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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
5,021
shares
|
$158,814
0.0% of portfolio
|
Q2 2025
Added 73.38%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
3,682
shares
|
$116,461
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
2,593
shares
|
$82,016
0.0% of portfolio
|
Q2 2025
Reduced 42.08%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
2,053
shares
|
$64,936
0.02% of portfolio
|
Q2 2025
Reduced 86.49%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
1,914
shares
|
$60,539
0.07% of portfolio
|
Q2 2025
Added 222.77%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,710
shares
|
$54,087
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
1,503
shares
|
$47,539
0.02% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
1,216
shares
|
$38,462
0.0% of portfolio
|
Q2 2025
Reduced 76.86%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
816
shares
|
$25,810
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
525
shares
|
$16,605
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
500
shares
|
$15,815
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
489
shares
|
$15,467
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
284
shares
|
$8,982
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
250
shares
|
$7,907
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
250
shares
|
$7,907
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
201
shares
|
$6,357
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
177
shares
|
$5,598
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
114
shares
|
$3,605
0.0% of portfolio
|
Q2 2023
Reduced 93.41%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|