UAPR Institutional Ownership
Innovator U.S. Equity Ultra Buffer ETF
1W: +0.2%
1M: +0.5%
3M: +2.1%
YTD: +9.6%
1Y: +11.8%
3Y: +40.0%
5Y: +38.7%
$35.97
+0.06 (+0.17%)
Weekly Expected Move ±0.4%
$36
$36
$36
$36
$36
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — UAPR
95
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
95M
Total Invested
14
New Positions
25
Increased
32
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (105 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Tradition Wealth Management, LLC | 270,688 | $10M | -3,583 | -1.3% | 10Q | SEC ↗ |
| 2 | C2P Capital Advisory Group, LLC d.b.a. | 185,163 | $7M | +9,859 | +5.6% | 15Q | SEC ↗ |
| 3 | CWM, LLC | 146,100 | $5M | +3,780 | +2.7% | 13Q | SEC ↗ |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | 144,206 | $5M | -5,505 | -3.7% | 25Q | SEC ↗ |
| 5 | OSAIC HOLDINGS, INC. | 134,255 | $5M | +49,288 | +58.0% | 26Q | SEC ↗ |
| 6 | KFG WEALTH MANAGEMENT, LLC | 127,143 | $5M | -322 | -0.3% | 15Q | SEC ↗ |
| 7 | AssuredPartners Investment Advisors, L | 98,257 | $4M | -34 | -0.0% | 3Q | SEC ↗ |
| 8 | Brookstone Capital Management | 90,465 | $3M | -10,354 | -10.3% | 18Q | SEC ↗ |
| 9 | CENTRAL VALLEY ADVISORS, LLC | 80,030 | $3M | -514 | -0.6% | 9Q | SEC ↗ |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 77,733 | $3M | +27,788 | +55.6% | 13Q | SEC ↗ |
| 11 | Orion Porfolio Solutions, LLC | 76,124 | $3M | +6,795 | +9.8% | 6Q | SEC ↗ |
| 12 | Kellett Wealth Advisors, LLC | 75,192 | $3M | -2,185 | -2.8% | 9Q | SEC ↗ |
| 13 | Berger Financial Group, Inc | 68,887 | $2M | -6,659 | -8.8% | 9Q | SEC ↗ |
| 14 | Foundations Investment Advisors, LLC | 56,864 | $2M | +809 | +1.4% | 4Q | SEC ↗ |
| 15 | TRUIST FINANCIAL CORP | 56,179 | $2M | -104 | -0.2% | 17Q | SEC ↗ |
| 16 | Strategic Blueprint, LLC | 50,258 | $2M | +523 | +1.1% | 22Q | SEC ↗ |
| 17 | Triad Wealth Partners, LLC | 45,662 | $2M | +17,263 | +60.8% | 5Q | SEC ↗ |
| 18 | Spire Wealth Management | 42,667 | $2M | +10,751 | +33.7% | 14Q | SEC ↗ |
| 19 | RAYMOND JAMES FINANCIAL INC | 41,762 | $2M | -2,210 | -5.0% | 7Q | SEC ↗ |
| 20 | MML INVESTORS SERVICES, LLC | 40,782 | $1M | +25,994 | +175.8% | 5Q | SEC ↗ |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40,082 | $1M | +11,774 | +41.6% | 5Q | SEC ↗ |
| 22 | IMG Wealth Management, Inc. | 39,940 | $1M | +886 | +2.3% | 7Q | SEC ↗ |
| 23 | Arax Advisory Partners | 39,498 | $1M | +19,749 | +100.0% | 3Q | SEC ↗ |
| 24 | Advisory Services Network, LLC | 37,677 | $1M | +3,216 | +9.3% | 17Q | SEC ↗ |
| 25 | Kestra Advisory Services, LLC | 36,668 | $1M | -15,261 | -29.4% | 24Q | SEC ↗ |
| 26 | Trek Financial, LLC | 34,510 | $1M | +28,310 | +456.6% | 9Q | SEC ↗ |
| 27 | Cetera Investment Advisers | 31,874 | $1M | -3,006 | -8.6% | 15Q | SEC ↗ |
| 28 | Cambridge Investment Research Advisors | 31,648 | $1M | +3,096 | +10.8% | 18Q | SEC ↗ |
| 29 | LPL Financial LLC | 27,746 | $998K | -2,322 | -7.7% | 27Q | SEC ↗ |
| 30 | Sonoma Allocations LLC NEW | 26,694 | $960K | — | +0.0% | 1Q | SEC ↗ |
| 31 | SteelPeak Wealth, LLC NEW | 23,887 | $859K | — | +0.0% | 1Q | SEC ↗ |
| 32 | FIDUCIARY FINANCIAL GROUP, LLC | 22,041 | $793K | -2,197 | -9.1% | 9Q | SEC ↗ |
| 33 | BCS Wealth Management | 18,875 | $679K | — | +0.0% | 18Q | SEC ↗ |
| 34 | Ausdal Financial Partners, Inc. | 18,533 | $667K | +21 | +0.1% | 5Q | SEC ↗ |
| 35 | Your Advocates Ltd., LLP | 16,622 | $598K | — | +0.0% | 10Q | SEC ↗ |
| 36 | CENTAURUS FINANCIAL, INC. | 16,090 | $579K | -513 | -3.1% | 14Q | SEC ↗ |
| 37 | Lantz Financial LLC | 15,865 | $571K | +6,723 | +73.5% | 5Q | SEC ↗ |
| 38 | Kovack Advisors, Inc. NEW | 15,632 | $562K | — | +0.0% | 1Q | SEC ↗ |
