Who Owns Innovator U.S. Equity Ultra Buffer ETF (UMAY)?Hedge Fund & Institutional Holders
Institutional Holders
48
as of Q4 2025
Total Institutional Value
$5.400202620001793e+111T
% of Float Held
—
QoQ Change in Holders
+15 / -6
Price History
UMAY — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | New Position | +148K | +$5.4M |
| Castle Rock Wealth Management, LLC | New Position | +49K | +$1.8M |
| TRUIST FINANCIAL CORP | New Position | +34K | +$1.3M |
| Spire Wealth Management | New Position | +31K | +$1.1M |
| ENVESTNET ASSET MANAGEMENT INC | New Position | +41K | +$1.0M |
| COMMONWEALTH EQUITY SERVICES, LLC | New Position | +40K | +$1.0M |
| Keystone Wealth Services, LLC | New Position | +15K | +$580K |
| Merit Financial Group, LLC | New Position | +16K | +$573K |
| IMG Wealth Management, Inc. | New Position | +11K | +$404K |
| AE Wealth Management LLC | New Position | +9K | +$317K |
| AssuredPartners Investment Advisors, LLC | New Position | +8K | +$303K |
| Strategic Blueprint, LLC | New Position | +7K | +$269K |
| Allegiance Financial Group Advisory Services LLC | New Position | +7K | +$269K |
| Capital Investment Advisory Services, LLC | New Position | +4K | +$128K |
| Noble Wealth Management PBC | New Position | +2K | +$57K |
UMAY — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Kestra Advisory Services, LLC | Decreased | -3K | -$2.5B |
| CENTRAL VALLEY ADVISORS, LLC | Decreased | -1 | -$2.0B |
| OSAIC HOLDINGS, INC. | Decreased | -8K | -$1.9B |
| Cetera Investment Advisers | Decreased | -3K | -$1.4B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Closed Position | -39K | -$1.4B |
| OLD MISSION CAPITAL LLC | Decreased | -17K | -$1.4B |
| KFG WEALTH MANAGEMENT, LLC | Decreased | -7K | -$1.4B |
| Brookstone Capital Management | Decreased | -1K | -$1.1B |
| LPL Financial LLC | Decreased | -4K | -$873.1M |
| HARBOUR INVESTMENTS, INC. | Closed Position | -16K | -$562.1M |
| AXXCESS WEALTH MANAGEMENT, LLC | Closed Position | -15K | -$536.9M |
| Focus Partners Advisor Solutions, LLC | Closed Position | -15K | -$531.4M |
| ROYAL BANK OF CANADA | Decreased | -960 | -$241.0M |
| GOLDMAN SACHS GROUP INC | Closed Position | -7K | -$234.8M |
| Advisory Services Network, LLC | Closed Position | -3K | -$110.1M |
Top Institutional Holders(Q4 2025)
UMAY Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 44 | $25.8M | +18 |
| Q3 2025 | 26 | $20.1B | -18 |
| Q2 2025 | 44 | $30.3B | -3 |
| Q1 2025 | 47 | $24.6B | +4 |
| Q4 2024 | 43 | $2.9T | +11 |
| Q3 2024 | 32 | $11.3T | -5 |
| Q2 2024 | 37 | $26.6T | +10 |
| Q1 2024 | 27 | $5.9T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 48 institutional investors hold UMAY (Innovator U.S. Equity Ultra Buffer ETF). The largest holder is C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors with $5.4M in shares. This quarter, 15 institutions opened new positions and 6 closed their positions.
Frequently Asked Questions
How many hedge funds own UMAY?
As of Q4 2025, 48 institutional investors report holding UMAY (Innovator U.S. Equity Ultra Buffer ETF) in their 13F filings.
Who is the largest institutional holder of UMAY?
The largest institutional holder of UMAY is C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors with $5.4M in shares.
Is institutional ownership of UMAY increasing or decreasing?
This quarter, 15 institutions opened new positions in UMAY and 6 closed their positions.