INNOVATOR ETFS TRUST (UAPR)
Institutional ownership reported to the SEC as of Q2 2026, across 29 quarters.
84
Reporting holders
$92.9M
Reported value
0.0%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Tradition Wealth Management, LLC | $9.5M | 270,688 | 0.58% | 10q | -1.3%-$125.8K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $6.5M | 185,163 | 0.32% | 15q | +5.6%+$346.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.1M | 144,206 | 0.01% | 25q | -3.7%-$193.3K |
| OSAIC HOLDINGS, INC. | $4.7M | 134,255 | 0.01% | 26q | +58.0%+$1.7M |
| KFG WEALTH MANAGEMENT, LLC | $4.5M | 127,143 | 0.50% | 15q | HELD |
| AssuredPartners Investment Advisors, LLC | $3.5M | 98,257 | 0.33% | 3q | HELD |
| Prairie Wealth Advisors, Inc. | $3.3M | 0 | 0.79% | 5q | HELD |
| Brookstone Capital Management | $3.2M | 90,465 | 0.03% | 18q | -10.3%-$363.6K |
| CENTRAL VALLEY ADVISORS, LLC | $2.8M | 80,030 | 0.72% | 9q | -0.6%-$18.0K |
| ENVESTNET ASSET MANAGEMENT INC | $2.7M | 77,733 | 0.00% | 13q | +55.6%+$975.8K |
| Orion Porfolio Solutions, LLC | $2.7M | 76,124 | 0.02% | 6q | +9.8%+$238.6K |
| Kellett Wealth Advisors, LLC | $2.6M | 75,192 | 1.23% | 9q | -2.8%-$76.7K |
| Berger Financial Group, Inc | $2.4M | 68,887 | 0.12% | 9q | -8.8%-$233.8K |
| Foundations Investment Advisors, LLC | $2.0M | 56,864 | 0.02% | 4q | +1.4%+$28.4K |
| TRUIST FINANCIAL CORP | $2.0M | 56,179 | 0.00% | 17q | HELD |
| Strategic Blueprint, LLC | $1.8M | 50,258 | 0.09% | 22q | +1.1%+$18.4K |
| Triad Wealth Partners, LLC | $1.6M | 45,662 | 0.10% | 5q | +60.8%+$611.9K |
| Spire Wealth Management | $1.5M | 42,667 | 0.05% | 14q | +33.7%+$377.5K |
| RAYMOND JAMES FINANCIAL INC | $1.5M | 41,762 | 0.00% | 7q | -5.0%-$77.6K |
| MML INVESTORS SERVICES, LLC | $1.4M | 40,782 | 0.00% | 5q | +175.8%+$912.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 40,082 | 0.00% | 5q | +41.6%+$413.4K |
| IMG Wealth Management, Inc. | $1.4M | 39,940 | 0.78% | 7q | +2.3%+$31.1K |
| Arax Advisory Partners | $1.4M | 39,498 | 0.01% | 3q | +100.0%+$693.5K |
| Advisory Services Network, LLC | $1.3M | 37,677 | 0.01% | 17q | +9.3%+$112.9K |
| Kestra Advisory Services, LLC | $1.3M | 36,668 | 0.00% | 24q | -29.4%-$535.9K |
| Trek Financial, LLC | $1.2M | 34,510 | 0.06% | 9q | +456.6%+$994.1K |
| Cetera Investment Advisers | $1.1M | 31,874 | 0.00% | 15q | -8.6%-$105.6K |
| LPL Financial LLC | $974.3K | 27,746 | 0.00% | 27q | -7.7%-$81.5K |
| Sonoma Allocations LLC | $938.4K | 26,694 | 0.29% | new | NEW |
| SteelPeak Wealth, LLC | $838.8K | 23,887 | 0.02% | new | NEW |
| FIDUCIARY FINANCIAL GROUP, LLC | $774.0K | 22,041 | 0.09% | 9q | -9.1%-$77.1K |
| BCS Wealth Management | $662.8K | 18,875 | 0.12% | 18q | HELD |
| Ausdal Financial Partners, Inc. | $650.8K | 18,533 | 0.03% | 5q | HELD |
