— Know what they know.
Not Investment Advice

IAPR Institutional Ownership

Innovator Intl Developed Power Buffer ETF
1W: -0.9% 1M: -1.5% 3M: -0.1% YTD: +8.3% 1Y: +11.1% 3Y: +39.3% 5Y: +29.6%
$33.52
+0.24 (+0.73%)
 
Weekly Expected Move ±1.1%
$33 $33 $34 $34 $34
ETF AMEX · AUM $198.9M

Institutional Ownership — IAPR

120
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
136M
Total Invested
15
New Positions
36
Increased
36
Reduced
5
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (130 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Composition Wealth, LLC 437,156 $15M -62,576 -12.5% 13Q SEC ↗
2 PFS Partners, LLC 281,188 $9M -3,326 -1.2% 9Q SEC ↗
3 COMMONWEALTH EQUITY SERVICES, LLC 255,992 $9M +21,870 +9.3% 18Q SEC ↗
4 HFG Wealth Management, LLC 241,761 $8M -231,842 -49.0% 11Q SEC ↗
5 US BANCORP \DE NEW 165,687 $6M — +0.0% 1Q SEC ↗
6 Cetera Investment Advisers 131,978 $4M +11,629 +9.7% 10Q SEC ↗
7 LPL Financial LLC 122,389 $4M +48,164 +64.9% 13Q SEC ↗
8 BIP Wealth, LLC 103,443 $3M +16,878 +19.5% 3Q SEC ↗
9 OSAIC HOLDINGS, INC. 101,256 $3M +35,835 +54.8% 21Q SEC ↗
10 Tradition Wealth Management, LLC 95,598 $3M -1,162 -1.2% 21Q SEC ↗
11 RAYMOND JAMES FINANCIAL INC 76,661 $3M +231 +0.3% 7Q SEC ↗
12 Focus Partners Wealth 75,294 $3M -20,250 -21.2% 5Q SEC ↗
13 CORRADO ADVISORS, LLC 71,627 $2M +28,492 +66.1% 18Q SEC ↗
14 ENVESTNET ASSET MANAGEMENT INC 66,915 $2M +6,215 +10.2% 16Q SEC ↗
15 BFI Wealth Solutions, LLC 66,710 $2M -307 -0.5% 3Q SEC ↗
16 Fragasso Financial Advisors Inc 63,134 $2M -3,650 -5.5% 14Q SEC ↗
17 Chris Bulman Inc 60,893 $2M -300 -0.5% 9Q SEC ↗
18 INVESTMENT MANAGEMENT CORP /VA/ /ADV 60,390 $2M +1,327 +2.2% 7Q SEC ↗
19 Brookstone Capital Management 60,330 $2M -3,083 -4.9% 14Q SEC ↗
20 CWM, LLC 60,327 $2M -583 -1.0% 13Q SEC ↗
21 Kestra Advisory Services, LLC 58,775 $2M -21,771 -27.0% 13Q SEC ↗
22 Signal Advisors Wealth, LLC 58,470 $2M -2,676 -4.4% 3Q SEC ↗
23 Talon Private Wealth, LLC 58,470 $2M -2,676 -4.4% 2Q SEC ↗
24 WPWealth LLP 49,263 $2M -1,966 -3.8% 14Q SEC ↗
25 Triad Wealth Partners, LLC 48,710 $2M -4,958 -9.2% 6Q SEC ↗
26 Farther Finance Advisors, LLC 47,703 $2M -700 -1.4% 5Q SEC ↗
27 GILL CAPITAL PARTNERS, LLC 42,242 $1M +7,106 +20.2% 5Q SEC ↗
28 Berger Financial Group, Inc 41,945 $1M -1,275 -3.0% 13Q SEC ↗
29 FIDUCIARY FINANCIAL GROUP, LLC 39,331 $1M — +0.0% 9Q SEC ↗
30 Cerity Partners LLC 38,214 $1M +6,197 +19.4% 2Q SEC ↗
31 IFP Advisors, Inc 36,965 $1M +5,213 +16.4% 21Q SEC ↗
32 First Commonwealth Financial Corp /PA NEW 36,537 $1M — +0.0% 1Q SEC ↗
33 FOUNDERS FINANCIAL SECURITIES LLC 36,358 $1M +4,246 +13.2% 6Q SEC ↗
34 MAI Capital Management 33,254 $1M +2,648 +8.7% 7Q SEC ↗
35 HighTower Advisors, LLC 33,186 $1M +1,575 +5.0% 15Q SEC ↗
36 SUSQUEHANNA INTERNATIONAL GROUP, LLP 32,991 $1M +19,187 +139.0% 7Q SEC ↗
37 OLD MISSION CAPITAL LLC 32,093 $1M -31,277 -49.4% 7Q SEC ↗
