DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
BAPR

INNOVATOR U.S. EQUITY BUFFER ETF - APRIL

113 institutions still hold INNOVATOR U.S. EQUITY BUFFER ETF - APRIL as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 45782C888·113 13F holders·last filed Mar 31, 2026
Market cap
5.6%
vs prior quarter
13F value held
$220M
53.0% inst. owned
of float
Holders
113
-75 QoQ
filers reporting
Activity
+42 / −121
+1,035 added · −840 reduced
this quarter
Concentration
48.84%
Lido Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

113 institutions reported BAPR in Q1 2026. Lido Advisors, LLC leads at 48.8% of the visible book. -75 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Lido Advisors, LLC
CIK 0001650150
$107M2.2M0.33%Q1 2026
02
COFG Advisors, LLC
CIK 0002104330
$18M374K4.53%Q1 2026
03
Cerity Partners LLC
CIK 0001566475
$17M349K0.02%Q1 2026
04
INTEGRAL INVESTMENT ADVISORS, INC.
CIK 0001902826
$14M295K3.60%Q1 2026
05
HighTower Advisors, LLC
CIK 0001462245
$9M178K0.01%Q1 2026
06
LPL Financial LLC
CIK 0001403438
$7M151K0.00%Q1 2026
07
Macco Financial Group, Inc.
CIK 0002111816
$6M113K4.18%Q1 2026
08
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M109K0.01%Q1 2026
09
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$5M93K0.01%Q1 2026
10
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M82K0.00%Q1 2026
11
Hardworking Capital Advisors, LLC
CIK 0002098583
$4M80K3.67%Q1 2026
12
My Personal CFO, LLC
CIK 0001916366
$4M79K1.69%Q1 2026
13
Cetera Investment Advisers
CIK 0001666741
$4M79K0.00%Q1 2026
14
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M72K0.00%Q1 2026
15
FIRST COMMONWEALTH FINANCIAL CORP /PA/
CIK 0000712537
$3M56K0.44%Q1 2026
16
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 0001352860
$2M48K0.34%Q1 2026
17
Benson Wealth Management INC
CIK 0002109863
$2M39K2.61%Q1 2026
18
Maltin Wealth Management, Inc.
CIK 0001764260
$2M37K0.70%Q1 2026
19
Kestra Advisory Services, LLC
CIK 0001830819
$2M33K0.01%Q1 2026
20
Orion Porfolio Solutions, LLC
CIK 0001360533
$2M33K0.01%Q1 2026
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