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Innovator U.S. Equity Buffer (BAPR)

CUSIP: 45782C888 | NYSE | 230 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Integral Investment Advisors, Inc.299,122
3.5% of portfolio›$16.3M
Macco Financial Group, Inc.154,944
5.1% of portfolio›$8.5M
Commonwealth Equity Services, LLC73,371
0.0% of portfolio›$4.0M
Hardworking Capital Advisors, LLC72,658
3.3% of portfolio›$4.0M
My Personal CFO, LLC68,328
1.3% of portfolio›$3.7M
Blue Bell Private Wealth Management, LLC50,778
0.3% of portfolio›$2.8M
Maltin Wealth Management, Inc.37,494
0.7% of portfolio›$2.0M
HB Wealth Management, LLC34,779
0.0% of portfolio›$1.9M
Southland Equity Partners LLC30,306
0.3% of portfolio›$1.7M
TopTier Wealth Management, LLC28,401
0.9% of portfolio›$1.6M
Kestra Advisory Services, LLC28,325
0.0% of portfolio›$1.5M
Concurrent Investment Advisors, LLC27,908
0.0% of portfolio›$1.5M
Spire Wealth Management26,649
0.0% of portfolio›$1.5M
Cambridge Investment Research Advisors, Inc.25,745
0.0% of portfolio›$1.4M
Brookstone Capital Management25,299
0.0% of portfolio›$1.4M
Encompass More Asset Management24,309
0.2% of portfolio›$1.3M
Sigma Planning Corp24,230
0.0% of portfolio›$1.3M
Lantz Financial LLC22,861
0.2% of portfolio›$1.2M
Signaturefd, LLC22,595
0.0% of portfolio›$1.2M
Valtinson Bruner Financial Planning LLC22,394
0.3% of portfolio›$1.2M
Atria Investments, Inc21,994
0.0% of portfolio›$1.2M
Dhjj Financial Advisors, Ltd.21,892
0.3% of portfolio›$1.2M
Berkshire Money Management, Inc.21,374
0.1% of portfolio›$1.2M
Clear Point Advisors Inc.20,914
0.8% of portfolio›$1.1M
Foronjy Financial LLC20,392
0.4% of portfolio›$1.1M
City Center Advisors, LLC16,208
0.7% of portfolio›$885.5K
Outlook Wealth Advisors, LLC14,211
0.2% of portfolio›$776.4K
Ballast Rock Private Wealth LLC13,109
0.3% of portfolio›$716.2K
Keystone Wealth Services, LLC12,113
0.1% of portfolio›$662.0K
XML Financial, LLC11,666
0.0% of portfolio›$637.3K
Chris Bulman Inc10,368
0.2% of portfolio›$566.4K
WealthPLAN Partners, LLC9,740
0.1% of portfolio›$532.1K
Triad Wealth Partners, LLC9,474
0.0% of portfolio›$517.6K
Caliber Wealth Management, LLC / KS9,306
0.0% of portfolio›$508.4K
Goldstein Advisors, LLC8,548
0.0% of portfolio›$467.0K
Diligent Investors, LLC8,483
0.1% of portfolio›$463.4K
Fragasso Financial Advisors Inc8,231
0.0% of portfolio›$453.6K
Signal Advisors Wealth, LLC7,571
0.0% of portfolio›$413.6K
CoreCap Advisors, LLC6,900
0.0% of portfolio›$377.0K
Farther Finance Advisors, LLC6,030
0.0% of portfolio›$329.4K
Souders Financial Advisors5,857
0.0% of portfolio›$320.0K
Trek Financial, LLC5,727
0.0% of portfolio›$312.9K
BFI Wealth Solutions, LLC5,674
0.2% of portfolio›$310.0K
Blue Sky Capital Consultants Group, Inc.5,548
0.1% of portfolio›$303.1K
Strategic Blueprint, LLC5,511
0.0% of portfolio›$301.1K
Wealth Enhancement Advisory Services, LLC5,362
0.0% of portfolio›$294.7K
Beacon Financial Advisory LLC4,905
0.1% of portfolio›$268.0K
Commerce Advisors, LLC4,800
0.1% of portfolio›$262.2K
Simplicity Wealth,LLC4,695
0.0% of portfolio›$256.5K
4J Wealth Management LLC4,000
0.1% of portfolio›$218.5K
KFG Wealth Management, LLC3,774
0.0% of portfolio›$206.2K
Ashton Thomas Private Wealth, LLC3,139
0.0% of portfolio›$171.5K
Chapman Financial Group, LLC3,003
0.1% of portfolio›$164.1K
Capital Investment Advisory Services, LLC2,867
0.0% of portfolio›$156.6K
IFP Advisors, Inc1,582
0.0% of portfolio›$86.4K
Creative Financial Designs Inc1,100
0.0% of portfolio›$60.1K
Financial Network Wealth Advisors LLC1,039
0.1% of portfolio›$56.8K
Noble Wealth Management PBC910
0.0% of portfolio›$49.7K
IMG Wealth Management, Inc.527
0.0% of portfolio›$28.8K
Cape Investment Advisory, Inc.100
0.0% of portfolio›$5.5K
Gilpin Wealth Management, LLC100
0.0% of portfolio›$5.5K
Country Trust Bank83
0.0% of portfolio›$4.5K
Latitude Advisors, LLC41
0.0% of portfolio›$2.2K
Comprehensive Financial Planning, Inc.32
0.0% of portfolio›$1.7K
StyleTurnoverLocationFiled
Integral Investment Advisors, Inc.
