Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (UAPR)

86 + Investors. Track Smart Money conviction in UAPR. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
1Q ▲
Buyers last Q
53%

Smart Money Signals — UAPR

Based on 87 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added UAPR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
87 hedge funds hold UAPR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding UAPR is almost the same as a year ago (-3 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 53% buying

39 buying34 selling
Last quarter: 39 funds bought or added vs 34 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new UAPR position: 10 → 8 → 8 → 15. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

55% of holders stayed for 2+ years

55% conviction (2yr+) 24% medium 21% new
48 out of 87 hedge funds have held UAPR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

27 → 10 → 8 → 8 → 15 new funds/Q
New funds entering each quarter: 10 → 8 → 8 → 15. A growing number of institutions are discovering UAPR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 53% veterans vs 28% newcomers

53% veterans 20% 1-2yr 28% new
Entry-cohort mix of 87 holders: 46 (53%) are 2+ year veterans, 17 entered 1–2 years ago, and 24 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
8 of 86 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — UAPR

In 2026 Q2, 39 hedge funds were net buyers of UAPR (15 opened a new position, 24 added to an existing one), while 34 reduced or exited (26 trimmed, 8 sold completely) — a 53% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 87.

Hedge Fund Ownership: UAPR

How many hedge funds hold UAPR — quarterly history vs. share price
Quarterly hedge fund ownership of UAPR vs. share price

Market Analysis: UAPR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UAPR

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: UAPR
86 + Investors

Track Smart Money conviction in UAPR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 86 80 7.5%
13F Shares 3M 2M 4.12%
Total Value $93M $85M 9.14%
New Positions 15 8 +7
Increased Positions 24 20 +4
Closed Positions 8 11 -3
Reduced Positions 26 30 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: UAPR

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Institutional Holders (2026 Q2)

86 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in UAPR. Verified SEC 13F-HR filings.

QUARTER:
Top 25 UAPR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kellett Wealth Advisors, LLC 1.23% 75,192 $2.6M
2 Prairie Wealth Advisors, Inc. 0.79% $3.3M
3 IMG Wealth Management, Inc. 0.78% 39,940 $1.4M
4 Central Valley Advisors, LLC 0.72% 80,030 $2.8M
5 Tradition Wealth Management, LLC 0.58% 270,688 $9.5M
6 Kfg Wealth Management, LLC 0.50% 127,143 $4.5M
7 AssuredPartners Investment Advisors, LLC 0.33% 98,257 $3.5M
8 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.32% 185,163 $6.5M
9 Sonoma Allocations LLC 0.29% 26,694 $938K
10 Journey Retirement Planning & Investment Management LLC 0.19% 6,921 $243K
11 Your Advocates Ltd., LLP 0.17% 16,622 $584K
12 Bright Futures Wealth Management, LLC. 0.16% 7,047 $247K
13 NewCorp Financial Services, Inc. 0.16% 5,803 $204K
14 Berger Financial Group, Inc 0.12% 68,887 $2.4M
15 BCS Wealth Management 0.12% 18,875 $663K
16 Ballast Rock Private Wealth LLC 0.11% 6,659 $234K
17 Financial Network Wealth Advisors LLC 0.10% 2,891 $102K
18 Lantz Financial LLC 0.10% 15,865 $557K
19 Triad Wealth Partners, LLC 0.10% 45,662 $1.6M
20 Strategic Blueprint, LLC 0.09% 50,258 $1.8M
21 Fiduciary Financial Group, LLC 0.09% 22,041 $774K
22 WealthShield Partners, LLC 0.08% 14,627 $514K
23 LifeWealth Investments, LLC 0.07% 7,705 $271K
24 Milestone Asset Management, LLC 0.07% 12,750 $448K
25 Encompass More Asset Management 0.06% 12,318 $433K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Innovator Etfs Trust (UAPR)

What does the Smart Money Trend signal show for UAPR?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added UAPR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for UAPR?

Slight buying edge — 53% buying: Last quarter: 39 funds bought or added vs 34 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for UAPR holders?

Smaller funds dominant — 5% AUM from top-100: 8 of 86 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held UAPR?

55% of holders stayed for 2+ years: 48 out of 87 hedge funds have held UAPR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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