Innovator U.S. Equity UltraUMAYETF
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 45 institutions reported holding Innovator U.S. Equity Ultra (UMAY) in their 13F filings, up 1 from Q4 2025. 4 opened new positions and 3 sold out. The largest holders were C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors ($5.8M), Kestra Advisory Services, LLC ($2.5M) and Central Valley Advisors, LLC ($2.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Innovator U.S. Equity Ultra
- CUSIP
- 45782C292
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $2.4M |
| Exits | 3 | $888K |
All 13F filers, Q4 2025 → Q1 2026: 100,664 shares bought and 79,973 shares sold, net +20,691 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 45 holders
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.33% | Add +6.3% | 156,897 | $5.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +1.3% | 67,943 | $2.5M |
| Central Valley Advisors, LLC | 0.55% | Reduce -0.4% | 55,206 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | New | 51,988 | $1.9M |
| Castle Rock Wealth Management, LLC | 0.39% | No change | 48,821 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.4% | 39,856 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -12.4% | 39,119 | $1.4M |
| Old Mission Capital LLC | 0.03% | Add +75.4% | 37,778 | $1.4M |
| Cetera Investment Advisers | 0.00% | Reduce -1.3% | 36,805 | $1.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -11.4% | 35,164 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -15.9% | 34,801 | $1.3M |
| Brookstone Capital Management | 0.01% | Reduce -7.2% | 27,403 | $1.0M |
| Spire Wealth Management | 0.03% | Reduce -15.4% | 25,865 | $952K |
| Truist Financial Corp. | 0.00% | Reduce -27.2% | 24,974 | $921K |
| KFG Wealth Management, LLC | 0.12% | Reduce -21.5% | 24,567 | $904K |
| Citadel Advisors | 0.00% | Add +76.5% | 22,085 | $813K |
| Foundations Investment Advisors, LLC | 0.01% | Add +1.6% | 20,783 | $765K |
| LPL Financial LLC | 0.00% | Reduce -2.4% | 20,132 | $741K |
| Merit Financial Group, LLC | 0.00% | No change | 15,670 | $577K |
| Allworth Financial LP | 0.00% | No change | 15,362 | $566K |
| Milestone Asset Management, LLC | 0.10% | No change | 14,030 | $517K |
| Wealth Alliance, LLC | 0.04% | No change | 11,220 | $413K |
| IMG Wealth Management, Inc. | 0.26% | Reduce -0.1% | 11,066 | $407K |
| Wood Tarver Financial Group, LLC | 0.11% | Reduce -26.0% | 10,926 | $402K |
| MML Investors Services, LLC | 0.00% | Reduce -53.9% | 9,951 | $366K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 9,194 | $338K |
| AE Wealth Management LLC | 0.00% | Reduce -0.1% | 8,671 | $319K |
| Allegiance Financial Group Advisory Services LLC | 0.05% | No change | 7,355 | $271K |
| Strategic Blueprint, LLC | 0.02% | Reduce -0.2% | 7,347 | $270K |
| Royal Bank of Canada | 0.00% | No change | 5,767 | $212K |
| Savvy Advisors, Inc. | 0.01% | New | 5,726 | $211K |
| Bedel Financial Consulting, Inc. | 0.02% | No change | 5,722 | $211K |
| TopTier Wealth Management, LLC | 0.08% | New | 3,587 | $132K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -9.3% | 3,199 | $118K |
| Advisory Services Network, LLC | 0.00% | New | 3,069 | $113K |
| Noble Wealth Management PBC | 0.01% | Reduce -12.5% | 700 | $26K |
| Evolution Wealth Management Inc. | 0.02% | No change | 600 | $22K |
| WealthShield Partners, LLC | 0.00% | No change | 474 | $17K |
| Financial Network Wealth Advisors LLC | 0.02% | No change | 462 | $17K |
| Archer Investment Corp | 0.00% | No change | 350 | $13K |
| CoreCap Advisors, LLC | 0.00% | Reduce -40.3% | 333 | $12K |
| Cwm, LLC | 0.00% | No change | 300 | $11K |
| UBS Group AG | 0.00% | Add +25.8% | 278 | $10K |
| Larson Financial Group LLC | 0.00% | No change | 186 | $7K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 62 | $2K |
"% of holder's portfolio" is UMAY's weight in each manager's 13F, not the share of Innovator U.S. Equity Ultra the manager owns.