Institutional Ownership Innovator U.S. Equity Ultra Bu (UAPR)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UAPR). We have compiled data on the 89 institutions that hold shares in the stock, with a total of 4.12 Million shares, which have been reported (via 13F filing form) to have a value of $133 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
32,461
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
32,108
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
31,053
shares
|
$1 Million
0.68% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
30,565
shares
|
$986,943
0.0% of portfolio
|
Q3 2025
Added 122.24%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
25,080
shares
|
$809,833
0.07% of portfolio
|
Q3 2025
Reduced 38.73%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
24,561
shares
|
$793,074
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
24,238
shares
|
$782,645
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
20,094
shares
|
$648,835
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
19,749
shares
|
$637,695
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
19,407
shares
|
$626,652
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Nov 14, 2025 Q3 2025 |
19,244
shares
|
$621,388
0.3% of portfolio
|
Q3 2025
Reduced 12.93%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
18,875
shares
|
$609,473
0.15% of portfolio
|
Q4 2023
Reduced 1.97%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
18,534
shares
|
$598,462
0.04% of portfolio
|
Q2 2025
Reduced 24.3%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
18,388
shares
|
$593,748
0.03% of portfolio
|
Q3 2025
Added 143.42%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
18,110
shares
|
$584,771
0.03% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
17,844
shares
|
$576,182
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
17,435
shares
|
$562,976
0.07% of portfolio
|
Q3 2025
Added 97.25%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Nov 03, 2025 Q3 2025 |
16,622
shares
|
$536,724
0.24% of portfolio
|
Q3 2025
Reduced 18.44%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
15,733
shares
|
$508,018
0.0% of portfolio
|
Q3 2025
Added 87.19%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
15,171
shares
|
$489,871
0.06% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
13,270
shares
|
$428,488
0.08% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
12,561
shares
|
$405,594
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
12,513
shares
|
$404,044
0.05% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
11,377
shares
|
$367,363
0.0% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
11,131
shares
|
$359,419
0.0% of portfolio
|
Q2 2025
Reduced 8.24%
|
|