299,122$16.3M3.5%ETFVery LowTurlock, CA2026-11-03
Macco Financial Group, Inc.
154,944$8.5M5.1%ETFHighGreen Bay, WI2026-11-05
Commonwealth Equity Services, LLC
73,371$4.0M0.0%ETFLowWaltham, MA2026-11-02
Hardworking Capital Advisors, LLC
72,658$4.0M3.3%GrowthMediumPalm Desert, CA2026-10-20
My Personal CFO, LLC
68,328$3.7M1.3%ETFHighVancouver, WA2026-10-14
Blue Bell Private Wealth Management, LLC
50,778$2.8M0.3%YieldVery LowBlue Bell, PA2026-10-29
Maltin Wealth Management, Inc.
37,494$2.0M0.7%ETFMediumRidgewood, NJ2026-10-13
HB Wealth Management, LLC
34,779$1.9M0.0%IndexVery LowAtlanta, GA2026-10-23
Southland Equity Partners LLC
30,306$1.7M0.3%ETFLowWildwood, MO2026-10-14
TopTier Wealth Management, LLC
28,401$1.6M0.9%ETFVery LowMuskego, WI2026-10-16
Kestra Advisory Services, LLC
28,325$1.5M0.0%CoreLowAustin, TX2026-11-02
Concurrent Investment Advisors, LLC
27,908$1.5M0.0%GrowthMediumTampa, FL2026-10-16
Spire Wealth Management
26,649$1.5M0.0%GrowthMediumMclean, VA2026-10-30
Cambridge Investment Research Advisors, Inc.
25,745$1.4M0.0%ETFLowFairfield, IA2026-11-02
Brookstone Capital Management
25,299$1.4M0.0%ETFMediumWheaton, IL2026-10-22
Encompass More Asset Management
24,309$1.3M0.2%ETFHighDanville, CA2026-10-16
Sigma Planning Corp
24,230$1.3M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Lantz Financial LLC
22,861$1.2M0.2%ETFLowNaperville, IL2026-10-15
Signaturefd, LLC
22,595$1.2M0.0%IndexLowAtlanta, GA2026-10-23
Valtinson Bruner Financial Planning LLC
22,394$1.2M0.3%ETFLowNew Brighton, MN2026-11-02
Atria Investments, Inc
21,994$1.2M0.0%CoreMediumCharlotte, NC2026-10-15
Dhjj Financial Advisors, Ltd.
21,892$1.2M0.3%ETFVery LowNaperville, IL2026-10-23
Berkshire Money Management, Inc.
21,374$1.2M0.1%ETFMediumDalton, MA2026-10-21
Clear Point Advisors Inc.
