BAPR Institutional Ownership & Shareholders
INNOVATOR U.S. EQUITY BUFFER (BAPR) is currently held by 119 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $322.14M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $117.12M, representing an estimated gain of +2.53% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% 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
119
Total Reported Value
$322.14M
Largest Holder
Lido Advisors, Llc
Largest Position
$114.23M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
129
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 | $117,121,374 | +$2,891,563 | +2.53% | |
| Cerity Partners Llc | 0.03% | 519,837 | $27,686,534 | $28,387,363 | +$700,829 | +2.53% | |
| Penserra Capital Management Llc | 0.20% | 487,968 | $25,989,000 | $26,647,054 | +$658,054 | +2.53% | |
| Cofg Advisors, Llc | 3.52% | 383,163 | $20,407,261 | $20,923,842 | +$516,581 | +2.53% | |
| Integral Investment Advisors, Inc. | 3.52% | 300,336 | $15,995,913 | $16,400,808 | +$404,895 | +2.53% | |
| Lpl Financial Llc | 0.00% | 184,989 | $9,852,514 | $10,101,916 | +$249,402 | +2.53% | |
| Macco Financial Group, Inc. | 4.89% | 141,289 | $7,525,052 | $7,715,538 | +$190,486 | +2.53% | |
| Osaic Holdings, Inc. | 0.01% | 123,925 | $6,600,181 | $6,767,321 | +$167,140 | +2.53% | |
| Envestnet Asset Management Inc | 0.00% | 108,092 | $5,756,963 | $5,902,710 | +$145,747 | +2.53% | |
| Commonwealth Equity Services, Llc | 0.01% | 89,415 | $4,762,240 | $4,882,792 | +$120,552 | +2.53% | |
| Cetera Investment Advisers | 0.00% | 79,878 | $4,254,276 | $4,361,994 | +$107,718 | +2.53% | |
| Hardworking Capital Advisors, Llc | 3.55% | 72,658 | $3,969,470 | $3,967,723 | -$1,747 | -0.04% | |
| Raymond James Financial Inc | 0.00% | 70,910 | $3,776,667 | $3,872,267 | +$95,600 | +2.53% | |
| My Personal Cfo, Llc | 1.34% | 68,328 | $3,732,895 | $3,731,269 | -$1,626 | -0.04% | |
| First Commonwealth Financial Corp | 0.41% | 55,355 | $2,948,207 | $3,022,837 | +$74,630 | +2.53% | |
| Blue Bell Private Wealth Management, Llc | 0.33% | 50,778 | $2,774,104 | $2,772,895 | -$1,209 | -0.04% | |
| Mml Investors Services, Llc | 0.00% | 40,205 | $2,141,305 | $2,195,523 | +$54,218 | +2.53% | |
| Benson Wealth Management Inc | 2.08% | 38,843 | $2,068,778 | $2,121,146 | +$52,368 | +2.53% | |
| Maltin Wealth Management, Inc. | 0.67% | 37,494 | $2,048,372 | $2,047,480 | -$892 | -0.04% | |
| Hb Wealth Management, Llc | 0.01% | 34,779 | $1,900,046 | $1,899,219 | -$827 | -0.04% | |
| Orion Porfolio Solutions, Llc | 0.01% | 35,356 | $1,883,061 | $1,930,728 | +$47,667 | +2.53% | |
| Southland Equity Partners Llc | 0.28% | 30,306 | $1,655,677 | $1,654,956 | -$721 | -0.04% | |
| Toptier Wealth Management, Llc | 0.91% | 28,401 | $1,551,603 | $1,550,927 | -$676 | -0.04% | |
| Concurrent Investment Advisors, Llc | 0.01% | 27,908 | $1,524,681 | $1,524,006 | -$675 | -0.04% | |
| Spire Wealth Management | 0.04% | 26,649 | $1,455,844 | $1,455,254 | -$590 | -0.04% | |
| Brookstone Capital Management | 0.01% | 25,299 | $1,382,135 | $1,381,533 | -$602 | -0.04% | |
| Kestra Advisory Services, Llc | 0.00% | 25,943 | $1,381,724 | $1,416,701 | +$34,977 | +2.53% | |
| Encompass More Asset Management | 0.19% | 24,309 | $1,328,049 | $1,327,471 | -$578 | -0.04% | |
| Sigma Planning Corp | 0.03% | 24,230 | $1,323,728 | $1,323,157 | -$571 | -0.04% | |
| Lantz Financial Llc | 0.23% | 22,861 | $1,248,942 | $1,248,398 | -$544 | -0.04% | |
