Innovator ETFs Trust - IAPR
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Composition Wealth, LLC | History | Reduced | 499,732 | 15,826 | 0.22% | 0.26% | 1 | -80,465 | -13.87% | Q1 2026 | Apr 08, 2026 |
| HFG Wealth Management, LLC | History | Reduced | 473,603 | 14,999 | 8.25% | 8.24% | 2 | -11,135 | -2.3% | Q1 2026 | Apr 22, 2026 |
| PFS Partners, LLC | History | Reduced | 284,514 | 9,010 | 4.13% | 4.05% | 3 | -2,635 | -0.92% | Q1 2026 | Apr 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 234,122 | 7,414 | 0.01% | 0.01% | 4 | -16,187 | -6.47% | Q1 2026 | Apr 27, 2026 |
| NewEdge Advisors, LLC | History | Added to | 161,786 | 5,123 | 0.02% | 0.02% | 5 | +9,579 | 6.29% | Q1 2026 | Jun 02, 2026 |
| Americana Partners, LLC | History | Reduced | 126,545 | 4,007 | 0.1% | 1.15% | 6 | -1,234,653 | -90.7% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 120,349 | 3,811 | 0.0% | 0.0% | 7 | -3,821 | -3.08% | Q1 2026 | May 13, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 96,760 | 3,064 | 0.22% | 0.22% | 8 | -1,096 | -1.12% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 95,544 | 3,025 | 0.0% | 0.0% | 9 | +149 | 0.16% | Q1 2026 | May 14, 2026 |
| BIP Wealth, LLC | History | Reduced | 86,565 | 2,741 | 0.11% | 0.1% | 10 | -5,075 | -5.54% | Q1 2026 | Apr 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 80,546 | 2,550 | 0.01% | 0.01% | 11 | +31,603 | 64.57% | Q1 2026 | Apr 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 76,430 | 2,420 | 0.0% | 0.0% | 12 | +285 | 0.37% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 74,225 | 2,350 | 0.0% | 0.0% | 13 | +958 | 1.31% | Q1 2026 | May 06, 2026 |
| BFI Wealth Solutions, LLC | History | Added to | 67,017 | 2,147 | 2.06% | 1.72% | 14 | +8,368 | 14.27% | Q1 2026 | May 15, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 66,784 | 2,134 | 0.13% | 0.14% | 15 | -9,407 | -12.35% | Q1 2026 | Apr 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 65,421 | 2,071 | 0.0% | 0.0% | 16 | -15,129 | -18.78% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Added to | 63,413 | 2,008 | 0.02% | 0.02% | 17 | +602 | 0.96% | Q1 2026 | Apr 16, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 63,370 | 2,006 | 0.03% | 0.03% | 18 | +19,793 | 45.42% | Q1 2026 | May 15, 2026 |
| Chris Bulman Inc | History | Added to | 61,193 | 1,937 | 0.85% | 0.81% | 19 | +1,594 | 2.67% | Q1 2026 | Apr 13, 2026 |
| Talon Private Wealth, LLC | History | New | 61,146 | 1,936 | 0.26% | — | 21 | +61,146 | New | Q1 2026 | May 15, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 61,146 | 1,936 | 0.13% | 0.12% | 20 | +10,241 | 20.12% | Q1 2026 | Apr 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 60,700 | 1,922 | 0.0% | 0.0% | 22 | +943 | 1.58% | Q1 2026 | May 04, 2026 |
| CWM, LLC | History | Reduced | 60,327 | 1,910 | 0.01% | 0.01% | 23 | -583 | -0.96% | Q1 2026 | May 14, 2026 |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | History | Added to | 59,063 | 1,870 | 1.61% | 1.5% | 24 | +916 | 1.58% | Q1 2026 | Apr 28, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 53,668 | 1,699 | 0.13% | 0.13% | 25 | +9,565 | 21.69% | Q1 2026 | Apr 16, 2026 |
| WPWealth LLP | History | Reduced | 51,229 | 1,622 | 0.25% | 0.27% | 26 | -3,951 | -7.16% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 48,403 | 1,547 | 0.01% | 0.02% | 27 | +680 | 1.42% | Q1 2026 | Apr 07, 2026 |
| Berger Financial Group, Inc | History | Reduced | 43,220 | 1,368 | 0.08% | 0.08% | 28 | -406 | -0.93% | Q1 2026 | Apr 28, 2026 |
| CORRADO ADVISORS, LLC | History | Reduced | 43,135 | 1,366 | 0.71% | 0.67% | 29 | -414 | -0.95% | Q1 2026 | Apr 30, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 39,331 | 1,245 | 0.17% | 0.17% | 30 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 35,136 | 1,112 | 0.32% | 0.33% | 31 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 32,112 | 1,043 | 0.06% | 0.05% | 32 | +5,033 | 18.59% | Q1 2026 | Apr 17, 2026 |
| Cerity Partners LLC | History | New | 32,017 | 1,013 | 0.0% | — | 33 | +32,017 | New | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 31,752 | 1,005 | 0.02% | 0.03% | 34 | -4,923 | -13.42% | Q1 2026 | Apr 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 31,611 | 1,001 | 0.0% | 0.0% | 35 | +3,185 | 11.2% | Q1 2026 | May 05, 2026 |
