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 $319.15M 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 $114.23M in its June 30, 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 $116.82M, representing an estimated gain of +2.27% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% of the total disclosed BAPR value among the investors covered in this analysis. Major shareholders include Lido Advisors, Llc, Cerity Partners Llc, Penserra Capital Management 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
117
Total Reported Value
$319.15M
Largest Holder
Lido Advisors, Llc
Largest Position
$114.23M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
131
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lido Advisors, Llc | 0.41% | 2,144,758 | $114,229,811 | $116,823,467 | +$2,593,656 | +2.27% | |
| Cerity Partners Llc | 0.03% | 519,837 | $27,686,534 | $28,315,158 | +$628,624 | +2.27% | |
| Penserra Capital Management Llc | 0.20% | 487,968 | $25,989,000 | $26,579,275 | +$590,275 | +2.27% | |
| Cofg Advisors, Llc | 3.52% | 383,163 | $20,407,261 | $20,870,620 | +$463,359 | +2.27% | |
| Integral Investment Advisors, Inc. | 3.52% | 300,336 | $15,995,913 | $16,359,092 | +$363,179 | +2.27% | |
| Lpl Financial Llc | 0.00% | 184,989 | $9,852,514 | $10,076,221 | +$223,707 | +2.27% | |
| Macco Financial Group, Inc. | 4.89% | 141,289 | $7,525,052 | $7,695,913 | +$170,861 | +2.27% | |
| Osaic Holdings, Inc. | 0.01% | 123,925 | $6,600,181 | $6,750,108 | +$149,927 | +2.27% | |
| Envestnet Asset Management Inc | 0.00% | 108,092 | $5,756,963 | $5,887,696 | +$130,733 | +2.27% | |
| Commonwealth Equity Services, Llc | 0.01% | 89,415 | $4,762,240 | $4,870,372 | +$108,132 | +2.27% | |
| Cetera Investment Advisers | 0.00% | 79,878 | $4,254,276 | $4,350,899 | +$96,623 | +2.27% | |
| Hardworking Capital Advisors, Llc | 3.26% | 74,926 | $3,990,577 | $4,081,167 | +$90,590 | +2.27% | |
| Raymond James Financial Inc | 0.00% | 70,910 | $3,776,667 | $3,862,418 | +$85,751 | +2.27% | |
| My Personal Cfo, Llc | 1.42% | 68,328 | $3,639,149 | $3,721,778 | +$82,629 | +2.27% | |
| First Commonwealth Financial Corp | 0.41% | 55,355 | $2,948,207 | $3,015,148 | +$66,941 | +2.27% | |
| Blue Bell Private Wealth Management, Llc | 0.34% | 51,496 | $2,742,677 | $2,804,951 | +$62,274 | +2.27% | |
| Mml Investors Services, Llc | 0.00% | 40,205 | $2,141,305 | $2,189,938 | +$48,633 | +2.27% | |
| Benson Wealth Management Inc | 2.08% | 38,843 | $2,068,778 | $2,115,751 | +$46,973 | +2.27% | |
| Maltin Wealth Management, Inc. | 0.67% | 37,494 | $1,996,930 | $2,042,272 | +$45,342 | +2.27% | |
| Orion Porfolio Solutions, Llc | 0.01% | 35,356 | $1,883,061 | $1,925,817 | +$42,756 | +2.27% | |
| Hb Wealth Management, Llc | 0.01% | 34,779 | $1,852,330 | $1,894,388 | +$42,058 | +2.27% | |
| Southland Equity Partners Llc | 0.29% | 30,908 | $1,646,160 | $1,683,537 | +$37,377 | +2.27% | |
| Toptier Wealth Management, Llc | 0.91% | 28,432 | $1,514,288 | $1,548,671 | +$34,383 | +2.27% | |
| Spire Wealth Management | 0.04% | 26,648 | $1,419,283 | $1,451,498 | +$32,215 | +2.27% | |
| Kestra Advisory Services, Llc | 0.00% | 25,943 | $1,381,724 | $1,413,097 | +$31,373 | +2.27% | |
| Sigma Planning Corp | 0.03% | 24,584 | $1,309,338 | $1,339,073 | +$29,735 | +2.27% | |
| Lantz Financial Llc | 0.22% | 22,894 | $1,219,334 | $1,247,020 | +$27,686 | +2.27% | |
| Janney Montgomery Scott Llc | 0.00% | 22,865 | $1,218,000 | $1,245,441 | +$27,441 | +2.25% | |
| Valtinson Bruner Financial Planning Llc | 0.30% | 22,836 | $1,216,245 | $1,243,861 | +$27,616 | +2.27% | |
| Signaturefd, Llc | 0.02% | 22,595 | $1,203,410 | $1,230,734 | +$27,324 | +2.27% | |
| Dhjj Financial Advisors, Ltd. | 0.34% | 21,892 | $1,165,968 | $1,192,442 | +$26,474 | +2.27% | |
| Snowden Capital Advisors Llc | 0.03% | 21,749 | $1,158,352 | $1,184,653 | +$26,301 | +2.27% | |
| Brookstone Capital Management | 0.01% | 21,542 | $1,147,327 | $1,173,378 | +$26,051 | +2.27% | |
| Atria Investments, Inc | 0.01% | 21,392 | $1,139,338 | $1,165,207 | +$25,869 | +2.27% | |
| Berkshire Money Management, Inc. | 0.10% | 21,374 | $1,138,380 | $1,164,227 | +$25,847 | +2.27% | |
| World Investment Advisors | 0.02% | 21,546 | $1,138,321 | $1,173,596 | +$35,275 | +3.10% | |
| Beacon Pointe Advisors, Llc | 0.01% | 20,992 | $1,118,037 | $1,143,420 | +$25,383 | +2.27% | |
| Hrt Financial Lp | 0.00% | 19,248 | $1,025,000 | $1,048,425 | +$23,425 | +2.29% | |
| Foronjy Financial Llc | 0.38% | 19,184 | $1,021,740 | $1,044,939 | +$23,199 | +2.27% | |
| Goldman Sachs Group Inc | 0.00% | 17,733 | $944,460 | $965,904 | +$21,444 | +2.27% | |
| Cwm, Llc | 0.00% | 19,269 | $943,796 | $1,049,569 | +$105,773 | +11.21% | |
| Strategic Blueprint, Llc | 0.05% | 17,484 | $931,198 | $952,341 | +$21,143 | +2.27% | |
| Corrado Advisors, Llc | 0.39% | 15,744 | $838,526 | $857,565 | +$19,039 | +2.27% | |
| City Center Advisors, Llc | 0.67% | 15,603 | $831,016 | $849,884 | +$18,868 | +2.27% | |
| Old Mission Capital Llc | 0.02% | 15,148 | $806,782 | $825,101 | +$18,319 | +2.27% | |
| Outlook Wealth Advisors, Llc | 0.17% | 14,967 | $797,116 | $815,242 | +$18,126 | +2.27% | |
| Fsa Advisors, Inc. | 0.36% | 14,798 | $788,141 | $806,037 | +$17,896 | +2.27% | |
| Principal Securities, Inc. | 0.01% | 13,681 | $728,650 | $745,194 | +$16,544 | +2.27% | |
| Ballast Rock Private Wealth Llc | 0.32% | 13,109 | $698,172 | $714,038 | +$15,866 | +2.27% | |
| Xml Financial, Llc | 0.05% | 12,732 | $678,106 | $693,503 | +$15,397 | +2.27% |
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.