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 |
|---|---|---|---|---|---|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
1,160
shares
|
$37,456
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
1,128
shares
|
$36,423
0.01% of portfolio
|
Q3 2025
Reduced 24.95%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
816
shares
|
$26,348
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
562
shares
|
$18,146
0.0% of portfolio
|
Q3 2025
Reduced 90.7%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
489
shares
|
$15,789
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
420
shares
|
$13,561
0.0% of portfolio
|
Q3 2025
Reduced 75.44%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
363
shares
|
$11,721
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
284
shares
|
$9,170
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
264
shares
|
$8,524
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
250
shares
|
$8,072
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
201
shares
|
$6,490
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
114
shares
|
$3,681
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
|
|