INNOVATOR ETFS TRUST (IAPR)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
109
Reporting holders
$133.2M
Reported value
0.0%
Held as options
+7
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 |
|---|---|---|---|---|---|
| Composition Wealth, LLC | $14.5M | 437,156 | 0.17% | 13q | -12.5%-$2.1M |
| PFS Partners, LLC | $9.3M | 281,188 | 3.78% | 9q | -1.2%-$110.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $8.5M | 255,992 | 0.01% | 18q | +9.3%+$726.3K |
| HFG Wealth Management, LLC | $8.0M | 241,761 | 8.07% | 11q | -49.0%-$7.7M |
| US BANCORP \DE\ | $5.5M | 165,687 | 0.01% | new | NEW |
| Cetera Investment Advisers | $4.4M | 131,978 | 0.00% | 10q | +9.7%+$386.2K |
| LPL Financial LLC | $4.1M | 122,389 | 0.00% | 13q | +64.9%+$1.6M |
| BIP Wealth, LLC | $3.4M | 103,443 | 0.10% | 3q | +19.5%+$560.5K |
| OSAIC HOLDINGS, INC. | $3.4M | 101,256 | 0.00% | 21q | +54.8%+$1.2M |
| Tradition Wealth Management, LLC | $3.2M | 95,598 | 0.19% | 21q | -1.2%-$38.6K |
| RAYMOND JAMES FINANCIAL INC | $2.5M | 76,661 | 0.00% | 7q | HELD |
| Focus Partners Wealth | $2.5M | 75,294 | 0.00% | 5q | -21.2%-$672.5K |
| CORRADO ADVISORS, LLC | $2.4M | 71,627 | 1.09% | 18q | +66.1%+$946.2K |
| ENVESTNET ASSET MANAGEMENT INC | $2.2M | 66,915 | 0.00% | 16q | +10.2%+$206.4K |
| BFI Wealth Solutions, LLC | $2.2M | 66,710 | 1.64% | 3q | HELD |
| Fragasso Financial Advisors Inc | $2.1M | 63,134 | 0.11% | 14q | -5.5%-$121.2K |
| Chris Bulman Inc | $2.0M | 60,893 | 0.74% | 9q | HELD |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | $2.0M | 60,390 | 1.67% | 7q | +2.2%+$44.1K |
| Brookstone Capital Management | $2.0M | 60,330 | 0.02% | 14q | -4.9%-$102.4K |
| Kestra Advisory Services, LLC | $2.0M | 58,775 | 0.01% | 13q | -27.0%-$723.0K |
| Signal Advisors Wealth, LLC | $1.9M | 58,470 | 0.10% | 3q | -4.4%-$88.9K |
| Triad Wealth Partners, LLC | $1.6M | 48,710 | 0.10% | 6q | -9.2%-$167.0K |
| WPWealth LLP | $1.6M | 49,263 | 0.24% | 14q | -3.8%-$65.3K |
| Farther Finance Advisors, LLC | $1.6M | 47,703 | 0.01% | 5q | -1.4%-$23.2K |
| GILL CAPITAL PARTNERS, LLC | $1.4M | 42,242 | 0.37% | 5q | +20.2%+$236.0K |
| Berger Financial Group, Inc | $1.4M | 41,945 | 0.07% | 13q | -3.0%-$42.3K |
| FIDUCIARY FINANCIAL GROUP, LLC | $1.3M | 39,331 | 0.15% | 9q | HELD |
| Cerity Partners LLC | $1.3M | 38,214 | 0.00% | 2q | +19.4%+$205.8K |
| IFP Advisors, Inc | $1.2M | 36,965 | 0.02% | 21q | +16.4%+$173.1K |
| First Commonwealth Financial Corp /PA/ | $1.2M | 36,537 | 0.17% | new | NEW |
| Merit Financial Group, LLC | $1.2M | 36,436 | 0.00% | 5q | +87.6%+$565.1K |
| FOUNDERS FINANCIAL SECURITIES LLC | $1.2M | 36,358 | 0.06% | 6q | +13.2%+$141.0K |
| MAI Capital Management | $1.1M | 33,254 | 0.00% | 12q | +8.7%+$87.9K |
| HighTower Advisors, LLC | $1.1M | 33,186 | 0.00% | 15q | +5.0%+$52.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 32,991 | 0.00% | 7q | +139.0%+$637.2K |
| OLD MISSION CAPITAL LLC | $1.1M | 32,093 | 0.02% | 7q | -49.4%-$1.0M |
| Creative Planning | $1.0M | 30,857 | 0.00% | 2q | +9.9%+$92.7K |
