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NAPR Institutional Ownership

Innovator Nasdaq 100 Power Buffer ETF - April
1W: +0.1% 1M: +1.4% 3M: +3.1% YTD: +13.6% 1Y: +15.8% 3Y: +46.8% 5Y: +60.4%
$61.04
+0.13 (+0.21%)
 
Weekly Expected Move ±0.5%
$60 $61 $61 $61 $62
ETF CBOE · AUM $186.3M

Institutional Ownership — NAPR

111
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
142M
Total Invested
13
New Positions
36
Increased
33
Reduced
3
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (122 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Allworth Financial LP 293,309 $18M +278,947 +1942.3% 9Q SEC ↗
2 OSAIC HOLDINGS, INC. 290,628 $18M +64,943 +28.8% 25Q SEC ↗
3 RAYMOND JAMES FINANCIAL INC 139,512 $9M +90,082 +182.2% 7Q SEC ↗
4 Janney Montgomery Scott LLC 116,371 $7M +960 +0.8% 17Q SEC ↗
5 LPL Financial LLC 109,857 $7M +51,965 +89.8% 12Q SEC ↗
6 COMMONWEALTH EQUITY SERVICES, LLC 99,853 $6M +623 +0.6% 25Q SEC ↗
7 Tradition Wealth Management, LLC 93,567 $6M -28 -0.0% 10Q SEC ↗
8 Cetera Investment Advisers 77,391 $5M -1,678 -2.1% 17Q SEC ↗
9 RED CRANE WEALTH MANAGEMENT, LLC 72,367 $4M +2,043 +2.9% 7Q SEC ↗
10 MAI Capital Management 69,851 $4M +11,345 +19.4% 7Q SEC ↗
11 Cambridge Investment Research Advisors 64,088 $4M +7,559 +13.4% 24Q SEC ↗
12 Kestra Advisory Services, LLC 51,517 $3M -37,620 -42.2% 21Q SEC ↗
13 FIDUCIARY FINANCIAL ADVISORS NEW 45,513 $3M — +0.0% 1Q SEC ↗
14 BIP Wealth, LLC 43,671 $3M -803 -1.8% 3Q SEC ↗
15 CreativeOne Wealth, LLC 42,525 $3M +776 +1.9% 7Q SEC ↗
16 TRUIST FINANCIAL CORP 39,409 $2M +1,741 +4.6% 13Q SEC ↗
17 GWN SECURITIES INC. 36,547 $2M +826 +2.3% 7Q SEC ↗
18 Outlook Wealth Advisors, LLC 34,531 $2M -303 -0.9% 13Q SEC ↗
19 Forty-three Eighteen Advisors, LLC 34,166 $2M — +0.0% 3Q SEC ↗
20 BLAIR WILLIAM & CO/IL 30,573 $2M -1,700 -5.3% 13Q SEC ↗
21 OLD MISSION CAPITAL LLC 29,832 $2M +4,138 +16.1% 6Q SEC ↗
22 Cambridge Advisors Inc. 26,629 $2M -2,424 -8.3% 12Q SEC ↗
23 CORRADO ADVISORS, LLC 25,403 $2M -818 -3.1% 5Q SEC ↗
24 Mutual Advisors, LLC 24,383 $1M +1,428 +6.2% 4Q SEC ↗
25 ENVESTNET ASSET MANAGEMENT INC 23,855 $1M +9,853 +70.4% 10Q SEC ↗
26 Diligent Investors, LLC 22,870 $1M +1,879 +9.0% 13Q SEC ↗
27 AdvisorNet Financial, Inc 22,526 $1M +360 +1.6% 22Q SEC ↗
28 BCS Wealth Management 18,407 $1M -1,242 -6.3% 22Q SEC ↗
29 Cornerstone Wealth, LLC/TN 17,683 $1M +3,093 +21.2% 2Q SEC ↗
30 CREATIVE FINANCIAL DESIGNS INC /ADV 17,120 $1M +1,600 +10.3% 25Q SEC ↗
31 DHJJ Financial Advisors, Ltd. 16,289 $994K +2,055 +14.4% 21Q SEC ↗
32 MML INVESTORS SERVICES, LLC 16,034 $979K +10,380 +183.6% 5Q SEC ↗
33 IFP Advisors, Inc 15,925 $972K +4,444 +38.7% 21Q SEC ↗
34 PlanVest Financial, Inc 15,236 $930K -376 -2.4% 2Q SEC ↗
35 Keystone Wealth Services, LLC 15,124 $923K -11,695 -43.6% 13Q SEC ↗
36 FSA Advisors, Inc. 14,598 $891K -231 -1.6% 11Q SEC ↗
37 Apollon Wealth Management, LLC 13,625 $832K -100 -0.7% 19Q SEC ↗
