Innovator ETFs Trust - UAPR
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FAI Advisors, Inc. | History | Added to | 266,205 | 9,556 | 3.72% | 3.49% | 1 | +13,054 | 5.16% | Q3 2026 | Oct 27, 2026 |
| Tradition Wealth Management, LLC | History | No change | 270,688 | 9,505 | 0.58% | 0.58% | 2 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 200,603 | 7,201 | 0.35% | 0.32% | 3 | +15,440 | 8.34% | Q3 2026 | Oct 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 146,359 | 5,254 | 0.01% | 0.01% | 4 | +2,153 | 1.49% | Q3 2026 | Nov 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 134,255 | 4,713 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 126,817 | 4,552 | 0.49% | 0.5% | 6 | -326 | -0.26% | Q3 2026 | Oct 16, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 98,257 | 3,450 | 0.33% | 0.33% | 7 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Brookstone Capital Management | History | Added to | 93,020 | 3,339 | 0.03% | 0.03% | 8 | +2,555 | 2.82% | Q3 2026 | Oct 22, 2026 |
| Todd Wealth Management, LLC | History | Reduced | 90,036 | 3,232 | 2.47% | 3.25% | 9 | -32,156 | -26.32% | Q3 2026 | Oct 19, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Reduced | 79,930 | 2,869 | 0.77% | 0.72% | 10 | -100 | -0.12% | Q3 2026 | Oct 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 77,733 | 2,729 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 76,124 | 2,673 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kellett Wealth Advisors, LLC | History | Reduced | 72,715 | 2,610 | 0.95% | 1.23% | 13 | -2,477 | -3.29% | Q3 2026 | Oct 14, 2026 |
| Berger Financial Group, Inc | History | No change | 68,887 | 2,418 | 0.12% | 0.12% | 14 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 58,877 | 2,113 | 0.12% | 0.1% | 15 | +13,215 | 28.94% | Q3 2026 | Oct 26, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 56,331 | 2,022 | 0.0% | 0.0% | 16 | +152 | 0.27% | Q3 2026 | Oct 30, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 56,864 | 1,996 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Blueprint, LLC | History | Added to | 50,447 | 1,811 | 0.09% | 0.09% | 18 | +189 | 0.38% | Q3 2026 | Oct 22, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 45,546 | 1,635 | 0.01% | 0.0% | 19 | +39,269 | 625.6% | Q3 2026 | Oct 16, 2026 |
| Spire Wealth Management | History | Added to | 42,997 | 1,543 | 0.05% | 0.05% | 20 | +330 | 0.77% | Q3 2026 | Oct 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 41,762 | 1,466 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 40,782 | 1,432 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 40,082 | 1,407 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 39,498 | 1,386 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 38,203 | 1,371 | 0.71% | 0.78% | 25 | -1,737 | -4.35% | Q3 2026 | Oct 26, 2026 |
| Advisory Services Network, LLC | History | No change | 37,677 | 1,323 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 33,001 | 1,184 | 0.0% | 0.0% | 27 | -3,667 | -10.0% | Q3 2026 | Nov 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 32,521 | 1,167 | 0.0% | 0.0% | 28 | +873 | 2.76% | Q3 2026 | Nov 02, 2026 |
| Trek Financial, LLC | History | Reduced | 32,418 | 1,163 | 0.05% | 0.06% | 29 | -2,092 | -6.06% | Q3 2026 | Oct 29, 2026 |
| Cetera Investment Advisers | History | No change | 31,874 | 1,119 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 27,746 | 974 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sonoma Allocations LLC | History | No change | 26,694 | 938 | 0.29% | 0.29% | 32 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | New | 25,439 | 913 | 0.09% | — | 34 | +25,439 | New | Q3 2026 | Oct 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 25,319 | 913 | 0.0% | — | 33 | +25,319 | New | Q3 2026 | Oct 13, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 22,201 | 797 | 0.02% | 0.02% | 35 | -1,686 | -7.06% | Q3 2026 | Oct 16, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 22,041 | 791 | 0.09% | 0.09% | 36 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| BCS Wealth Management | History | No change | 18,875 | 677 | 0.12% | 0.12% | 37 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 18,533 | 650 | 0.03% | 0.03% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Your Advocates Ltd., LLP | History | No change | 16,622 | 596 | 0.17% | 0.17% | 39 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Lantz Financial LLC | History | Reduced | 15,750 | 565 | 0.1% | 0.1% | 41 | -115 | -0.72% | Q3 2026 | Oct 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 16,090 | 565 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Encompass More Asset Management | History | Added to | 15,446 | 554 | 0.08% | 0.06% | 42 | +3,128 | 25.39% | Q3 2026 | Oct 16, 2026 |
