IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Innovator U.S. Equity Ultra (UAPR)

CUSIP: 45782C805 | NYSE | 203 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

FAI Advisors, Inc.266,205
3.7% of portfolio›$9.6M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors200,603
0.4% of portfolio›$7.2M
Commonwealth Equity Services, LLC146,359
0.0% of portfolio›$5.3M
KFG Wealth Management, LLC126,817
0.5% of portfolio›$4.6M
Brookstone Capital Management93,020
0.0% of portfolio›$3.3M
Todd Wealth Management, LLC90,036
2.5% of portfolio›$3.2M
Central Valley Advisors, LLC79,930
0.8% of portfolio›$2.9M
Kellett Wealth Advisors, LLC72,715
1.0% of portfolio›$2.6M
Triad Wealth Partners, LLC58,877
0.1% of portfolio›$2.1M
Truist Financial Corp56,331
0.0% of portfolio›$2.0M
Strategic Blueprint, LLC50,447
0.1% of portfolio›$1.8M
Concurrent Investment Advisors, LLC45,546
0.0% of portfolio›$1.6M
Spire Wealth Management42,997
0.0% of portfolio›$1.5M
IMG Wealth Management, Inc.38,203
0.7% of portfolio›$1.4M
Kestra Advisory Services, LLC33,001
0.0% of portfolio›$1.2M
Cambridge Investment Research Advisors, Inc.32,521
0.0% of portfolio›$1.2M
Trek Financial, LLC32,418
0.1% of portfolio›$1.2M
Partners Wealth Management, LLC25,439
0.1% of portfolio›$913.2K
Wealth Enhancement Advisory Services, LLC25,319
0.0% of portfolio›$913.3K
SteelPeak Wealth, LLC22,201
0.0% of portfolio›$797.0K
Fiduciary Financial Group, LLC22,041
0.1% of portfolio›$791.3K
BCS Wealth Management18,875
0.1% of portfolio›$677.6K
Your Advocates Ltd., LLP16,622
0.2% of portfolio›$596.7K
Lantz Financial LLC15,750
0.1% of portfolio›$565.4K
Encompass More Asset Management15,446
0.1% of portfolio›$554.5K
Atria Investments, Inc13,693
0.0% of portfolio›$491.6K
Signal Advisors Wealth, LLC13,415
0.0% of portfolio›$481.6K
Retirement Planning Group, LLC12,617
0.0% of portfolio›$452.9K
Milestone Asset Management, LLC12,125
0.1% of portfolio›$435.3K
Galvin, Gaustad & Stein, LLC10,627
0.0% of portfolio›$381.5K
Souders Financial Advisors10,421
0.0% of portfolio›$374.1K
Axxcess Wealth Management, LLC9,963
0.0% of portfolio›$357.7K
RFG Advisory, LLC9,771
0.0% of portfolio›$350.8K
Soltis Investment Advisors LLC8,533
0.0% of portfolio›$306.3K
Maia Wealth LLC8,351
0.0% of portfolio›$299.8K
Outlook Wealth Advisors, LLC7,213
0.1% of portfolio›$258.9K
Creative Planning7,157
0.0% of portfolio›$256.9K
Journey Retirement Planning & Investment Management LLC7,134
0.2% of portfolio›$256.1K
Bright Futures Wealth Management, Llc.7,047
0.2% of portfolio›$253.0K
Cornerstone Wealth Group, LLC6,931
0.0% of portfolio›$248.8K
Ballast Rock Private Wealth LLC6,659
0.1% of portfolio›$239.1K
CoreCap Advisors, LLC6,120
0.0% of portfolio›$219.7K
Accurate Wealth Management, LLC6,100
0.0% of portfolio›$220.2K
Archer Investment Corp5,482
0.0% of portfolio›$196.8K
Ashton Thomas Private Wealth, LLC3,874
0.0% of portfolio›$139.1K
Dhjj Financial Advisors, Ltd.3,424
0.0% of portfolio›$122.9K
Financial Network Wealth Advisors LLC2,664
0.1% of portfolio›$95.6K
Farther Finance Advisors, LLC2,625
0.0% of portfolio›$94.2K
IFP Advisors, Inc2,593
0.0% of portfolio›$93.1K
Triumph Capital Management653
0.0% of portfolio›$23.4K
Larson Financial Group LLC201
0.0% of portfolio›$7.2K
Creative Financial Designs Inc123
0.0% of portfolio›$4.4K
Prairie Wealth Advisors, Inc.0
0.7% of portfolio›$3.4M
StyleTurnoverLocationFiled
FAI Advisors, Inc.
266,205$9.6M3.7%GrowthLowFarmington Hills, MI2026-10-27
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
200,603$7.2M0.4%ETFMediumWestlake, OH2026-10-14
Commonwealth Equity Services, LLC
146,359$5.3M0.0%ETFLowWaltham, MA2026-11-02
KFG Wealth Management, LLC
126,817$4.6M0.5%ETFMediumGranger, IN2026-10-16
Brookstone Capital Management
93,020$3.3M0.0%ETFMediumWheaton, IL2026-10-22
Todd Wealth Management, LLC
90,036$3.2M2.5%GARPVery LowVenice, FL2026-10-19
Central Valley Advisors, LLC
79,930$2.9M0.8%CoreLowSacramento, CA2026-10-27
Kellett Wealth Advisors, LLC
72,715$2.6M1.0%ETFMediumCincinnati, OH2026-10-15
Triad Wealth Partners, LLC
58,877$2.1M0.1%ETFMediumLawrence, KS2026-10-26
Truist Financial Corp
56,331$2.0M0.0%CoreLowCharlotte, NC2026-10-30
Strategic Blueprint, LLC
50,447$1.8M0.1%ETFLowAtlanta, GA2026-10-22
Concurrent Investment Advisors, LLC
45,546$1.6M0.0%GrowthMediumTampa, FL2026-10-16
Spire Wealth Management
42,997$1.5M0.0%GrowthMediumMclean, VA2026-10-30
IMG Wealth Management, Inc.