| MAI Capital Management | History | Reduced | 30,606 | 969 | 0.01% | 0.01% | 36 | -360 | -1.16% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 29,881 | 946 | 0.0% | 0.0% | 37 | -835 | -2.72% | Q1 2026 | Apr 27, 2026 |
| World Investment Advisors | History | Added to | 28,794 | 911 | 0.01% | 0.01% | 38 | +928 | 3.33% | Q1 2026 | Apr 27, 2026 |
| ODonnell Financial Services, LLC | History | No change | 28,482 | 902 | 0.31% | 0.3% | 39 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Creative Planning | History | New | 28,066 | 888 | 0.0% | — | 40 | +28,066 | New | Q1 2026 | May 12, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 26,550 | 840 | 0.05% | 0.05% | 41 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BCS Wealth Management | History | Reduced | 23,876 | 756 | 0.15% | 0.16% | 42 | -28,350 | -54.28% | Q1 2026 | Apr 17, 2026 |
| Opus Financial Solutions LLC | History | Reduced | 21,935 | 694 | 0.65% | 0.93% | 43 | -10,158 | -31.65% | Q1 2026 | May 08, 2026 |
| AdvisorNet Financial, Inc | History | No change | 21,114 | 668 | 0.03% | 0.03% | 44 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Merit Financial Group, LLC | History | Reduced | 19,421 | 615 | 0.0% | 0.0% | 45 | -699 | -3.47% | Q1 2026 | Apr 15, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 19,052 | 603 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SIGNATUREFD, LLC | History | No change | 18,204 | 576 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 16,930 | 536 | 0.05% | 0.05% | 48 | -363 | -2.1% | Q1 2026 | May 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 16,825 | 532 | 0.03% | 0.03% | 49 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Compass Advisory Group LLC | History | Added to | 16,369 | 518 | 0.14% | 0.13% | 50 | +350 | 2.18% | Q1 2026 | Apr 21, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 16,133 | 510 | 0.17% | 0.17% | 51 | -530 | -3.18% | Q1 2026 | Apr 09, 2026 |
| Straight Path Wealth Management | History | Added to | 15,355 | 486 | 0.13% | 0.12% | 52 | +435 | 2.92% | Q1 2026 | Apr 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 14,126 | 447 | 0.0% | 0.0% | 53 | -557 | -3.79% | Q1 2026 | May 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 13,804 | 437 | 0.0% | 0.0% | 54 | -6,996 | -33.63% | Q1 2026 | May 15, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 13,622 | 431 | 0.03% | 0.04% | 55 | -5,557 | -28.97% | Q1 2026 | May 13, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 13,259 | 419 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 12,445 | 394 | 0.02% | 0.02% | 57 | -96 | -0.77% | Q1 2026 | Apr 29, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 12,321 | 390 | 0.4% | 0.39% | 58 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Diligent Investors, LLC | History | No change | 12,258 | 388 | 0.1% | 0.09% | 59 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 11,968 | 379 | 0.09% | 0.08% | 60 | +462 | 4.02% | Q1 2026 | Apr 27, 2026 |
| Atria Investments, Inc | History | Added to | 11,833 | 374 | 0.0% | 0.0% | 61 | +262 | 2.26% | Q1 2026 | May 05, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | New | 11,718 | 371 | 0.04% | — | 62 | +11,718 | New | Q1 2026 | Apr 23, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 11,330 | 358 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 10,932 | 346 | 0.0% | 0.0% | 64 | +2,247 | 25.87% | Q1 2026 | May 15, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 10,802 | 342 | 0.01% | 0.01% | 65 | -1,973 | -15.44% | Q1 2026 | May 01, 2026 |
| PFG Advisors | History | Added to | 10,671 | 337 | 0.02% | 0.02% | 66 | +33 | 0.31% | Q1 2026 | May 05, 2026 |
| Rothschild Wealth LLC | History | Reduced | 10,523 | 333 | 0.03% | 0.04% | 67 | -1,991 | -15.91% | Q1 2026 | May 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 10,125 | 320 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Compound Planning, Inc. | History | Reduced | 9,966 | 315 | 0.01% | 0.01% | 69 | -427 | -4.11% | Q1 2026 | May 14, 2026 |
| Snowden Capital Advisors LLC | History | No change | 9,865 | 312 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Vantage Point Financial LLC | History | Added to | 9,646 | 305 | 0.11% | 0.07% | 71 | +3,143 | 48.33% | Q1 2026 | May 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 9,526 | 302 | 0.0% | 0.0% | 72 | +1,037 | 12.22% | Q1 2026 | Apr 30, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 9,376 | 296 | 0.0% | 0.0% | 73 | -189 | -1.98% | Q1 2026 | May 12, 2026 |
