INNOVATOR U.S. EQUITY BUFFER (BAPR) Institutional Shareholders
INNOVATOR U.S. EQUITY BUFFER (BAPR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $264.57M in BAPR holdings during the latest filing period.
Lido Advisors, Llc is currently the largest disclosed institutional shareholder of BAPR tracked by InsiderSet, reporting ownership valued at approximately $107.48M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $117.82M, representing an estimated gain of +9.62% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed BAPR value among the investors covered in this analysis. Major shareholders include Lido Advisors, Llc, Cofg Advisors, Llc, Cerity Partners Llc, and several other long-term asset managers with concentrated positions in INNOVATOR U.S. EQUITY BUFFER (BAPR).
This page ranks the largest institutional BAPR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
112
Total Reported Value
$264.57M
Largest Holder
Lido Advisors, Llc
Largest Position
$107.48M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
124
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lido Advisors, Llc | 0.42% | 2,194,315 | $107,477,549 | $117,821,550 | +$10,344,001 | +9.62% | |
| Cofg Advisors, Llc | 4.53% | 374,205 | $18,328,561 | $20,092,563 | +$1,764,002 | +9.62% | |
| Cerity Partners Llc | 0.02% | 348,558 | $17,072,385 | $18,715,473 | +$1,643,088 | +9.62% | |
| Integral Investment Advisors, Inc. | 3.52% | 300,336 | $15,995,913 | $16,126,241 | +$130,328 | +0.81% | |
| Hightower Advisors, Llc | 0.01% | 177,685 | $8,703,011 | $9,540,618 | +$837,607 | +9.62% | |
| Lpl Financial Llc | 0.00% | 150,749 | $7,383,686 | $8,094,317 | +$710,631 | +9.62% | |
| Macco Financial Group, Inc. | 4.18% | 112,569 | $5,513,630 | $6,044,280 | +$530,650 | +9.62% | |
| Osaic Holdings, Inc. | 0.01% | 108,621 | $5,320,207 | $5,832,296 | +$512,089 | +9.63% | |
| Commonwealth Equity Services, Llc | 0.01% | 92,598 | $4,535,450 | $4,971,957 | +$436,507 | +9.62% | |
| Envestnet Asset Management Inc | 0.00% | 82,152 | $4,023,805 | $4,411,069 | +$387,264 | +9.62% | |
| Hardworking Capital Advisors, Llc | 3.67% | 79,985 | $3,917,682 | $4,294,715 | +$377,033 | +9.62% | |
| Cetera Investment Advisers | 0.00% | 78,503 | $3,845,052 | $4,215,140 | +$370,088 | +9.63% | |
| My Personal Cfo, Llc | 1.42% | 68,328 | $3,639,149 | $3,668,804 | +$29,655 | +0.81% | |
| Raymond James Financial Inc | 0.00% | 71,843 | $3,518,870 | $3,857,538 | +$338,668 | +9.62% | |
| First Commonwealth Financial Corp | 0.44% | 56,289 | $2,757,035 | $3,022,382 | +$265,347 | +9.62% | |
| Blue Bell Private Wealth Management, Llc | 0.34% | 48,357 | $2,368,526 | $2,596,481 | +$227,955 | +9.62% | |
| Maltin Wealth Management, Inc. | 0.67% | 37,494 | $1,996,930 | $2,013,203 | +$16,273 | +0.81% | |
| Benson Wealth Management Inc | 2.61% | 39,018 | $1,911,102 | $2,095,032 | +$183,930 | +9.62% | |
| Southland Equity Partners Llc | 0.29% | 30,908 | $1,646,160 | $1,659,574 | +$13,414 | +0.81% | |
| Kestra Advisory Services, Llc | 0.01% | 32,923 | $1,612,569 | $1,767,768 | +$155,199 | +9.62% | |
