UMAY institutional holders

Innovator U.S. Equity Ultra Buffer ETF - May · 61 reporting institutions · $104.3M reported value

Funds that can replace UMAY · UMAY return decomposition

Institutional holdings

Institutions reporting UMAY, largest first
InstitutionReported positionAdvisors at firmReport period
Brookstone Capital Management$55.8M3372026-06-30
C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors$6.3M1032026-06-30
Cerity Partners LLC$3.2M7772026-06-30
Osaic Holdings, Inc.$2.5M02026-06-30
The Salvetti Group$2.5M62026-06-30
Envestnet Pmc$2.4M602026-06-30
Kestra Advisory Services, LLC$2.2M1,4792026-06-30
Spire Wealth Management$2.2M32026-06-30
Cetera Investment Advisers$2.1M10,3702026-06-30
Commonwealth Equity Services, LLC$2.1M2,8632026-06-30
Castle Rock Wealth Management, LLC$1.8M72026-06-30
Kfg Wealth Management, LLC$1.7M492026-06-30
O'Connor Financial Group LLC$1.3M42026-06-30
Lantz Financial LLC$1.1M72026-06-30
MML Investors Services, LLC$1.1M5,1202026-06-30
Old Mission Capital LLC$920.8K02026-06-30
Foundations Investment Advisors, LLC$900.8K3022026-06-30
Truist Financial Corp$879.5K02026-06-30
Steelpeak Wealth, LLC$835.2K422026-06-30
Trek Financial, LLC$729.8K632026-06-30
Lpl Financial LLC$723.7K23,4582026-06-30
Raymond James Financial Inc$717.6K02026-06-30
Money Concepts Capital Corp$693.7K3892026-06-30
Citadel Advisors LLC$642.2K02026-06-30
Arkadios Wealth Advisors$606.4K2262026-06-30
Merit Financial Group, LLC$595.5K2952026-06-30
Atria Investments, Inc$586.6K62026-06-30
Allworth Financial, LP$583.8K3172026-06-30
Milestone Asset Management, LLC$509.7K112026-06-30
Advisory Services Network$498K2532026-06-30
Img Wealth Management, Inc.$433.2K72026-06-30
The Wealth Alliance, LLC$426.4K122026-06-30
Morgan Stanley$363.1K23,1852026-06-30
Virtue Capital Management, LLC$349.7K892026-06-30
Steward Partners Investment Advisory, LLC$349.4K4812026-06-30
Ae Wealth Management LLC$341.1K4712026-06-30
Beacon Pointe Advisors, LLC$294.6K4662026-06-30
Allegiance Financial Group Advisory Services LLC$279.5K72026-06-30
Strategic Blueprint, LLC$279.2K552026-06-30
Wealthshield Partners, LLC$260K02026-06-30
Sequoia Financial Group, LLC$248.1K2582026-06-30
Chris Bulman Inc$239.8K72026-06-30
Royal Bank of Canada$219K02026-06-30
Bedel Financial Consulting, Inc.$217.5K192026-06-30
Foundry Financial Group, Inc.$204.3K72026-06-30
Kingswood Wealth Advisors, LLC$203.5K1232026-06-30
Founders Financial Securities LLC$202.5K1172026-06-30
Savvy Advisors, Inc.$201.9K2142026-06-30
Tounjian Advisory Partners, LLC$165.5K52026-06-30
Capital Investment Advisory Services, LLC$121.6K1032026-06-30
Evolution Wealth Management Inc.$87.9K32026-06-30
Continuum Advisory, LLC$61.8K402026-06-30
Archer Investment Corp$35.5K782026-06-30
Noble Wealth Management Pbc.$26.6K42026-06-30
Creative Financial Designs Inc /adv$20K02026-06-30
Financial Network Wealth Advisors LLC$17.6K72026-06-30
Corecap Advisors, LLC$17.1K1182026-06-30
Cwm, LLC$11K6672026-03-31
Larson Financial Group LLC$7.1K672026-06-30
Keating Financial Advisory Services, Inc.$2.4K252026-06-30
Wood Tarver Financial$1.2K52026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2026-03-31 to 2026-06-30