UAPR Institutional Ownership & Shareholders
INNOVATOR U.S. EQUITY ULTRA (UAPR) is currently held by 87 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $102.53M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Tradition Wealth Management, Llc is currently the largest disclosed institutional shareholder of UAPR tracked by InsiderSet, reporting ownership valued at approximately $9.51M in its June 30, 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 $9.73M, representing an estimated gain of +2.39% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 48% 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
87
Total Reported Value
$102.53M
Largest Holder
Tradition Wealth Management, Llc
Largest Position
$9.51M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
106
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 | 0.58% | 270,688 | $9,505,155 | $9,732,587 | +$227,432 | +2.39% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.35% | 200,603 | $7,201,548 | $7,212,681 | +$11,133 | +0.15% | |
| Commonwealth Equity Services, Llc | 0.01% | 146,359 | $5,254,210 | $5,262,338 | +$8,128 | +0.15% | |
| Cwm, Llc | 0.01% | 146,100 | $4,875,340 | $5,253,026 | +$377,686 | +7.75% | |
| Osaic Holdings, Inc. | 0.01% | 134,255 | $4,713,827 | $4,827,139 | +$113,312 | +2.40% | |
| Kfg Wealth Management, Llc | 0.49% | 126,817 | $4,552,663 | $4,559,705 | +$7,042 | +0.15% | |
| Assuredpartners Investment Advisors, Llc | 0.33% | 98,257 | $3,450,275 | $3,532,830 | +$82,555 | +2.39% | |
| Prairie Wealth Advisors, Inc. | 0.73% | 0 | $3,382,580 | — | — | — | |
| Brookstone Capital Management | 0.03% | 93,020 | $3,339,372 | $3,344,534 | +$5,162 | +0.15% | |
| Central Valley Advisors, Llc | 0.77% | 79,930 | $2,869,449 | $2,873,883 | +$4,434 | +0.15% | |
| Envestnet Asset Management Inc | 0.00% | 77,733 | $2,729,579 | $2,794,890 | +$65,311 | +2.39% | |
| Orion Porfolio Solutions, Llc | 0.02% | 76,124 | $2,673,079 | $2,737,038 | +$63,959 | +2.39% | |
| Kellett Wealth Advisors, Llc | 0.96% | 72,715 | $2,610,415 | $2,614,468 | +$4,053 | +0.16% | |
| Berger Financial Group, Inc | 0.12% | 68,887 | $2,418,954 | $2,476,832 | +$57,878 | +2.39% | |
| Triad Wealth Partners, Llc | 0.12% | 58,877 | $2,113,655 | $2,116,923 | +$3,268 | +0.15% | |
| Truist Financial Corp | 0.00% | 56,331 | $2,022,255 | $2,025,381 | +$3,126 | +0.15% | |
| Foundations Investment Advisors, Llc | 0.02% | 56,864 | $1,996,768 | $2,044,545 | +$47,777 | +2.39% | |
| Strategic Blueprint, Llc | 0.09% | 50,447 | $1,811,034 | $1,813,822 | +$2,788 | +0.15% | |
| Concurrent Investment Advisors, Llc | 0.01% | 45,546 | $1,635,078 | $1,637,606 | +$2,528 | +0.15% | |
| Spire Wealth Management | 0.05% | 42,997 | $1,543,606 | $1,545,957 | +$2,351 | +0.15% | |
| Raymond James Financial Inc | 0.00% | 41,762 | $1,466,464 | $1,501,553 | +$35,089 | +2.39% | |
| Mml Investors Services, Llc | 0.00% | 40,782 | $1,432,052 | $1,466,317 | +$34,265 | +2.39% | |
| Susquehanna International Group, Llp | 0.00% | 40,082 | $1,407,471 | $1,441,148 | +$33,677 | +2.39% | |
| Arax Advisory Partners | 0.01% | 39,498 | $1,386,964 | $1,420,151 | +$33,187 | +2.39% | |
| Img Wealth Management, Inc. | 0.71% | 38,203 | $1,371,477 | $1,373,589 | +$2,112 | +0.15% | |
| Advisory Services Network, Llc | 0.02% | 37,677 | $1,323,020 | $1,354,677 | +$31,657 | +2.39% | |
| Kestra Advisory Services, Llc | 0.00% | 33,001 | $1,184,715 | $1,186,551 | +$1,836 | +0.15% | |
| Trek Financial, Llc | 0.05% | 32,418 | $1,163,790 | $1,165,589 | +$1,799 | +0.15% | |
