Innovator ETFs Trust - UMAY
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Brookstone Capital Management | History | Added to | 1,468,661 | 55,812 | 0.56% | 0.01% | 1 | +1,441,258 | 5259.49% | Q2 2026 | Jul 15, 2026 |
| Talon Private Wealth, LLC | History | New | 739,204 | 28,091 | 3.29% | — | 2 | +739,204 | New | Q2 2026 | Sep 11, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 164,596 | 6,255 | 0.31% | 0.33% | 3 | +7,699 | 4.91% | Q2 2026 | Jul 20, 2026 |
| Cerity Partners LLC | History | New | 83,648 | 3,178 | 0.0% | — | 4 | +83,648 | New | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 66,110 | 2,512 | 0.0% | 0.0% | 5 | +26,991 | 69.0% | Q2 2026 | Aug 14, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Added to | 65,205 | 2,477 | 0.64% | 0.55% | 6 | +9,999 | 18.11% | Q2 2026 | Jul 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 63,064 | 2,396 | 0.0% | 0.0% | 7 | +28,263 | 81.21% | Q2 2026 | Aug 03, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 57,838 | 2,197 | 0.01% | 0.01% | 8 | -10,105 | -14.87% | Q2 2026 | Jul 28, 2026 |
| Spire Wealth Management | History | Added to | 57,662 | 2,191 | 0.07% | 0.03% | 9 | +31,797 | 122.93% | Q2 2026 | Jul 15, 2026 |
| Cetera Investment Advisers | History | Added to | 56,244 | 2,137 | 0.0% | 0.0% | 10 | +19,439 | 52.82% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 54,396 | 2,067 | 0.0% | 0.0% | 11 | +14,540 | 36.48% | Q2 2026 | Jul 29, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 47,343 | 1,797 | 0.35% | 0.39% | 12 | -1,478 | -3.03% | Q2 2026 | Jul 07, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 44,688 | 1,698 | 0.19% | 0.12% | 13 | +20,121 | 81.9% | Q2 2026 | Jul 22, 2026 |
| O'Connor Financial Group LLC | History | New | 33,343 | 1,267 | 0.45% | — | 14 | +33,343 | New | Q2 2026 | Jul 17, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 32,789 | 1,246 | 0.29% | 0.11% | 15 | +21,863 | 200.1% | Q2 2026 | Aug 13, 2026 |
| Lantz Financial LLC | History | New | 29,938 | 1,137 | 0.21% | — | 16 | +29,938 | New | Q2 2026 | Jul 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 27,784 | 1,055 | 0.0% | 0.0% | 17 | +17,833 | 179.21% | Q2 2026 | Aug 07, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 24,230 | 920 | 0.01% | 0.02% | 18 | -13,548 | -35.86% | Q2 2026 | Aug 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 23,703 | 900 | 0.01% | 0.01% | 19 | +2,920 | 14.05% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 23,142 | 879 | 0.0% | 0.0% | 20 | -1,832 | -7.34% | Q2 2026 | Jul 28, 2026 |
| SteelPeak Wealth, LLC | History | New | 21,978 | 835 | 0.02% | — | 21 | +21,978 | New | Q2 2026 | Jul 13, 2026 |
| Trek Financial, LLC | History | New | 19,203 | 729 | 0.04% | — | 22 | +19,203 | New | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Reduced | 19,043 | 723 | 0.0% | 0.0% | 23 | -1,089 | -5.41% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 18,883 | 717 | 0.0% | 0.0% | 24 | -16,281 | -46.3% | Q2 2026 | Aug 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 18,255 | 693 | 0.03% | — | 25 | +18,255 | New | Q2 2026 | Aug 04, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 16,899 | 642 | 0.0% | 0.0% | 26 | -5,186 | -23.48% | Q2 2026 | Sep 02, 2026 |
| Arkadios Wealth Advisors | History | New | 15,956 | 606 | 0.01% | — | 27 | +15,956 | New | Q2 2026 | Aug 10, 2026 |
| Merit Financial Group, LLC | History | No change | 15,670 | 595 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Atria Investments, Inc | History | New | 15,435 | 586 | 0.01% | — | 29 | +15,435 | New | Q2 2026 | Jul 28, 2026 |
