INNOVATOR U.S. EQUITY BUFFER BAPR
$53.22
+0.0% 52w: $44.31 – $53.29
Latest 13F among current holders filed 1 month ago (May 18, 2026)
Price — last 12 months
research preview data44.3148.8053.29
Jun 20, 2025 Jul 2, 2026
Institutional holders
108
-1 QoQ
13F value
$284.4M
+2.2% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BAPR?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Lido Advisors, LLC | Wealth advisor | 2.2M | $107.5M | 0.4% | -0.1% |
| Penserra Capital Management LLC | Diversified mechanical | 425.4K | $20.8M | 0.2% | +11.1% |
| COFG Advisors, LLC | Wealth advisor | 374.2K | $18.3M | 4.5% | -0.7% |
| Cerity Partners LLC | Diversified mechanical | 348.6K | $17.1M | 0.0% | +6.4% |
| INTEGRAL INVESTMENT ADVISORS, INC. | Wealth advisor | 295.5K | $14.5M | 3.6% | +2.3% |
| HighTower Advisors, LLC | Diversified mechanical | 177.7K | $8.7M | 0.0% | -2.4% |
| LPL Financial LLC | Bank broker | 150.7K | $7.4M | 0.0% | +3.5% |
| Macco Financial Group, Inc. | Wealth advisor | 112.6K | $5.5M | 4.2% | +18.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 108.6K | $5.3M | 0.0% | -31.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 92.6K | $4.5M | 0.0% | +1.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 82.2K | $4.0M | 0.0% | -8.4% |
| Hardworking Capital Advisors, LLC | Wealth advisor | 80.0K | $3.9M | 3.7% | -2.3% |
| My Personal CFO, LLC | Wealth advisor | 78.8K | $3.9M | 1.7% | -1.3% |
| Cetera Investment Advisers | Wealth advisor | 78.5K | $3.8M | 0.0% | -1.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 71.8K | $3.5M | 0.0% | +1.0% |
| First Commonwealth Financial Corp /PA/ | Wealth advisor | 56.3K | $2.8M | 0.4% | -0.7% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | Wealth advisor | 48.4K | $2.4M | 0.3% | -2.3% |
| Benson Wealth Management INC | Wealth advisor | 39.0K | $1.9M | 2.6% | -41.4% |
| Maltin Wealth Management, Inc. | Wealth advisor | 37.5K | $1.8M | 0.7% | -6.0% |
| Kestra Advisory Services, LLC | Wealth advisor | 32.9K | $1.6M | 0.0% | -0.8% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 32.8K | $1.6M | 0.0% | New |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 32.6K | $1.6M | 0.0% | +2.8% |
| Southland Equity Partners LLC | Wealth advisor | 32.1K | $1.6M | 0.3% | Held |
| TopTier Wealth Management, LLC | Wealth advisor | 30.5K | $1.5M | 0.9% | -0.5% |
| SIGNATUREFD, LLC | Wealth advisor | 28.3K | $1.4M | 0.0% | Held |
| Spire Wealth Management | Wealth advisor | 26.8K | $1.3M | 0.0% | -0.2% |
| World Investment Advisors | Wealth advisor | 23.9K | $1.2M | 0.0% | +2.3% |
| Janney Montgomery Scott LLC | Diversified mechanical | 23.8K | $1.2M | 0.0% | +2.1% |
| Sigma Planning Corp | Wealth advisor | 23.6K | $1.2M | 0.0% | -0.6% |
| GOLDMAN SACHS GROUP INC | Bank broker | 23.1K | $1.1M | 0.0% | New |
| Valtinson Bruner Financial Planning LLC | Wealth advisor | 22.8K | $1.1M | 0.3% | -2.4% |
| Atria Investments, Inc | Wealth advisor | 22.7K | $1.1M | 0.0% | New |
| Berkshire Money Management, Inc. | Wealth advisor | 21.4K | $1.0M | 0.1% | Held |
| DHJJ Financial Advisors, Ltd. | Wealth advisor | 20.9K | $1.0M | 0.3% | -4.5% |
| Snowden Capital Advisors LLC | Diversified mechanical | 20.0K | $978K | 0.0% | -11.2% |
| CWM, LLC | Wealth advisor | 19.3K | $944K | 0.0% | New |
| Lantz Financial LLC | Wealth advisor | 18.9K | $928K | 0.2% | +2.4% |
| Brookstone Capital Management | Wealth advisor | 18.1K | $889K | 0.0% | +3.9% |
| Strategic Blueprint, LLC | Wealth advisor | 17.7K | $866K | 0.1% | +0.1% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 17.0K | $835K | 0.0% | +41.2% |
| City Center Advisors, LLC | Wealth advisor | 16.5K | $807K | 0.7% | 0.0% |
| FSA Advisors, Inc. | Wealth advisor | 16.2K | $791K | 0.5% | -2.0% |
| HB Wealth Management, LLC | Wealth advisor | 15.3K | $749K | 0.0% | New |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 15.3K | $749K | 0.0% | -54.1% |
| Outlook Wealth Advisors, LLC | Wealth advisor | 15.2K | $745K | 0.2% | -19.0% |
| FORONJY FINANCIAL LLC | Wealth advisor | 14.6K | $717K | 0.3% | +18.8% |
| XML Financial, LLC | Wealth advisor | 13.5K | $660K | 0.1% | +25.3% |
| Ballast Rock Private Wealth LLC | Wealth advisor | 13.1K | $642K | 0.4% | Held |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 12.9K | $633K | 0.0% | +55.0% |
| Triad Wealth Partners, LLC | Wealth advisor | 12.6K | $615K | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.