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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Americana Partners, LLC | History | Added to | 1,361,198 | 41,979 | 1.15% | 1.22% | 1 | +8,947 | 0.66% | Q4 2025 | Feb 06, 2026 |
| Composition Wealth, LLC | History | Reduced | 580,197 | 17,893 | 0.26% | 0.29% | 2 | -57,257 | -8.98% | Q4 2025 | Feb 02, 2026 |
| HFG Wealth Management, LLC | History | Reduced | 484,738 | 14,949 | 8.24% | 7.97% | 3 | -3,128 | -0.64% | Q4 2025 | Jan 16, 2026 |
| PFS Partners, LLC | History | Reduced | 287,149 | 8,855 | 4.05% | 4.15% | 4 | -3,382 | -1.16% | Q4 2025 | Jan 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 250,309 | 7,719 | 0.01% | 0.01% | 5 | -11,765 | -4.49% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 152,207 | 4,694 | 0.02% | 0.02% | 6 | +7,930 | 5.5% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Reduced | 124,170 | 3,829 | 0.0% | 0.0% | 7 | -12,660 | -9.25% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 107,563 | 3,317 | 0.05% | 0.05% | 8 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 97,856 | 3,017 | 0.22% | 0.22% | 9 | -2,343 | -2.34% | Q4 2025 | Feb 11, 2026 |
| Focus Partners Wealth | History | Added to | 95,395 | 2,941 | 0.0% | 0.0% | 10 | +80,994 | 562.42% | Q4 2025 | Feb 13, 2026 |
| BIP Wealth, LLC | History | New | 91,640 | 2,826 | 0.1% | — | 11 | +91,640 | New | Q4 2025 | Jan 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 80,550 | 2,484 | 0.0% | 0.0% | 12 | -21,888 | -21.37% | Q4 2025 | Feb 17, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 76,191 | 2,349 | 0.14% | 0.15% | 13 | -3,738 | -4.68% | Q4 2025 | Jan 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 76,145 | 2,348 | 0.0% | 0.0% | 14 | -4,962 | -6.12% | Q4 2025 | Feb 18, 2026 |
| LPL Financial LLC | History | Added to | 73,267 | 2,259 | 0.0% | 0.0% | 15 | +16,123 | 28.21% | Q4 2025 | Feb 11, 2026 |
| Brookstone Capital Management | History | Added to | 62,811 | 1,937 | 0.02% | 0.02% | 16 | +297 | 0.48% | Q4 2025 | Jan 15, 2026 |
| CWM, LLC | History | Added to | 60,910 | 1,878 | 0.01% | 0.01% | 17 | +3,241 | 5.62% | Q4 2025 | Jan 26, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 59,757 | 1,842 | 0.0% | 0.0% | 18 | +1,157 | 1.97% | Q4 2025 | Feb 10, 2026 |
| Chris Bulman Inc | History | Added to | 59,599 | 1,838 | 0.81% | 0.87% | 19 | +1,578 | 2.72% | Q4 2025 | Jan 14, 2026 |
| BFI Wealth Solutions, LLC | History | New | 58,649 | 1,808 | 1.72% | — | 20 | +58,649 | New | Q4 2025 | Feb 19, 2026 |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | History | Reduced | 58,147 | 1,793 | 1.5% | 1.54% | 21 | -1,420 | -2.38% | Q4 2025 | Jan 29, 2026 |
| WPWealth LLP | History | Reduced | 55,180 | 1,701 | 0.27% | 0.28% | 22 | -1,771 | -3.11% | Q4 2025 | Feb 13, 2026 |
| BCS Wealth Management | History | Added to | 52,226 | 1,610 | 0.16% | 0.18% | 23 | +26,068 | 99.66% | Q4 2025 | Jan 26, 2026 |
| Signal Advisors Wealth, LLC | History | New | 50,905 | 1,569 | 0.12% | — | 24 | +50,905 | New | Q4 2025 | Jan 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 48,943 | 1,509 | 0.01% | 0.01% | 25 | -401 | -0.81% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 47,723 | 1,471 | 0.02% | 0.02% | 26 | -2,743 | -5.44% | Q4 2025 | Jan 23, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 44,103 | 1,360 | 0.13% | 0.15% | 27 | +6,532 | 17.39% | Q4 2025 | Jan 22, 2026 |
| Berger Financial Group, Inc | History | Reduced | 43,626 | 1,345 | 0.08% | 0.09% | 28 | -8,077 | -15.62% | Q4 2025 | Jan 27, 2026 |
| CORRADO ADVISORS, LLC | History | Reduced | 43,549 | 1,343 | 0.67% | 1.61% | 30 | -56,025 | -56.26% | Q4 2025 | Feb 10, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 43,577 | 1,343 | 0.03% | 0.0% | 29 | +36,879 | 550.6% | Q4 2025 | Feb 17, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 39,331 | 1,212 | 0.17% | 0.19% | 31 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 36,675 | 1,131 | 0.03% | 0.03% | 32 | -3,571 | -8.87% | Q4 2025 | Feb 06, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 35,136 | 1,083 | 0.33% | 0.34% | 33 | -1,706 | -4.63% | Q4 2025 | Feb 10, 2026 |
