INNOVATOR U.S. EQUITY ULTRA (UAPR) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $97.33M 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 $9.51M 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 $9.69M, representing an estimated gain of +1.95% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% 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
85
Total Reported Value
$97.33M
Largest Holder
Tradition Wealth Management, Llc
Largest Position
$9.51M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
102
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 | $9,690,630 | +$185,475 | +1.95% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.32% | 185,163 | $6,501,962 | $6,628,835 | +$126,873 | +1.95% | |
| Commonwealth Equity Services, Llc | 0.01% | 144,206 | $5,063,760 | $5,162,575 | +$98,815 | +1.95% | |
| Cwm, Llc | 0.01% | 146,100 | $4,875,340 | $5,230,380 | +$355,040 | +7.28% | |
| Osaic Holdings, Inc. | 0.01% | 134,255 | $4,713,827 | $4,806,329 | +$92,502 | +1.96% | |
| Kfg Wealth Management, Llc | 0.50% | 127,143 | $4,464,597 | $4,551,719 | +$87,122 | +1.95% | |
| Assuredpartners Investment Advisors, Llc | 0.33% | 98,257 | $3,450,275 | $3,517,601 | +$67,326 | +1.95% | |
| Prairie Wealth Advisors, Inc. | 0.79% | 0 | $3,308,643 | — | — | — | |
| Brookstone Capital Management | 0.03% | 90,465 | $3,176,660 | $3,238,647 | +$61,987 | +1.95% | |
| Central Valley Advisors, Llc | 0.72% | 80,030 | $2,810,236 | $2,865,074 | +$54,838 | +1.95% | |
| Envestnet Asset Management Inc | 0.00% | 77,733 | $2,729,579 | $2,782,841 | +$53,262 | +1.95% | |
| Orion Porfolio Solutions, Llc | 0.02% | 76,124 | $2,673,079 | $2,725,239 | +$52,160 | +1.95% | |
| Kellett Wealth Advisors, Llc | 1.23% | 75,192 | $2,640,352 | $2,691,874 | +$51,522 | +1.95% | |
| Berger Financial Group, Inc | 0.12% | 68,887 | $2,418,954 | $2,466,155 | +$47,201 | +1.95% | |
| Foundations Investment Advisors, Llc | 0.02% | 56,864 | $1,996,768 | $2,035,731 | +$38,963 | +1.95% | |
| Truist Financial Corp | 0.00% | 56,179 | $1,972,697 | $2,011,208 | +$38,511 | +1.95% | |
| Strategic Blueprint, Llc | 0.09% | 50,258 | $1,764,800 | $1,799,236 | +$34,436 | +1.95% | |
| Triad Wealth Partners, Llc | 0.10% | 45,662 | $1,618,490 | $1,634,700 | +$16,210 | +1.00% | |
| Spire Wealth Management | 0.05% | 42,667 | $1,498,032 | $1,527,479 | +$29,447 | +1.97% | |
| Raymond James Financial Inc | 0.00% | 41,762 | $1,466,464 | $1,495,080 | +$28,616 | +1.95% | |
| Mml Investors Services, Llc | 0.00% | 40,782 | $1,432,052 | $1,459,996 | +$27,944 | +1.95% | |
| Susquehanna International Group, Llp | 0.00% | 40,082 | $1,407,471 | $1,434,936 | +$27,465 | +1.95% | |
| Img Wealth Management, Inc. | 0.78% | 39,940 | $1,402,485 | $1,429,852 | +$27,367 | +1.95% | |
| Arax Advisory Partners | 0.01% | 39,498 | $1,386,964 | $1,414,028 | +$27,064 | +1.95% | |
| Advisory Services Network, Llc | 0.02% | 37,677 | $1,323,020 | $1,348,837 | +$25,817 | +1.95% | |
| Kestra Advisory Services, Llc | 0.00% | 36,668 | $1,287,585 | $1,312,714 | +$25,129 | +1.95% | |
| Trek Financial, Llc | 0.06% | 34,510 | $1,211,812 | $1,235,458 | +$23,646 | +1.95% | |
| Cetera Investment Advisers | 0.00% | 31,874 | $1,119,263 | $1,141,089 | +$21,826 | +1.95% | |
| Lpl Financial Llc | 0.00% | 27,746 | $974,295 | $993,307 | +$19,012 | +1.95% | |
| Sonoma Allocations Llc | 0.29% | 26,694 | $938,428 | $955,645 | +$17,217 | +1.83% | |
| Steelpeak Wealth, Llc | 0.02% | 23,887 | $838,788 | $855,155 | +$16,367 | +1.95% | |
| Fiduciary Financial Group, Llc | 0.09% | 22,041 | $773,965 | $789,068 | +$15,103 | +1.95% | |
| Bcs Wealth Management | 0.12% | 18,875 | $662,792 | $675,725 | +$12,933 | +1.95% | |
| Ausdal Financial Partners, Inc. | 0.03% | 18,533 | $650,783 | $663,481 | +$12,698 | +1.95% | |
| Your Advocates Ltd., Llp | 0.17% | 16,622 | $583,598 | $595,068 | +$11,470 | +1.97% | |
| Centaurus Financial, Inc. | 0.02% | 16,090 | $565,000 | $576,022 | +$11,022 | +1.95% | |
| Lantz Financial Llc | 0.10% | 15,865 | $557,096 | $567,967 | +$10,871 | +1.95% | |
| Kovack Advisors, Inc. | 0.03% | 15,632 | $548,959 | $559,626 | +$10,667 | +1.94% | |
| Wealthshield Partners, Llc | 0.08% | 14,627 | $513,624 | $523,647 | +$10,023 | +1.95% | |
| Atria Investments, Inc | 0.00% | 14,077 | $494,311 | $503,957 | +$9,646 | +1.95% | |
| Silver Oak Securities, Incorporated | 0.03% | 13,385 | $470,012 | $479,183 | +$9,171 | +1.95% | |
| Morgan Stanley | 0.00% | 13,360 | $469,134 | $478,288 | +$9,154 | +1.95% | |
| Signal Advisors Wealth, Llc | 0.02% | 13,354 | $468,923 | $478,073 | +$9,150 | +1.95% | |
| Milestone Asset Management, Llc | 0.07% | 12,750 | $447,714 | $456,450 | +$8,736 | +1.95% | |
| Retirement Planning Group, Llc | 0.01% | 12,617 | $443,043 | $451,689 | +$8,646 | +1.95% | |
| Encompass More Asset Management | 0.06% | 12,318 | $432,544 | $440,984 | +$8,440 | +1.95% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 12,095 | $424,714 | $433,001 | +$8,287 | +1.95% | |
| Citadel Advisors Llc | 0.00% | 11,812 | $414,776 | $422,870 | +$8,094 | +1.95% | |
| Galvin, Gaustad & Stein, Llc | 0.03% | 10,912 | $383,185 | $390,650 | +$7,465 | +1.95% | |
| Souders Financial Advisors | 0.04% | 10,421 | $365,931 | $373,072 | +$7,141 | +1.95% |
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.