Who owns UAPR?
Innovator U.S. Equity Ultra Buffer ETF - Apr · Innovator
87 institutions reported holding UAPR, worth $95.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of UAPR
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Tradition Wealth Management, LLC | Edina, MN | $9.5M | 270,688 | −3,583 shares |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | Westlake, OH | $6.5M | 185,163 | +9,859 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $5.1M | 144,206 | −5,505 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $4.7M | 134,255 | +49,288 shares |
| KFG Wealth Management, LLC | Granger, IN | $4.5M | 127,143 | −322 shares |
| AssuredPartners Investment Advisors, LLC | Tampa, FL | $3.5M | 98,257 | −34 shares |
| Prairie Wealth Advisors, Inc. | Omaha, NE | $3.3M | 0 | No change |
| Brookstone Capital Management | Wheaton, IL | $3.2M | 90,465 | −10,354 shares |
| Central Valley Advisors, LLC | Sacramento, CA | $2.8M | 80,030 | −514 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $2.7M | 77,733 | +27,788 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns UAPR?
87 institutional managers reported holding UAPR in Form 13F filings for June 30, 2026, worth $95.9M in total. The largest reported position was held by Tradition Wealth Management, LLC, at $9.5M.
Did institutions buy or sell UAPR last quarter?
Reported 13F value rose 18.1% from March 31, 2026, which includes price moves as well as buying and selling. 14 firms reported a new position and 7 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is UAPR ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.