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ZAPR Institutional Ownership

Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr April
1W: -0.0% 1M: +0.3% YTD: +0.3%
$27.06
+0.02 (+0.09%)
 
Weekly Expected Move ±0.2%
$27 $27 $27 $27 $27
ETF CBOE · AUM $67.7M

Institutional Ownership — ZAPR

64
Institutional Holders
+13 vs prior quarter
0.0%
Ownership
+0.00pp
45M
Total Invested
22
New Positions
22
Increased
13
Reduced
5
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (70 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Kestra Advisory Services, LLC 271,124 $7M -5,112 -1.9% 5Q SEC ↗
2 C2P Capital Advisory Group, LLC d.b.a. 99,827 $3M +65,456 +190.4% 5Q SEC ↗
3 Lineweaver Wealth Advisors, LLC 87,756 $2M +20,512 +30.5% 4Q SEC ↗
4 COMMONWEALTH EQUITY SERVICES, LLC 79,665 $2M +9,349 +13.3% 5Q SEC ↗
5 Advisory Services Network, LLC 57,053 $2M +5,400 +10.5% 5Q SEC ↗
6 Sonoma Allocations LLC NEW 54,082 $1M — +0.0% 1Q SEC ↗
7 Farther Finance Advisors, LLC 53,940 $1M +51,840 +2468.6% 2Q SEC ↗
8 Brookstone Capital Management 53,293 $1M +984 +1.9% 5Q SEC ↗
9 KFG WEALTH MANAGEMENT, LLC 50,027 $1M +1,013 +2.1% 5Q SEC ↗
10 Kovack Advisors, Inc. 49,628 $1M +8,034 +19.3% 3Q SEC ↗
11 OLD MISSION CAPITAL LLC NEW 43,725 $1M — +0.0% 1Q SEC ↗
12 TRUIST FINANCIAL CORP 42,813 $1M +10,450 +32.3% 5Q SEC ↗
13 Cambridge Investment Research Advisors 42,394 $1M +18,905 +80.5% 5Q SEC ↗
14 Cetera Investment Advisers 39,617 $1M +13,928 +54.2% 5Q SEC ↗
15 World Investment Advisors 38,270 $1M — +0.0% 5Q SEC ↗
16 Family Legacy Financial Solutions, LLC 35,650 $965K -1,200 -3.3% 4Q SEC ↗
17 RAYMOND JAMES FINANCIAL INC 35,613 $964K +3,582 +11.2% 5Q SEC ↗
18 LPL Financial LLC 31,759 $860K +18,946 +147.9% 4Q SEC ↗
19 Cypress Wealth Services, LLC 27,741 $751K — +0.0% 5Q SEC ↗
20 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 26,851 $727K — +0.0% 1Q SEC ↗
21 CENTRAL VALLEY ADVISORS, LLC 26,373 $714K -790 -2.9% 5Q SEC ↗
22 OSAIC HOLDINGS, INC. 26,150 $708K +13,017 +99.1% 5Q SEC ↗
23 Atlantic Private Wealth, LLC 25,531 $691K — +0.0% 5Q SEC ↗
24 ENVESTNET ASSET MANAGEMENT INC 19,734 $534K +6,285 +46.7% 5Q SEC ↗
25 JANE STREET GROUP, LLC NEW 19,681 $533K — +0.0% 1Q SEC ↗
26 MML INVESTORS SERVICES, LLC NEW 19,312 $523K — +0.0% 1Q SEC ↗
27 CreativeOne Wealth, LLC 19,205 $520K -12,550 -39.5% 5Q SEC ↗
28 Wick Capital Partners, LLC 18,743 $507K -47 -0.3% 5Q SEC ↗
29 Virtue Capital Management, LLC NEW 17,481 $473K — +0.0% 1Q SEC ↗
30 CITADEL ADVISORS LLC NEW 15,396 $417K — +0.0% 1Q SEC ↗
31 TOUNJIAN ADVISORY PARTNERS, LLC NEW 15,251 $413K — +0.0% 1Q SEC ↗
32 INDEPENDENT FINANCIAL GROUP, LLC 14,948 $405K +1,448 +10.7% 5Q SEC ↗
