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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Talon Private Wealth, Llc | Buy | +739,204 | — | 739,204 | $28.09M | Q2 2026 | Sep 11, 2026 |
| Citadel Advisors Llc | Sell | -5,186 | -23.5% | 16,899 | $642.20K | Q2 2026 | Sep 02, 2026 |
| Archer Investment Corp | Buy | +117 | +33.4% | 467 | $17.75K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +7,753 | — | 7,753 | $294.63K | Q2 2026 | Aug 18, 2026 |
| Cerity Partners Llc | Buy | +83,648 | — | 83,648 | $3.18M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +26,991 | +69.0% | 66,110 | $2.51M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -16,281 | -46.3% | 18,883 | $717.60K | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Sell | -13,548 | -35.9% | 24,230 | $920.80K | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Buy | +2,920 | +14.0% | 23,703 | $900.77K | Q2 2026 | Aug 14, 2026 |
| Wood Tarver Financial Group, Llc | Buy | +21,863 | +200.1% | 32,789 | $1.25M | Q2 2026 | Aug 13, 2026 |
| Trek Financial, Llc | Buy | +19,203 | — | 19,203 | $729.76K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +9,555 | — | 9,555 | $363.11K | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Buy | +19,439 | +52.8% | 56,244 | $2.14M | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, Llc | Buy | +10,036 | +327.0% | 13,105 | $498.02K | Q2 2026 | Aug 12, 2026 |
| Wealthshield Partners, Llc | Buy | +6,367 | +1343.2% | 6,841 | $259.97K | Q2 2026 | Aug 12, 2026 |
| Arkadios Wealth Advisors | Buy | +15,956 | — | 15,956 | $606.37K | Q2 2026 | Aug 10, 2026 |
| Mml Investors Services, Llc | Buy | +17,833 | +179.2% | 27,784 | $1.06M | Q2 2026 | Aug 07, 2026 |
| Tounjian Advisory Partners, Llc | Buy | +4,355 | — | 4,355 | $165.50K | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Sell | -1,089 | -5.4% | 19,043 | $723.68K | Q2 2026 | Aug 07, 2026 |
| Img Wealth Management, Inc. | Buy | +334 | +3.0% | 11,400 | $433.23K | Q2 2026 | Aug 07, 2026 |
| Continuum Advisory, Llc | Buy | +1,627 | — | 1,627 | $61.83K | Q2 2026 | Aug 06, 2026 |
| Virtue Capital Management, Llc | Buy | +9,201 | — | 9,201 | $349.66K | Q2 2026 | Aug 05, 2026 |
| Envestnet Asset Management Inc | Buy | +28,263 | +81.2% | 63,064 | $2.40M | Q2 2026 | Aug 03, 2026 |
| Savvy Advisors, Inc. | Sell | -414 | -7.2% | 5,312 | $201.87K | Q2 2026 | Aug 03, 2026 |
| Founders Financial Securities Llc | Buy | +5,329 | — | 5,329 | $202.51K | Q2 2026 | Jul 31, 2026 |
| Commonwealth Equity Services, Llc | Buy | +14,540 | +36.5% | 54,396 | $2.07M | Q2 2026 | Jul 29, 2026 |
| Atria Investments, Inc | Buy | +15,435 | — | 15,435 | $586.57K | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, Llc | Sell | -10,105 | -14.9% | 57,838 | $2.20M | Q2 2026 | Jul 28, 2026 |
| Truist Financial Corp | Sell | -1,832 | -7.3% | 23,142 | $879.45K | Q2 2026 | Jul 28, 2026 |
| Creative Financial Designs Inc | Buy | +527 | — | 527 | $20.03K | Q2 2026 | Jul 28, 2026 |
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.