AAPR Institutional Ownership
Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 2 Yr to April 2028
1W: +0.1%
1M: +0.3%
YTD: +0.2%
$29.83
+0.02 (+0.05%)
Weekly Expected Move ±0.3%
$30
$30
$30
$30
$30
Overview
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Holdings
Changes
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Analysis
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Institutional Ownership — AAPR
59
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
46M
Total Invested
9
New Positions
14
Increased
14
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (63 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Legacy CG, LLC NEW | 592,967 | $18M | — | +0.0% | 1Q | SEC ↗ |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | 118,862 | $4M | -504 | -0.4% | 9Q | SEC ↗ |
| 3 | Kestra Advisory Services, LLC | 105,989 | $3M | -21,965 | -17.2% | 9Q | SEC ↗ |
| 4 | CENTAURUS FINANCIAL, INC. | 71,417 | $2M | -3,588 | -4.8% | 9Q | SEC ↗ |
| 5 | LPL Financial LLC | 47,628 | $1M | -465 | -1.0% | 7Q | SEC ↗ |
| 6 | RAYMOND JAMES FINANCIAL INC | 36,601 | $1M | +354 | +1.0% | 7Q | SEC ↗ |
| 7 | Cetera Investment Advisers | 32,992 | $984K | +13,292 | +67.5% | 9Q | SEC ↗ |
| 8 | Crown Wealth Group, LLC | 29,483 | $879K | — | +0.0% | 9Q | SEC ↗ |
| 9 | MTM FINANCIAL GROUP, LLC | 28,450 | $849K | +3,512 | +14.1% | 9Q | SEC ↗ |
| 10 | Trek Financial, LLC | 26,832 | $800K | — | +0.0% | 9Q | SEC ↗ |
| 11 | KFG WEALTH MANAGEMENT, LLC | 24,450 | $729K | +5,128 | +26.5% | 9Q | SEC ↗ |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 23,203 | $692K | +153 | +0.7% | 9Q | SEC ↗ |
| 13 | World Investment Advisors | 22,896 | $683K | — | +0.0% | 9Q | SEC ↗ |
| 14 | Selby Wealth Management, LLC NEW | 22,700 | $677K | — | +0.0% | 1Q | SEC ↗ |
| 15 | Cypress Wealth Services, LLC | 21,872 | $652K | +9,353 | +74.7% | 9Q | SEC ↗ |
| 16 | Peak Wealth Management LLC | 20,651 | $616K | — | +0.0% | 3Q | SEC ↗ |
| 17 | OLD MISSION CAPITAL LLC | 19,640 | $586K | -5,651 | -22.3% | 7Q | SEC ↗ |
| 18 | Brookstone Capital Management | 19,410 | $579K | +231 | +1.2% | 9Q | SEC ↗ |
| 19 | CROSSPOINT FINANCIAL, LLC | 18,875 | $563K | — | +0.0% | 6Q | SEC ↗ |
| 20 | AXXCESS WEALTH MANAGEMENT, LLC | 18,846 | $562K | — | +0.0% | 4Q | SEC ↗ |
| 21 | Quantinno Capital Management LP | 18,846 | $562K | — | +0.0% | 4Q | SEC ↗ |
| 22 | Lineweaver Wealth Advisors, LLC | 18,475 | $551K | — | +0.0% | 9Q | SEC ↗ |
| 23 | Spire Wealth Management | 17,402 | $519K | +2 | +0.0% | 7Q | SEC ↗ |
| 24 | MML INVESTORS SERVICES, LLC NEW | 16,466 | $491K | — | +0.0% | 1Q | SEC ↗ |
| 25 | ENVESTNET ASSET MANAGEMENT INC NEW | 14,363 | $428K | — | +0.0% | 1Q | SEC ↗ |
| 26 | Geneos Wealth Management Inc. | 14,000 | $418K | +7,000 | +100.0% | 7Q | SEC ↗ |
| 27 | Farther Finance Advisors, LLC | 13,490 | $402K | — | +0.0% | 8Q | SEC ↗ |
| 28 | Three Seasons Wealth, LLC | 12,747 | $380K | — | +0.0% | 9Q | SEC ↗ |
| 29 | Keystone Wealth Services, LLC | 12,242 | $365K | — | +0.0% | 8Q | SEC ↗ |
| 30 | OSAIC HOLDINGS, INC. | 11,869 | $354K | +3,695 | +45.2% | 9Q | SEC ↗ |
| 31 | CITADEL ADVISORS LLC NEW | 10,613 | $317K | — | +0.0% | 1Q | SEC ↗ |
| 32 | Visionary Wealth Advisors | 9,630 | $287K | — | +0.0% | 9Q | SEC ↗ |
| 33 | Garden State Investment Advisory Servi | 8,825 | $263K | -1,250 | -12.4% | 9Q | SEC ↗ |
| 34 | HighTower Advisors, LLC | 8,726 | $260K | — | +0.0% | 9Q | SEC ↗ |
| 35 | Diligent Investors, LLC | 8,050 | $240K | +500 | +6.6% | 9Q | SEC ↗ |