| TRUIST FINANCIAL CORP | $954.5K | 28,740 | 0.00% | 14q | -3.8%-$37.9K |
| ODonnell Financial Services, LLC | $945.9K | 28,482 | 0.28% | 13q | HELD |
| World Investment Advisors | $886.3K | 26,695 | 0.01% | 3q | -7.3%-$69.7K |
| Cardinal Point Capital Management ULC | $881.7K | 26,550 | 0.05% | 14q | HELD |
| BCS Wealth Management | $812.0K | 24,451 | 0.15% | 18q | +2.4%+$19.1K |
| Americana Partners, LLC | $802.6K | 24,167 | 0.02% | 6q | -80.9%-$3.4M |
| AdvisorNet Financial, Inc | $701.2K | 21,114 | 0.03% | 18q | HELD |
| Opus Financial Solutions LLC | $634.1K | 19,095 | 0.51% | 3q | -12.9%-$94.3K |
| Avantax Planning Partners, Inc. | $632.7K | 19,052 | 0.02% | 10q | HELD |
| WEALTH ALLIANCE, LLC | $619.7K | 18,660 | 0.05% | 13q | +10.2%+$57.5K |
| DHJJ Financial Advisors, Ltd. | $612.7K | 18,449 | 0.18% | 12q | +14.4%+$76.9K |
| SIGNATUREFD, LLC | $604.6K | 18,204 | 0.01% | 5q | HELD |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $558.8K | 16,825 | 0.03% | 15q | HELD |
| Compass Advisory Group LLC | $543.6K | 16,369 | 0.13% | 13q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $534.7K | 16,101 | 0.00% | 13q | +59.0%+$198.5K |
| Straight Path Wealth Management | $524.7K | 15,800 | 0.12% | 13q | +2.9%+$14.8K |
| Simplicity Wealth,LLC | $487.8K | 14,688 | 0.02% | new | NEW |
| Steward Partners Investment Advisory, LLC | $469.1K | 14,126 | 0.00% | 14q | HELD |
| Prairie Wealth Advisors, Inc. | $462.7K | 0 | 0.11% | 10q | HELD |
| Main Street Financial Solutions, LLC | $445.8K | 13,425 | 0.03% | 3q | +106.1%+$229.5K |
| Wealthspire Retirement, LLC | $445.1K | 13,404 | 0.02% | 11q | -1.6%-$7.2K |
| Ausdal Financial Partners, Inc. | $440.3K | 13,259 | 0.02% | 5q | HELD |
| Diligent Investors, LLC | $434.5K | 13,083 | 0.10% | 9q | +6.7%+$27.4K |
| Beacon Pointe Advisors, LLC | $427.9K | 12,886 | 0.00% | 12q | +17.9%+$64.9K |
| WealthPlan Investment Management, LLC | $422.3K | 12,715 | 0.02% | 3q | +2.2%+$9.0K |
| Financial Network Wealth Advisors LLC | $409.2K | 12,321 | 0.42% | 11q | HELD |
| Atria Investments, Inc | $400.3K | 12,054 | 0.00% | 5q | +1.9%+$7.3K |
| Beacon Financial Advisory LLC | $397.5K | 11,968 | 0.08% | 9q | HELD |
| Caliber Wealth Management, LLC / KS | $389.2K | 11,718 | 0.04% | 2q | HELD |
| OneDigital Investment Advisors LLC | $387.8K | 11,677 | 0.00% | 13q | +3.1%+$11.5K |
| Vantage Point Financial LLC | $386.4K | 11,636 | 0.12% | 3q | +20.6%+$66.1K |
| PFG Advisors | $357.8K | 10,774 | 0.02% | 5q | +1.0%+$3.4K |
| Rothschild Wealth LLC | $349.5K | 10,523 | 0.03% | 3q | HELD |
| NewEdge Advisors, LLC | $344.2K | 10,365 | 0.00% | 11q | -93.6%-$5.0M |
| Navis Wealth Advisors, LLC | $341.6K | 10,286 | 0.13% | 4q | +14.5%+$43.2K |
| Compound Planning, Inc. | $331.0K | 9,966 | 0.01% | 7q | HELD |
| Snowden Capital Advisors LLC | $327.6K | 9,865 | 0.01% | 12q | HELD |
| Cypress Wealth Services, LLC | $323.0K | 9,725 | 0.04% | new | NEW |
| Forvis Mazars Wealth Advisors, LLC | $318.7K | 9,596 | 0.01% | 17q | -11.2%-$40.1K |