| Your Advocates Ltd., LLP | $583.6K | 16,622 | 0.17% | 10q | HELD |
| Lantz Financial LLC | $557.1K | 15,865 | 0.10% | 5q | +73.5%+$236.1K |
| Kovack Advisors, Inc. | $549.0K | 15,632 | 0.03% | new | NEW |
| WealthShield Partners, LLC | $513.6K | 14,627 | 0.08% | 13q | -3.6%-$19.4K |
| Atria Investments, Inc | $494.3K | 14,077 | 0.00% | 4q | HELD |
| AE Wealth Management LLC | $473.8K | 13,493 | 0.00% | 13q | +5.4%+$24.5K |
| SILVER OAK SECURITIES, INCORPORATED | $470.0K | 13,385 | 0.03% | new | NEW |
| MORGAN STANLEY | $469.1K | 13,360 | 0.00% | new | NEW |
| Signal Advisors Wealth, LLC | $468.9K | 13,354 | 0.02% | 5q | HELD |
| MILESTONE ASSET MANAGEMENT, LLC | $447.7K | 12,750 | 0.07% | 13q | -3.9%-$18.3K |
| Retirement Planning Group, LLC | $443.0K | 12,617 | 0.01% | 5q | HELD |
| Encompass More Asset Management | $432.5K | 12,318 | 0.06% | 4q | +25.0%+$86.5K |
| Steward Partners Investment Advisory, LLC | $424.7K | 12,095 | 0.00% | 16q | HELD |
| Archer Investment Corp | $423.1K | 12,050 | 0.04% | 21q | +103.7%+$215.4K |
| CITADEL ADVISORS LLC | $414.8K | 11,812 | 0.00% | new | NEW |
| Galvin, Gaustad & Stein, LLC | $383.2K | 10,912 | 0.03% | 3q | -0.7%-$2.8K |
| Souders Financial Advisors | $365.9K | 10,421 | 0.04% | 10q | -12.0%-$50.0K |
| PRINCIPAL SECURITIES, INC. | $346.5K | 9,868 | 0.00% | new | NEW |
| RFG Advisory, LLC | $344.4K | 9,808 | 0.01% | 6q | -7.4%-$27.4K |
| Maia Wealth LLC | $333.2K | 9,489 | 0.05% | new | NEW |
| Beacon Pointe Advisors, LLC | $331.6K | 9,444 | 0.00% | 9q | HELD |
| Soltis Investment Advisors LLC | $316.1K | 9,003 | 0.02% | 15q | -13.4%-$49.0K |
| LifeWealth Investments, LLC | $270.6K | 7,705 | 0.07% | 7q | -1.4%-$3.9K |
| Impact Partnership Wealth, LLC | $261.7K | 7,454 | 0.03% | 7q | HELD |
| Outlook Wealth Advisors, LLC | $253.3K | 7,213 | 0.05% | 6q | HELD |
| CoreCap Advisors, LLC | $252.5K | 7,192 | 0.01% | 10q | -1.6%-$4.1K |
| Creative Planning | $251.3K | 7,157 | 0.00% | 2q | +4.4%+$10.5K |
| Bright Futures Wealth Management, LLC. | $247.5K | 7,047 | 0.16% | 9q | HELD |
| Cornerstone Wealth Group, LLC | $243.4K | 6,931 | 0.01% | 2q | HELD |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $243.0K | 6,921 | 0.19% | 3q | +13.1%+$28.2K |
| SageView Advisory Group, LLC | $240.8K | 6,858 | 0.01% | 7q | HELD |
| Ballast Rock Private Wealth LLC | $233.8K | 6,659 | 0.11% | 3q | HELD |
| Concurrent Investment Advisors, LLC | $220.4K | 6,277 | 0.00% | new | NEW |
| Accurate Wealth Management, LLC | $215.1K | 6,100 | 0.02% | 3q | HELD |
| Octavia Wealth Advisors, LLC | $207.8K | 5,919 | 0.02% | new | NEW |
| NewCorp Financial Services, Inc. | $203.8K | 5,803 | 0.16% | new | NEW |
| Ashton Thomas Private Wealth, LLC | $143.7K | 4,092 | 0.00% | 2q | -10.6%-$17.0K |
| DHJJ Financial Advisors, Ltd. | $120.2K | 3,424 | 0.03% | 12q | +203.5%+$80.6K |
