UAPR institutional holders

INNOVATOR TR ETF S&P 500 ULTRA BUFFER APRIL · 13F, 2026Q2

Managers holding86
Shares held2,635,139
Reported value$95.9m
Quarter flows13 new, 25 added, 25 trimmed, 8 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Tradition Wealth Management, LLC270,688$9.5m0.6%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors185,163$6.5m0.3%
COMMONWEALTH EQUITY SERVICES, LLC144,206$5.1m0.0%
OSAIC HOLDINGS, INC.134,255$4.7m0.0%
KFG WEALTH MANAGEMENT, LLC127,143$4.5m0.5%
AssuredPartners Investment Advisors, LLC98,257$3.5m0.3%
Prairie Wealth Advisors, Inc.0$3.3m0.8%
Brookstone Capital Management90,465$3.2m0.0%
CENTRAL VALLEY ADVISORS, LLC80,030$2.8m0.7%
ENVESTNET ASSET MANAGEMENT INC77,733$2.7m0.0%
Orion Porfolio Solutions, LLC76,124$2.7m0.0%
Kellett Wealth Advisors, LLC75,192$2.6m1.2%
Berger Financial Group, Inc68,887$2.4m0.1%
Cambridge Investment Research Advisors, Inc.63,296$2.2m0.0%
Foundations Investment Advisors, LLC56,864$2.0m0.0%
TRUIST FINANCIAL CORP56,179$2.0m0.0%
Strategic Blueprint, LLC50,258$1.8m0.1%
Triad Wealth Partners, LLC45,662$1.6m0.1%
Spire Wealth Management42,667$1.5m0.0%
RAYMOND JAMES FINANCIAL INC41,762$1.5m0.0%
MML INVESTORS SERVICES, LLC40,782$1.4m0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP40,082$1.4m0.0%
IMG Wealth Management, Inc.39,940$1.4m0.8%
Arax Advisory Partners39,498$1.4m0.0%
Advisory Services Network, LLC37,677$1.3m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("UAPR"). UAPR price history · All 13F data

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