20,914$1.1M0.8%ETFMediumMelville, NY2026-10-30
Foronjy Financial LLC
20,392$1.1M0.4%ETFLowLos Osos, CA2026-10-14
City Center Advisors, LLC
16,208$885.5K0.7%ETFMediumTroy, MI2026-10-08
Outlook Wealth Advisors, LLC
14,211$776.4K0.2%ETFMediumShenandoah, TX2026-10-28
Ballast Rock Private Wealth LLC
13,109$716.2K0.3%ETFMediumCharleston, SC2026-10-26
Keystone Wealth Services, LLC
12,113$662.0K0.1%ETFHighPalm Desert, CA2026-11-03
XML Financial, LLC
11,666$637.3K0.0%ETFLowBethesda, MD2026-10-29
Chris Bulman Inc
10,368$566.4K0.2%ETFLowRoseville, CA2026-10-20
WealthPLAN Partners, LLC
9,740$532.1K0.1%CoreMediumOmaha, NE2026-10-15
Triad Wealth Partners, LLC
9,474$517.6K0.0%ETFMediumLawrence, KS2026-10-26
Caliber Wealth Management, LLC / KS
9,306$508.4K0.0%ETFLowOverland Park, KS2026-11-04
Goldstein Advisors, LLC
8,548$467.0K0.0%ETFMediumMadison, WI2026-10-15
Diligent Investors, LLC
8,483$463.4K0.1%CoreLowRedlands, CA2026-10-21
Fragasso Financial Advisors Inc
8,231$453.6K0.0%ETFLowSewickley, PA2026-10-13
Signal Advisors Wealth, LLC
7,571$413.6K0.0%ETFLowDetroit, MI2026-10-13
CoreCap Advisors, LLC
6,900$377.0K0.0%ETFMediumSouthfield, MI2026-10-08
Farther Finance Advisors, LLC
6,030$329.4K0.0%IndexLowSan Francisco, CA2026-10-08
Souders Financial Advisors
5,857$320.0K0.0%ETFLowCincinnati, OH2026-11-03
Trek Financial, LLC
5,727$312.9K0.0%ETFHighScottsdale, AZ2026-10-29
BFI Wealth Solutions, LLC
5,674$310.0K0.2%ETFLowDallas, TX2026-10-16
Blue Sky Capital Consultants Group, Inc.
5,548$303.1K0.1%GrowthMediumPoway, CA2026-10-13
Strategic Blueprint, LLC
5,511$301.1K0.0%ETFLowAtlanta, GA2026-10-22
Wealth Enhancement Advisory Services, LLC
5,362$294.7K0.0%CoreLowPlymouth, MN2026-10-13
Beacon Financial Advisory LLC
4,905$268.0K0.1%ETFLowCleveland, OH2026-10-16
Commerce Advisors, LLC
4,800$262.2K0.1%ETFLowMemphis, TN2026-10-19
Simplicity Wealth,LLC
4,695$256.5K0.0%ETFLowSummit, NJ2026-10-23
4J Wealth Management LLC
4,000$218.5K0.1%ETFMediumMclean, VA2026-11-02
KFG Wealth Management, LLC
3,774$206.2K0.0%ETFMediumGranger, IN2026-10-16
Ashton Thomas Private Wealth, LLC
3,139$171.5K0.0%CoreMediumScottsdale, AZ2026-11-03
Chapman Financial Group, LLC
3,003$164.1K0.1%CoreVery LowHonolulu, HI2026-10-26
Capital Investment Advisory Services, LLC
2,867$156.6K0.0%CoreMediumRaleigh, NC2026-10-30
IFP Advisors, Inc
1,582$86.4K0.0%GrowthLowTampa, FL2026-10-16
Creative Financial Designs Inc
1,100$60.1K0.0%ETFMediumKokomo, IN2026-11-04
Financial Network Wealth Advisors LLC
1,039$56.8K0.1%ETFLowMurray, UT2026-10-28
Noble Wealth Management PBC
910$49.7K0.0%YieldMediumGreenwood Village, CO2026-10-01
IMG Wealth Management, Inc.
527$28.8K0.0%ETFMediumJacksonville, FL2026-10-27
Cape Investment Advisory, Inc.
100$5.5K0.0%ETFLowMcdonough, GA2026-10-13
Gilpin Wealth Management, LLC
100$5.5K0.0%GrowthLowDenver, CO2026-10-09
Country Trust Bank
83$4.5K0.0%GrowthLowBloomington, IL2026-10-30
Latitude Advisors, LLC
41$2.2K0.0%ETFLowYorkville, IL2026-10-27
Comprehensive Financial Planning, Inc.
32$1.7K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27