| 39 | WealthShield Partners, LLC | 14,627 | $526K | -552 | -3.6% | 13Q | SEC ↗ |
| 40 | Atria Investments, Inc | 14,077 | $506K | +45 | +0.3% | 4Q | SEC ↗ |
| 41 | AE Wealth Management LLC | 13,493 | $485K | +697 | +5.4% | 13Q | SEC ↗ |
| 42 | SILVER OAK SECURITIES, INCORPORATED NEW | 13,385 | $481K | — | +0.0% | 1Q | SEC ↗ |
| 43 | MORGAN STANLEY NEW | 13,360 | $480K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Signal Advisors Wealth, LLC | 13,354 | $480K | — | +0.0% | 5Q | SEC ↗ |
| 45 | MILESTONE ASSET MANAGEMENT, LLC | 12,750 | $459K | -520 | -3.9% | 13Q | SEC ↗ |
| 46 | Retirement Planning Group, LLC | 12,617 | $454K | — | +0.0% | 5Q | SEC ↗ |
| 47 | Encompass More Asset Management | 12,318 | $443K | +2,462 | +25.0% | 4Q | SEC ↗ |
| 48 | Steward Partners Investment Advisory, | 12,095 | $435K | — | +0.0% | 16Q | SEC ↗ |
| 49 | CITADEL ADVISORS LLC NEW | 11,812 | $425K | — | +0.0% | 1Q | SEC ↗ |
| 50 | Galvin, Gaustad & Stein, LLC | 10,912 | $392K | -79 | -0.7% | 3Q | SEC ↗ |
Recent Activity
New Positions (14)
| Holder | Shares | Value |
|---|---|---|
| Sonoma Allocations LLC | 26,694 | $960K |
| SteelPeak Wealth, LLC | 23,887 | $859K |
| Kovack Advisors, Inc. | 15,632 | $562K |
| SILVER OAK SECURITIES, INCORPORATED | 13,385 | $481K |
| MORGAN STANLEY | 13,360 | $480K |
| CITADEL ADVISORS LLC | 11,812 | $425K |
| PRINCIPAL SECURITIES, INC. | 9,868 | $355K |
| Maia Wealth LLC | 9,489 | $341K |
| Concurrent Investment Advisors, LLC | 6,277 | $226K |
| Octavia Wealth Advisors, LLC | 5,919 | $213K |
| NewCorp Financial Services, Inc. | 5,803 | $209K |
| Capital Analysts, LLC | 3,545 | $127K |
| Bullseye Investment Management, LLC | 1,450 | $52K |
| AdvisorNet Financial, Inc | 186 | $7K |
Sold Out (16)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MGO ONE SEVEN LLC | 64,442 | $2M |
| McAdam, LLC | 24,561 | $883K |
| RPS ADVISORY SOLUTIONS LLC | 14,624 | $526K |
| OLD MISSION CAPITAL LLC | 12,542 | $451K |
| Integrity Advisory Solutions, LLC | 8,951 | $322K |
| Virtue Capital Management, LLC | 8,069 | $290K |
| Vantage Point Financial LLC | 7,531 | $271K |
| WEBSTERROGERS FINANCIAL ADVISORS, L | 7,000 | $252K |
| Simplicity Wealth,LLC | 6,728 | $242K |
| OPTIMA CAPITAL LLC | 1,840 | $66K |
| EVOLUTION WEALTH MANAGEMENT INC. | 1,148 | $41K |
| TopTier Wealth Management, LLC | 452 | $16K |
| Wealth Watch Advisors, INC | 409 | $15K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 250 | $9K |
| ROYAL BANK OF CANADA | 100 | $4K |
| UBS Group AG | 36 | $1K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Kestra Advisory Services, LLC | -15,261 | -29.4% | 36,668 |
| Brookstone Capital Management | -10,354 | -10.3% | 90,465 |
| Berger Financial Group, Inc | -6,659 | -8.8% | 68,887 |
| COMMONWEALTH EQUITY SERVICES, LLC | -5,505 | -3.7% | 144,206 |
| Tradition Wealth Management, LLC | -3,583 | -1.3% | 270,688 |
| Cetera Investment Advisers | -3,006 | -8.6% | 31,874 |
| LPL Financial LLC | -2,322 | -7.7% | 27,746 |
| RAYMOND JAMES FINANCIAL INC | -2,210 | -5.0% | 41,762 |
| FIDUCIARY FINANCIAL GROUP, LLC | -2,197 | -9.1% | 22,041 |
| Kellett Wealth Advisors, LLC | -2,185 | -2.8% | 75,192 |
| Souders Financial Advisors | -1,423 | -12.0% | 10,421 |
| Soltis Investment Advisors LLC | -1,394 | -13.4% | 9,003 |
| RFG Advisory, LLC | -781 | -7.4% | 9,808 |
| WealthShield Partners, LLC | -552 | -3.6% | 14,627 |
| MILESTONE ASSET MANAGEMENT, LLC | -520 | -3.9% | 12,750 |
| CENTRAL VALLEY ADVISORS, LLC | -514 | -0.6% | 80,030 |
| CENTAURUS FINANCIAL, INC. | -513 | -3.1% | 16,090 |
| Ashton Thomas Private Wealth, LLC | -485 | -10.6% | 4,092 |
| KFG WEALTH MANAGEMENT, LLC | -322 | -0.3% | 127,143 |
| CoreCap Advisors, LLC | -118 | -1.6% | 7,192 |