KMAY Institutional Ownership & Shareholders
INNOVATOR US SC PB ETF - MAY (KMAY) is currently held by 38 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $38.12M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Gradient Investments Llc is currently the largest disclosed institutional shareholder of KMAY tracked by InsiderSet, reporting ownership valued at approximately $14.21M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $14.27M, representing an estimated gain of +0.42% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed KMAY value among the investors covered in this analysis. Major shareholders include Gradient Investments Llc, Raymond James Financial Inc, Osaic Holdings, Inc., and several other long-term asset managers with concentrated positions in INNOVATOR US SC PB ETF - MAY (KMAY).
This page ranks the largest institutional KMAY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
38
Total Reported Value
$38.12M
Largest Holder
Gradient Investments Llc
Largest Position
$14.21M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
43
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Gradient Investments Llc | 0.20% | 479,153 | $14,205,437 | $14,265,439 | +$60,002 | +0.42% | |
| Raymond James Financial Inc | 0.00% | 138,206 | $4,198,699 | $4,114,697 | -$84,002 | -2.00% | |
| Osaic Holdings, Inc. | 0.00% | 103,961 | $3,158,334 | $3,095,148 | -$63,186 | -2.00% | |
| Harbour Investments, Inc. | 0.03% | 66,012 | $2,005,445 | $1,965,322 | -$40,123 | -2.00% | |
| Susquehanna International Group, Llp | 0.00% | 47,578 | $1,445,420 | $1,416,502 | -$28,918 | -2.00% | |
| Cetera Investment Advisers | 0.00% | 47,059 | $1,429,652 | $1,401,050 | -$28,602 | -2.00% | |
| Commonwealth Equity Services, Llc | 0.00% | 42,052 | $1,246,711 | $1,251,981 | +$5,270 | +0.42% | |
| Investment Management Corp | 0.88% | 34,737 | $1,055,310 | $1,034,197 | -$21,113 | -2.00% | |
| Diligent Investors, Llc | 0.21% | 32,150 | $953,151 | $957,176 | +$4,025 | +0.42% | |
| Sherry Group, Inc. | 0.84% | 30,100 | $892,386 | $896,143 | +$3,757 | +0.42% | |
| First Commonwealth Financial Corp | 0.11% | 26,497 | $804,979 | $788,874 | -$16,105 | -2.00% | |
| Kestra Advisory Services, Llc | 0.00% | 19,786 | $586,596 | $589,073 | +$2,477 | +0.42% | |
| Private Advisor Group, Llc | 0.00% | 17,970 | $545,929 | $535,006 | -$10,923 | -2.00% | |
| Cornerstone Wealth, Llc/Tn | 0.24% | 17,284 | $510,467 | $514,583 | +$4,116 | +0.81% | |
| Lpl Financial Llc | 0.00% | 16,713 | $507,741 | $497,583 | -$10,158 | -2.00% | |
| Jefferies Financial Group Inc. | 0.00% | 14,360 | $436,257 | $427,529 | -$8,728 | -2.00% | |
| Wealth Alliance, Llc | 0.03% | 13,152 | $399,558 | $391,564 | -$7,994 | -2.00% | |
| Annis Gardner Whiting Capital Advisors, Llc | 0.06% | 12,900 | $391,902 | $384,061 | -$7,841 | -2.00% | |
| Old Mission Capital Llc | 0.01% | 11,869 | $360,580 | $353,366 | -$7,214 | -2.00% | |
| Keating Financial Advisory Services, Inc. | 0.04% | 11,046 | $335,577 | $328,864 | -$6,713 | -2.00% | |
| Phoenix Financial Ltd. | 0.00% | 10,650 | $322,754 | $317,074 | -$5,680 | -1.76% | |
| Fiduciary Financial Group, Llc | 0.04% | 10,351 | $306,876 | $308,172 | +$1,296 | +0.42% | |
| Cresset Asset Management, Llc | 0.00% | 10,065 | $305,775 | $299,657 | -$6,118 | -2.00% | |
| Ponta Wealth Partners, Llc | 0.15% | 9,273 | $281,714 | $276,078 | -$5,636 | -2.00% | |
| Wood Tarver Financial Group, Llc | 0.06% | 8,053 | $244,000 | $239,756 | -$4,244 | -1.74% | |
| Dhjj Financial Advisors, Ltd. | 0.05% | 6,231 | $184,731 | $185,511 | +$780 | +0.42% | |
| Allworth Financial Lp | 0.00% | 5,115 | $155,394 | $152,285 | -$3,109 | -2.00% | |
| Phillips Financial Management, Llc | 0.01% | 4,920 | $145,888 | $146,479 | +$591 | +0.41% | |
| Pfs Partners, Llc | 0.04% | 3,076 | $91,195 | $91,579 | +$384 | +0.42% | |
| Capital Analysts, Llc | 0.00% | 2,363 | $71,000 | $70,352 | -$648 | -0.91% | |
| Blackrock, Inc. | 0.00% | 1,950 | $59,231 | $58,056 | -$1,175 | -1.98% | |
| Ifs Advisors, Llc | 0.02% | 1,868 | $55,380 | $55,614 | +$234 | +0.42% | |
| Ifp Advisors, Inc | 0.00% | 1,702 | $50,459 | $50,672 | +$213 | +0.42% | |
| Ubs Group Ag | 0.00% | 1,260 | $38,279 | $37,513 | -$766 | -2.00% | |
| Creative Financial Designs Inc | 0.00% | 1,000 | $30,380 | $29,772 | -$608 | -2.00% | |
| Ashton Thomas Private Wealth, Llc | 0.00% | 683 | $20,750 | $20,334 | -$416 | -2.00% | |
| Noble Wealth Management Pbc | 0.01% | 500 | $14,824 | $14,886 | +$62 | +0.42% | |
| Jdm Financial Group Llc | 0.00% | 199 | $6,046 | $5,925 | -$121 | -2.01% |
Frequently asked questions about KMAY
Who are the largest institutional holders of KMAY?
The largest institutional holders of KMAY reported in the latest SEC Form 13F filings include Gradient Investments Llc, Raymond James Financial Inc, Osaic Holdings, Inc., Harbour Investments, Inc., and Susquehanna International Group, Llp. InsiderSet ranks institutional holders by their latest reported KMAY position.
What is KMAY institutional ownership?
This page tracks KMAY positions reported by institutional investment managers through SEC Form 13F. INNOVATOR US SC PB ETF - MAY (KMAY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own KMAY?
InsiderSet currently tracks 38 institutional managers reporting KMAY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of KMAY shareholders.
How much KMAY stock do institutions own?
Institutional investment managers disclosed approximately $38.12M in KMAY holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was KMAY institutional ownership last updated?
The latest KMAY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional KMAY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its KMAY position after the reporting date.
Are institutions buying or selling KMAY?
Institutional buying and selling can be analyzed by comparing KMAY positions across consecutive 13F reporting periods. InsiderSet's KMAY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View KMAY ownership changes.
How has KMAY institutional ownership changed over time?
InsiderSet tracks KMAY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.