Innovator U.S. Equity Ultra Buffer ETF(UMAY)

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Innovator U.S. Equity Ultra Buffer ETF(UMAY)

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$38.62—

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UMAY(UMAY)

UMAY

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Institutional Ownership

Top 70 Institutional Holders

Holder	Shares	Date	Change	% Held
Brookstone Capital Management	1.47M	Jun 30, 26	+1.44M	95.10%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	164.60K	Jun 30, 26	+7.70K	10.66%
Cerity Partners LLC	83.65K	Jun 30, 26	+83.65K	5.42%
ADVISOR GROUP HOLDINGS, INC.	66.11K	Jun 30, 26	+26.99K	4.28%
CENTRAL VALLEY ADVISORS, LLC	65.20K	Jun 30, 26	+10.00K	4.22%
ENVESTNET ASSET MANAGEMENT INC	63.06K	Jun 30, 26	+28.26K	4.08%
Kestra Advisory Services, LLC	57.84K	Jun 30, 26	-10.11K	3.75%
Spire Wealth Management	57.66K	Jun 30, 26	+31.80K	3.73%
Cetera Investment Advisers	56.24K	Jun 30, 26	+19.44K	3.64%
COMMONWEALTH EQUITY SERVICES, LLC	54.40K	Jun 30, 26	+14.54K	3.52%
Castle Rock Wealth Management, LLC	47.34K	Jun 30, 26	-1.48K	3.07%
KFG WEALTH MANAGEMENT, LLC	44.69K	Jun 30, 26	+20.12K	2.89%
O'Connor Financial Group LLC	33.34K	Jun 30, 26	+33.34K	2.16%
Wood Tarver Financial Group, LLC	32.79K	Jun 30, 26	+21.86K	2.12%
Lantz Financial LLC	29.94K	Jun 30, 26	+29.94K	1.94%
MML INVESTORS SERVICES, LLC	27.78K	Jun 30, 26	+17.83K	1.80%
OLD MISSION CAPITAL LLC	24.23K	Jun 30, 26	-13.55K	1.57%
Foundations Investment Advisors, LLC	23.70K	Jun 30, 26	+2.92K	1.53%
TRUIST FINANCIAL CORP	23.14K	Jun 30, 26	-1.83K	1.50%
Steel Peak Wealth Management LLC	21.98K	Jun 30, 26	+21.98K	1.42%
Trek Financial, LLC	19.20K	Jun 30, 26	+19.20K	1.24%
LPL Financial LLC	19.04K	Jun 30, 26	-1.09K	1.23%
RAYMOND JAMES FINANCIAL INC	18.88K	Jun 30, 26	-16.28K	1.22%
MONEY CONCEPTS CAPITAL CORP	18.25K	Jun 30, 26	+18.25K	1.18%
CITADEL ADVISORS LLC	16.90K	Jun 30, 26	-5.19K	1.09%
Arkadios Wealth Advisors	15.96K	Jun 30, 26	+15.96K	1.03%
Merit Financial Group, LLC	15.67K	Jun 30, 26	--	1.01%
Atria Investments, Inc	15.44K	Jun 30, 26	+15.44K	1.00%
Allworth Financial LP	15.36K	Jun 30, 26	--	0.99%
MILESTONE ASSET MANAGEMENT, LLC	13.41K	Jun 30, 26	-618	0.87%