| Opus Financial Solutions LLC | History | New | 32,093 | 989 | 0.93% | — | 34 | +32,093 | New | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Reduced | 30,966 | 954 | 0.01% | 0.01% | 35 | -4,829 | -13.49% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 30,716 | 947 | 0.0% | 0.0% | 36 | -25 | -0.08% | Q4 2025 | Feb 02, 2026 |
| ODonnell Financial Services, LLC | History | No change | 28,482 | 878 | 0.3% | 0.3% | 37 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HighTower Advisors, LLC | History | No change | 28,426 | 876 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| World Investment Advisors | History | New | 27,866 | 859 | 0.01% | — | 39 | +27,866 | New | Q4 2025 | Mar 12, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 27,079 | 835 | 0.05% | 0.05% | 40 | +3,879 | 16.72% | Q4 2025 | Feb 10, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 26,550 | 818 | 0.05% | 0.06% | 41 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| AdvisorNet Financial, Inc | History | No change | 21,114 | 651 | 0.03% | 0.04% | 42 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 20,800 | 641 | 0.0% | 0.0% | 43 | -13,977 | -40.19% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 20,120 | 620 | 0.0% | 0.0% | 44 | +2,619 | 14.96% | Q4 2025 | Jan 26, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 19,179 | 591 | 0.04% | 0.04% | 45 | -690 | -3.47% | Q4 2025 | Feb 18, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 19,052 | 587 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SIGNATUREFD, LLC | History | No change | 18,204 | 561 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Valmark Advisers, Inc. | History | No change | 18,033 | 556 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 17,293 | 533 | 0.05% | 0.05% | 49 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 16,825 | 518 | 0.03% | 0.03% | 50 | -100 | -0.59% | Q4 2025 | Jan 26, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 16,663 | 513 | 0.17% | 0.18% | 51 | -625 | -3.62% | Q4 2025 | Jan 23, 2026 |
| Compass Advisory Group LLC | History | No change | 16,019 | 494 | 0.13% | 0.13% | 52 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Straight Path Wealth Management | History | Added to | 14,920 | 460 | 0.12% | 0.12% | 53 | +381 | 2.62% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 14,683 | 452 | 0.0% | 0.0% | 54 | +557 | 3.94% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 14,392 | 444 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Prairie Wealth Advisors, Inc. | History | Closed out | 0 | 429 | 0.18% | 0.17% | 56 | -13,942 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ausdal Financial Partners, Inc. | History | No change | 13,259 | 408 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 12,775 | 393 | 0.01% | 0.01% | 58 | -632 | -4.71% | Q4 2025 | Feb 10, 2026 |
| WealthPlan Investment Management, LLC | History | New | 12,541 | 386 | 0.02% | — | 59 | +12,541 | New | Q4 2025 | Feb 05, 2026 |
| Rothschild Wealth LLC | History | New | 12,514 | 385 | 0.04% | — | 60 | +12,514 | New | Q4 2025 | Feb 17, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 12,321 | 379 | 0.39% | 0.4% | 61 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Diligent Investors, LLC | History | No change | 12,258 | 378 | 0.09% | 0.09% | 62 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| AMERICAN ASSET MANAGEMENT INC. | History | No change | 11,900 | 366 | 0.31% | 0.32% | 63 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Atria Investments, Inc | History | Added to | 11,571 | 356 | 0.0% | 0.0% | 64 | +232 | 2.05% | Q4 2025 | Feb 05, 2026 |
| Beacon Financial Advisory LLC | History | No change | 11,506 | 354 | 0.08% | 0.08% | 65 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 11,330 | 349 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PFG Advisors | History | Reduced | 10,638 | 328 | 0.02% | 0.01% | 67 | -1,441 | -11.93% | Q4 2025 | Jan 27, 2026 |