33 Spectrum Advisors, Inc. NEW 14,283 $387K — +0.0% 1Q SEC ↗
34 KINGSWOOD WEALTH ADVISORS, LLC 14,008 $379K -164 -1.2% 5Q SEC ↗
35 Archer Investment Corp NEW 13,653 $370K — +0.0% 1Q SEC ↗
36 Trek Financial, LLC 13,543 $367K +5,736 +73.5% 3Q SEC ↗
37 Main Street Financial Solutions, LLC NEW 13,385 $362K — +0.0% 1Q SEC ↗
38 Triad Wealth Partners, LLC 12,352 $334K -127 -1.0% 5Q SEC ↗
39 Insight Wealth Partners, LLC NEW 12,311 $333K — +0.0% 1Q SEC ↗
40 FIRST MANHATTAN CO. LLC. 12,300 $333K — +0.0% 3Q SEC ↗
41 Ashton Thomas Private Wealth, LLC 11,618 $314K +3,805 +48.7% 2Q SEC ↗
42 KELLY FINANCIAL GROUP LLC NEW 11,400 $309K — +0.0% 1Q SEC ↗
43 Chris Bulman Inc NEW 11,074 $300K — +0.0% 1Q SEC ↗
44 Concurrent Investment Advisors, LLC NEW 10,836 $293K — +0.0% 1Q SEC ↗
45 Marshall Financial Group, LLC 10,710 $290K — +0.0% 5Q SEC ↗
46 CENTAURUS FINANCIAL, INC. 9,879 $267K +2,000 +25.4% 5Q SEC ↗
47 WEALTHGARDEN F.S. LLC NEW 9,820 $266K — +0.0% 1Q SEC ↗
48 Five Pine Wealth Management NEW 9,350 $253K — +0.0% 1Q SEC ↗
49 IMG Wealth Management, Inc. 9,008 $244K — +0.0% 2Q SEC ↗
50 FSA Advisors, Inc. 8,418 $228K -607 -6.7% 5Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
C2P Capital Advisory Group, LLC d.b +65,456 +190.4% 99,827
Farther Finance Advisors, LLC +51,840 +2468.6% 53,940
Lineweaver Wealth Advisors, LLC +20,512 +30.5% 87,756
LPL Financial LLC +18,946 +147.9% 31,759
Cambridge Investment Research Advis +18,905 +80.5% 42,394
Cetera Investment Advisers +13,928 +54.2% 39,617
OSAIC HOLDINGS, INC. +13,017 +99.1% 26,150
TRUIST FINANCIAL CORP +10,450 +32.3% 42,813
COMMONWEALTH EQUITY SERVICES, LLC +9,349 +13.3% 79,665
Kovack Advisors, Inc. +8,034 +19.3% 49,628
ENVESTNET ASSET MANAGEMENT INC +6,285 +46.7% 19,734
Trek Financial, LLC +5,736 +73.5% 13,543
Advisory Services Network, LLC +5,400 +10.5% 57,053
Ashton Thomas Private Wealth, LLC +3,805 +48.7% 11,618
RAYMOND JAMES FINANCIAL INC +3,582 +11.2% 35,613
CENTAURUS FINANCIAL, INC. +2,000 +25.4% 9,879
INDEPENDENT FINANCIAL GROUP, LLC +1,448 +10.7% 14,948
CoreCap Advisors, LLC +1,131 +27.5% 5,246
DHJJ Financial Advisors, Ltd. +1,100 +73.1% 2,605
KFG WEALTH MANAGEMENT, LLC +1,013 +2.1% 50,027
Biggest Decreases (8)
HolderReducedChange %Total Shares
CreativeOne Wealth, LLC -12,550 -39.5% 19,205
Kestra Advisory Services, LLC -5,112 -1.9% 271,124
Family Legacy Financial Solutions, -1,200 -3.3% 35,650
CENTRAL VALLEY ADVISORS, LLC -790 -2.9% 26,373
FSA Advisors, Inc. -607 -6.7% 8,418
KINGSWOOD WEALTH ADVISORS, LLC -164 -1.2% 14,008
Triad Wealth Partners, LLC -127 -1.0% 12,352
Wick Capital Partners, LLC -47 -0.3% 18,743

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