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

$34.18 +0.59 (+1.76%)
As of 02/21/2025 04:00 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)
17
Total
Institutional Inflows
(last 12 months)
$23.81M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$26.06M
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UMAY Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Cetera Investment Advisers29,737$1M0.0%-16.6%2.155%
2/17/2025 Citadel Advisors LLC11,581$389K0.0%-4.4%0.839%
2/13/2025 Raymond James Financial Inc.16,468$554K0.0%N/A1.193%
2/12/2025 Arete Wealth Advisors LLC11,396$383K0.0%-9.2%0.826%
2/12/2025 OLD Mission Capital LLC13,597$457K0.0%-44.0%0.985%
2/12/2025 JPMorgan Chase & Co.2,016$68K0.0%N/A0.146%
2/10/2025 IMG Wealth Management Inc.10,203$343K0.3%N/A0.739%
2/10/2025 Commonwealth Equity Services LLC85,560$2.88M0.0%-3.8%6.200%
2/6/2025 Raymond James Financial Inc.16,468$554K0.0%N/A1.193%
2/6/2025 Bedel Financial Consulting Inc.6,017$205K0.0%N/A0.436%
2/5/2025 Noble Wealth Management PBC900$30K0.0%N/A0.065%
1/31/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors115,450$3.88M0.1%+12.7%8.366%
1/24/2025 Spire Wealth Management17,285$581K0.0%-40.6%1.253%
1/23/2025 Strategic Blueprint LLC13,172$443K0.0%-3.0%0.954%
1/21/2025 KFG Wealth Management LLC43,306$1.46M0.3%-2.5%3.138%
1/15/2025 Central Valley Advisors LLC16,786$564K0.3%-5.5%1.216%
1/13/2025 Brookstone Capital Management30,765$1.03M0.0%-9.3%2.229%
11/19/2024 Barclays PLC2,659$88K0.0%N/A0.193%
11/18/2024 Arete Wealth Advisors LLC12,545$413K0.0%-17.6%0.909%
11/15/2024 Barclays PLC2,659$88K0.0%N/A0.193%
10/25/2024 Strategic Blueprint LLC13,584$448K0.0%-9.2%0.984%
10/21/2024 Retirement Guys Formula LLC7,333$242K0.1%-37.4%0.531%
10/18/2024 Stratos 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%
10/8/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors102,406$3.38M0.3%+7.4%7.421%
10/8/2024 Brookstone Capital Management33,933$1.12M0.0%-93.7%2.459%
8/22/2024 Cetera Investment Advisers42,518$1.36M0.0%-8.1%3.081%
8/21/2024 Truist Financial Corp28,254$902K0.0%-21.2%2.047%
8/13/2024 AE Wealth Management LLC15,730$502K0.0%N/A1.140%
8/8/2024 Envestnet Asset Management Inc.115,133$3.68M0.0%+207.3%8.343%
7/31/2024 Spire Wealth Management29,108$929K0.0%+2,672.2%2.109%
7/31/2024 Commonwealth Equity Services LLC88,973$2.84M0.0%+6.1%6.447%
7/27/2024 Strategic Blueprint LLC14,964$478K0.0%-11.5%1.084%
7/20/2024 Milestone Asset Management LLC14,320$457K0.1%-3.6%1.038%
7/19/2024 KFG Wealth Management LLC46,448$1.48M0.6%+14.2%3.366%
7/18/2024 Brookstone Capital Management535,820$17.28M0.3%+1,489.9%38.828%
7/18/2024 Outlook Wealth Advisors LLC6,868$219K0.1%-14.9%0.498%
7/18/2024 Triad Wealth Partners LLC3,026$97K0.1%N/A0.219%
7/15/2024 RFG Advisory LLC6,676$213K0.0%N/A0.484%
7/12/2024 Central Valley Advisors LLC17,756$567K0.3%N/A1.287%
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5/24/2024Cetera Advisors LLC10,440$316K0.0%+5.4%0.757%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors48,298$1.46M0.2%-12.5%3.500%
4/29/2024 Commonwealth Equity Services LLC83,840$2.54M0.0%+2.8%6.075%
4/23/2024 Milestone Asset Management LLC14,851$449K0.1%-2.2%1.024%
4/23/2024 Strategic Blueprint LLC16,917$512K0.0%-22.9%1.167%
4/22/2024 Outlook Wealth Advisors LLC8,067$244K0.1%-96.4%0.556%
4/19/2024 KFG Wealth Management LLC40,658$1.23M0.5%-4.5%2.804%
4/15/2024 Brookstone Capital Management33,702$1.02M0.0%-27.2%2.324%
2/12/2024 Tradition Wealth Management LLC791,870$23.93M2.5%-2.5%27.119%
2/2/2024 Truist Financial Corp37,770$1.11M0.0%-3.7%1.293%
1/31/2024 KFG Wealth Management LLC42,559$1.25M0.6%-6.4%1.458%
1/31/2024 Archer Investment Corp4,951$146K0.0%-51.4%0.170%
1/29/2024 Outlook Wealth Advisors LLC222,010$6.53M2.3%-2.7%7.603%
1/25/2024 Strategic Blueprint LLC21,950$646K0.1%-28.9%0.752%
1/16/2024Raymond James Financial Services Advisors Inc.9,881$291K0.0%N/A0.338%
1/11/2024 Brookstone Capital Management46,323$1.36M0.0%-64.6%1.586%
11/14/2023 Milestone Asset Management LLC15,190$420K0.1%-53.9%0.520%
11/8/2023 HighTower Advisors LLC150,752$4.16M0.0%-1.3%5.163%
11/8/2023 Janney Montgomery Scott LLC8,905$246K0.0%-11.3%0.305%
11/8/2023 Archer Investment Corp10,189$282K0.1%-6.1%0.349%
11/3/2023 MGO One Seven LLC13,600$376K0.0%N/A0.466%
11/2/2023 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors59,383$1.64M0.2%-42.9%2.034%
10/24/2023 Cambridge Investment Research Advisors Inc.8,572$237K0.0%-38.5%0.294%
