Who Owns UAPR?
Innovator U.S. Equity Ultra Buffer ETF — Institutional Ownership & 13F Holdings
$34.49
+0.08 (+0.23%)
Market Cap
$141.1M
Shares Outstanding
4,029,859
Institutional Holders
68
Total Inst. Value
$59.9M
% of Float Held
—
QoQ Holder Change
+31
Institutional data as of Q1 2025
New Positions
14
Closed Positions
13
Increased
10
Decreased
30
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Tradition Wealth Management, LLC | $8.4M | 282,955 |
| 2 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital AdvisorsNew | $6.5M | 218,477 |
| 3 | KFG WEALTH MANAGEMENT, LLC | $5.6M | 188,739 |
| 4 | OSAIC HOLDINGS, INC. | $3.6M | 119,123 |
| 5 | Berger Financial Group, Inc | $3.2M | 107,850 |
| 6 | MGO ONE SEVEN LLC | $3.2M | 107,829 |
| 7 | AssuredPartners Investment Advisors, LLC | $3.1M | 104,475 |
| 8 | TRUIST FINANCIAL CORP | $2.7M | 89,569 |
| 9 | Kellett Wealth Advisors, LLC | $2.3M | 75,601 |
| 10 | CENTRAL VALLEY ADVISORS, LLCNew | $2.0M | 66,525 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital AdvisorsNew | +218K | $6.5M |
| TRUIST FINANCIAL CORP | +94 | $2.7M |
| CENTRAL VALLEY ADVISORS, LLCNew | +67K | $2.0M |
| RAYMOND JAMES FINANCIAL INC | +1K | $1.5M |
| RPS ADVISORY SOLUTIONS LLCNew | +25K | $743K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| AE Wealth Management LLC | -214K | $346K |
| LifeWealth Investments, LLC | -134K | $210K |
| COMMONWEALTH EQUITY SERVICES, LLC | -84K | $5K |
| PKS Advisory Services, LLC | -39K | $296K |
| AssuredPartners Investment Advisors, LLC | -27K | $3.1M |
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Frequently Asked Questions
How many institutional investors hold UAPR?
As of Q1 2025, 68 institutional investors report holding UAPR (Innovator U.S. Equity Ultra Buffer ETF) in their 13F filings.
Which hedge fund owns the most UAPR?
The largest institutional holder of UAPR is Tradition Wealth Management, LLC with $8.4M in shares.
Are institutions buying or selling UAPR?
This quarter, 14 institutions opened new positions in UAPR and 13 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.