DaveManuel.com · Institutional Ownership · Who Owns It
INNOVATOR ETFS TRUST (AAPR)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
54
Reporting holders
$45.9M
Reported value
0.0%
Calls
0.0%
Puts
+3
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| CENTAURUS FINANCIAL, INC. | $2.1M | 71,417 | 0.08% | 9q | -4.8%-$105.8K |
| 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% | 9q | +14.1%+$103.6K |
| 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 |
| Bullseye Investment Management, LLC | $79.7K | 2,701 | 0.04% | 9q | -51.6%-$84.8K |
| 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 |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 20 | $8.4M | 283,489 | 2 | 1 | 4 | 0.0% |
| Q2 2026 | 54 | $45.9M | 1,556,596 | 9 | 13 | 8 | 0.0% |
| Q1 2026 | 51 | $27.0M | 937,447 | 3 | 4 | 19 | 0.0% |
| Q4 2025 | 50 | $31.1M | 1,093,165 | 3 | 7 | 15 | 0.0% |
| Q3 2025 | 48 | $31.3M | 1,121,865 | 6 | 5 | 17 | 0.0% |
| Q2 2025 | 46 | $28.9M | 1,062,710 | 0 | 10 | 14 | 0.0% |
| Q1 2025 | 52 | $30.9M | 1,182,091 | 3 | 8 | 19 | 0.0% |
| Q4 2024 | 55 | $33.9M | 1,285,151 | 11 | 3 | 12 | 0.0% |
| Q3 2024 | 48 | $35.2M | 1,341,005 | 13 | 9 | 7 | 0.0% |
| Q2 2024 | 41 | $35.2M | 1,388,072 | 41 | 0 | 0 | 0.0% |