UMAY institutional holders

INNOVATOR ETFS TR ETF S&P 500 ULTRA BUFFER ETF MAY · 13F, 2026Q2

Managers holding60
Shares held2,776,940
Reported value$105.5m
Quarter flows19 new, 19 added, 9 trimmed, 4 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Brookstone Capital Management1,468,661$55.8m0.6%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors164,596$6.3m0.3%
Cerity Partners LLC83,648$3.2m0.0%
OSAIC HOLDINGS, INC.66,110$2.5m0.0%
CENTRAL VALLEY ADVISORS, LLC65,205$2.5m0.6%
ENVESTNET ASSET MANAGEMENT INC63,064$2.4m0.0%
Kestra Advisory Services, LLC57,838$2.2m0.0%
Spire Wealth Management57,662$2.2m0.1%
Cetera Investment Advisers56,244$2.1m0.0%
COMMONWEALTH EQUITY SERVICES, LLC54,396$2.1m0.0%
Castle Rock Wealth Management, LLC47,343$1.8m0.4%
KFG WEALTH MANAGEMENT, LLC44,688$1.7m0.2%
O'Connor Financial Group LLC33,343$1.3m0.4%
Wood Tarver Financial Group, LLC32,789$1.2m0.3%
Lantz Financial LLC29,938$1.1m0.2%
MML INVESTORS SERVICES, LLC27,784$1.1m0.0%
OLD MISSION CAPITAL LLC24,230$920,7980.0%
Foundations Investment Advisors, LLC23,703$900,7710.0%
TRUIST FINANCIAL CORP23,142$879,4520.0%
SteelPeak Wealth, LLC21,978$835,2170.0%
Trek Financial, LLC19,203$729,7600.0%
LPL Financial LLC19,043$723,6800.0%
RAYMOND JAMES FINANCIAL INC18,883$717,5990.0%
MONEY CONCEPTS CAPITAL CORP18,255$693,7340.0%
CITADEL ADVISORS LLC16,899$642,2030.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("UMAY"). UMAY price history · All 13F data

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