INNOVATOR U.S. EQUITY ULTRA (UMAY) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $33.54M in UMAY holdings during the latest filing period.
C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors is currently the largest disclosed institutional shareholder of UMAY tracked by InsiderSet, reporting ownership valued at approximately $5.78M in its March 31, 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 $5.93M, representing an estimated gain of +2.57% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed UMAY value among the investors covered in this analysis. Major shareholders include C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors, Kestra Advisory Services, Llc, Central Valley Advisors, Llc, 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
45
Total Reported Value
$33.54M
Largest Holder
C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors
Largest Position
$5.78M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
48
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.33% | 156,897 | $5,776,540 | $5,925,184 | +$148,644 | +2.57% | |
| Kestra Advisory Services, Llc | 0.01% | 67,943 | $2,501,485 | $2,565,854 | +$64,369 | +2.57% | |
| Central Valley Advisors, Llc | 0.55% | 55,206 | $2,032,542 | $2,084,844 | +$52,302 | +2.57% | |
| Susquehanna International Group, Llp | 0.00% | 51,988 | $1,914,063 | $1,963,316 | +$49,253 | +2.57% | |
| Castle Rock Wealth Management, Llc | 0.39% | 48,821 | $1,802,701 | $1,843,715 | +$41,014 | +2.28% | |
| Commonwealth Equity Services, Llc | 0.00% | 39,856 | $1,467,390 | $1,505,154 | +$37,764 | +2.57% | |
| Osaic Holdings, Inc. | 0.00% | 39,119 | $1,440,337 | $1,477,321 | +$36,984 | +2.57% | |
| Old Mission Capital Llc | 0.03% | 37,778 | $1,390,887 | $1,426,679 | +$35,792 | +2.57% | |
| Cetera Investment Advisers | 0.00% | 36,805 | $1,355,079 | $1,389,933 | +$34,854 | +2.57% | |
| Raymond James Financial Inc | 0.00% | 35,164 | $1,294,647 | $1,327,961 | +$33,314 | +2.57% | |
| Envestnet Asset Management Inc | 0.00% | 34,801 | $1,281,282 | $1,314,253 | +$32,971 | +2.57% | |
| Brookstone Capital Management | 0.01% | 27,403 | $1,008,907 | $1,034,869 | +$25,962 | +2.57% | |
| Spire Wealth Management | 0.03% | 25,865 | $952,351 | $976,787 | +$24,436 | +2.57% | |
| Truist Financial Corp | 0.00% | 24,974 | $920,689 | $943,138 | +$22,449 | +2.44% | |
| Kfg Wealth Management, Llc | 0.12% | 24,567 | $904,499 | $927,768 | +$23,269 | +2.57% | |
| Citadel Advisors Llc | 0.00% | 22,085 | $813,112 | $834,036 | +$20,924 | +2.57% | |
| Foundations Investment Advisors, Llc | 0.01% | 20,783 | $765,176 | $784,866 | +$19,690 | +2.57% | |
| Lpl Financial Llc | 0.00% | 20,132 | $741,208 | $760,281 | +$19,073 | +2.57% | |
| Merit Financial Group, Llc | 0.00% | 15,670 | $576,929 | $591,774 | +$14,845 | +2.57% | |
| Allworth Financial Lp | 0.00% | 15,362 | $565,589 | $580,143 | +$14,554 | +2.57% | |
| Milestone Asset Management, Llc | 0.10% | 14,030 | $516,548 | $529,840 | +$13,292 | +2.57% | |
| Wealth Alliance, Llc | 0.04% | 11,220 | $413,091 | $423,721 | +$10,630 | +2.57% | |
| Img Wealth Management, Inc. | 0.26% | 11,066 | $407,421 | $417,905 | +$10,484 | +2.57% | |
| Mml Investors Services, Llc | 0.00% | 9,951 | $366,370 | $375,798 | +$9,428 | +2.57% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 9,194 | $338,499 | $347,210 | +$8,711 | +2.57% | |
| Ae Wealth Management Llc | 0.00% | 8,671 | $319,244 | $327,459 | +$8,215 | +2.57% | |
| Allegiance Financial Group Advisory Services Llc | 0.05% | 7,355 | $270,792 | $277,760 | +$6,968 | +2.57% | |
| Strategic Blueprint, Llc | 0.02% | 7,347 | $270,497 | $277,458 | +$6,961 | +2.57% | |
| Royal Bank Of Canada | 0.00% | 5,767 | $212,000 | $217,790 | +$5,790 | +2.73% | |
| Savvy Advisors, Inc. | 0.01% | 5,726 | $210,816 | $216,241 | +$5,425 | +2.57% | |
| Bedel Financial Consulting, Inc. | 0.02% | 5,722 | $210,669 | $216,090 | +$5,421 | +2.57% | |
| Toptier Wealth Management, Llc | 0.08% | 3,587 | $132,064 | $135,462 | +$3,398 | +2.57% | |
| Capital Investment Advisory Services, Llc | 0.01% | 3,199 | $117,779 | $120,810 | +$3,031 | +2.57% | |
| Advisory Services Network, Llc | 0.00% | 3,069 | $112,993 | $115,900 | +$2,907 | +2.57% | |
| Noble Wealth Management Pbc | 0.01% | 700 | $25,772 | $26,435 | +$663 | +2.57% | |
| Evolution Wealth Management Inc. | 0.02% | 600 | $22,090 | $22,659 | +$569 | +2.58% | |
| Wealthshield Partners, Llc | 0.00% | 474 | $17,451 | $17,901 | +$450 | +2.58% | |
| Financial Network Wealth Advisors Llc | 0.02% | 462 | $17,010 | $17,447 | +$437 | +2.57% | |
| Archer Investment Corp | 0.00% | 350 | $12,886 | $13,218 | +$332 | +2.57% | |
| Corecap Advisors, Llc | 0.00% | 333 | $12,260 | $12,576 | +$316 | +2.57% | |
| Cwm, Llc | 0.00% | 300 | $11,045 | $11,329 | +$284 | +2.58% | |
| Ubs Group Ag | 0.00% | 278 | $10,235 | $10,499 | +$264 | +2.58% | |
| Larson Financial Group Llc | 0.00% | 186 | $6,848 | $7,024 | +$176 | +2.57% | |
| Keating Financial Advisory Services, Inc. | 0.00% | 62 | $2,283 | $2,341 | +$58 | +2.56% | |
| Wood Tarver Financial Group, Llc | 0.11% | 10,926 | $402 | $412,618 | +$412,216 | +102541.34% |
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.