| Allworth Financial LP | History | No change | 15,362 | 583 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 13,412 | 509 | 0.08% | 0.1% | 31 | -618 | -4.4% | Q2 2026 | Jul 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 13,105 | 498 | 0.01% | 0.0% | 32 | +10,036 | 327.01% | Q2 2026 | Aug 12, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 11,400 | 433 | 0.24% | 0.26% | 33 | +334 | 3.02% | Q2 2026 | Aug 07, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 11,220 | 426 | 0.04% | 0.04% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | New | 9,555 | 363 | 0.0% | — | 35 | +9,555 | New | Q2 2026 | Aug 13, 2026 |
| Virtue Capital Management, LLC | History | New | 9,201 | 349 | 0.05% | — | 37 | +9,201 | New | Q2 2026 | Aug 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 9,194 | 349 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | Added to | 8,976 | 341 | 0.0% | 0.0% | 38 | +305 | 3.52% | Q2 2026 | Aug 03, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 7,753 | 294 | 0.0% | — | 39 | +7,753 | New | Q2 2026 | Aug 18, 2026 |
| Strategic Blueprint, LLC | History | No change | 7,347 | 279 | 0.01% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | No change | 7,355 | 279 | 0.05% | 0.05% | 41 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WealthShield Partners, LLC | History | Added to | 6,841 | 259 | 0.04% | 0.0% | 42 | +6,367 | 1343.25% | Q2 2026 | Aug 12, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 6,528 | 248 | 0.0% | — | 43 | +6,528 | New | Q2 2026 | Jul 17, 2026 |
| Chris Bulman Inc | History | New | 6,310 | 239 | 0.09% | — | 44 | +6,310 | New | Q2 2026 | Jul 22, 2026 |
| ROYAL BANK OF CANADA | History | No change | 5,767 | 219 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 5,722 | 217 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Foundry Financial Group, Inc. | History | New | 5,375 | 204 | 0.09% | — | 47 | +5,375 | New | Q2 2026 | Jul 22, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 5,355 | 203 | 0.01% | — | 48 | +5,355 | New | Q2 2026 | Jul 27, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | New | 5,329 | 202 | 0.01% | — | 49 | +5,329 | New | Q2 2026 | Jul 31, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 5,312 | 201 | 0.0% | 0.01% | 50 | -414 | -7.23% | Q2 2026 | Aug 03, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 4,355 | 165 | 0.07% | — | 51 | +4,355 | New | Q2 2026 | Aug 07, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 3,199 | 121 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 2,314 | 87 | 0.05% | 0.02% | 53 | +1,714 | 285.67% | Q2 2026 | Jul 21, 2026 |
| Continuum Advisory, LLC | History | New | 1,627 | 61 | 0.0% | — | 54 | +1,627 | New | Q2 2026 | Aug 06, 2026 |
| Noble Wealth Management PBC | History | No change | 700 | 26 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 527 | 20 | 0.0% | — | 56 | +527 | New | Q2 2026 | Jul 28, 2026 |
| Archer Investment Corp | History | Added to | 467 | 17 | 0.0% | 0.0% | 57 | +117 | 33.43% | Q2 2026 | Aug 03, 2026 |
| CoreCap Advisors, LLC | History | Added to | 449 | 17 | 0.0% | 0.0% | 58 | +116 | 34.83% | Q2 2026 | Jul 06, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 462 | 17 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CWM, LLC | History | No change | 300 | 11 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | No change | 186 | 7 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 62 | 2 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -51,988 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TopTier Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -3,587 | -100.0% | Q2 2026 | Jul 14, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -278 | -100.0% | Q2 2026 | Aug 13, 2026 |