| Signaturefd, Llc | 0.02% | 22,595 | $1,234,410 | $1,233,872 | -$538 | -0.04% | |
| Janney Montgomery Scott Llc | 0.00% | 22,865 | $1,218,000 | $1,248,616 | +$30,616 | +2.51% | |
| Valtinson Bruner Financial Planning Llc | 0.30% | 22,836 | $1,216,245 | $1,247,033 | +$30,788 | +2.53% | |
| Atria Investments, Inc | 0.01% | 21,994 | $1,201,576 | $1,201,053 | -$523 | -0.04% | |
| Dhjj Financial Advisors, Ltd. | 0.34% | 21,892 | $1,196,004 | $1,195,483 | -$521 | -0.04% | |
| Berkshire Money Management, Inc. | 0.10% | 21,374 | $1,167,705 | $1,167,196 | -$509 | -0.04% | |
| Snowden Capital Advisors Llc | 0.03% | 21,749 | $1,158,352 | $1,187,674 | +$29,322 | +2.53% | |
| Clear Point Advisors Inc. | 0.78% | 20,914 | $1,142,574 | $1,142,076 | -$498 | -0.04% | |
| World Investment Advisors | 0.02% | 21,546 | $1,138,321 | $1,176,588 | +$38,267 | +3.36% | |
| Beacon Pointe Advisors, Llc | 0.01% | 20,992 | $1,118,037 | $1,146,335 | +$28,298 | +2.53% | |
| Foronjy Financial Llc | 0.39% | 20,392 | $1,114,056 | $1,113,570 | -$486 | -0.04% | |
| Hrt Financial Lp | 0.00% | 19,248 | $1,025,000 | $1,051,099 | +$26,099 | +2.55% | |
| Goldman Sachs Group Inc | 0.00% | 17,733 | $944,460 | $968,367 | +$23,907 | +2.53% | |
| Cwm, Llc | 0.00% | 19,269 | $943,796 | $1,052,245 | +$108,449 | +11.49% | |
| City Center Advisors, Llc | 0.68% | 16,208 | $885,475 | $885,090 | -$385 | -0.04% | |
| Old Mission Capital Llc | 0.02% | 15,148 | $806,782 | $827,205 | +$20,423 | +2.53% | |
| Fsa Advisors, Inc. | 0.36% | 14,798 | $788,141 | $808,092 | +$19,951 | +2.53% | |
| Outlook Wealth Advisors, Llc | 0.17% | 14,211 | $776,375 | $776,037 | -$338 | -0.04% | |
| Principal Securities, Inc. | 0.01% | 13,681 | $728,650 | $747,095 | +$18,445 | +2.53% | |
| Ballast Rock Private Wealth Llc | 0.33% | 13,109 | $716,158 | $715,859 | -$299 | -0.04% |
Frequently asked questions about BAPR
Who are the largest institutional holders of BAPR?
The largest institutional holders of BAPR reported in the latest SEC Form 13F filings include Lido Advisors, Llc, Cerity Partners Llc, Penserra Capital Management Llc, Cofg Advisors, Llc, and Integral Investment Advisors, Inc.. InsiderSet ranks institutional holders by their latest reported BAPR position.
What is BAPR institutional ownership?
This page tracks BAPR positions reported by institutional investment managers through SEC Form 13F. INNOVATOR U.S. EQUITY BUFFER (BAPR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BAPR?
InsiderSet currently tracks 119 institutional managers reporting BAPR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BAPR shareholders.
How much BAPR stock do institutions own?
Institutional investment managers disclosed approximately $322.14M in BAPR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BAPR institutional ownership last updated?
The latest BAPR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BAPR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BAPR position after the reporting date.
Are institutions buying or selling BAPR?
Institutional buying and selling can be analyzed by comparing BAPR positions across consecutive 13F reporting periods. InsiderSet's BAPR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BAPR ownership changes.
How has BAPR institutional ownership changed over time?
InsiderSet tracks BAPR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.