Advisory Services Network, LLC	13.11K	Jun 30, 26	+10.04K	0.85%
IMG Wealth Management, Inc.	11.40K	Jun 30, 26	+334	0.74%
Wealth Alliance	11.22K	Jun 30, 26	--	0.73%
MORGAN STANLEY	9.55K	Jun 30, 26	+9.55K	0.62%
Virtue Capital Management, LLC	9.20K	Jun 30, 26	+9.20K	0.60%
Steward Partners Investment Advisory, LLC	9.19K	Jun 30, 26	--	0.60%
AE Wealth Management LLC	8.98K	Jun 30, 26	+305	0.58%
Beacon Pointe Advisors, LLC	7.75K	Jun 30, 26	+7.75K	0.50%
Allegiance Financial Group Advisory Services LLC	7.36K	Jun 30, 26	--	0.48%
Strategic Blueprint, LLC	7.35K	Jun 30, 26	--	0.48%
WealthShield Partners, LLC	6.84K	Jun 30, 26	+6.37K	0.44%
Sequoia Financial Advisors, LLC	6.53K	Jun 30, 26	+6.53K	0.42%
Chris Bulman Inc	6.31K	Jun 30, 26	+6.31K	0.41%
ROYAL BANK OF CANADA	5.77K	Jun 30, 26	--	0.37%
Bedel Financial Consulting, Inc.	5.72K	Jun 30, 26	--	0.37%
Foundry Financial Group, Inc.	5.38K	Jun 30, 26	+5.38K	0.35%
KINGSWOOD WEALTH ADVISORS, LLC	5.36K	Jun 30, 26	+5.36K	0.35%
FOUNDERS FINANCIAL SECURITIES LLC	5.33K	Jun 30, 26	+5.33K	0.35%
Savvy Advisors, Inc.	5.31K	Jun 30, 26	-414	0.34%
TOUNJIAN ADVISORY PARTNERS, LLC	4.36K	Jun 30, 26	+4.36K	0.28%
Capital Investment Advisory Services, LLC	3.20K	Jun 30, 26	--	0.21%
EVOLUTION WEALTH MANAGEMENT INC.	2.31K	Jun 30, 26	+1.71K	0.15%
Continuum Advisory, LLC	1.63K	Jun 30, 26	+1.63K	0.11%
Noble Wealth Management PBC	700	Jun 30, 26	--	0.05%
CREATIVE FINANCIAL DESIGNS INC /ADV	527	Jun 30, 26	+527	0.03%
Archer Investment Corp	467	Jun 30, 26	+117	0.03%
Financial Network Wealth Advisors LLC	462	Jun 30, 26	--	0.03%
CoreCap Advisors, LLC	449	Jun 30, 26	+116	0.03%
Larson Financial Group LLC	186	Jun 30, 26	--	0.01%
Keating Financial Advisory Services, Inc.	62	Jun 30, 26	--	0.00%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-51.99K	--
TopTier Wealth Management, LLC	--	Jun 30, 26	-3.59K	--
UBS Group AG	--	Jun 30, 26	-278	--
CWM, LLC	300	Mar 31, 26	--	0.02%
Raymond James Financial Services Advisors, Inc.	13.88K	Sep 30, 24	--	0.90%
Cetera Advisor Networks LLC	35.83K	Mar 31, 24	-590	2.32%
Cetera Advisors LLC	10.44K	Mar 31, 24	+538	0.68%
Truadvice, LLC	17.91K	Sep 30, 23	-2.38K	1.16%
Hoover Financial Advisors, Inc.	213.07K	Jun 30, 21	+7.16K	13.80%
OLD MISSION CAPITAL, LLC	18.29K	Dec 31, 20	+18.29K	1.18%

