INNOVATOR U.S. EQUITY ULTRA (UAPR) Institutional Ownership Changes & 13F Activity

INNOVATOR U.S. EQUITY ULTRA (UAPR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Osaic Holdings, Inc., Trek Financial, Llc, Envestnet Asset Management Inc, Mml Investors Services, Llc, and Arax Advisory Partners.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+11,812—11,812$414.78KQ2 2026Sep 02, 2026
Archer Investment CorpBuy+110+1.9%6,025$211.57KQ2 2026Aug 19, 2026
Centaurus Financial, Inc.Sell-513-3.1%16,090$565.00KQ2 2026Aug 17, 2026
Osaic Holdings, Inc.Buy+49,288+58.0%134,255$4.71MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+11,774+41.6%40,082$1.41MQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcBuy+6,795+9.8%76,124$2.67MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-2,210-5.0%41,762$1.47MQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+809+1.4%56,864$2.00MQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Buy+21+0.1%18,533$650.78KQ2 2026Aug 14, 2026
Trek Financial, LlcBuy+28,310+456.6%34,510$1.21MQ2 2026Aug 13, 2026
Morgan StanleyBuy+13,360—13,360$469.13KQ2 2026Aug 13, 2026
Advisory Services Network, LlcBuy+3,216+9.3%37,677$1.32MQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-3,006-8.6%31,874$1.12MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+562—562$19.68KQ2 2026Aug 12, 2026
Wealthshield Partners, LlcSell-552-3.6%14,627$513.62KQ2 2026Aug 12, 2026
Tradition Wealth Management, LlcSell-3,583-1.3%270,688$9.51MQ2 2026Aug 11, 2026
Arax Advisory PartnersBuy+19,749+100.0%39,498$1.39MQ2 2026Aug 10, 2026
Triad Wealth Partners, LlcBuy+17,263+60.8%45,662$1.62MQ2 2026Aug 10, 2026
Assuredpartners Investment Advisors, LlcSell-34-0.0%98,257$3.45MQ2 2026Aug 10, 2026
Mml Investors Services, LlcBuy+25,994+175.8%40,782$1.43MQ2 2026Aug 07, 2026
Silver Oak Securities, IncorporatedBuy+13,385—13,385$470.01KQ2 2026Aug 07, 2026
Lpl Financial LlcSell-2,322-7.7%27,746$974.29KQ2 2026Aug 07, 2026
Img Wealth Management, Inc.Buy+886+2.3%39,940$1.40MQ2 2026Aug 07, 2026
Capital Analysts, LlcBuy+3,545—3,545$124.00KQ2 2026Aug 05, 2026
Souders Financial AdvisorsSell-1,423-12.0%10,421$365.93KQ2 2026Aug 05, 2026
Principal Securities, Inc.Buy+9,868—9,868$346.51KQ2 2026Aug 04, 2026
Berger Financial Group, IncSell-6,659-8.8%68,887$2.42MQ2 2026Aug 04, 2026
Envestnet Asset Management IncBuy+27,788+55.6%77,733$2.73MQ2 2026Aug 03, 2026
Newcorp Financial Services, Inc.Buy+5,803—5,803$203.77KQ2 2026Aug 03, 2026
Soltis Investment Advisors LlcSell-1,394-13.4%9,003$316.14KQ2 2026Jul 31, 2026
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Frequently asked questions about UAPR activity

  • Which institutional owners are buying UAPR?

    Institutional owners buying UAPR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in UAPR activity?

    "Buy" means an investor increased their reported position in UAPR compared to the prior reporting period. This reflects growing exposure to INNOVATOR U.S. EQUITY ULTRA (UAPR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in UAPR increasing?

    Institutional interest in UAPR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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