38,203$1.4M0.7%ETFMediumJacksonville, FL2026-10-27
Kestra Advisory Services, LLC
33,001$1.2M0.0%CoreLowAustin, TX2026-11-02
Cambridge Investment Research Advisors, Inc.
32,521$1.2M0.0%ETFLowFairfield, IA2026-11-02
Trek Financial, LLC
32,418$1.2M0.1%ETFHighScottsdale, AZ2026-10-29
Partners Wealth Management, LLC
25,439$913.2K0.1%CoreLowCarmel By The Sea, CA2026-10-28
Wealth Enhancement Advisory Services, LLC
25,319$913.3K0.0%CoreLowPlymouth, MN2026-10-13
SteelPeak Wealth, LLC
22,201$797.0K0.0%GrowthHighWoodland Hills, CA2026-10-16
Fiduciary Financial Group, LLC
22,041$791.3K0.1%ETFLowSan Rafael, CA2026-10-13
BCS Wealth Management
18,875$677.6K0.1%ETFVery LowJohnson City, TN2026-11-03
Your Advocates Ltd., LLP
16,622$596.7K0.2%ETFLowHouston, TX2026-11-03
Lantz Financial LLC
15,750$565.4K0.1%ETFLowNaperville, IL2026-10-15
Encompass More Asset Management
15,446$554.5K0.1%ETFHighDanville, CA2026-10-16
Atria Investments, Inc
13,693$491.6K0.0%CoreMediumCharlotte, NC2026-10-15
Signal Advisors Wealth, LLC
13,415$481.6K0.0%ETFLowDetroit, MI2026-10-13
Retirement Planning Group, LLC
12,617$452.9K0.0%ETFVery LowLeawood, KS2026-10-19
Milestone Asset Management, LLC
12,125$435.3K0.1%GrowthHighPittsburgh, PA2026-10-15
Galvin, Gaustad & Stein, LLC
10,627$381.5K0.0%CoreMediumScottsdale, AZ2026-10-08
Souders Financial Advisors
10,421$374.1K0.0%ETFLowCincinnati, OH2026-11-03
Axxcess Wealth Management, LLC
9,963$357.7K0.0%CoreLowCarlsbad, CA2026-10-21
RFG Advisory, LLC
9,771$350.8K0.0%ETFMediumBirmingham, AL2026-11-03
Soltis Investment Advisors LLC
8,533$306.3K0.0%CoreMediumSt. George, UT2026-10-28
Maia Wealth LLC
8,351$299.8K0.0%ETFMediumDenver, CO2026-10-19
Outlook Wealth Advisors, LLC
7,213$258.9K0.1%ETFMediumShenandoah, TX2026-10-28
Creative Planning
7,157$256.9K0.0%IndexVery LowOverland Park, KS2026-11-02
Journey Retirement Planning & Investment Management LLC
7,134$256.1K0.2%CoreLowAmmon, ID2026-10-09
Bright Futures Wealth Management, Llc.
7,047$253.0K0.2%CoreHighWebster, Ny 14580, NY2026-10-23
Cornerstone Wealth Group, LLC
6,931$248.8K0.0%CoreMediumHuntersville, NC2026-11-02
Ballast Rock Private Wealth LLC
6,659$239.1K0.1%ETFMediumCharleston, SC2026-10-26
CoreCap Advisors, LLC
6,120$219.7K0.0%ETFMediumSouthfield, MI2026-10-08
Accurate Wealth Management, LLC
6,100$220.2K0.0%CoreMediumWesley Chapel, FL2026-10-20
Archer Investment Corp
5,482$196.8K0.0%CoreMediumCarmel, IN2026-11-05
Ashton Thomas Private Wealth, LLC
3,874$139.1K0.0%CoreMediumScottsdale, AZ2026-11-03
Dhjj Financial Advisors, Ltd.
3,424$122.9K0.0%ETFVery LowNaperville, IL2026-10-23
Financial Network Wealth Advisors LLC
2,664$95.6K0.1%ETFLowMurray, UT2026-10-28
Farther Finance Advisors, LLC
2,625$94.2K0.0%IndexLowSan Francisco, CA2026-10-08
IFP Advisors, Inc
2,593$93.1K0.0%GrowthLowTampa, FL2026-10-16
Triumph Capital Management
653$23.4K0.0%ETFMediumDenver, CO2026-10-14
Larson Financial Group LLC
201$7.2K0.0%GrowthLowSt Louis, MO2026-11-05
Creative Financial Designs Inc
123$4.4K0.0%ETFMediumKokomo, IN2026-11-04
Prairie Wealth Advisors, Inc.
0$3.4M0.7%CoreVery LowOmaha, NE2026-10-29