic Holdings Inc.44,635$1.63M0.0%-15.7%2.551%
2/17/2026Royal Bank of Canada5,767$211K0.0%-14.3%0.330%
2/13/2026 Kestra Advisory Services LLC67,075$2.45M0.0%-4.5%3.833%
2/12/2026 Commonwealth Equity Services LLC40,016$1.46M0.0%-10.3%2.287%
2/11/2026LPL Financial LLC20,624$754K0.0%-15.3%1.179%
2/10/2026Foundations Investment Advisors LLC20,460$748K0.0%+56.7%1.169%
2/5/2026IMG Wealth Management Inc.11,071$405K0.3%+14.0%0.633%
2/5/2026 Castle Rock Wealth Management LLC48,821$1.80M0.4%-5.1%2.790%
2/3/2026 AssuredPartners Investment Advisors LLC8,292$303K0.0%N/A0.474%
2/2/2026 Truist Financial Corp34,324$1.26M0.0%-2.2%1.961%
1/30/2026 Strategic Blueprint LLC7,360$269K0.0%-15.9%0.421%
1/26/2026 Merit Financial Group LLC15,670$573K0.0%N/A0.895%
1/21/2026 KFG Wealth Management LLC31,292$1.14M0.2%-18.0%1.788%
1/20/2026 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors147,670$5.40M0.3%-6.2%8.438%
1/15/2026 Brookstone Capital Management29,541$1.08M0.0%-3.8%1.688%
1/14/2026 Spire Wealth Management30,576$1.12M0.0%-30.1%1.747%
1/1/2026JPMorgan Chase & Co.833$30K0.0%-54.0%0.048%
11/18/2025Advisory Services Network LLC3,069$110K0.0%N/A0.175%
11/17/2025Susquehanna International Group LLP39,006$1.40M0.0%+142.4%2.229%
11/14/2025Raymond James Financial Inc.30,908$1.11M0.0%+14.2%1.766%
11/14/2025Wood Tarver Financial Group LLC15,037$539K0.2%-2.2%0.859%
11/12/2025Focus Partners Advisor Solutions LLC14,710$531K0.0%+100.0%0.841%
11/7/2025 Bedel Financial Consulting Inc.5,722$205K0.0%N/A0.327%
11/7/2025JPMorgan Chase & Co.833$30K0.0%-54.0%0.048%
11/5/2025 Envestnet Asset Management Inc.49,710$1.78M0.0%-1.4%2.841%
11/3/2025Foundations Investment Advisors LLC13,058$468K0.0%N/A0.746%
10/23/2025 Spire Wealth Management43,733$1.57M0.1%-13.5%2.499%
10/21/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors157,407$5.65M0.3%+9.2%8.995%
10/16/2025 Castle Rock Wealth Management LLC51,454$1.85M0.4%-0.9%2.940%
10/15/2025 Brookstone Capital Management30,703$1.10M0.0%-4.2%1.754%
10/7/2025 KFG Wealth Management LLC38,180$1.37M0.2%-2.4%2.182%
9/4/2025Osaic Holdings Inc.58,214$2.02M0.0%+84.3%3.327%
8/15/2025 MML Investors Services LLC21,583$750K0.0%+216.8%1.233%
8/14/2025Raymond James Financial Inc.27,056$940K0.0%+69.4%1.546%
8/12/2025JPMorgan Chase & Co.1,812$63K0.0%-26.0%0.104%
8/8/2025Cetera Investment Advisers47,203$1.64M0.0%+46.6%2.697%
8/8/2025Wealth Alliance LLC11,220$390K0.0%-8.3%0.641%
8/5/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors144,191$5.01M0.5%+10.0%8.239%
8/4/2025 Spire Wealth Management50,538$1.76M0.1%+521.9%2.888%
8/1/2025 Envestnet Asset Management Inc.50,426$1.75M0.0%+40.1%2.881%
7/31/2025Focus Partners Advisor Solutions LLC7,355$256K0.0%N/A0.420%
7/30/2025 Strategic Blueprint LLC8,755$304K0.0%-17.3%0.500%
7/30/2025 Brookstone Capital Management32,036$1.11M0.0%+15.5%1.831%
7/30/2025IMG Wealth Management Inc.9,708$337K0.3%-6.2%0.555%
7/28/2025 Axxcess Wealth Management LLC14,969$520K0.0%N/A0.855%
7/24/2025 Riverchase Wealth Management LLC7,463$259K0.2%N/A0.426%
7/21/2025Ameritas Advisory Services LLC727$25K0.0%N/A0.042%
7/9/2025 Central Valley Advisors LLC55,637$1.93M0.7%+228.6%3.179%
7/7/2025 O Connor Financial Group LLC8,736$306K0.1%N/A0.499%
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%
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%


UMAY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UMAY shares?

During the previous two years, 46 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - May. The most heavily invested institutionals were C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($5.40M), Kestra Advisory Services LLC ($2.50M), Central Valley Advisors LLC ($1.93M), Castle Rock Wealth Management LLC ($1.80M), Envestnet Asset Management Inc. ($1.78M), Osaic Holdings Inc. ($1.63M), and Commonwealth Equity Services LLC ($1.46M).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 35 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 ($506.43K), Envestnet Asset Management Inc. ($92.11K), Spire Wealth Management ($70.47K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($62.04K), Central Valley Advisors LLC ($56.46K), Raymond James Financial Inc. ($47.88K), and Osaic Holdings Inc. ($26.63K).

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

Institutional investors have bought a total of 346,827 shares in the last 24 months. This purchase volume represents approximately $12.19M in transactions.

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

Of the 21 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: Spire Wealth Management ($19.96K), OLD Mission Capital LLC ($16.91K), KFG Wealth Management LLC ($14.54K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($9.74K), Osaic Holdings Inc. ($8.33K), Brookstone Capital Management ($4.63K), and Commonwealth Equity Services LLC ($4.61K).

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

Institutional investors have sold a total of 106,053 shares in the last 24 months. This volume of shares sold represents approximately $3.85M in transactions.


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This page (BATS:UMAY) was last updated on 5/5/2026 by MarketBeat.com Staff.
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