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 88 institutions that hold shares in the stock, with a total of 4.11 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 |
|---|---|---|---|---|---|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
10,605
shares
|
$342,435
0.02% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
10,504
shares
|
$339,174
0.01% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
10,471
shares
|
$338,108
0.08% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
10,279
shares
|
$331,908
0.09% of portfolio
|
Q3 2025
Reduced 5.73%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
8,958
shares
|
$289,253
0.0% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
8,951
shares
|
$289,027
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
8,951
shares
|
$289,027
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
8,592
shares
|
$277,435
0.01% of portfolio
|
Q3 2025
Added 11.66%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
8,117
shares
|
$262,097
0.08% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Nov 12, 2025 Q3 2025 |
8,102
shares
|
$261,613
0.23% of portfolio
|
Q1 2025
Reduced 41.55%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
7,909
shares
|
$255,381
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
7,728
shares
|
$249,537
0.0% of portfolio
|
Q3 2025
Reduced 8.85%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,493
shares
|
$241,948
0.01% of portfolio
|
Q2 2022
Reduced 54.53%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
7,454
shares
|
$240,689
0.04% of portfolio
|
Q3 2025
Reduced 49.79%
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
7,229
shares
|
$233,424
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Websterrogers Financial Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
7,000
shares
|
$226,030
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
6,858
shares
|
$221,444
0.01% of portfolio
|
Q3 2025
Reduced 76.15%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
6,728
shares
|
$217,247
0.01% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
5,960
shares
|
$192,448
0.04% of portfolio
|
Q3 2025
Reduced 5.1%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
5,106
shares
|
$164,872
0.0% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
5,021
shares
|
$162,128
0.0% of portfolio
|
Q2 2025
Added 73.38%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
4,806
shares
|
$155,185
0.01% of portfolio
|
Q3 2025
Reduced 14.68%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
2,908
shares
|
$93,899
0.0% of portfolio
|
Q3 2025
Added 139.14%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
2,593
shares
|
$83,727
0.0% of portfolio
|
Q2 2025
Reduced 42.08%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
2,505
shares
|
$80,886
0.09% of portfolio
|
Q3 2025
Added 30.88%
|
|