INNOVATOR U.S. EQUITY BUFFER (BAPR) Institutional Ownership Changes & 13F Activity
INNOVATOR U.S. EQUITY BUFFER (BAPR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Cerity Partners Llc, Penserra Capital Management Llc, Hrt Financial Lp, Osaic Holdings, Inc., and Jpmorgan Chase & Co.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Beacon Pointe Advisors, Llc | Buy | +3,945 | +23.1% | 20,992 | $1.12M | Q2 2026 | Aug 18, 2026 |
| Fsa Advisors, Inc. | Sell | -1,355 | -8.4% | 14,798 | $788.14K | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Buy | +155 | +4.2% | 3,886 | $207.00K | Q2 2026 | Aug 17, 2026 |
| Cerity Partners Llc | Buy | +171,279 | +49.1% | 519,837 | $27.69M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +19,248 | — | 19,248 | $1.02M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +15,304 | +14.1% | 123,925 | $6.60M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +9,040 | +148.0% | 15,148 | $806.78K | Q2 2026 | Aug 14, 2026 |
| Cofg Advisors, Llc | Buy | +8,958 | +2.4% | 383,163 | $20.41M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +8,617 | — | 8,617 | $458.94K | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -5,331 | -23.1% | 17,733 | $944.46K | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, Llc | Buy | +4,659 | — | 4,659 | $248.14K | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Buy | +2,582 | +7.9% | 35,356 | $1.88M | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | Sell | -2,319 | -9.7% | 21,546 | $1.14M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +1,165 | — | 1,165 | $62.05K | Q2 2026 | Aug 14, 2026 |
| Barclays Plc | Buy | +1,002 | — | 1,002 | $53.37K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -933 | -1.3% | 70,910 | $3.78M | Q2 2026 | Aug 14, 2026 |
| Beck Capital Management, Llc | Sell | -15 | -0.2% | 6,030 | $321.16K | Q2 2026 | Aug 14, 2026 |
| Penserra Capital Management Llc | Buy | +62,611 | +14.7% | 487,968 | $25.99M | Q2 2026 | Aug 13, 2026 |
| Captrust Financial Advisors | Sell | -1,900 | -19.3% | 7,956 | $423.74K | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors Llc | Buy | +1,785 | +8.9% | 21,749 | $1.16M | Q2 2026 | Aug 13, 2026 |
| Creativeone Wealth, Llc | Buy | +1,188 | +16.7% | 8,304 | $442.27K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +9,428 | — | 9,428 | $500.27K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +1,375 | +1.8% | 79,878 | $4.25M | Q2 2026 | Aug 12, 2026 |
| First Commonwealth Financial Corp | Sell | -934 | -1.7% | 55,355 | $2.95M | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | Buy | +106 | +1.2% | 8,706 | $463.68K | Q2 2026 | Aug 12, 2026 |
| Tradition Wealth Management, Llc | Sell | -508 | -6.6% | 7,232 | $385.18K | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Advisors, Llc | Buy | +440 | +6.5% | 7,232 | $385.18K | Q2 2026 | Aug 11, 2026 |
| Keating Financial Advisory Services, Inc. | Buy | +65 | +4.1% | 1,654 | $88.09K | Q2 2026 | Aug 11, 2026 |
| Triad Wealth Partners, Llc | Sell | -3,735 | -29.8% | 8,815 | $474.84K | Q2 2026 | Aug 10, 2026 |
| Arkadios Wealth Advisors | Buy | +1,610 | +21.9% | 8,973 | $477.90K | Q2 2026 | Aug 10, 2026 |
Frequently asked questions about BAPR activity
Which institutional owners are buying BAPR?
Institutional owners buying BAPR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in BAPR activity?
"Buy" means an investor increased their reported position in BAPR compared to the prior reporting period. This reflects growing exposure to INNOVATOR U.S. EQUITY BUFFER (BAPR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in BAPR increasing?
Institutional interest in BAPR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.