10/23/2023 Commonwealth Equity Services LLC79,055$2.19M0.0%-10.9%2.707%
10/20/2023 Brookstone Capital Management131,038$3.63M0.1%-80.3%4.488%
10/18/2023 Strategic Blueprint LLC30,885$855K0.1%-19.3%1.058%
10/17/2023 KFG Wealth Management LLC45,465$1.26M0.7%-2.4%1.557%
10/13/2023 Retirement Guys Formula LLC11,729$325K0.2%-14.1%0.402%
10/12/2023 IFP Advisors Inc2,673$74K0.0%-66.3%0.092%
10/11/2023Castle Rock Wealth Management LLC65,836$1.82M0.6%-2.5%2.255%
10/10/2023 Outlook Wealth Advisors LLC228,086$6.31M2.4%-0.9%7.811%
10/5/2023 Foundations Investment Advisors LLC15,190$420K0.0%N/A0.520%
8/10/2023 Commonwealth 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%
8/10/2023 Cetera Investment Advisers16,990$475K0.0%N/A0.582%
8/9/2023 Spire Wealth Management1,050$29K0.0%N/A0.036%
8/8/2023 Archer Investment Corp10,856$303K0.1%+23.5%0.372%
8/4/2023 Envestnet Asset Management Inc.39,761$1.11M0.0%-45.9%1.362%
8/4/2023 IFP Advisors Inc7,923$202K0.0%-64.6%0.271%
8/3/2023 WealthShield Partners LLC2,406$67K0.0%N/A0.082%
8/2/2023 Sigma Planning Corp14,638$409K0.0%N/A0.501%
8/1/2023 Truist Financial Corp40,089$1.12M0.0%+106.6%1.373%
8/1/2023 Money Concepts Capital Corp7,503$210K0.0%N/A0.257%
7/28/2023 Worth Financial Advisory Group LLC29,234$817K0.8%N/A0.812%
7/28/2023 Capital Investment Advisory Services LLC3,525$99K0.0%-97.6%0.098%
7/26/2023 Allegiance Financial Group Advisory Services LLC7,355$206K0.1%N/A0.204%
7/24/2023 Retirement Planning Group LLC8,910$249K0.0%N/A0.248%
7/21/2023 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors103,994$2.91M0.4%-11.5%2.889%
7/18/2023 KFG Wealth Management LLC46,587$1.30M0.8%+196.5%1.294%
7/17/2023 Retirement Guys Formula LLC13,657$382K0.2%-25.9%0.379%
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Everything you need to know is right here.
7/13/2023 Cambridge Investment Research Advisors Inc.13,947$390K0.0%-13.4%0.387%
7/11/2023 Brookstone Capital Management664,390$18.46M0.4%+20.2%18.455%
7/11/2023Castle Rock Wealth Management LLC67,527$1.89M0.6%-4.4%1.876%
7/10/2023 Outlook Wealth Advisors LLC230,258$6.44M2.4%-4.1%6.396%
5/22/2023 Arete Wealth Advisors LLC18,402$493K0.0%N/A0.514%
5/12/2023 Tradition Wealth Management LLC823,910$22.29M2.8%+6.7%23.014%
5/11/2023 Wealth Alliance15,703$421K0.1%+14.6%0.439%
5/9/2023 Archer Investment Corp8,788$236K0.1%-4.4%0.245%
5/5/2023 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors117,457$3.15M0.5%+91.2%3.281%
5/5/2023 Truist Financial Corp19,407$520K0.0%-16.7%0.542%
(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, 48 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), HighTower Advisors LLC ($4.16M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($3.88M), Envestnet Asset Management Inc. ($3.68M), Commonwealth Equity Services LLC ($2.88M), Castle Rock Wealth Management LLC ($1.93M), and KFG Wealth Management LLC ($1.46M).Learn more on UMAY's institutional investors.

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

Of the 36 institutional investors that purchased Innovator U.S. Equity Ultra Buffer ETF - May stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brookstone Capital Management ($993.72K), Capital Investment Advisory Services LLC ($143.98K), Envestnet Asset Management Inc. ($77.67K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($76.10K), Tradition Wealth Management LLC ($51.50K), KFG Wealth Management LLC ($38.35K), and Arete Wealth Advisors LLC ($36.80K).

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

Institutional investors have bought a total of 1,735,675 shares in the last 24 months. This purchase volume represents approximately $50.80M in transactions.

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

Of the 26 institutional investors that sold Innovator U.S. Equity Ultra Buffer ETF - May stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brookstone Capital Management ($1.14M), Outlook Wealth Advisors LLC ($234.97K), Capital Investment Advisory Services LLC ($144.96K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($64.99K), IFP Advisors Inc ($47.03K), Envestnet Asset Management Inc. ($33.71K), and Strategic Blueprint LLC ($28.83K).

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

Institutional investors have sold a total of 1,841,372 shares in the last 24 months. This volume of shares sold represents approximately $54.84M in transactions.



This page (BATS:UMAY) was last updated on 2/22/2025 by MarketBeat.com Staff
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