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 94 institutions that hold shares in the stock, with a total of 6.02 Million shares, which have been reported (via 13F filing form) to have a value of $191 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
32,808
shares
|
$1.04 Million
0.02% of portfolio
|
Q2 2025
Added 119.03%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
30,983
shares
|
$979,992
0.0% of portfolio
|
Q2 2025
Added 17.98%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
30,908
shares
|
$977,620
0.75% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
28,753
shares
|
$909,457
0.03% of portfolio
|
Q2 2025
Added 22.38%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
25,368
shares
|
$802,389
0.0% of portfolio
|
Q2 2025
Added 25.71%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
24,561
shares
|
$776,864
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
24,238
shares
|
$766,647
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Aug 06, 2025 Q2 2025 |
22,103
shares
|
$699,117
0.38% of portfolio
|
Q2 2025
Reduced 11.22%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Aug 08, 2025 Q2 2025 |
20,379
shares
|
$644,587
0.3% of portfolio
|
Q1 2025
Added 14.86%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
20,094
shares
|
$635,573
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
19,749
shares
|
$624,660
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
19,407
shares
|
$613,843
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
18,875
shares
|
$597,016
0.13% of portfolio
|
Q4 2023
Reduced 1.97%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
18,645
shares
|
$589,741
0.04% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
18,534
shares
|
$586,230
0.04% of portfolio
|
Q2 2025
Reduced 24.3%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
16,244
shares
|
$513,797
0.54% of portfolio
|
Q2 2025
Reduced 5.95%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
15,276
shares
|
$483,179
0.0% of portfolio
|
Q2 2025
Added 32.62%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
15,144
shares
|
$479,004
0.06% of portfolio
|
Q2 2025
Added 57.24%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
14,846
shares
|
$469,578
0.09% of portfolio
|
Q1 2025
Reduced 16.29%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
13,753
shares
|
$435,007
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
13,589
shares
|
$429,820
0.09% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
13,456
shares
|
$425,613
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
12,846
shares
|
$406,318
0.06% of portfolio
|
Q2 2024
Added 38.86%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
12,054
shares
|
$381,268
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
11,377
shares
|
$359,854
0.0% of portfolio
|
Q1 2025
Reduced 2.98%
|