| BENJAMIN EDWARDS INC | $309.9K | 9,332 | 0.00% | 5q | HELD |
| Cresset Asset Management, LLC | $304.5K | 9,170 | 0.00% | new | NEW |
| Ballast Rock Private Wealth LLC | $287.7K | 8,662 | 0.13% | 3q | -4.4%-$13.3K |
| CRA Financial Services, LLC | $271.7K | 8,180 | 0.03% | 5q | HELD |
| TrustBank | $261.4K | 7,871 | 0.09% | 3q | HELD |
| Belpointe Asset Management LLC | $252.7K | 7,610 | 0.01% | new | NEW |
| Cornerstone Wealth, LLC/TN | $246.4K | 7,365 | 0.12% | 2q | +2.6%+$6.2K |
| SageView Advisory Group, LLC | $244.6K | 7,365 | 0.01% | 15q | HELD |
| Collaborative Wealth Managment Inc. | $242.9K | 7,313 | 0.10% | 2q | +12.8%+$27.6K |
| Long Island Wealth Management, Inc. | $236.3K | 7,116 | 0.10% | 2q | +11.8%+$24.9K |
| RED CRANE WEALTH MANAGEMENT, LLC | $219.5K | 6,610 | 0.16% | 2q | HELD |
| Helium Advisors LLC | $218.7K | 6,584 | 0.18% | 5q | HELD |
| Foundations Investment Advisors, LLC | $207.0K | 6,234 | 0.00% | new | NEW |
| Allworth Financial LP | $201.7K | 6,072 | 0.00% | 12q | HELD |
| MORGAN STANLEY | $109.0K | 3,283 | 0.00% | 13q | HELD |
| MATHER GROUP, LLC. | $102.8K | 3,094 | 0.00% | new | NEW |
| AE Wealth Management LLC | $96.9K | 2,917 | 0.00% | 4q | -3.8%-$3.9K |
| BlackRock, Inc. | $87.3K | 2,629 | 0.00% | 2q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $68.9K | 2,076 | 0.01% | new | NEW |
| Noble Wealth Management PBC | $39.0K | 1,175 | 0.02% | new | NEW |
| ROYAL BANK OF CANADA | $30.0K | 900 | 0.00% | 8q | HELD |
| FIRST FINANCIAL CORP /IN/ | $24.2K | 728 | 0.01% | new | NEW |
| CoreCap Advisors, LLC | $22.6K | 682 | 0.00% | 10q | HELD |
| BANK OF MONTREAL /CAN/ | $16.6K | 500 | 0.00% | 12q | HELD |
Showing the largest 100 of 112 reported holders.
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 | 109 | $133.2M | 3,996,197 | 13 | 35 | 25 | 0.0% |
| Q1 2026 | 102 | $130.6M | 4,107,724 | 13 | 25 | 33 | 0.0% |
| Q4 2025 | 96 | $171.1M | 5,532,465 | 9 | 15 | 34 | 0.0% |
| Q3 2025 | 92 | $158.5M | 5,270,425 | 7 | 17 | 39 | 0.0% |
| Q2 2025 | 92 | $163.2M | 5,611,368 | 22 | 36 | 15 | 0.0% |
| Q1 2025 | 74 | $103.3M | 3,770,728 | 5 | 14 | 23 | 0.0% |
| Q4 2024 | 78 | $108.2M | 4,009,809 | 11 | 12 | 25 | 0.0% |
| Q3 2024 | 70 | $119.3M | 4,232,895 | 3 | 16 | 27 | 0.0% |
| Q2 2024 | 78 | $125.0M | 4,617,212 | 11 | 32 | 18 | 0.0% |
| Q1 2024 | 73 | $128.6M | 4,733,365 | 9 | 13 | 25 | 0.0% |
| Q4 2023 | 80 | $184.1M | 7,170,977 | 14 | 10 | 25 | 0.0% |
| Q3 2023 | 67 | $121.6M | 5,039,194 | 9 | 17 | 18 | 0.0% |
| Q2 2023 | 68 | $197.9M | 7,942,383 | 31 | 19 | 7 | 0.0% |
| Q1 2023 | 40 | $87.0M | 3,547,565 | 14 | 14 | 4 | 0.0% |
| Q4 2022 | 28 | $24.9M | 1,040,377 | 12 | 4 | 5 | 0.0% |
| Q3 2022 | 28 | $45.8M | 2,117,172 | 5 | 7 | 2 | 0.0% |
| Q2 2022 | 29 | $53.5M | 2,347,764 | 17 | 9 | 2 | 0.0% |
| Q1 2022 | 14 | $15.3M | 619,167 | 8 | 2 | 2 | 0.0% |
| Q4 2021 | 12 | $6.9M | 267,768 | 2 | 0 | 3 | 0.0% |
| Q3 2021 | 9 | $5.2M | 204,686 | 0 | 2 | 2 | 0.0% |
| Q2 2021 | 11 | $13.3M | 518,024 | 11 | 0 | 0 | 0.0% |