38 Creative Planning 30,857 $1M +2,791 +9.9% 2Q SEC ↗
39 TRUIST FINANCIAL CORP 28,740 $963K -1,141 -3.8% 14Q SEC ↗
40 ODonnell Financial Services, LLC 28,482 $955K — +0.0% 13Q SEC ↗
41 World Investment Advisors 26,695 $895K -2,099 -7.3% 3Q SEC ↗
42 Cardinal Point Capital Management ULC 26,550 $890K — +0.0% 14Q SEC ↗
43 BCS Wealth Management 24,451 $820K +575 +2.4% 18Q SEC ↗
44 Americana Partners, LLC 24,167 $810K -102,378 -80.9% 6Q SEC ↗
45 AdvisorNet Financial, Inc 21,114 $708K — +0.0% 18Q SEC ↗
46 Opus Financial Solutions LLC 19,095 $640K -2,840 -12.9% 3Q SEC ↗
47 Avantax Planning Partners, Inc. 19,052 $639K — +0.0% 10Q SEC ↗
48 WEALTH ALLIANCE, LLC 18,660 $625K +1,730 +10.2% 13Q SEC ↗
49 DHJJ Financial Advisors, Ltd. 18,449 $618K +2,316 +14.4% 12Q SEC ↗
50 Merit Financial Group, LLC 18,218 $611K -1,203 -6.2% 5Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
LPL Financial LLC +48,164 +64.9% 122,389
OSAIC HOLDINGS, INC. +35,835 +54.8% 101,256
CORRADO ADVISORS, LLC +28,492 +66.1% 71,627
COMMONWEALTH EQUITY SERVICES, LLC +21,870 +9.3% 255,992
SUSQUEHANNA INTERNATIONAL GROUP, LL +19,187 +139.0% 32,991
BIP Wealth, LLC +16,878 +19.5% 103,443
Cetera Investment Advisers +11,629 +9.7% 131,978
GILL CAPITAL PARTNERS, LLC +7,106 +20.2% 42,242
Main Street Financial Solutions, LL +6,910 +106.1% 13,425
ENVESTNET ASSET MANAGEMENT INC +6,215 +10.2% 66,915
Cerity Partners LLC +6,197 +19.4% 38,214
CAPTRUST FINANCIAL ADVISORS +5,976 +59.0% 16,101
IFP Advisors, Inc +5,213 +16.4% 36,965
FOUNDERS FINANCIAL SECURITIES LLC +4,246 +13.2% 36,358
Creative Planning +2,791 +9.9% 30,857
MAI Capital Management +2,648 +8.7% 33,254
Cambridge Investment Research Advis +2,533 +26.6% 12,059
DHJJ Financial Advisors, Ltd. +2,316 +14.4% 18,449
Vantage Point Financial LLC +1,990 +20.6% 11,636
Beacon Pointe Advisors, LLC +1,954 +17.9% 12,886
Biggest Decreases (20)
HolderReducedChange %Total Shares
HFG Wealth Management, LLC -231,842 -49.0% 241,761
NewEdge Advisors, LLC -151,421 -93.6% 10,365
Americana Partners, LLC -102,378 -80.9% 24,167
Composition Wealth, LLC -62,576 -12.5% 437,156
OLD MISSION CAPITAL LLC -31,277 -49.4% 32,093
Kestra Advisory Services, LLC -21,771 -27.0% 58,775
Focus Partners Wealth -20,250 -21.2% 75,294
Triad Wealth Partners, LLC -4,958 -9.2% 48,710
Fragasso Financial Advisors Inc -3,650 -5.5% 63,134
PFS Partners, LLC -3,326 -1.2% 281,188
Brookstone Capital Management -3,083 -4.9% 60,330
Opus Financial Solutions LLC -2,840 -12.9% 19,095
Talon Private Wealth, LLC -2,676 -4.4% 58,470
Signal Advisors Wealth, LLC -2,676 -4.4% 58,470
World Investment Advisors -2,099 -7.3% 26,695
WPWealth LLP -1,966 -3.8% 49,263
Berger Financial Group, Inc -1,275 -3.0% 41,945
Forvis Mazars Wealth Advisors, LLC -1,206 -11.2% 9,596
Merit Financial Group, LLC -1,203 -6.2% 18,218
Tradition Wealth Management, LLC -1,162 -1.2% 95,598

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms