INNOVATOR U.S. EQUITY ULTRA (UMAY) Institutional Shareholders
INNOVATOR U.S. EQUITY ULTRA (UMAY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $132.58M in UMAY holdings during the latest filing period.
Brookstone Capital Management is currently the largest disclosed institutional shareholder of UMAY tracked by InsiderSet, reporting ownership valued at approximately $55.81M in its June 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 $56.80M, representing an estimated gain of +1.76% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 81% 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
60
Total Reported Value
$132.58M
Largest Holder
Brookstone Capital Management
Largest Position
$55.81M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
67
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Brookstone Capital Management | 0.56% | 1,468,661 | $55,812,643 | $56,796,793 | +$984,150 | +1.76% | |
| Talon Private Wealth, Llc | 3.29% | 739,204 | $28,091,526 | $28,586,867 | +$495,341 | +1.76% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.31% | 164,596 | $6,255,043 | $6,365,339 | +$110,296 | +1.76% | |
| Cerity Partners Llc | 0.00% | 83,648 | $3,178,825 | $3,234,877 | +$56,052 | +1.76% | |
| Osaic Holdings, Inc. | 0.00% | 66,110 | $2,512,189 | $2,556,639 | +$44,450 | +1.77% | |
| Central Valley Advisors, Llc | 0.64% | 65,205 | $2,477,944 | $2,521,640 | +$43,696 | +1.76% | |
| Envestnet Asset Management Inc | 0.00% | 63,064 | $2,396,583 | $2,438,843 | +$42,260 | +1.76% | |
| Kestra Advisory Services, Llc | 0.01% | 57,838 | $2,197,983 | $2,236,740 | +$38,757 | +1.76% | |
| Spire Wealth Management | 0.07% | 57,662 | $2,191,138 | $2,229,934 | +$38,796 | +1.77% | |
| Cetera Investment Advisers | 0.00% | 56,244 | $2,137,422 | $2,175,096 | +$37,674 | +1.76% | |
| Commonwealth Equity Services, Llc | 0.00% | 54,396 | $2,067,180 | $2,103,629 | +$36,449 | +1.76% | |
| Castle Rock Wealth Management, Llc | 0.35% | 47,343 | $1,797,510 | $1,830,872 | +$33,362 | +1.86% | |
| Kfg Wealth Management, Llc | 0.19% | 44,688 | $1,698,257 | $1,728,197 | +$29,940 | +1.76% | |
| O'Connor Financial Group Llc | 0.45% | 33,343 | $1,267,114 | $1,289,457 | +$22,343 | +1.76% | |
| Wood Tarver Financial Group, Llc | 0.29% | 32,789 | $1,246,000 | $1,268,033 | +$22,033 | +1.77% | |
| Lantz Financial Llc | 0.21% | 29,938 | $1,137,716 | $1,157,777 | +$20,061 | +1.76% | |
| Mml Investors Services, Llc | 0.00% | 27,784 | $1,055,859 | $1,074,477 | +$18,618 | +1.76% | |
| Old Mission Capital Llc | 0.02% | 24,230 | $920,798 | $937,035 | +$16,237 | +1.76% | |
| Foundations Investment Advisors, Llc | 0.01% | 23,703 | $900,771 | $916,654 | +$15,883 | +1.76% | |
| Truist Financial Corp | 0.00% | 23,142 | $879,452 | $894,959 | +$15,507 | +1.76% | |
| Steelpeak Wealth, Llc | 0.02% | 21,978 | $835,217 | $849,944 | +$14,727 | +1.76% | |
| Trek Financial, Llc | 0.04% | 19,203 | $729,760 | $742,628 | +$12,868 | +1.76% | |
| Lpl Financial Llc | 0.00% | 19,043 | $723,680 | $736,440 | +$12,760 | +1.76% | |
| Raymond James Financial Inc | 0.00% | 18,883 | $717,599 | $730,253 | +$12,654 | +1.76% | |
| Citadel Advisors Llc | 0.00% | 16,899 | $642,203 | $653,527 | +$11,324 | +1.76% | |
| Arkadios Wealth Advisors | 0.01% | 15,956 | $606,366 | $617,058 | +$10,692 | +1.76% | |
| Merit Financial Group, Llc | 0.00% | 15,670 | $595,498 | $605,998 | +$10,500 | +1.76% | |
| Atria Investments, Inc | 0.01% | 15,435 | $586,567 | $596,910 | +$10,343 | +1.76% | |
| Allworth Financial Lp | 0.00% | 15,362 | $583,793 | $594,087 | +$10,294 | +1.76% | |
| Milestone Asset Management, Llc | 0.08% | 13,412 | $509,688 | $518,676 | +$8,988 | +1.76% | |
| Advisory Services Network, Llc | 0.01% | 13,105 | $498,021 | $506,803 | +$8,782 | +1.76% | |
| Img Wealth Management, Inc. | 0.24% | 11,400 | $433,227 | $440,867 | +$7,640 | +1.76% | |
| Wealth Alliance, Llc | 0.04% | 11,220 | $426,387 | $433,905 | +$7,518 | +1.76% | |
| Morgan Stanley | 0.00% | 9,555 | $363,113 | $369,516 | +$6,403 | +1.76% | |
| Virtue Capital Management, Llc | 0.05% | 9,201 | $349,660 | $355,826 | +$6,166 | +1.76% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 9,194 | $349,394 | $355,555 | +$6,161 | +1.76% | |
| Beacon Pointe Advisors, Llc | 0.00% | 7,753 | $294,633 | $299,828 | +$5,195 | +1.76% | |
| Allegiance Financial Group Advisory Services Llc | 0.05% | 7,355 | $279,508 | $284,436 | +$4,928 | +1.76% | |
| Strategic Blueprint, Llc | 0.01% | 7,347 | $279,204 | $284,127 | +$4,923 | +1.76% | |
| Wealthshield Partners, Llc | 0.04% | 6,841 | $259,974 | $264,559 | +$4,585 | +1.76% | |
| Sequoia Financial Advisors | 0.00% | 6,528 | $248,064 | $252,454 | +$4,390 | +1.77% | |
| Chris Bulman Inc | 0.09% | 6,310 | $239,795 | $244,023 | +$4,228 | +1.76% | |
| Royal Bank Of Canada | 0.00% | 5,767 | $219,000 | $223,024 | +$4,024 | +1.84% | |
| Bedel Financial Consulting, Inc. | 0.02% | 5,722 | $217,450 | $221,284 | +$3,834 | +1.76% | |
| Foundry Financial Group, Inc. | 0.09% | 5,375 | $204,263 | $207,865 | +$3,602 | +1.76% | |
| Kingswood Wealth Advisors, Llc | 0.01% | 5,355 | $203,503 | $207,091 | +$3,588 | +1.76% | |
| Founders Financial Securities Llc | 0.01% | 5,329 | $202,515 | $206,086 | +$3,571 | +1.76% | |
| Savvy Advisors, Inc. | 0.00% | 5,312 | $201,869 | $205,428 | +$3,559 | +1.76% | |
| Tounjian Advisory Partners, Llc | 0.07% | 4,355 | $165,500 | $168,419 | +$2,919 | +1.76% | |
| Capital Investment Advisory Services, Llc | 0.01% | 3,199 | $121,570 | $123,713 | +$2,143 | +1.76% |
Frequently asked questions about UMAY
Who owns the most UMAY stock?
The largest holders of UMAY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INNOVATOR U.S. EQUITY ULTRA (UMAY).
Is UMAY widely held by superinvestors?
Many widely followed stocks like UMAY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly UMAY is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.