| Orion Porfolio Solutions, Llc | 0.01% | 32,774 | $1,605,271 | $1,759,767 | +$154,496 | +9.62% | |
| Toptier Wealth Management, Llc | 0.91% | 28,432 | $1,514,288 | $1,526,628 | +$12,340 | +0.81% | |
| Spire Wealth Management | 0.04% | 26,648 | $1,419,283 | $1,430,838 | +$11,555 | +0.81% | |
| Lantz Financial Llc | 0.22% | 22,894 | $1,219,334 | $1,229,270 | +$9,936 | +0.81% | |
| Signaturefd, Llc | 0.02% | 22,595 | $1,203,410 | $1,213,216 | +$9,806 | +0.81% | |
| World Investment Advisors | 0.02% | 23,865 | $1,168,902 | $1,281,407 | +$112,505 | +9.62% | |
| Dhjj Financial Advisors, Ltd. | 0.34% | 21,892 | $1,165,968 | $1,175,469 | +$9,501 | +0.81% | |
| Sigma Planning Corp | 0.03% | 23,552 | $1,153,572 | $1,264,601 | +$111,029 | +9.62% | |
| Brookstone Capital Management | 0.01% | 21,542 | $1,147,327 | $1,156,676 | +$9,349 | +0.81% | |
| Berkshire Money Management, Inc. | 0.10% | 21,374 | $1,138,380 | $1,147,656 | +$9,276 | +0.81% | |
| Goldman Sachs Group Inc | 0.00% | 23,064 | $1,129,675 | $1,238,398 | +$108,723 | +9.62% | |
| Valtinson Bruner Financial Planning Llc | 0.31% | 22,836 | $1,118,507 | $1,226,156 | +$107,649 | +9.62% | |
| Atria Investments, Inc | 0.01% | 22,692 | $1,111,454 | $1,218,424 | +$106,970 | +9.62% | |
| Foronjy Financial Llc | 0.38% | 19,184 | $1,021,740 | $1,030,066 | +$8,326 | +0.81% | |
| Snowden Capital Advisors Llc | 0.03% | 19,964 | $977,837 | $1,071,947 | +$94,110 | +9.62% | |
| Cwm, Llc | 0.00% | 19,269 | $943,796 | $1,034,630 | +$90,834 | +9.62% | |
| Strategic Blueprint, Llc | 0.05% | 17,484 | $931,198 | $938,786 | +$7,588 | +0.81% | |
| Beacon Pointe Advisors, Llc | 0.00% | 17,047 | $834,965 | $915,322 | +$80,357 | +9.62% | |
| City Center Advisors, Llc | 0.67% | 15,603 | $831,016 | $837,787 | +$6,771 | +0.81% | |
| Fsa Advisors, Inc. | 0.52% | 16,153 | $791,174 | $867,319 | +$76,145 | +9.62% | |
| Hb Wealth Management, Llc | 0.00% | 15,301 | $749,443 | $821,572 | +$72,129 | +9.62% | |
| Mml Investors Services, Llc | 0.00% | 15,288 | $748,806 | $820,874 | +$72,068 | +9.62% | |
| Outlook Wealth Advisors, Llc | 0.18% | 15,211 | $745,010 | $816,739 | +$71,729 | +9.63% | |
| Xml Financial, Llc | 0.05% | 12,732 | $678,106 | $683,632 | +$5,526 | +0.81% | |
| Ballast Rock Private Wealth Llc | 0.36% | 13,109 | $642,067 | $703,875 | +$61,808 | +9.63% | |
| Principal Securities, Inc. | 0.01% | 12,917 | $632,675 | $693,565 | +$60,890 | +9.62% | |
| Triad Wealth Partners, Llc | 0.05% | 12,550 | $614,699 | $673,860 | +$59,161 | +9.62% | |
| Gwn Securities Inc. | 0.11% | 12,248 | $599,912 | $657,644 | +$57,732 | +9.62% | |
| Keystone Wealth Services, Llc | 0.13% | 12,095 | $592,413 | $649,429 | +$57,016 | +9.62% | |
| Harbour Investments, Inc. | 0.01% | 11,958 | $585,703 | $642,073 | +$56,370 | +9.62% |
Frequently asked questions about BAPR
Who owns the most BAPR stock?
The largest holders of BAPR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INNOVATOR U.S. EQUITY BUFFER (BAPR).
Is BAPR widely held by superinvestors?
Many widely followed stocks like BAPR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BAPR is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.