| Financial Network Wealth Advisors LLC | $101.5K | 2,891 | 0.10% | 6q | -1.2%-$1.2K |
| Farther Finance Advisors, LLC | $92.9K | 2,645 | 0.00% | 2q | +0.8% |
| IFP Advisors, Inc | $91.1K | 2,593 | 0.00% | 21q | HELD |
| Keating Financial Advisory Services, Inc. | $75.5K | 2,150 | 0.01% | 3q | HELD |
| HARBOUR INVESTMENTS, INC. | $61.3K | 1,747 | 0.00% | 17q | HELD |
| BARCLAYS PLC | $46.5K | 1,325 | 0.00% | 7q | HELD |
| Triumph Capital Management | $22.9K | 653 | 0.00% | 3q | HELD |
| JPMORGAN CHASE & CO | $19.7K | 562 | 0.00% | 12q | HELD |
| WELLS FARGO & COMPANY/MN | $17.2K | 489 | 0.00% | 21q | -50.0%-$17.2K |
| Allworth Financial LP | $14.7K | 420 | 0.00% | 9q | HELD |
| Aptus Capital Advisors, LLC | $8.8K | 250 | 0.00% | 5q | HELD |
| Larson Financial Group LLC | $7.1K | 201 | 0.00% | 14q | HELD |
| AdvisorNet Financial, Inc | $6.5K | 186 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $2.2K | 63,296 | 0.00% | 18q | +121.7%+$1.2K |
| CENTAURUS FINANCIAL, INC. | $565 | 16,090 | 0.02% | 14q | -3.1% |
| Capital Analysts, LLC | $124 | 3,545 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 84 | $92.9M | 2,552,208 | 12 | 22 | 22 | 0.0% |
| Q1 2026 | 80 | $84.8M | 2,445,377 | 7 | 19 | 29 | 0.0% |
| Q4 2025 | 81 | $86.2M | 2,533,233 | 7 | 14 | 29 | 0.0% |
| Q3 2025 | 77 | $82.4M | 2,562,891 | 7 | 14 | 25 | 0.0% |
| Q2 2025 | 81 | $172.2M | 5,502,147 | 24 | 22 | 18 | 0.0% |
| Q1 2025 | 64 | $65.9M | 2,205,852 | 8 | 11 | 25 | 0.0% |
| Q4 2024 | 72 | $87.6M | 2,841,820 | 5 | 9 | 27 | 0.0% |
| Q3 2024 | 68 | $96.3M | 3,187,673 | 4 | 8 | 34 | 0.0% |
| Q2 2024 | 73 | $130.8M | 4,451,336 | 19 | 25 | 9 | 0.0% |
| Q1 2024 | 53 | $41.1M | 1,458,444 | 7 | 13 | 14 | 0.0% |
| Q4 2023 | 51 | $34.4M | 1,253,049 | 3 | 10 | 23 | 0.0% |
| Q3 2023 | 51 | $42.7M | 1,657,289 | 9 | 7 | 22 | 0.0% |
| Q2 2023 | 46 | $85.1M | 3,267,156 | 9 | 13 | 15 | 0.0% |
| Q1 2023 | 43 | $77.4M | 3,099,841 | 11 | 14 | 10 | 0.0% |
| Q4 2022 | 40 | $47.2M | 1,902,175 | 8 | 6 | 12 | 0.0% |
| Q3 2022 | 42 | $53.9M | 2,220,394 | 7 | 13 | 12 | 0.0% |
| Q2 2022 | 38 | $42.0M | 1,707,790 | 19 | 13 | 3 | 0.0% |
| Q1 2022 | 25 | $17.2M | 633,196 | 5 | 6 | 9 | 0.0% |
| Q4 2021 | 22 | $15.0M | 569,119 | 1 | 3 | 7 | 0.0% |
| Q3 2021 | 24 | $15.1M | 585,163 | 1 | 3 | 9 | 0.0% |
| Q2 2021 | 29 | $38.9M | 1,515,148 | 10 | 7 | 6 | 0.0% |
| Q1 2021 | 22 | $51.1M | 2,031,098 | 8 | 3 | 5 | 0.0% |
| Q4 2020 | 19 | $16.3M | 654,720 | 2 | 4 | 5 | 0.0% |
| Q3 2020 | 16 | $14.4M | 586,443 | 0 | 5 | 6 | 0.0% |
| Q2 2020 | 18 | $14.8M | 611,589 | 9 | 1 | 3 | 0.0% |
| Q1 2020 | 14 | $9.7M | 398,638 | 4 | 3 | 4 | 0.0% |
| Q4 2019 | 15 | $7.7M | 294,618 | 3 | 2 | 2 | 0.0% |
| Q3 2019 | 14 | $4.5M | 174,860 | 3 | 1 | 1 | 0.0% |
| Q2 2019 | 12 | $4.4M | 171,873 | 12 | 0 | 0 | 0.0% |