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

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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)
12
Total
Institutional Inflows
(last 12 months)
$21.62M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$26.23M
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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
1/21/2025KFG 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%
11/19/2024Barclays 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%
10/8/2024 Brookstone 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%
7/18/2024 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%
7/18/2024Triad Wealth Partners LLC3,026$97K0.1%N/A0.219%
7/15/2024RFG Advisory LLC6,676$213K0.0%N/A0.484%
7/12/2024 Central 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%
4/22/2024 Outlook Wealth Advisors LLC8,067$244K0.1%-96.4%0.556%
4/19/2024KFG Wealth Management LLC40,658$1.23M0.5%-4.5%2.804%
4/15/2024 Brookstone 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%
1/29/2024 Outlook Wealth Advisors LLC222,010$6.53M2.3%-2.7%7.603%
1/25/2024Strategic Blueprint LLC21,950$646K0.1%-28.9%0.752%
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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%
11/14/2023Milestone Asset Management LLC15,190$420K0.1%-53.9%0.520%
11/8/2023HighTower Advisors LLC150,752$4.16M0.0%-1.3%5.163%
11/8/2023 Janney 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%
10/20/2023 Brookstone 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%
10/10/2023 Outlook 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%
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%
7/26/2023Allegiance Financial Group Advisory Services LLC7,355$206K0.1%N/A0.204%
7/24/2023Retirement Planning Group LLC8,910$249K0.0%N/A0.248%
7/21/2023C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors103,994$2.91M0.4%-11.5%2.889%
7/18/2023KFG Wealth Management LLC46,587$1.30M0.8%+196.5%1.294%
7/17/2023Retirement Guys Formula LLC13,657$382K0.2%-25.9%0.379%
7/13/2023Cambridge 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%
5/22/2023Arete Wealth Advisors LLC18,402$493K0.0%N/A0.514%
5/12/2023Tradition Wealth Management LLC823,910$22.29M2.8%+6.7%23.014%
5/11/2023Wealth Alliance15,703$421K0.1%+14.6%0.439%
5/9/2023Archer Investment Corp8,788$236K0.1%-4.4%0.245%
5/5/2023C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors117,457$3.15M0.5%+91.2%3.281%
5/5/2023Truist Financial Corp19,407$520K0.0%-16.7%0.542%
5/4/2023Larson Financial Group LLC1,139$31K0.0%+92.4%0.032%
5/1/2023Truadvice LLC24,815$671K0.3%-13.6%0.693%
5/1/2023Arete Wealth Advisors LLC18,402$493.22B0.0%N/A0.514%
4/28/2023Strategic Blueprint LLC41,798$1.12M0.1%-8.2%1.168%
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4/21/2023Capital Investment Advisory Services LLC148,484$3.98M0.5%+3,199.6%4.148%
4/19/2023 Brookstone Capital Management552,869$14.90M0.3%+220.0%15.443%
4/18/2023 Outlook Wealth Advisors LLC240,114$6.44M2.9%-0.7%6.707%
4/18/2023IFP Advisors Inc22,382$570K0.0%-55.0%0.625%
4/14/2023KFG Wealth Management LLC15,710$424K0.3%+12.0%0.428%
3/6/2023OLD Mission Capital LLC6,008$157K0.0%N/A0.000%
2/13/2023Wealth Alliance13,703$358K0.1%-12.7%0.000%
2/10/2023CoreCap Advisors LLC4,493$117K0.0%N/A0.000%
2/10/2023Advisor Group Holdings Inc.956,661$25.00M0.1%-31.1%0.000%
2/9/2023HighTower Advisors LLC40,753$1.07M0.0%+2.3%0.000%
(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, 47 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - May. The most heavily invested institutionals were Advisor Group Holdings Inc. ($25.00M), Tradition Wealth Management LLC ($23.93M), HighTower Advisors LLC ($4.16M), Envestnet Asset Management Inc. ($3.68M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($3.38M), Commonwealth Equity Services LLC ($2.84M), and Castle Rock Wealth Management LLC ($1.93M).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 ($63.05K), 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 1,693,860 shares in the last 24 months. This purchase volume represents approximately $49.22M in transactions.

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

Of the 25 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), Advisor Group Holdings Inc. ($431.14K), 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 ($47.78K), and Strategic Blueprint LLC ($39.12K).

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

Institutional investors have sold a total of 2,284,108 shares in the last 24 months. This volume of shares sold represents approximately $66.16M in transactions.


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This page (BATS:UMAY) was last updated on 1/21/2025 by MarketBeat.com Staff
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