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

$31.73 -1.86 (-5.54%)
As of 04/17/2025 03:58 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)
20
Total
Institutional Inflows
(last 12 months)
$25.08M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$25.99M
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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
4/14/2025 Outlook Wealth Advisors LLC6,049$203K0.1%N/A0.448%
4/11/2025 KFG Wealth Management LLC39,107$1.31M0.2%-9.7%2.897%
3/6/2025Wood Tarver Financial Group LLC17,407$585K0.2%N/A1.200%
3/5/2025 Castle 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%
2/5/2025 Noble 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%
1/21/2025 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%
1/13/2025Brookstone 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%
10/9/2024 Castle 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%
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%
7/20/2024 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%
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7/18/2024Brookstone 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%
7/15/2024 RFG 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%
4/23/2024 Milestone 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%
4/19/2024 KFG 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%
1/31/2024 KFG 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%
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%
11/14/2023 Milestone 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%
10/20/2023Brookstone Capital Management131,038$3.63M0.1%-80.3%4.488%
10/18/2023Strategic Blueprint LLC30,885$855K0.1%-19.3%1.058%
10/17/2023 KFG 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%
10/11/2023 Castle 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%
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Here’s the full story for you.
7/26/2023Allegiance Financial Group Advisory Services LLC7,355$206K0.1%N/A0.204%
7/24/2023 Retirement Planning Group LLC8,910$249K0.0%N/A0.248%
7/21/2023C2P 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%
7/17/2023Retirement 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%
7/11/2023Brookstone Capital Management664,390$18.46M0.4%+20.2%18.455%
7/11/2023 Castle 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%
(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, 50 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 ($1.78M), and KFG Wealth Management LLC ($1.31M).Learn more on UMAY's institutional investors.

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

Of the 38 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 ($613.64K), 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), Arete Wealth Advisors LLC ($36.80K), and KFG Wealth Management LLC ($36.67K).

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

Institutional investors have bought a total of 1,385,550 shares in the last 24 months. This purchase volume represents approximately $41.68M 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 ($233.25K), Capital Investment Advisory Services LLC ($144.96K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($64.99K), Envestnet Asset Management Inc. ($33.71K), Strategic Blueprint LLC ($28.83K), and Tradition Wealth Management LLC ($20.23K).

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

Institutional investors have sold a total of 1,823,367 shares in the last 24 months. This volume of shares sold represents approximately $54.44M in transactions.


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This page (BATS:UMAY) was last updated on 4/20/2025 by MarketBeat.com Staff
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