| Cetera Investment Advisers | 0.00% | 31,874 | $1,119,263 | $1,146,030 | +$26,767 | +2.39% | |
| Lpl Financial Llc | 0.00% | 27,746 | $974,295 | $997,607 | +$23,312 | +2.39% | |
| Sonoma Allocations Llc | 0.29% | 26,694 | $938,428 | $959,783 | +$21,355 | +2.28% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 25,319 | $913,255 | $910,345 | -$2,910 | -0.32% | |
| Partners Wealth Management, Llc | 0.09% | 25,439 | $913,247 | $914,659 | +$1,412 | +0.15% | |
| Steelpeak Wealth, Llc | 0.02% | 22,201 | $797,005 | $798,237 | +$1,232 | +0.15% | |
| Fiduciary Financial Group, Llc | 0.09% | 22,041 | $791,261 | $792,484 | +$1,223 | +0.15% | |
| Bcs Wealth Management | 0.12% | 18,875 | $677,603 | $678,651 | +$1,048 | +0.15% | |
| Ausdal Financial Partners, Inc. | 0.03% | 18,533 | $650,783 | $666,354 | +$15,571 | +2.39% | |
| Your Advocates Ltd., Llp | 0.17% | 16,622 | $596,730 | $597,644 | +$914 | +0.15% | |
| Lantz Financial Llc | 0.10% | 15,750 | $565,417 | $566,291 | +$874 | +0.15% | |
| Centaurus Financial, Inc. | 0.02% | 16,090 | $565,000 | $578,516 | +$13,516 | +2.39% | |
| Encompass More Asset Management | 0.08% | 15,446 | $554,504 | $555,361 | +$857 | +0.15% | |
| Kovack Advisors, Inc. | 0.03% | 15,632 | $548,959 | $562,049 | +$13,090 | +2.38% | |
| Wealthshield Partners, Llc | 0.08% | 14,627 | $513,624 | $525,914 | +$12,290 | +2.39% | |
| Atria Investments, Inc | 0.00% | 13,693 | $491,572 | $492,332 | +$760 | +0.15% | |
| Signal Advisors Wealth, Llc | 0.02% | 13,415 | $481,592 | $482,336 | +$744 | +0.15% | |
| Silver Oak Securities, Incorporated | 0.03% | 13,385 | $470,012 | $481,258 | +$11,246 | +2.39% | |
| Morgan Stanley | 0.00% | 13,360 | $469,134 | $480,359 | +$11,225 | +2.39% | |
| Retirement Planning Group, Llc | 0.01% | 12,617 | $452,944 | $453,644 | +$700 | +0.15% | |
| Milestone Asset Management, Llc | 0.07% | 12,125 | $435,281 | $435,954 | +$673 | +0.15% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 12,095 | $424,714 | $434,876 | +$10,162 | +2.39% |
Frequently asked questions about UAPR
Who are the largest institutional holders of UAPR?
The largest institutional holders of UAPR reported in the latest SEC Form 13F filings include Tradition Wealth Management, Llc, C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors, Commonwealth Equity Services, Llc, Cwm, Llc, and Osaic Holdings, Inc.. InsiderSet ranks institutional holders by their latest reported UAPR position.
What is UAPR institutional ownership?
This page tracks UAPR positions reported by institutional investment managers through SEC Form 13F. INNOVATOR U.S. EQUITY ULTRA (UAPR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own UAPR?
InsiderSet currently tracks 87 institutional managers reporting UAPR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of UAPR shareholders.
How much UAPR stock do institutions own?
Institutional investment managers disclosed approximately $102.53M in UAPR holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was UAPR institutional ownership last updated?
The latest UAPR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional UAPR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its UAPR position after the reporting date.
Are institutions buying or selling UAPR?
Institutional buying and selling can be analyzed by comparing UAPR positions across consecutive 13F reporting periods. InsiderSet's UAPR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View UAPR ownership changes.
How has UAPR institutional ownership changed over time?
InsiderSet tracks UAPR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.