38 HighTower Advisors, LLC 13,117 $801K — +0.0% 9Q SEC ↗
39 CWM, LLC 13,099 $800K -4,702 -26.4% 13Q SEC ↗
40 SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,997 $793K -88,943 -87.3% 5Q SEC ↗
41 Advisory Services Network, LLC 12,885 $787K +50 +0.4% 17Q SEC ↗
42 TrustBank 12,614 $770K +75 +0.6% 3Q SEC ↗
43 Phoenix Financial Ltd. 12,545 $766K +1,935 +18.2% 5Q SEC ↗
44 CRA Financial Services, LLC 12,444 $760K — +0.0% 13Q SEC ↗
45 Arkadios Wealth Advisors 12,414 $758K +89 +0.7% 18Q SEC ↗
46 Merit Financial Group, LLC 10,737 $655K -361 -3.3% 5Q SEC ↗
47 Optimist Retirement Group LLC 10,706 $653K -1,763 -14.1% 8Q SEC ↗
48 NewEdge Advisors, LLC 10,353 $632K — +0.0% 14Q SEC ↗
49 RK Capital Management, LLC/FL 10,000 $610K — +0.0% 2Q SEC ↗
50 Valtinson Bruner Financial Planning LL 9,463 $578K — +0.0% 22Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
Allworth Financial LP +278,947 +1942.3% 293,309
RAYMOND JAMES FINANCIAL INC +90,082 +182.2% 139,512
OSAIC HOLDINGS, INC. +64,943 +28.8% 290,628
LPL Financial LLC +51,965 +89.8% 109,857
MAI Capital Management +11,345 +19.4% 69,851
MML INVESTORS SERVICES, LLC +10,380 +183.6% 16,034
ENVESTNET ASSET MANAGEMENT INC +9,853 +70.4% 23,855
Cambridge Investment Research Advis +7,559 +13.4% 64,088
IFP Advisors, Inc +4,444 +38.7% 15,925
OLD MISSION CAPITAL LLC +4,138 +16.1% 29,832
Cornerstone Wealth, LLC/TN +3,093 +21.2% 17,683
Dynamic Advisor Solutions LLC +2,317 +59.9% 6,185
CENTAURUS FINANCIAL, INC. +2,059 +49.6% 6,207
DHJJ Financial Advisors, Ltd. +2,055 +14.4% 16,289
RED CRANE WEALTH MANAGEMENT, LLC +2,043 +2.9% 72,367
Phoenix Financial Ltd. +1,935 +18.2% 12,545
First Heartland Consultants, Inc. +1,906 +41.2% 6,537
Diligent Investors, LLC +1,879 +9.0% 22,870
TRUIST FINANCIAL CORP +1,741 +4.6% 39,409
CREATIVE FINANCIAL DESIGNS INC /ADV +1,600 +10.3% 17,120
Biggest Decreases (20)
HolderReducedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL -88,943 -87.3% 12,997
Kestra Advisory Services, LLC -37,620 -42.2% 51,517
Keystone Wealth Services, LLC -11,695 -43.6% 15,124
GOLDMAN SACHS GROUP INC -11,687 -68.8% 5,294
JPMORGAN CHASE & CO -10,365 -89.9% 1,163
Maia Wealth LLC -6,447 -62.1% 3,927
CWM, LLC -4,702 -26.4% 13,099
Cambridge Advisors Inc. -2,424 -8.3% 26,629
Optimist Retirement Group LLC -1,763 -14.1% 10,706
BLAIR WILLIAM & CO/IL -1,700 -5.3% 30,573
Cetera Investment Advisers -1,678 -2.1% 77,391
Collaborative Wealth Managment Inc. -1,574 -19.6% 6,455
BCS Wealth Management -1,242 -6.3% 18,407
Sunbelt Securities, Inc. -985 -15.7% 5,293
Focus Partners Wealth -873 -15.6% 4,711
CORRADO ADVISORS, LLC -818 -3.1% 25,403
BIP Wealth, LLC -803 -1.8% 43,671
Beacon Financial Advisory LLC -688 -7.2% 8,872
Keating Financial Advisory Services -462 -8.5% 4,976
Certified Advisory Corp -406 -6.1% 6,282

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