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Disclosery

UAPR INNOVATOR ETFS TRUST

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ETF (fund)

83 managers (83 13F filers) reported a position in UAPR shares at 2026-03-31, 2,572,025 shares in all. 7 filers opened a position and 9 filers sold out during the quarter.

Managers
83
13F filers
83
New
7
Added
20
Reduced
31
Sold out
9
Shares held by filers
2,572,025

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC274,271$9.15M0.65%-1,46613F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …175,304$5.85M0.33%+11,66713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC149,711$5M0.01%-3,47613F-HRTimeline
CWM, LLCin group CWM, LLC146,100$4.88M0.01%+3,78013F-HRTimelineGroup
KFG WEALTH MANAGEMENT, LLC127,465$4.25M0.55%-6,38313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management100,819$3.36M0.04%+5113F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC98,291$3.3M0.36%013F-HRTimeline
Prairie Wealth Advisors, Inc.0$3.16M1.37%013F-HRTimelineAmount filed as zero, left out of ratios.
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.84,967$2.84M<0.01%-60,58513F-HRTimelineGroup
Todd Wealth Management, LLC81,982$2.74M2.49%013F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC80,544$2.69M0.73%+7,78813F-HRTimeline
Kellett Wealth Advisors, LLC77,377$2.58M1.4%-40113F-HRTimeline
Berger Financial Group, Inc75,546$2.52M0.14%-12,57413F-HRTimeline
Orion Porfolio Solutions, LLC69,329$2.31M0.02%+6,64913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP56,283$1.88M<0.01%-20,41213F-HRTimelineGroup
Foundations Investment Advisors, LLC56,055$1.87M0.02%+1,48013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC51,929$1.73M0.01%-7,18713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC49,945$1.67M<0.01%-10,95913F-HRTimelineGroup
Strategic Blueprint, LLC49,735$1.66M0.1%-36313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC43,972$1.47M<0.01%-2,37713F-HRTimelineGroup
IMG Wealth Management, Inc.39,054$1.3M0.83%+8,13713F-HRTimeline
Cetera Investment Advisers34,880$1.16M<0.01%-1,10213F-HRTimeline
Advisory Services Network, LLC34,461$1.15M0.02%+2,00013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management31,916$1.07M0.04%-21,96113F-HRTimelineGroup
LPL Financial LLC30,068$1M<0.01%-2,27213F-HRTimeline
Cambridge Investment Research Advisors,…28,552$953K<0.01%-2,66813F-HRTimeline
Triad Wealth Partners, LLC28,399$948K0.08%+9,03813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,308$945K<0.01%+9,96513F-HRTimelineGroup
McAdam, LLC24,561$820K0.04%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC24,238$809K0.11%013F-HRTimeline
Arax Advisory Partners19,749$659K0.02%+19,22413F-HRTimeline
BCS Wealth Management18,875$630K0.13%-18,87513F-HRTimeline
Ausdal Financial Partners, Inc.18,512$618K0.03%+8013F-HRTimeline
Your Advocates Ltd., LLP16,622$555K0.17%013F-HRTimeline
CENTAURUS FINANCIAL, INC.16,603$554K0.03%-1,29013F-HRTimeline
WealthShield Partners, LLC15,179$507K0.06%013F-HRTimeline
MML INVESTORS SERVICES, LLC14,788$493K<0.01%-20,01313F-HRTimeline
RPS ADVISORY SOLUTIONS LLC14,624$488K0.28%-3,93713F-HRTimeline
Atria Investments, Inc14,032$468K0.01%+79613F-HRTimeline
Signal Advisors Wealth, LLC13,354$446K0.03%013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC13,270$443K0.08%013F-HRTimeline
AE Wealth Management LLC12,796$427K<0.01%+25913F-HRTimeline
Retirement Planning Group, LLC12,617$421K0.01%013F-HRTimeline
OLD MISSION CAPITAL LLC12,542$419K0.01%-28,48313F-HRTimeline
Steward Partners Investment Advisory, L…12,095$404K<0.01%+73213F-HRTimeline
Souders Financial Advisors11,844$395K0.05%-66913F-HRTimeline
Galvin, Gaustad & Stein, LLC10,991$367K0.03%-68213F-HRTimeline
RFG Advisory, LLC10,589$353K0.01%-10613F-HRTimeline
Soltis Investment Advisors LLC10,397$347K0.02%-18713F-HRTimeline
Encompass More Asset Management9,856$329K0.06%+1,22413F-HRTimeline
Beacon Pointe Advisors, LLC9,444$315K<0.01%+96613F-HRTimeline
Lantz Financial LLC9,142$305K0.06%013F-HRTimeline
Virtue Capital Management, LLC8,069$268K0.04%new13F-HRTimeline
LifeWealth Investments, LLC7,815$261K0.08%013F-HRTimeline
Impact Partnership Wealth, LLC7,454$249K0.03%013F-HRTimeline
CoreCap Advisors, LLC7,310$244K0.01%+2,62513F-HRTimeline
Outlook Wealth Advisors, LLC7,213$241K0.06%-90413F-HRTimeline
Cornerstone Wealth Group, LLC6,931$238K0.02%new13F-HRTimeline
Bright Futures Wealth Management, LLC.7,047$235K0.16%013F-HRTimeline
SageView Advisory Group, LLC6,858$229K0.01%013F-HRTimeline
Creative Planningin group Creative Planning6,858$229K<0.01%new13F-HRTimelineGroup
Ballast Rock Private Wealth LLC6,659$222K0.12%013F-HRTimeline
Accurate Wealth Management, LLC6,100$207K0.02%013F-HRTimeline
Trek Financial, LLC6,200$207K0.01%-12,33413F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…6,117$204K0.18%-12,13913F-HRTimeline
Archer Investment Corp5,915$197K0.04%-4513F-HRTimeline
Ashton Thomas Private Wealth, LLC4,577$153K<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC2,926$97.6K0.1%+22113F-HRTimeline
Farther Finance Advisors, LLC2,625$87.8K<0.01%new13F-HRTimeline
IFP Advisors, Inc2,593$86.5K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…2,150$71.7K0.01%-10013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,747$58.3K<0.01%-77013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,325$44.2K<0.01%+70213F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.1,148$38.3K0.03%-1213F-HRTimeline
DHJJ Financial Advisors, Ltd.1,128$37.6K0.01%013F-HRTimeline
Triumph Capital Management653$21.8K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO562$18.7K<0.01%013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN489$16.3K<0.01%013F-HR/ATimelineGroup
TopTier Wealth Management, LLC452$15.1K0.01%new13F-HRTimeline
Allworth Financial LP420$14K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC250$8.34K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC250$8.34K<0.01%new13F-HRTimeline
Larson Financial Group LLC201$6.71K<0.01%013F-HRTimeline