INNOVATOR U.S. EQUITY ULTRA (UAPR) Top Institutional Shareholders
INNOVATOR U.S. EQUITY ULTRA (UAPR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $84.53M in UAPR holdings during the latest filing period.
Tradition Wealth Management, Llc is currently the largest disclosed institutional shareholder of UAPR tracked by InsiderSet, reporting ownership valued at approximately $9.15M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $9.58M, representing an estimated gain of +4.63% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 53% of the total disclosed UAPR value among the investors covered in this analysis. Major shareholders include Tradition Wealth Management, Llc, C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors, Commonwealth Equity Services, Llc, and several other long-term asset managers with concentrated positions in INNOVATOR U.S. EQUITY ULTRA (UAPR).
This page ranks the largest institutional UAPR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
80
Total Reported Value
$84.53M
Largest Holder
Tradition Wealth Management, Llc
Largest Position
$9.15M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
89
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Tradition Wealth Management, Llc | 0.65% | 274,271 | $9,152,423 | $9,576,172 | +$423,749 | +4.63% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.33% | 175,304 | $5,849,894 | $6,120,739 | +$270,845 | +4.63% | |
| Commonwealth Equity Services, Llc | 0.01% | 149,711 | $4,995,860 | $5,227,160 | +$231,300 | +4.63% | |
| Cwm, Llc | 0.01% | 146,100 | $4,875,340 | $5,101,082 | +$225,742 | +4.63% | |
| Kfg Wealth Management, Llc | 0.55% | 127,465 | $4,253,504 | $4,450,440 | +$196,936 | +4.63% | |
| Brookstone Capital Management | 0.04% | 100,819 | $3,364,330 | $3,520,095 | +$155,765 | +4.63% | |
| Assuredpartners Investment Advisors, Llc | 0.36% | 98,291 | $3,297,663 | $3,431,830 | +$134,167 | +4.07% | |
| Prairie Wealth Advisors, Inc. | 1.37% | 0 | $3,160,931 | — | — | — | |
| Osaic Holdings, Inc. | 0.00% | 84,967 | $2,835,342 | $2,966,623 | +$131,281 | +4.63% | |
| Central Valley Advisors, Llc | 0.73% | 80,544 | $2,687,755 | $2,812,194 | +$124,439 | +4.63% | |
| Kellett Wealth Advisors, Llc | 1.40% | 77,377 | $2,582,070 | $2,701,618 | +$119,548 | +4.63% | |
| Berger Financial Group, Inc | 0.14% | 75,546 | $2,520,971 | $2,637,689 | +$116,718 | +4.63% | |
| Orion Porfolio Solutions, Llc | 0.02% | 69,329 | $2,313,509 | $2,420,622 | +$107,113 | +4.63% | |
| Truist Financial Corp | 0.00% | 56,283 | $1,878,164 | $1,965,121 | +$86,957 | +4.63% | |
| Foundations Investment Advisors, Llc | 0.02% | 56,055 | $1,870,555 | $1,957,160 | +$86,605 | +4.63% | |
| Kestra Advisory Services, Llc | 0.01% | 51,929 | $1,732,866 | $1,813,101 | +$80,235 | +4.63% | |
| Envestnet Asset Management Inc | 0.00% | 49,945 | $1,666,665 | $1,743,830 | +$77,165 | +4.63% | |
| Strategic Blueprint, Llc | 0.10% | 49,735 | $1,659,657 | $1,736,498 | +$76,841 | +4.63% | |
| Raymond James Financial Inc | 0.00% | 43,972 | $1,467,346 | $1,535,282 | +$67,936 | +4.63% | |
| Img Wealth Management, Inc. | 0.83% | 39,054 | $1,303,232 | $1,363,570 | +$60,338 | +4.63% | |