| 36 | AE Wealth Management LLC | 7,062 | $211K | +1,712 | +32.0% | 7Q | SEC ↗ |
| 37 | Triumph Capital Management | 6,200 | $185K | — | +0.0% | 4Q | SEC ↗ |
| 38 | BARCLAYS PLC | 6,145 | $183K | — | +0.0% | 8Q | SEC ↗ |
| 39 | Glen Eagle Advisors, LLC | 5,640 | $168K | — | +0.0% | 8Q | SEC ↗ |
| 40 | EP Wealth Advisors, LLC NEW | 5,270 | $157K | — | +0.0% | 1Q | SEC ↗ |
| 41 | CREATIVE FINANCIAL DESIGNS INC /ADV NEW | 5,023 | $150K | — | +0.0% | 1Q | SEC ↗ |
| 42 | CoreCap Advisors, LLC | 3,566 | $106K | -78 | -2.1% | 9Q | SEC ↗ |
| 43 | Steward Partners Investment Advisory, | 3,477 | $104K | — | +0.0% | 9Q | SEC ↗ |
| 44 | JPMORGAN CHASE & CO | 3,342 | $100K | +2,275 | +213.2% | 4Q | SEC ↗ |
| 45 | Bullseye Investment Management, LLC | 2,701 | $81K | -2,874 | -51.6% | 1Q | SEC ↗ |
| 46 | PlanVest Financial, Inc | 2,006 | $60K | — | +0.0% | 2Q | SEC ↗ |
| 47 | NBZ Investment Advisors LLC | 1,635 | $49K | — | +0.0% | 7Q | SEC ↗ |
| 48 | Ashton Thomas Private Wealth, LLC | 1,267 | $38K | +927 | +272.6% | 2Q | SEC ↗ |
| 49 | IFP Advisors, Inc | 900 | $27K | -30 | -3.2% | 8Q | SEC ↗ |
| 50 | Financial Network Wealth Advisors LLC NEW | 678 | $20K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| Legacy CG, LLC | 592,967 | $18M |
| Selby Wealth Management, LLC | 22,700 | $677K |
| MML INVESTORS SERVICES, LLC | 16,466 | $491K |
| ENVESTNET ASSET MANAGEMENT INC | 14,363 | $428K |
| CITADEL ADVISORS LLC | 10,613 | $317K |
| EP Wealth Advisors, LLC | 5,270 | $157K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 5,023 | $150K |
| Financial Network Wealth Advisors L | 678 | $20K |
| Archer Investment Corp | 547 | $16K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Michels Family Financial, LLC | 36,655 | $1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 25,450 | $759K |
| Foundations Investment Advisors, LL | 14,474 | $432K |
| GTS SECURITIES LLC | 11,534 | $344K |
| JANE STREET GROUP, LLC | 10,882 | $325K |
| BridgePort Financial Solutions, LLC | 10,437 | $311K |
| UBS Group AG | 325 | $10K |
| BANK OF AMERICA CORP /DE | 100 | $3K |
Biggest Increases (14)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Cetera Investment Advisers | +13,292 | +67.5% | 32,992 |
| Cypress Wealth Services, LLC | +9,353 | +74.7% | 21,872 |
| Geneos Wealth Management Inc. | +7,000 | +100.0% | 14,000 |
| KFG WEALTH MANAGEMENT, LLC | +5,128 | +26.5% | 24,450 |
| OSAIC HOLDINGS, INC. | +3,695 | +45.2% | 11,869 |
| MTM FINANCIAL GROUP, LLC | +3,512 | +14.1% | 28,450 |
| JPMORGAN CHASE & CO | +2,275 | +213.2% | 3,342 |
| AE Wealth Management LLC | +1,712 | +32.0% | 7,062 |
| Ashton Thomas Private Wealth, LLC | +927 | +272.6% | 1,267 |
| Diligent Investors, LLC | +500 | +6.6% | 8,050 |
| RAYMOND JAMES FINANCIAL INC | +354 | +1.0% | 36,601 |
| Brookstone Capital Management | +231 | +1.2% | 19,410 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +153 | +0.7% | 23,203 |
| Spire Wealth Management | +2 | +0.0% | 17,402 |
Biggest Decreases (9)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Kestra Advisory Services, LLC | -21,965 | -17.2% | 105,989 |
| OLD MISSION CAPITAL LLC | -5,651 | -22.3% | 19,640 |
| CENTAURUS FINANCIAL, INC. | -3,588 | -4.8% | 71,417 |
| Bullseye Investment Management, LLC | -2,874 | -51.6% | 2,701 |
| Garden State Investment Advisory Se | -1,250 | -12.4% | 8,825 |
| COMMONWEALTH EQUITY SERVICES, LLC | -504 | -0.4% | 118,862 |
| LPL Financial LLC | -465 | -1.0% | 47,628 |
| CoreCap Advisors, LLC | -78 | -2.1% | 3,566 |
| IFP Advisors, Inc | -30 | -3.2% | 900 |