| Kovack Advisors, Inc. | History | No change | 15,632 | 548 | 0.03% | 0.03% | 43 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WealthShield Partners, LLC | History | No change | 14,627 | 513 | 0.08% | 0.08% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atria Investments, Inc | History | Reduced | 13,693 | 491 | 0.0% | 0.0% | 45 | -384 | -2.73% | Q3 2026 | Oct 15, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 13,415 | 481 | 0.02% | 0.02% | 46 | +61 | 0.46% | Q3 2026 | Oct 13, 2026 |
| AE Wealth Management LLC | History | No change | 13,493 | 473 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 13,385 | 470 | 0.03% | 0.03% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 13,360 | 469 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Retirement Planning Group, LLC | History | No change | 12,617 | 452 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 12,125 | 435 | 0.07% | 0.07% | 51 | -625 | -4.9% | Q3 2026 | Oct 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 12,095 | 424 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 11,812 | 414 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 10,627 | 381 | 0.03% | 0.03% | 54 | -285 | -2.61% | Q3 2026 | Oct 08, 2026 |
| Souders Financial Advisors | History | No change | 10,421 | 374 | 0.04% | 0.04% | 55 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 9,963 | 357 | 0.01% | — | 56 | +9,963 | New | Q3 2026 | Oct 21, 2026 |
| RFG Advisory, LLC | History | Reduced | 9,771 | 350 | 0.0% | 0.01% | 57 | -37 | -0.38% | Q3 2026 | Nov 03, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 9,868 | 346 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 9,444 | 331 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 8,533 | 306 | 0.01% | 0.02% | 60 | -470 | -5.22% | Q3 2026 | Oct 28, 2026 |
| Maia Wealth LLC | History | Reduced | 8,351 | 299 | 0.04% | 0.05% | 61 | -1,138 | -11.99% | Q3 2026 | Oct 19, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 7,454 | 261 | 0.03% | 0.03% | 62 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 7,213 | 258 | 0.05% | 0.05% | 63 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | History | Added to | 7,134 | 256 | 0.18% | 0.19% | 65 | +213 | 3.08% | Q3 2026 | Oct 09, 2026 |
| Creative Planning | History | No change | 7,157 | 256 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Bright Futures Wealth Management, LLC. | History | No change | 7,047 | 252 | 0.17% | 0.16% | 66 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 6,931 | 248 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| SageView Advisory Group, LLC | History | No change | 6,858 | 240 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 6,659 | 239 | 0.11% | 0.11% | 69 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Accurate Wealth Management, LLC | History | No change | 6,100 | 220 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 6,120 | 219 | 0.01% | 0.01% | 71 | -1,072 | -14.91% | Q3 2026 | Oct 08, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 5,919 | 207 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Archer Investment Corp | History | Reduced | 5,482 | 196 | 0.04% | 0.04% | 73 | -543 | -9.01% | Q3 2026 | Nov 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 3,874 | 139 | 0.0% | 0.0% | 74 | -218 | -5.33% | Q3 2026 | Nov 02, 2026 |
| Capital Analysts, LLC | History | No change | 3,545 | 124 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 3,424 | 122 | 0.03% | 0.03% | 76 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 2,664 | 95 | 0.09% | 0.1% | 77 | -227 | -7.85% | Q3 2026 | Oct 27, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,625 | 94 | 0.0% | 0.0% | 78 | -20 | -0.76% | Q3 2026 | Oct 08, 2026 |
| IFP Advisors, Inc | History | No change | 2,593 | 93 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 2,150 | 75 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,747 | 61 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | No change | 1,325 | 46 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triumph Capital Management | History | No change | 653 | 23 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 562 | 19 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 489 | 17 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 420 | 14 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 250 | 8 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 201 | 7 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 171 | 6 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 171 | 6 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 123 | 4 | 0.0% | — | 91 | +123 | New | Q3 2026 | Nov 04, 2026 |
| LifeWealth Investments, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -7,705 | -100.0% | Q3 2026 | Oct 21, 2026 |
| NewCorp Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.16% | — | -5,803 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,450 | -100.0% | Q3 2026 | Oct 29, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -186 | -100.0% | Q3 2026 | Oct 15, 2026 |