| Cetera Investment Advisers | 0.00% | 34,880 | $1,163,946 | $1,217,835 | +$53,889 | +4.63% | |
| Advisory Services Network, Llc | 0.02% | 34,461 | $1,149,964 | $1,203,206 | +$53,242 | +4.63% | |
| Spire Wealth Management | 0.04% | 31,916 | $1,065,051 | $1,114,347 | +$49,296 | +4.63% | |
| Lpl Financial Llc | 0.00% | 30,068 | $1,003,369 | $1,049,824 | +$46,455 | +4.63% | |
| Triad Wealth Partners, Llc | 0.08% | 28,399 | $947,675 | $991,551 | +$43,876 | +4.63% | |
| Susquehanna International Group, Llp | 0.00% | 28,308 | $944,638 | $988,374 | +$43,736 | +4.63% | |
| Mcadam, Llc | 0.04% | 24,561 | $819,601 | $857,547 | +$37,946 | +4.63% | |
| Fiduciary Financial Group, Llc | 0.11% | 24,238 | $808,822 | $846,270 | +$37,448 | +4.63% | |
| Arax Advisory Partners | 0.02% | 19,749 | $659,024 | $689,536 | +$30,512 | +4.63% | |
| Bcs Wealth Management | 0.13% | 18,875 | $629,859 | $659,021 | +$29,162 | +4.63% | |
| Ausdal Financial Partners, Inc. | 0.03% | 18,512 | $617,746 | $646,346 | +$28,600 | +4.63% | |
| Your Advocates Ltd., Llp | 0.17% | 16,622 | $554,676 | $580,357 | +$25,681 | +4.63% | |
| Wealthshield Partners, Llc | 0.06% | 15,179 | $506,523 | $529,975 | +$23,452 | +4.63% | |
| Mml Investors Services, Llc | 0.00% | 14,788 | $493,476 | $516,323 | +$22,847 | +4.63% | |
| Rps Advisory Solutions Llc | 0.28% | 14,624 | $488,003 | $510,597 | +$22,594 | +4.63% | |
| Atria Investments, Inc | 0.01% | 14,032 | $468,248 | $489,927 | +$21,679 | +4.63% | |
| Signal Advisors Wealth, Llc | 0.03% | 13,354 | $445,623 | $466,255 | +$20,632 | +4.63% | |
| Milestone Asset Management, Llc | 0.08% | 13,270 | $442,820 | $463,322 | +$20,502 | +4.63% | |
| Ae Wealth Management Llc | 0.00% | 12,796 | $427,003 | $446,772 | +$19,769 | +4.63% | |
| Retirement Planning Group, Llc | 0.01% | 12,617 | $421,029 | $440,523 | +$19,494 | +4.63% | |
| Old Mission Capital Llc | 0.01% | 12,542 | $418,526 | $437,904 | +$19,378 | +4.63% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 12,095 | $403,610 | $422,297 | +$18,687 | +4.63% | |
| Souders Financial Advisors | 0.05% | 11,844 | $395,234 | $413,533 | +$18,299 | +4.63% | |
| Galvin, Gaustad & Stein, Llc | 0.03% | 10,991 | $366,781 | $383,751 | +$16,970 | +4.63% | |
| Rfg Advisory, Llc | 0.01% | 10,589 | $353,355 | $369,715 | +$16,360 | +4.63% | |
| Soltis Investment Advisors Llc | 0.02% | 10,397 | $346,960 | $363,011 | +$16,051 | +4.63% | |
| Encompass More Asset Management | 0.06% | 9,856 | $328,895 | $344,122 | +$15,227 | +4.63% | |
| Beacon Pointe Advisors, Llc | 0.00% | 9,444 | $315,147 | $329,737 | +$14,590 | +4.63% | |
| Lantz Financial Llc | 0.06% | 9,142 | $305,069 | $319,193 | +$14,124 | +4.63% | |
| Virtue Capital Management, Llc | 0.04% | 8,069 | $268,294 | $281,729 | +$13,435 | +5.01% |
Frequently asked questions about UAPR
Who owns the most UAPR stock?
The largest holders of UAPR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INNOVATOR U.S. EQUITY ULTRA (UAPR).
Is UAPR widely held by superinvestors?
Many widely followed stocks like UAPR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly UAPR is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.