INNOVATOR ETFS TRUST (AAPR)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
52
Reporting holders
$43.7M
Reported value
0.0%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Legacy CG, LLC | $17.5M | 592,967 | 4.48% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.5M | 118,862 | 0.00% | 9q | HELD |
| Kestra Advisory Services, LLC | $3.1M | 105,989 | 0.01% | 9q | -17.2%-$647.8K |
| LPL Financial LLC | $1.4M | 47,628 | 0.00% | 7q | -1.0%-$13.7K |
| RAYMOND JAMES FINANCIAL INC | $1.1M | 36,601 | 0.00% | 7q | +1.0%+$10.4K |
| Cetera Investment Advisers | $973.1K | 32,992 | 0.00% | 9q | +67.5%+$392.0K |
| Crown Wealth Group, LLC | $869.6K | 29,483 | 0.22% | 9q | HELD |
| MTM FINANCIAL GROUP, LLC | $839.1K | 28,450 | 0.36% | new | FIRST |
| Trek Financial, LLC | $791.4K | 26,832 | 0.04% | 9q | HELD |
| KFG WEALTH MANAGEMENT, LLC | $721.1K | 24,450 | 0.08% | 9q | +26.5%+$151.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $685.6K | 23,203 | 0.00% | 9q | +0.7%+$4.5K |
| Selby Wealth Management, LLC | $669.5K | 22,700 | 0.24% | new | NEW |
| World Investment Advisors | $659.2K | 22,896 | 0.01% | 9q | HELD |
| Cypress Wealth Services, LLC | $645.1K | 21,872 | 0.08% | 9q | +74.7%+$275.9K |
| Peak Wealth Management LLC | $609.1K | 20,651 | 0.43% | 3q | HELD |
| OLD MISSION CAPITAL LLC | $579.3K | 19,640 | 0.01% | 7q | -22.3%-$166.7K |
| Brookstone Capital Management | $572.5K | 19,410 | 0.01% | 9q | +1.2%+$6.8K |
| CROSSPOINT FINANCIAL, LLC | $556.7K | 18,875 | 1.27% | 8q | HELD |
| Quantinno Capital Management LP | $555.8K | 18,846 | 0.00% | 4q | HELD |
| AXXCESS WEALTH MANAGEMENT, LLC | $555.8K | 18,846 | 0.01% | 4q | HELD |
| Lineweaver Wealth Advisors, LLC | $544.9K | 18,475 | 0.06% | 9q | HELD |
| Spire Wealth Management | $513.2K | 17,402 | 0.02% | 7q | HELD |
| MML INVESTORS SERVICES, LLC | $485.6K | 16,466 | 0.00% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $423.6K | 14,363 | 0.00% | new | NEW |
| Geneos Wealth Management Inc. | $412.9K | 14,000 | 0.01% | 7q | +100.0%+$206.5K |
| Farther Finance Advisors, LLC | $397.9K | 13,490 | 0.00% | 8q | HELD |
| Three Seasons Wealth, LLC | $376.0K | 12,747 | 0.03% | 9q | HELD |
| Keystone Wealth Services, LLC | $361.1K | 12,242 | 0.07% | 8q | HELD |
| OSAIC HOLDINGS, INC. | $350.0K | 11,869 | 0.00% | 9q | +45.2%+$109.0K |
| CITADEL ADVISORS LLC | $313.0K | 10,613 | 0.00% | new | NEW |
| Visionary Wealth Advisors | $284.0K | 9,630 | 0.01% | 9q | HELD |
| Garden State Investment Advisory Services LLC | $260.3K | 8,825 | 0.05% | 9q | -12.4%-$36.9K |
| HighTower Advisors, LLC | $257.4K | 8,726 | 0.00% | 9q | HELD |
| Diligent Investors, LLC | $237.4K | 8,050 | 0.05% | 9q | +6.6%+$14.7K |
| AE Wealth Management LLC | $208.3K | 7,062 | 0.00% | 7q | +32.0%+$50.5K |
| Triumph Capital Management | $182.9K | 6,200 | 0.03% | 3q | HELD |
| BARCLAYS PLC | $181.2K | 6,145 | 0.00% | 8q | HELD |
| Glen Eagle Advisors, LLC | $166.3K | 5,640 | 0.02% | 8q | HELD |
| EP Wealth Advisors, LLC | $155.4K | 5,270 | 0.00% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $148.1K | 5,023 | 0.01% | new | NEW |
| CoreCap Advisors, LLC | $105.2K | 3,566 | 0.00% | 9q | -2.1%-$2.3K |
| Steward Partners Investment Advisory, LLC | $102.5K | 3,477 | 0.00% | 9q | HELD |
| JPMORGAN CHASE & CO | $98.5K | 3,342 | 0.00% | 4q | +213.2%+$67.1K |
| PlanVest Financial, Inc | $59.2K | 2,006 | 0.04% | 2q | HELD |
| NBZ Investment Advisors LLC | $48.2K | 1,635 | 0.02% | 7q | HELD |
| Ashton Thomas Private Wealth, LLC | $37.4K | 1,267 | 0.00% | 2q | +272.6%+$27.3K |
| Archer Investment Corp | $32.3K | 1,094 | 0.00% | new | NEW |
| IFP Advisors, Inc | $26.5K | 900 | 0.00% | 8q | -3.2% |
| Financial Network Wealth Advisors LLC | $20.0K | 678 | 0.02% | new | NEW |
| DHJJ Financial Advisors, Ltd. | $11.9K | 405 | 0.00% | 8q | HELD |
| HARBOUR INVESTMENTS, INC. | $11.8K | 401 | 0.00% | 2q | HELD |
| Pinnacle Wealth Planning Services, Inc. | $8.1K | 276 | 0.00% | 3q | HELD |
| CENTAURUS FINANCIAL, INC. | $2.1K | 71,417 | 0.08% | 9q | -4.8% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 52 | $43.7M | 1,482,478 | 9 | 12 | 6 | 0.0% |
| Q1 2026 | 48 | $24.0M | 831,929 | 3 | 4 | 16 | 0.0% |
| Q4 2025 | 47 | $27.7M | 975,255 | 3 | 7 | 12 | 0.0% |
| Q3 2025 | 45 | $24.5M | 881,066 | 6 | 5 | 14 | 0.0% |
| Q2 2025 | 42 | $21.8M | 802,050 | 0 | 9 | 11 | 0.0% |
| Q1 2025 | 48 | $23.4M | 895,749 | 3 | 7 | 16 | 0.0% |
| Q4 2024 | 51 | $26.4M | 1,000,466 | 11 | 3 | 9 | 0.0% |
| Q3 2024 | 44 | $26.9M | 1,025,798 | 13 | 8 | 4 | 0.0% |
| Q2 2024 | 37 | $26.8M | 1,058,662 | 37 | 0 | 0 | 0.0% |