Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INNOVATOR ETFS TRUST (UAPR)

80 + 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
↑ +1
Streak
1Q ▲
Buyers last Q
41%

Smart Money Signals — UAPR

Based on 80 hedge funds · latest filing: 2025 Q4 · 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.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
80 funds currently hold this stock — 93% of the 3.0-year high of 86 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 41% buying

26 buying38 selling
Last quarter: 38 funds reduced or exited vs 26 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 25 → 9 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

49% of holders stayed for 2+ years

49% conviction (2yr+) 29% medium 22% new
39 out of 80 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.
⚠️

Saturation — most institutions already know this story

13 → 7 → 25 → 9 → 8 new funds/Q
New funds entering each quarter: 7 → 25 → 9 → 8. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Deep conviction — 56% of holders stayed 2+ years

56% veterans 18% 1-2yr 26% new
Of 80 current holders: 45 (56%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
7 of 80 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

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

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: UAPR
2026 Q1 Stats Unlock in 15 days 80 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 80 79 1.27%
13F Shares 3M 3M -6.25%
Total Value $91M $92M -0.95%
New Positions 8 9 -1
Increased Positions 18 18 -
Closed Positions 7 16 -9
Reduced Positions 31 33 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: UAPR

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Financial Highlights

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Institutional Holders (2026 Q1)

80 + investors

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

Top 25 institutional holders of UAPR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kellett Wealth Advisors, LLC 1.40% 77,377 $2.6M
2 CENTRAL VALLEY ADVISORS, LLC 0.73% 80,544 $2.7M
3 KFG WEALTH MANAGEMENT, LLC 0.55% 127,465 $4.3M
4 AssuredPartners Investment Advisors, LLC 0.36% 98,291 $3.3M
5 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.33% 175,304 $5.8M
6 RPS ADVISORY SOLUTIONS LLC 0.28% 14,624 $488K
7 Your Advocates Ltd., LLP 0.17% 16,622 $555K
8 Bright Futures Wealth Management, LLC. 0.16% 7,047 $235K
9 Berger Financial Group, Inc 0.14% 75,546 $2.5M
10 BCS Wealth Management 0.13% 18,875 $630K
11 Ballast Rock Private Wealth LLC 0.12% 6,659 $222K
12 JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 0.12% 18,256 $598K
13 FIDUCIARY FINANCIAL GROUP, LLC 0.11% 24,238 $809K
14 Strategic Blueprint, LLC 0.10% 49,735 $1.7M
15 MILESTONE ASSET MANAGEMENT, LLC 0.08% 13,270 $443K
16 LifeWealth Investments, LLC 0.08% 7,815 $261K
17 Triad Wealth Partners, LLC 0.08% 28,399 $948K
18 Lantz Financial LLC 0.06% 9,142 $305K
19 Outlook Wealth Advisors, LLC 0.06% 7,213 $241K
20 WealthShield Partners, LLC 0.06% 15,179 $507K
21 Encompass More Asset Management 0.06% 9,856 $329K
22 Souders Financial Advisors 0.05% 11,844 $395K
23 Archer Investment Corp 0.04% 5,915 $197K
24 Brookstone Capital Management 0.04% 100,819 $3.4M
25 Spire Wealth Management 0.04% 31,916 $1.1M
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?

More sellers than buyers — 41% buying: Last quarter: 38 funds reduced or exited vs 26 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for UAPR holders?

Smaller funds dominant — 3% AUM from top-100: 7 of 80 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held UAPR?

49% of holders stayed for 2+ years: 39 out of 80 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.