UMAY Institutional Ownership & Shareholders
INNOVATOR U.S. EQUITY ULTRA (UMAY) is currently held by 63 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $131.67M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Brookstone Capital Management is currently the largest disclosed institutional shareholder of UMAY tracked by InsiderSet, reporting ownership valued at approximately $52.18M 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 $52.12M, representing an estimated loss of -0.10% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed UMAY value among the investors covered in this analysis. Major shareholders include Brookstone Capital Management, Talon Private Wealth, Llc, C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors, and several other long-term asset managers with concentrated positions in INNOVATOR U.S. EQUITY ULTRA (UMAY).
This page ranks the largest institutional UMAY 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
63
Total Reported Value
$131.67M
Largest Holder
Brookstone Capital Management
Largest Position
$52.18M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
70
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Brookstone Capital Management | 0.52% | 1,345,767 | $52,175,645 | $52,124,786 | -$50,859 | -0.10% | |
| Talon Private Wealth, Llc | 3.29% | 739,204 | $28,091,526 | $28,631,145 | +$539,619 | +1.92% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.34% | 179,416 | $6,955,994 | $6,949,212 | -$6,782 | -0.10% | |
| Cerity Partners Llc | 0.00% | 83,648 | $3,178,825 | $3,239,888 | +$61,063 | +1.92% | |
| Concurrent Investment Advisors, Llc | 0.02% | 65,253 | $2,529,867 | $2,527,405 | -$2,462 | -0.10% | |
| Central Valley Advisors, Llc | 0.68% | 65,125 | $2,524,908 | $2,522,448 | -$2,460 | -0.10% | |
| Osaic Holdings, Inc. | 0.00% | 66,110 | $2,512,189 | $2,560,599 | +$48,410 | +1.93% | |
| Envestnet Asset Management Inc | 0.00% | 63,064 | $2,396,583 | $2,442,620 | +$46,037 | +1.92% | |
| Kestra Advisory Services, Llc | 0.01% | 57,838 | $2,197,983 | $2,240,205 | +$42,222 | +1.92% | |
| Cetera Investment Advisers | 0.00% | 56,244 | $2,137,422 | $2,178,465 | +$41,043 | +1.92% | |
| Spire Wealth Management | 0.06% | 53,611 | $2,078,504 | $2,076,483 | -$2,021 | -0.10% | |
| Commonwealth Equity Services, Llc | 0.00% | 54,396 | $2,067,180 | $2,106,888 | +$39,708 | +1.92% | |
| Castle Rock Wealth Management, Llc | 0.35% | 47,094 | $1,844,201 | $1,824,064 | -$20,137 | -1.09% | |
| Kfg Wealth Management, Llc | 0.15% | 36,519 | $1,415,841 | $1,414,469 | -$1,372 | -0.10% | |
| O'Connor Financial Group Llc | 0.46% | 33,449 | $1,296,824 | $1,295,560 | -$1,264 | -0.10% | |
| Wood Tarver Financial Group, Llc | 0.29% | 32,789 | $1,246,000 | $1,269,997 | +$23,997 | +1.93% | |
| Lantz Financial Llc | 0.21% | 29,764 | $1,153,956 | $1,152,831 | -$1,125 | -0.10% | |
| Mml Investors Services, Llc | 0.00% | 27,784 | $1,055,859 | $1,076,141 | +$20,282 | +1.92% | |
| Old Mission Capital Llc | 0.02% | 24,230 | $920,798 | $938,486 | +$17,688 | +1.92% | |
| Foundations Investment Advisors, Llc | 0.01% | 23,703 | $900,771 | $918,074 | +$17,303 | +1.92% | |
| Steelpeak Wealth, Llc | 0.02% | 20,453 | $792,967 | $792,194 | -$773 | -0.10% | |
| Truist Financial Corp | 0.00% | 20,009 | $775,753 | $774,997 | -$756 | -0.10% | |
| Img Wealth Management, Inc. | 0.38% | 18,926 | $733,767 | $733,049 | -$718 | -0.10% | |
| Lpl Financial Llc | 0.00% | 19,043 | $723,680 | $737,581 | +$13,901 | +1.92% | |
| Trek Financial, Llc | 0.03% | 18,570 | $719,963 | $719,261 | -$702 | -0.10% | |
| Raymond James Financial Inc | 0.00% | 18,883 | $717,599 | $731,384 | +$13,785 | +1.92% | |
| Citadel Advisors Llc | 0.00% | 16,899 | $642,203 | $654,539 | +$12,336 | +1.92% | |
