UMAYINNOVATOR ETFS TRUST
CUSIP 45782C292 · Yahoo Finance ↗ · Google Finance ↗
Innovator Etfs Trust (UMAY) has 45 institutional holders in Filings Flow’s 13F database, together reporting 921.8K shares worth $34M as of Q1 2026. The largest reported holders are C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors, Kestra Advisory Services, LLC, and Central Valley Advisors, LLC.
Institutional Holders
45
Q1 2026
Reported Value
$34M
Ticker
UMAY
Quarters Tracked
24
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| CENTRAL VALLEY ADVISORS, LLC$366M AUM | 0.55% | $2M | 55.2K | Q1 2026 |
| Castle Rock Wealth Management, LLC$509M AUM | 0.39% | $2M | 48.8K | Q1 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.33% | $6M | 156.9K | Q1 2026 |
| IMG Wealth Management, Inc.$157M AUM | 0.26% | $407,421 | 11.1K | Q1 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC$192M AUM | 0.16% | $259,414 | 7.5K | Q2 2025OLDER |
| O'Connor Financial Group LLC$244M AUM | 0.13% | $310,849 | 8.7K | Q3 2025OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.12% | $580,956 | 14.6K | Q4 2025OLDER |
| KFG WEALTH MANAGEMENT, LLC$774M AUM | 0.12% | $904,499 | 24.6K | Q1 2026 |
| Wood Tarver Financial Group, LLC$362M AUM | 0.11% | $402,000 | 10.9K | Q1 2026 |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 0.10% | $516,548 | 14.0K | Q1 2026 |
| RETIREMENT GUYS FORMULA LLC$217M AUM | 0.09% | $263,035 | 7.3K | Q3 2025OLDER |
| TopTier Wealth Management, LLC$163M AUM | 0.08% | $132,064 | 3.6K | Q1 2026 |
| Allegiance Financial Group Advisory Services LLC$503M AUM | 0.05% | $270,792 | 7.4K | Q1 2026 |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.05% | $303,275 | 8.3K | Q4 2025OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.04% | $413,091 | 11.2K | Q1 2026 |
| Bison Wealth, LLC$1.1B AUM | 0.04% | $491,506 | 14.1K | Q2 2025OLDER |
| Spire Wealth Management$3.3B AUM | 0.03% | $952,351 | 25.9K | Q1 2026 |
| Bedel Financial Consulting, Inc.$888M AUM | 0.02% | $210,669 | 5.7K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.02% | $1M | 37.8K | Q1 2026 |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.02% | $255,000 | 7.3K | Q2 2025OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.02% | $22,090 | 600 | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.02% | $270,497 | 7.3K | Q1 2026 |
| Noble Wealth Management PBC$223M AUM | 0.01% | $25,772 | 700 | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $562,083 | 15.7K | Q3 2025OLDER |
| Brookstone Capital Management$8.7B AUM | 0.01% | $1M | 27.4K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $536,938 | 15.0K | Q3 2025OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $765,176 | 20.8K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $3M | 67.9K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.01% | $117,779 | 3.2K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.01% | $531,402 | 14.7K | Q3 2025OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $210,816 | 5.7K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $576,929 | 15.7K | Q1 2026 |
| Archer Investment Corp$469M AUM | 0.00% | $12,886 | 350 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $565,589 | 15.4K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 39.1K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1M | 39.9K | Q1 2026 |
| WealthShield Partners, LLC$898M AUM | 0.00% | $17,451 | 474 | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $319,244 | 8.7K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $338,499 | 9.2K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $26,077 | 727 | Q3 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $112,993 | 3.1K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $1M | 36.8K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $920,689 | 25.0K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $366,370 | 10.0K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $267,000 | 7.7K | Q2 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $17,380 | 500 | Q2 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $12,260 | 333 | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $1M | 35.2K | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $2,283 | 62 | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $1M | 34.8K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $6,848 | 186 | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 52.0K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $741,208 | 20.1K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $813,112 | 22.1K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $212,000 | 5.8K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $11,045 | 300 | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $234,841 | 6.5K | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $59,760 | 1.7K | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $10,235 | 278 | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $35 | 1 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.