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Disclosery

UAPR INNOVATOR ETFS TRUST

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ETF (fund)

81 managers (81 13F filers) reported a position in UAPR shares at 2025-09-30, 2,893,894 shares in all. 7 filers opened a position and 15 filers sold out during the quarter.

Managers
81
13F filers
81
New
7
Added
17
Reduced
35
Sold out
15
Shares held by filers
2,893,894

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Tradition Wealth Management, LLC280,391$9.01M0.67%-19213F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …251,545$8.08M0.47%+13,05013F-HRTimeline
KFG WEALTH MANAGEMENT, LLC177,837$5.72M0.83%-9,52513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC161,762$5.2M0.01%-9,19813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.154,158$4.93M0.01%-6,95013F-HRTimelineGroup
CWM, LLCin group CWM, LLC129,864$4.17M0.01%+2,31513F-HRTimelineGroup
MGO ONE SEVEN LLC108,591$3.49M0.08%-2013F-HRTimeline
Prairie Wealth Advisors, Inc.98,038$3.15M1.29%013F-HRTimeline
Berger Financial Group, Inc96,101$3.09M0.18%-10,03013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP89,254$2.87M<0.01%-16113F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management86,272$2.77M0.03%-1,810,23013F-HRTimelineGroup
Kellett Wealth Advisors, LLC78,178$2.51M1.52%-1,54313F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC72,774$2.34M0.72%-24013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC71,899$2.31M<0.01%+4,23413F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management71,583$2.3M0.08%-54,25313F-HRTimelineGroup
Orion Porfolio Solutions, LLC57,514$1.85M0.01%+8,13313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC56,709$1.82M0.01%+1,11813F-HRTimelineGroup
Strategic Blueprint, LLC53,255$1.71M0.07%-18813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC44,999$1.45M<0.01%-3,11013F-HRTimelineGroup
LPL Financial LLC37,425$1.2M<0.01%-74913F-HRTimeline
Cetera Investment Advisers36,674$1.18M<0.01%+11,30613F-HRTimeline
MML INVESTORS SERVICES, LLC34,786$1.12M<0.01%-2813F-HRTimeline
Advisory Services Network, LLC32,461$1.04M0.02%-34713F-HRTimeline
Cambridge Investment Research Advisors,…32,108$1.03M<0.01%+1,12513F-HRTimeline
IMG Wealth Management, Inc.31,053$998K0.68%+14513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…30,565$982K<0.01%+16,81213F-HRTimelineGroup
Signal Advisors Wealth, LLC25,080$806K0.07%-15,85413F-HRTimeline
McAdam, LLC24,561$789K0.04%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC24,238$779K0.12%013F-HRTimeline
GRIES FINANCIAL LLC19,749$635K0.1%013F-HRTimeline
Retirement Planning Group, LLC19,407$624K0.02%013F-HRTimeline
RPS ADVISORY SOLUTIONS LLC19,244$619K0.3%-2,85913F-HRTimeline
BCS Wealth Management18,875$607K0.14%013F-HRTimeline
Trek Financial, LLC18,534$596K0.04%013F-HRTimeline
Ausdal Financial Partners, Inc.18,388$591K0.03%+10,83413F-HRTimeline
CENTAURUS FINANCIAL, INC.18,110$582K0.03%-16813F-HRTimeline
Foundations Investment Advisors, LLC17,844$574K0.01%new13F-HRTimeline
Triad Wealth Partners, LLC17,435$560K0.07%+8,59613F-HRTimeline
Your Advocates Ltd., LLP16,622$534K0.18%-3,75713F-HRTimeline
OLD MISSION CAPITAL LLC15,733$506K0.02%+7,32813F-HRTimeline
WealthShield Partners, LLC15,171$488K0.06%+2713F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC13,270$426K0.08%-31913F-HRTimeline
Atria Investments, Inc12,561$404K<0.01%new13F-HRTimeline
Souders Financial Advisors12,513$402K0.05%-33313F-HRTimeline
Steward Partners Investment Advisory, L…11,377$366K<0.01%013F-HRTimeline
Soltis Investment Advisors LLC10,605$341K0.02%-35913F-HRTimeline
RFG Advisory, LLC10,504$338K0.01%-30113F-HRTimeline
Lantz Financial LLC10,471$337K0.07%-4813F-HRTimeline
LifeWealth Investments, LLC10,279$330K0.11%-62513F-HR/ATimeline
AE Wealth Management LLC8,958$288K<0.01%+12713F-HRTimeline
Mach-1 Financial Group, LLC8,951$288K0.05%new13F-HRTimeline
Integrity Advisory Solutions, LLC8,951$288K0.05%13F-HRTimeline
GTS SECURITIES LLC8,592$276K0.01%+89713F-HRTimeline
Outlook Wealth Advisors, LLC8,117$261K0.06%013F-HRTimeline
Bright Futures Wealth Management, LLC.8,102$260K0.2%13F-HRTimeline
Vantage Point Financial LLC7,909$254K0.1%new13F-HRTimeline
Beacon Pointe Advisors, LLC7,728$248K<0.01%-75013F-HRTimeline
Impact Partnership Wealth, LLC7,454$240K0.04%-7,39213F-HRTimeline
Encompass More Asset Management7,229$232K0.04%new13F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC7,000$225K0.07%013F-HRTimeline
SageView Advisory Group, LLC6,858$220K0.01%-21,89513F-HRTimeline
Simplicity Wealth,LLC6,728$216K0.01%-6,72813F-HRTimeline
Archer Investment Corp5,960$192K0.04%-32013F-HRTimeline
HARBOUR INVESTMENTS, INC.5,106$164K<0.01%-2313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,021$161K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC4,806$154K0.01%-82713F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC2,908$93.5K<0.01%+1,69213F-HR/ATimelineGroup
IFP Advisors, Inc2,593$83.3K<0.01%013F-HR/ATimeline
Financial Network Wealth Advisors LLC2,505$80.5K0.09%+59113F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,160$37.3K0.04%013F-HR/ATimeline
DHJJ Financial Advisors, Ltd.1,128$36.3K0.01%-37513F-HRTimeline
Evergreen Private Wealth LLC816$26.2K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO562$18.1K<0.01%013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN489$15.7K<0.01%013F-HRTimelineGroup
Allworth Financial LP420$13.5K<0.01%-1,29013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA363$12K<0.01%new13F-HRTimelineGroup
EASTERN BANK284$9.13K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG264$8.48K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC250$8.04K<0.01%013F-HRTimeline
Larson Financial Group LLC201$6.46K<0.01%013F-HRTimeline
Integrity Financial Corp /WA114$3.66K<0.01%013F-HRTimeline