Who Owns INNOVATOR ETFS TRUST (IAPR)?Hedge Fund & Institutional Holders

$31.24+0.13 (+0.40%)NYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+13 / -5

Price History

$25.90$27.29$28.68$30.06$31.45Sep 24Jun 25Mar 26

IAPR — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
PFS Partners, LLCNew Position+287K+$8.9B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+250K+$7.0B
Chris Bulman IncNew Position+60K+$1.8B
INVESTMENT MANAGEMENT CORP /VA/ /ADVNew Position+58K+$1.8B
Signal Advisors Wealth, LLCNew Position+51K+$1.6B
Focus Partners WealthIncreased+81K+$1.6B
Triad Wealth Partners, LLCNew Position+44K+$1.4B
CORRADO ADVISORS, LLCNew Position+44K+$1.3B
OLD MISSION CAPITAL LLCIncreased+37K+$1.1B
GILL CAPITAL PARTNERS, LLCNew Position+35K+$1.1B
Valmark Advisers, Inc.New Position+18K+$556.0M
DHJJ Financial Advisors, Ltd.New Position+17K+$513.0M
Compass Advisory Group LLCNew Position+16K+$494.0M
Straight Path Wealth ManagementNew Position+15K+$460.0M
Forvis Mazars Wealth Advisors, LLCNew Position+13K+$393.0M

IAPR — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Cetera Investment AdvisersDecreased-13K-$4.1B
Kovitz Investment Group Partners, LLCClosed Position-82K-$2.5B
LEIGH BALDWIN & CO., LLCClosed Position-9K-$1.8B
MAI Capital ManagementDecreased-5K-$1.1B
OSAIC HOLDINGS, INC.Decreased-22K-$1.1B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-14K-$1.0B
JPMORGAN CHASE & CODecreased-17K-$503.0M
RAYMOND JAMES FINANCIAL INCDecreased-5K-$438.8M
GTS SECURITIES LLCClosed Position-11K-$338.2M
COMMONS CAPITAL, LLCClosed Position-11K-$335.5M
CAPTRUST FINANCIAL ADVISORSDecreased-200-$310.5M
Allworth Financial LPDecreased-4K-$306.0M
Beacon Pointe Advisors, LLCDecreased-261-$269.0M
Kingsview Wealth Management, LLCClosed Position-8K-$251.3M
IFP Advisors, IncDecreased-4K-$210.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1HFG Wealth Management, LLC484,738$14.9B8.24%Share
2PFS Partners, LLC287,149$8.9B4.05%Share
3COMMONWEALTH EQUITY SERVICES, LLC250,309$7.0B9.33%Share
4Tradition Wealth Management, LLC97,856$3.0B0.22%Share
5Fragasso Financial Advisors Inc76,191$2.3B0.14%Share
6OSAIC HOLDINGS, INC.78,897$2.0B2.92%Share
7Focus Partners Wealth95,395$2.0B2.28%Share
8RAYMOND JAMES FINANCIAL INC67,064$2.0B0.62%Share
9Chris Bulman Inc59,599$1.8B0.81%Share
10INVESTMENT MANAGEMENT CORP /VA/ /ADV58,147$1.8B1.50%Share
11WPWealth LLP55,180$1.7B0.27%Share
12Signal Advisors Wealth, LLC50,905$1.6B0.12%Share
13Farther Finance Advisors, LLC47,723$1.5B15.76%Share
14Triad Wealth Partners, LLC44,103$1.4B0.13%Share
15Berger Financial Group, Inc43,626$1.3B0.08%Share
16OLD MISSION CAPITAL LLC43,577$1.3B0.03%Share
17CORRADO ADVISORS, LLC43,549$1.3B0.67%Share
18FIDUCIARY FINANCIAL GROUP, LLC39,331$1.2B0.17%Share
19GILL CAPITAL PARTNERS, LLC35,136$1.1B0.33%Share
20IFP Advisors, Inc36,675$1.0B0.02%Share
21ODonnell Financial Services, LLC28,482$878.0M0.30%Share
22AdvisorNet Financial, Inc21,114$651.0M0.03%Share
23Wealthspire Retirement, LLC19,179$591.0M0.04%Share
24Valmark Advisers, Inc.18,033$556.0M6.85%Share
25DHJJ Financial Advisors, Ltd.16,663$513.0M0.17%Share
26Compass Advisory Group LLC16,019$494.0M0.13%Share
27Straight Path Wealth Management14,920$460.0M0.12%Share
28Prairie Wealth Advisors, Inc.0$429.7M0.18%Share
29Forvis Mazars Wealth Advisors, LLC12,775$393.0M7.42%Share
30WealthPlan Investment Management, LLC12,541$386.0M0.02%Share
31AMERICAN ASSET MANAGEMENT INC.11,900$366.0M0.31%Share
32Beacon Financial Advisory LLC11,506$354.0M0.08%Share
33PFG Advisors10,638$328.0M0.02%Share
34Compound Planning, Inc.10,052$310.0M0.01%Share
35Lantz Financial LLC10,003$308.0M0.06%Share
36WorthPointe, LLC9,103$280.0M0.07%Share
37WEBSTERROGERS FINANCIAL ADVISORS, LLC9,109$280.0M0.08%Share
38Navis Wealth Advisors, LLC7,686$237.0M0.10%Share
39Helium Advisors LLC6,584$203.0M0.21%Share
40Vantage Point Financial LLC6,503$200.0M0.07%Share
41Main Street Financial Solutions, LLC6,515$200.0M0.01%Share
42Global Wealth Strategies & Associates3,365$103.0M0.03%Share
43Sunbelt Securities, Inc.2,754$84.0M0.01%Share
44Americana Partners, LLC1,361,198$42.0M1.15%Share
45CoreCap Advisors, LLC732$22.0M0.00%Share
46Composition Wealth, LLC580,197$17.9M0.26%Share
47Capital Investment Advisory Services, LLC409$12.0M0.00%Share
48Compound Planning, Inc.341$10.0M0.00%Share
49UBS Group AG269$8.0M0.00%Share
50ASSETMARK, INC167$5.0M0.01%Share

IAPR Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202599$68.0B+40
Q3 202559$60.8B-34
Q2 202593$157.5B+15
Q1 202578$102.7B+6
Q4 202472$21.1T+22
Q3 202450$29.4T-4
Q2 202454$26.0T+5
Q1 202449$44.1T—

As of Q4 2025, 50 institutional investors hold IAPR (INNOVATOR ETFS TRUST). The largest holder is HFG Wealth Management, LLC with $14.9B in shares. This quarter, 13 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own IAPR?

As of Q4 2025, 50 institutional investors report holding IAPR (INNOVATOR ETFS TRUST) in their 13F filings.

Who is the largest institutional holder of IAPR?

The largest institutional holder of IAPR is HFG Wealth Management, LLC with $14.9B in shares.

Is institutional ownership of IAPR increasing or decreasing?

This quarter, 13 institutions opened new positions in IAPR and 5 closed their positions.