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Innovator US Equity Ultra Buffer ETF May
UMAY

Overview Fund Activity

45 hedge funds and large institutions have $34.6M invested in Innovator US Equity Ultra Buffer ETF May in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 7 closing their positions.

Holders
45
Holders Change
-2
Holders Change %
-4.26%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
15
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
1
Spire Wealth Management
Virginia
$1.76M
2
CVA
2
Central Valley Advisors
California
$1.93M
3
OMC
3
Old Mission Capital
Illinois
$1.34M
4
KAS
4
Kestra Advisory Services
Texas
$2.52M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.64M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
GS
2
GTS Securities
New York
$0
3
W
3
WorthPointe
California
$0
4
OWA
4
Outlook Wealth Advisors
Texas
$0
5
BFC
5
Bedel Financial Consulting
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PCA
1
Prosperity Capital Advisors
Ohio
$5.01M 144,191 +13,064 +10%
KAS
2
Kestra Advisory Services
Texas
$2.52M 72,574 +15,453 +27%
CVA
3
Central Valley Advisors
California
$1.93M 55,637 +38,704 +229%
CRWM
4
Castle Rock Wealth Management
California
$1.83M 51,903 – –
SWM
5
Spire Wealth Management
Virginia
$1.76M 50,538 +42,412 +522%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.75M 50,426 +14,433 +40%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$1.64M 47,203 +14,997 +47%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.58M 45,470 +9,921 +28%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.51M 44,846 +13,265 +42%
KWM
10
KFG Wealth Management
Indiana
$1.36M 39,107 – –
OMC
11
Old Mission Capital
Illinois
$1.34M 38,619 +18,785 +95%
Truist Financial
12
Truist Financial
North Carolina
$1.22M 35,090 – –
BCM
13
Brookstone Capital Management
Illinois
$1.11M 32,036 +4,309 +16%
LPL Financial
14
LPL Financial
California
$955K 27,484 +1,237 +5%
Raymond James Financial
15
Raymond James Financial
Florida
$940K 27,056 +11,088 +69%
MML Investors Services
16
MML Investors Services
Massachusetts
$750K 21,583 +14,770 +217%
HI
17
Harbour Investments
Wisconsin
$545K 15,670 – –
AWM
18
AE Wealth Management
Kansas
$535K 15,404 +170 +1%
WTFG
19
Wood Tarver Financial Group
Idaho
$534K 15,381 -10 -0.1%
AF
20
Allworth Financial
California
$534K 15,362 – –
AWM
21
Axxcess Wealth Management
California
$520K 14,969 +14,969 New
AA
22
Armis Advisers
Georgia
$492K 14,140 – –
MAM
23
Milestone Asset Management
Pennsylvania
$488K 14,030 – –
WA
24
Wealth Alliance
New York
$390K 11,220 -1,015 -8%
IWM
25
IMG Wealth Management
Florida
$337K 9,708 -643 -6%
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