INNOVATOR U.S. EQUITY ULTRA (UMAY) Institutional Ownership Changes & 13F Activity

INNOVATOR U.S. EQUITY ULTRA (UMAY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Talon Private Wealth, Llc, Cerity Partners Llc, Envestnet Asset Management Inc, Osaic Holdings, Inc., and Wood Tarver Financial Group, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Talon Private Wealth, LlcBuy+739,204739,204$28.09MQ2 2026Sep 11, 2026
Citadel Advisors LlcSell-5,186-23.5%16,899$642.20KQ2 2026Sep 02, 2026
Archer Investment CorpBuy+117+33.4%467$17.75KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+7,7537,753$294.63KQ2 2026Aug 18, 2026
Cerity Partners LlcBuy+83,64883,648$3.18MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+26,991+69.0%66,110$2.51MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-16,281-46.3%18,883$717.60KQ2 2026Aug 14, 2026
Old Mission Capital LlcSell-13,548-35.9%24,230$920.80KQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+2,920+14.0%23,703$900.77KQ2 2026Aug 14, 2026
Wood Tarver Financial Group, LlcBuy+21,863+200.1%32,789$1.25MQ2 2026Aug 13, 2026
Trek Financial, LlcBuy+19,20319,203$729.76KQ2 2026Aug 13, 2026
Morgan StanleyBuy+9,5559,555$363.11KQ2 2026Aug 13, 2026
Cetera Investment AdvisersBuy+19,439+52.8%56,244$2.14MQ2 2026Aug 12, 2026
Advisory Services Network, LlcBuy+10,036+327.0%13,105$498.02KQ2 2026Aug 12, 2026
Wealthshield Partners, LlcBuy+6,367+1343.2%6,841$259.97KQ2 2026Aug 12, 2026
Arkadios Wealth AdvisorsBuy+15,95615,956$606.37KQ2 2026Aug 10, 2026
Mml Investors Services, LlcBuy+17,833+179.2%27,784$1.06MQ2 2026Aug 07, 2026
Tounjian Advisory Partners, LlcBuy+4,3554,355$165.50KQ2 2026Aug 07, 2026
Lpl Financial LlcSell-1,089-5.4%19,043$723.68KQ2 2026Aug 07, 2026
Img Wealth Management, Inc.Buy+334+3.0%11,400$433.23KQ2 2026Aug 07, 2026
Continuum Advisory, LlcBuy+1,6271,627$61.83KQ2 2026Aug 06, 2026
Virtue Capital Management, LlcBuy+9,2019,201$349.66KQ2 2026Aug 05, 2026
Envestnet Asset Management IncBuy+28,263+81.2%63,064$2.40MQ2 2026Aug 03, 2026
Savvy Advisors, Inc.Sell-414-7.2%5,312$201.87KQ2 2026Aug 03, 2026
Founders Financial Securities LlcBuy+5,3295,329$202.51KQ2 2026Jul 31, 2026
Commonwealth Equity Services, LlcBuy+14,540+36.5%54,396$2.07MQ2 2026Jul 29, 2026
Atria Investments, IncBuy+15,43515,435$586.57KQ2 2026Jul 28, 2026
Kestra Advisory Services, LlcSell-10,105-14.9%57,838$2.20MQ2 2026Jul 28, 2026
Truist Financial CorpSell-1,832-7.3%23,142$879.45KQ2 2026Jul 28, 2026
Creative Financial Designs IncBuy+527527$20.03KQ2 2026Jul 28, 2026
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Frequently asked questions about UMAY activity

  • Which institutional owners are buying UMAY?

    Institutional owners buying UMAY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in UMAY activity?

    "Buy" means an investor increased their reported position in UMAY compared to the prior reporting period. This reflects growing exposure to INNOVATOR U.S. EQUITY ULTRA (UMAY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in UMAY increasing?

    Institutional interest in UMAY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.