| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Brookstone Capital Management | 1.3% | -97% | $2,030,129 | -$56,897,149 | 64,695 | -97% | Brookstone Capital Management, LLC | 31 Jul 2025 |
As of 31 Dec 2025, 82 institutional investors reported holding 2,706,410 shares of Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - April (UAPR). This represents 54% of the company’s total 5,015,116 outstanding shares.
The largest institutional shareholders of Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - April (UAPR) together control 43% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Tradition Wealth Management, LLC | 5.5% | 275,737 | -1.7% | 0.65% | $9,035,901 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3.3% | 163,637 | -35% | 0.32% | $5,362,384 |
| COMMONWEALTH EQUITY SERVICES, LLC | 3.1% | 153,187 | -5.3% | 0.01% | $5,019,940 |
| OSAIC HOLDINGS, INC. | 2.9% | 145,552 | -5.6% | 0.01% | $4,769,695 |
| CWM, LLC | 2.8% | 142,320 | +9.6% | 0.01% | $4,664,000 |
| KFG WEALTH MANAGEMENT, LLC | 2.7% | 133,848 | -25% | 0.59% | $4,386,196 |
| Brookstone Capital Management | 2% | 100,768 | +17% | 0.04% | $3,302,167 |
| AssuredPartners Investment Advisors, LLC | 2% | 98,291 | 0.48% | $3,220,996 | |
| Berger Financial Group, Inc | 1.8% | 88,120 | -8.3% | 0.17% | $2,887,693 |
| Kellett Wealth Advisors, LLC | 1.6% | 77,778 | -0.51% | 1.5% | $2,548,785 |
| TRUIST FINANCIAL CORP | 1.5% | 76,695 | -14% | 0% | $2,513,295 |
| CENTRAL VALLEY ADVISORS, LLC | 1.5% | 72,756 | -0.02% | 0.71% | $2,384,213 |
| MGO ONE SEVEN LLC | 1.3% | 64,442 | -41% | 0.04% | $2,111,764 |
| Orion Porfolio Solutions, LLC | 1.2% | 62,680 | +9% | 0.02% | $2,054,024 |
| ENVESTNET ASSET MANAGEMENT INC | 1.2% | 60,904 | -15% | 0% | $1,995,824 |
| Kestra Advisory Services, LLC | 1.2% | 59,116 | +4.2% | 0.01% | $1,937,227 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 1.1% | 54,575 | +206% | 0.02% | $1,788,423 |
| Spire Wealth Management | 1.1% | 53,877 | -25% | 0.06% | $1,765,553 |
| Strategic Blueprint, LLC | 1% | 50,098 | -5.9% | 0.1% | $1,641,711 |
| RAYMOND JAMES FINANCIAL INC | 0.92% | 46,349 | +3% | 0% | $1,518,857 |
| OLD MISSION CAPITAL LLC | 0.82% | 41,025 | +161% | 0.05% | $1,344,389 |
| BCS Wealth Management | 0.75% | 37,750 | +100% | 0.12% | $1,237,068 |
| Cetera Investment Advisers | 0.72% | 35,982 | -1.9% | 0% | $1,179,130 |
| MML INVESTORS SERVICES, LLC | 0.69% | 34,801 | +0.04% | 0% | $1,140,429 |
| Advisory Services Network, LLC | 0.65% | 32,461 | 0% | 0.02% | $1,063,747 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 2,706,410 | $88,689,223 | -$5,710,387 | $32.77 | 82 |
| 2025 Q3 | 2,893,894 | $92,988,782 | -$61,823,596 | $32.14 | 81 |
| 2025 Q2 | 5,903,562 | $184,800,868 | +$106,281,579 | $31.30 | 89 |
| 2025 Q1 | 2,540,778 | $75,854,589 | -$21,061,163 | $29.86 | 70 |
| 2024 Q4 | 3,237,671 | $99,823,529 | -$23,221,503 | $30.84 | 79 |
| 2024 Q3 | 3,583,976 | $108,224,088 | -$38,096,856 | $30.20 | 74 |
| 2024 Q2 | 4,842,622 | $141,987,916 | +$87,292,321 | $29.04 | 79 |
| 2024 Q1 | 1,761,402 | $49,611,643 | +$4,393,964 | $28.16 | 58 |
| 2023 Q4 | 1,573,690 | $43,194,850 | -$11,225,939 | $27.44 | 57 |
| 2023 Q3 | 1,995,547 | $51,413,877 | -$42,161,928 | $25.76 | 57 |
| 2023 Q2 | 3,627,144 | $94,475,547 | +$4,769,750 | $26.07 | 54 |
| 2023 Q1 | 3,440,500 | $85,854,894 | +$27,780,210 | $24.94 | 51 |
| 2022 Q4 | 2,343,924 | $58,169,143 | +$431,550 | $24.81 | 48 |
| 2022 Q3 | 2,220,394 | $53,914,211 | +$12,444,808 | $24.26 | 42 |
| 2022 Q2 | 1,707,790 | $41,954,752 | +$26,381,174 | $24.53 | 38 |
| 2022 Q1 | 628,847 | $16,599,451 | +$1,198,331 | $26.46 | 25 |
| 2021 Q4 | 552,375 | $14,524,053 | -$1,352,488 | $26.30 | 22 |
| 2021 Q3 | 585,163 | $15,067,996 | -$14,798,333 | $25.75 | 24 |
| 2021 Q2 | 1,515,148 | $38,915,966 | -$14,399,410 | $25.69 | 29 |
| 2021 Q1 | 2,031,098 | $51,112,050 | +$35,989,714 | $25.11 | 22 |
| 2020 Q4 | 578,586 | $14,440,000 | +$15,020 | $24.97 | 19 |
| 2020 Q3 | 586,443 | $14,394,000 | -$1,011,324 | $24.52 | 16 |
| 2020 Q2 | 611,589 | $14,806,000 | +$5,093,242 | $24.19 | 18 |
| 2020 Q1 | 398,638 | $9,738,000 | +$2,488,391 | $24.64 | 14 |
| 2019 Q4 | 294,618 | $7,746,000 | -$477,776 | $26.28 | 15 |
| 2019 Q3 | 174,860 | $4,541,000 | +$79,829 | $25.96 | 14 |
| 2019 Q2 | 171,873 | $4,413,000 | +$4,413,000 | $25.65 | 12 |