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Holder

Date

Change

% Held

Brookstone Capital Management

1.47M

Jun 30, 26

+1.44M

95.10%

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

164.60K

Jun 30, 26

+7.70K

10.66%

Cerity Partners LLC

83.65K

Jun 30, 26

+83.65K

5.42%

ADVISOR GROUP HOLDINGS, INC.

66.11K

Jun 30, 26

+26.99K

4.28%

CENTRAL VALLEY ADVISORS, LLC

65.20K

Jun 30, 26

+10.00K

4.22%

ENVESTNET ASSET MANAGEMENT INC

63.06K

Jun 30, 26

+28.26K

4.08%

Kestra Advisory Services, LLC

57.84K

Jun 30, 26

-10.11K

3.75%

Spire Wealth Management

57.66K

Jun 30, 26

+31.80K

3.73%

Cetera Investment Advisers

56.24K

Jun 30, 26

+19.44K

3.64%

COMMONWEALTH EQUITY SERVICES, LLC

54.40K

Jun 30, 26

+14.54K

3.52%

Castle Rock Wealth Management, LLC

47.34K

Jun 30, 26

-1.48K

3.07%

KFG WEALTH MANAGEMENT, LLC

44.69K

Jun 30, 26

+20.12K

2.89%

O'Connor Financial Group LLC

33.34K

Jun 30, 26

+33.34K

2.16%

Wood Tarver Financial Group, LLC

32.79K

Jun 30, 26

+21.86K

2.12%

Lantz Financial LLC

29.94K

Jun 30, 26

+29.94K

1.94%

MML INVESTORS SERVICES, LLC

27.78K

Jun 30, 26

+17.83K

1.80%

OLD MISSION CAPITAL LLC

24.23K

Jun 30, 26

-13.55K

1.57%

Foundations Investment Advisors, LLC

23.70K

Jun 30, 26

+2.92K

1.53%

TRUIST FINANCIAL CORP

23.14K

Jun 30, 26

-1.83K

1.50%

Steel Peak Wealth Management LLC

21.98K

Jun 30, 26

+21.98K

1.42%

Trek Financial, LLC

19.20K

Jun 30, 26

+19.20K

1.24%

LPL Financial LLC

19.04K

Jun 30, 26

-1.09K

1.23%

RAYMOND JAMES FINANCIAL INC

18.88K

Jun 30, 26

-16.28K

1.22%

MONEY CONCEPTS CAPITAL CORP

18.25K

Jun 30, 26

+18.25K

1.18%

CITADEL ADVISORS LLC

16.90K

Jun 30, 26

-5.19K

1.09%

Arkadios Wealth Advisors

15.96K

Jun 30, 26

+15.96K

1.03%

Merit Financial Group, LLC

15.67K

Jun 30, 26

1.01%

Atria Investments, Inc

15.44K

Jun 30, 26

+15.44K

1.00%

Allworth Financial LP

15.36K

Jun 30, 26

0.99%

MILESTONE ASSET MANAGEMENT, LLC

13.41K

Jun 30, 26

-618

0.87%

Advisory Services Network, LLC

13.11K

Jun 30, 26

+10.04K

0.85%

IMG Wealth Management, Inc.

11.40K

Jun 30, 26

+334

0.74%

Wealth Alliance

11.22K

Jun 30, 26

0.73%

MORGAN STANLEY

9.55K

Jun 30, 26

+9.55K

0.62%

Virtue Capital Management, LLC

9.20K

Jun 30, 26

+9.20K

0.60%

Steward Partners Investment Advisory, LLC

9.19K

Jun 30, 26

0.60%

AE Wealth Management LLC

8.98K

Jun 30, 26

+305

0.58%

Beacon Pointe Advisors, LLC

7.75K

Jun 30, 26

+7.75K

0.50%

Allegiance Financial Group Advisory Services LLC

7.36K

Jun 30, 26

0.48%

Strategic Blueprint, LLC

7.35K

Jun 30, 26

0.48%

WealthShield Partners, LLC

6.84K

Jun 30, 26

+6.37K

0.44%

Sequoia Financial Advisors, LLC

6.53K

Jun 30, 26

+6.53K

0.42%

Chris Bulman Inc

6.31K

Jun 30, 26

+6.31K

0.41%

ROYAL BANK OF CANADA

5.77K

Jun 30, 26

0.37%

Bedel Financial Consulting, Inc.

5.72K

Jun 30, 26

0.37%

Foundry Financial Group, Inc.

5.38K

Jun 30, 26

+5.38K

0.35%

KINGSWOOD WEALTH ADVISORS, LLC

5.36K

Jun 30, 26

+5.36K

0.35%

FOUNDERS FINANCIAL SECURITIES LLC

5.33K

Jun 30, 26

+5.33K

0.35%

Savvy Advisors, Inc.

5.31K

Jun 30, 26

-414

0.34%

TOUNJIAN ADVISORY PARTNERS, LLC

4.36K

Jun 30, 26

+4.36K

0.28%

Capital Investment Advisory Services, LLC

3.20K

Jun 30, 26

0.21%

EVOLUTION WEALTH MANAGEMENT INC.

2.31K

Jun 30, 26

+1.71K

0.15%

Continuum Advisory, LLC

1.63K

Jun 30, 26

+1.63K

0.11%

Noble Wealth Management PBC

700

Jun 30, 26

0.05%

CREATIVE FINANCIAL DESIGNS INC /ADV

527

Jun 30, 26

+527

0.03%

Archer Investment Corp

467

Jun 30, 26

+117

0.03%

Financial Network Wealth Advisors LLC

462

Jun 30, 26

0.03%

CoreCap Advisors, LLC

449

Jun 30, 26

+116

0.03%

Larson Financial Group LLC

186

Jun 30, 26

0.01%

Keating Financial Advisory Services, Inc.

Jun 30, 26

0.00%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-51.99K

TopTier Wealth Management, LLC

Jun 30, 26

-3.59K

UBS Group AG

Jun 30, 26

-278

CWM, LLC

300

Mar 31, 26

0.02%

Raymond James Financial Services Advisors, Inc.

13.88K

Sep 30, 24

0.90%

Cetera Advisor Networks LLC

35.83K

Mar 31, 24

-590

2.32%

Cetera Advisors LLC

10.44K

Mar 31, 24

+538

0.68%

Truadvice, LLC

17.91K

Sep 30, 23

-2.38K

1.16%

Hoover Financial Advisors, Inc.

213.07K

Jun 30, 21

+7.16K

13.80%

OLD MISSION CAPITAL, LLC

18.29K

Dec 31, 20

+18.29K

1.18%