| Arkadios Wealth Advisors | 0.01% | 15,956 | $606,366 | $618,014 | +$11,648 | +1.92% | |
| Merit Financial Group, Llc | 0.00% | 15,670 | $595,498 | $606,937 | +$11,439 | +1.92% | |
| Atria Investments, Inc | 0.01% | 15,275 | $592,215 | $591,637 | -$578 | -0.10% | |
| Allworth Financial Lp | 0.00% | 15,362 | $583,793 | $595,007 | +$11,214 | +1.92% | |
| Milestone Asset Management, Llc | 0.08% | 13,412 | $519,986 | $519,479 | -$507 | -0.10% | |
| Advisory Services Network, Llc | 0.01% | 13,105 | $498,021 | $507,588 | +$9,567 | +1.92% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 11,669 | $455,891 | $451,968 | -$3,923 | -0.86% | |
| Wealth Alliance, Llc | 0.04% | 11,220 | $426,387 | $434,578 | +$8,191 | +1.92% | |
| Morgan Stanley | 0.00% | 9,555 | $363,113 | $370,088 | +$6,975 | +1.92% | |
| Virtue Capital Management, Llc | 0.05% | 9,213 | $357,190 | $356,842 | -$348 | -0.10% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 9,194 | $349,394 | $356,106 | +$6,712 | +1.92% | |
| Beacon Pointe Advisors, Llc | 0.00% | 7,753 | $294,633 | $300,292 | +$5,659 | +1.92% | |
| Strategic Blueprint, Llc | 0.01% | 7,347 | $284,845 | $284,567 | -$278 | -0.10% | |
| Allegiance Financial Group Advisory Services Llc | 0.05% | 7,355 | $279,508 | $284,877 | +$5,369 | +1.92% | |
| Wealthshield Partners, Llc | 0.04% | 6,841 | $259,974 | $264,968 | +$4,994 | +1.92% | |
| Sequoia Financial Advisors | 0.00% | 6,528 | $248,064 | $252,845 | +$4,781 | +1.93% | |
| Royal Bank Of Canada | 0.00% | 5,767 | $219,000 | $223,370 | +$4,370 | +2.00% | |
| Bedel Financial Consulting, Inc. | 0.02% | 5,722 | $217,450 | $221,627 | +$4,177 | +1.92% | |
| Triad Wealth Partners, Llc | 0.01% | 5,525 | $214,205 | $213,997 | -$208 | -0.10% | |
| Chris Bulman Inc | 0.07% | 5,465 | $211,879 | $211,673 | -$206 | -0.10% | |
| Foundry Financial Group, Inc. | 0.09% | 5,375 | $208,390 | $208,187 | -$203 | -0.10% | |
| Kingswood Wealth Advisors, Llc | 0.01% | 5,355 | $207,614 | $207,412 | -$202 | -0.10% | |
| Founders Financial Securities Llc | 0.01% | 5,262 | $204,009 | $203,810 | -$199 | -0.10% |
Frequently asked questions about UMAY
Who are the largest institutional holders of UMAY?
The largest institutional holders of UMAY reported in the latest SEC Form 13F filings include Brookstone Capital Management, Talon Private Wealth, Llc, C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors, Cerity Partners Llc, and Concurrent Investment Advisors, Llc. InsiderSet ranks institutional holders by their latest reported UMAY position.
What is UMAY institutional ownership?
This page tracks UMAY positions reported by institutional investment managers through SEC Form 13F. INNOVATOR U.S. EQUITY ULTRA (UMAY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own UMAY?
InsiderSet currently tracks 63 institutional managers reporting UMAY 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 UMAY shareholders.
How much UMAY stock do institutions own?
Institutional investment managers disclosed approximately $131.67M in UMAY holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was UMAY institutional ownership last updated?
The latest UMAY 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 UMAY 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 UMAY position after the reporting date.
Are institutions buying or selling UMAY?
Institutional buying and selling can be analyzed by comparing UMAY positions across consecutive 13F reporting periods. InsiderSet's UMAY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View UMAY ownership changes.
How has UMAY institutional ownership changed over time?
InsiderSet tracks UMAY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.