| Ballast Rock Private Wealth LLC | History | Reduced | 9,062 | 286 | 0.16% | 0.19% | 74 | -918 | -9.2% | Q1 2026 | Apr 16, 2026 |
| Navis Wealth Advisors, LLC | History | Added to | 8,986 | 284 | 0.14% | 0.1% | 75 | +1,300 | 16.91% | Q1 2026 | May 15, 2026 |
| CRA Financial Services, LLC | History | No change | 8,180 | 259 | 0.03% | 0.03% | 76 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| TrustBank | History | Added to | 7,871 | 249 | 0.1% | 0.1% | 77 | +150 | 1.94% | Q1 2026 | May 04, 2026 |
| Cornerstone Wealth, LLC/TN | History | New | 7,180 | 233 | 0.13% | — | 78 | +7,180 | New | Q1 2026 | May 19, 2026 |
| SageView Advisory Group, LLC | History | No change | 7,365 | 227 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | New | 6,610 | 209 | 0.17% | — | 80 | +6,610 | New | Q1 2026 | Apr 28, 2026 |
| Helium Advisors LLC | History | No change | 6,584 | 208 | 0.2% | 0.21% | 81 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Collaborative Wealth Managment Inc. | History | New | 6,481 | 205 | 0.09% | — | 82 | +6,481 | New | Q1 2026 | May 05, 2026 |
| Long Island Wealth Management, Inc. | History | New | 6,367 | 201 | 0.09% | — | 85 | +6,367 | New | Q1 2026 | Apr 21, 2026 |
| CITADEL ADVISORS LLC | History | New | 6,349 | 201 | 0.0% | — | 84 | +6,349 | New | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 6,446 | 201 | 0.0% | 0.0% | 83 | +6,309 | 4605.11% | Q1 2026 | May 13, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 6,515 | 200 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | No change | 6,072 | 192 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 3,283 | 103 | 0.0% | 0.0% | 88 | +3,083 | 1541.5% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 3,033 | 96 | 0.0% | 0.0% | 89 | +358 | 13.38% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | New | 2,629 | 83 | 0.0% | — | 90 | +2,629 | New | Q1 2026 | May 13, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 2,475 | 78 | 0.0% | 0.01% | 91 | -279 | -10.13% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 2,366 | 74 | 0.0% | — | 92 | +2,366 | New | Q1 2026 | May 15, 2026 |
| TopTier Wealth Management, LLC | History | New | 964 | 30 | 0.02% | — | 93 | +964 | New | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | No change | 900 | 29 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | New | 800 | 25 | 0.07% | — | 95 | +800 | New | Q1 2026 | May 12, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 682 | 21 | 0.0% | 0.0% | 96 | -50 | -6.83% | Q1 2026 | Apr 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 500 | 15 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 409 | 12 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 341 | 10 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PlanVest Financial, Inc | History | New | 297 | 9 | 0.01% | — | 100 | +297 | New | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 254 | 8 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 244 | 7 | 0.0% | — | 102 | +244 | New | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | No change | 167 | 5 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -107,563 | -100.0% | Q1 2026 | May 13, 2026 |
| Valmark Advisers, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -18,033 | -100.0% | Q1 2026 | May 01, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,392 | -100.0% | Q1 2026 | Apr 22, 2026 |
| AMERICAN ASSET MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.31% | — | -11,900 | -100.0% | Q1 2026 | May 07, 2026 |
| Lantz Financial LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -10,003 | -100.0% | Q1 2026 | Apr 09, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -9,109 | -100.0% | Q1 2026 | Apr 15, 2026 |
| WorthPointe, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -9,103 | -100.0% | Q1 2026 | May 12, 2026 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | 0.03% | — | -3,365 | -100.0% | Q1 2026 | Apr 03, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -269 | -100.0% | Q1 2026 | May 05, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 15, 2026 |