Who Owns INNOVATOR ETFS TR ETF S&P 500 ULTRA BUFFER ETF MAY (UMAY)? -- Institutional Holders (2026-06-30)

64 institutions reported holding $133.6M of INNOVATOR ETFS TR ETF S&P 500 ULTRA BUFFER ETF MAY (UMAY) in SEC 13F filings for 2026-06-30. Largest institutional holders: Brookstone Capital Management ($55.8M), Talon Private Wealth, LLC ($28.1M), C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors ($6.3M), Cerity Partners LLC ($3.2M), OSAIC HOLDINGS, INC. ($2.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Brookstone Capital Management$55.8M1.5MAdded
2Talon Private Wealth, LLC$28.1M739,204New
3C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$6.3M164,596Added
4Cerity Partners LLC$3.2M83,648New
5OSAIC HOLDINGS, INC.$2.5M66,110Added
6CENTRAL VALLEY ADVISORS, LLC$2.5M65,205Added
7ENVESTNET ASSET MANAGEMENT INC$2.4M63,064Added
8Kestra Advisory Services, LLC$2.2M57,838Trimmed
9Spire Wealth Management$2.2M57,662Added
10Cetera Investment Advisers$2.1M56,244Added
11COMMONWEALTH EQUITY SERVICES, LLC$2.1M54,396Added
12Castle Rock Wealth Management, LLC$1.8M47,343Trimmed
13KFG WEALTH MANAGEMENT, LLC$1.7M44,688Added
14O'Connor Financial Group LLC$1.3M33,343New
15Wood Tarver Financial Group, LLC$1.2M32,789Added
16Lantz Financial LLC$1.1M29,938New
17MML INVESTORS SERVICES, LLC$1.1M27,784Added
18OLD MISSION CAPITAL LLC$920,79824,230Trimmed
19Foundations Investment Advisors, LLC$900,77123,703Added
20TRUIST FINANCIAL CORP$879,45223,142Trimmed
21SteelPeak Wealth, LLC$835,21721,978New
22Trek Financial, LLC$729,76019,203New
23LPL Financial LLC$723,68019,043Trimmed
24RAYMOND JAMES FINANCIAL INC$717,59918,883Trimmed
25MONEY CONCEPTS CAPITAL CORP$693,73418,255New

Source: SEC Form 13F filings · as of 2026-06-30