| Compound Planning, Inc. | History | Reduced | 10,393 | 320 | 0.01% | 0.01% | 68 | -3 | -0.03% | Q4 2025 | Feb 19, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 10,125 | 312 | 0.0% | 0.0% | 69 | -200 | -1.94% | Q4 2025 | Feb 17, 2026 |
| Lantz Financial LLC | History | No change | 10,003 | 308 | 0.06% | 0.07% | 70 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 9,980 | 307 | 0.19% | — | 71 | +9,980 | New | Q4 2025 | Feb 04, 2026 |
| Snowden Capital Advisors LLC | History | No change | 9,865 | 304 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 9,565 | 294 | 0.0% | 0.0% | 73 | -214 | -2.19% | Q4 2025 | Feb 02, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | No change | 9,109 | 280 | 0.08% | 0.08% | 74 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| WorthPointe, LLC | History | No change | 9,103 | 280 | 0.07% | 0.1% | 75 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 8,685 | 267 | 0.0% | 0.0% | 76 | -261 | -2.92% | Q4 2025 | Feb 18, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 8,489 | 262 | 0.0% | 0.0% | 77 | -91 | -1.06% | Q4 2025 | Feb 05, 2026 |
| CRA Financial Services, LLC | History | No change | 8,180 | 252 | 0.03% | 0.03% | 78 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| TrustBank | History | New | 7,721 | 238 | 0.1% | — | 79 | +7,721 | New | Q4 2025 | Feb 09, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 7,686 | 237 | 0.1% | 0.17% | 80 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 7,365 | 227 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Helium Advisors LLC | History | Reduced | 6,584 | 203 | 0.21% | 0.18% | 82 | -743 | -10.14% | Q4 2025 | Feb 12, 2026 |
| Main Street Financial Solutions, LLC | History | New | 6,515 | 200 | 0.01% | — | 83 | +6,515 | New | Q4 2025 | Feb 17, 2026 |
| Vantage Point Financial LLC | History | New | 6,503 | 200 | 0.07% | — | 84 | +6,503 | New | Q4 2025 | Feb 02, 2026 |
| Allworth Financial LP | History | New | 6,072 | 187 | 0.0% | — | 85 | +6,072 | New | Q4 2025 | Feb 05, 2026 |
| Global Wealth Strategies & Associates | History | No change | 3,365 | 103 | 0.03% | 0.03% | 86 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 2,754 | 84 | 0.01% | 0.01% | 87 | -324 | -10.53% | Q4 2025 | Feb 20, 2026 |
| AE Wealth Management LLC | History | Added to | 2,675 | 82 | 0.0% | 0.0% | 88 | +1,418 | 112.81% | Q4 2025 | Jan 26, 2026 |
| ROYAL BANK OF CANADA | History | New | 900 | 28 | 0.0% | — | 89 | +900 | New | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | No change | 732 | 22 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 500 | 15 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 409 | 12 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 341 | 10 | 0.0% | — | 93 | +341 | New | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Reduced | 269 | 8 | 0.0% | 0.0% | 94 | -730 | -73.07% | Q4 2025 | Jan 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 254 | 7 | 0.0% | 0.0% | 95 | -2,699 | -91.4% | Q4 2025 | Feb 09, 2026 |
| MORGAN STANLEY | History | No change | 200 | 6 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | No change | 167 | 5 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 137 | 4 | 0.0% | 0.0% | 98 | -16,605 | -99.18% | Q4 2025 | Feb 11, 2026 |
| Cape Investment Advisory, Inc. | History | New | 100 | 3 | 0.0% | — | 99 | +100 | New | Q4 2025 | Feb 17, 2026 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -93,281 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -82,258 | -100.0% | Q3 2025 | Nov 10, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,247 | -100.0% | Q3 2025 | Nov 14, 2025 |
| COMMONS CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -11,159 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -9,451 | -100.0% | Q3 2025 | Feb 03, 2026 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,359 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BLVD Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -7,098 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,366 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Financial Gravity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,144 | -100.0% | Q3 2025 | Nov 14, 2025 |