PAPR institutional holders

Innovator U.S. Equity Power Buffer ETF - April · 242 reporting institutions · $675M reported value

Funds that can replace PAPR · PAPR return decomposition

Institutional holdings

Institutions reporting PAPR, largest first
InstitutionReported positionAdvisors at firmReport period
Alliancebernstein LP$94.1M5172026-06-30
Allworth Financial, LP$34M3172026-06-30
Osaic Holdings, Inc.$30M02026-06-30
Focus Partners Wealth$18.5M1,0482026-06-30
Raymond James Financial Inc$17.9M02026-06-30
Lpl Financial LLC$16.4M23,4582026-06-30
Envestnet Pmc$16.2M602026-06-30
Composition Wealth, LLC$16.2M762026-06-30
Blair William & Co/il$14.8M3292026-06-30
Kestra Advisory Services, LLC$13.8M1,4792026-06-30
Hightower Advisors, LLC$12.9M1,0462026-06-30
Cetera Investment Advisers$11.8M10,3702026-06-30
Wealth Enhancement Advisory Services, LLC$11.6M1,0262026-06-30
Commonwealth Equity Services, LLC$11M2,8632026-06-30
Cwm, LLC$10.5M6672026-03-31
Orion Porfolio Solutions, LLC$10M1992026-06-30
Bedel Financial Consulting, Inc.$10M192026-06-30
Beacon Pointe Advisors, LLC$9.6M4662026-06-30
Bellwether Advisors, LLC$9.2M82026-06-30
Southland Equity Partners, Llc.$8.9M252026-06-30
Cassady Wealth & Retirement Planning, LLC$8.8M52026-06-30
US Bancorp$8.4M02026-06-30
Aa Financial Advisors, LLC$8.4M122026-06-30
MML Investors Services, LLC$7.7M5,1202026-06-30
Triad Wealth Partners, LLC$7.6M492026-06-30
Tradition Wealth Management, LLC$7.4M232026-06-30
Brookstone Capital Management$6.3M3372026-06-30
Gill Capital Partners$6.1M102026-06-30
Truist Financial Corp$5.5M02026-06-30
Signal Advisors Wealth, LLC$5.3M452026-06-30
Rothschild Wealth LLC$5.3M312026-06-30
Elmwood Wealth Management, Inc.$5.2M42026-06-30
Talon Private Wealth, LLC$5.2M02026-03-31
Forvis Mazars Wealth Advisors, LLC$5.1M832026-06-30
Corecap Advisors, LLC$4.8M1182026-06-30
Pinnacle Wealth Management Group, Inc.$4.6M32026-06-30
Susquehanna International Group, LLP$4.5M02026-06-30
Corrado Advisors, LLC$4.4M52026-06-30
Mtm Financial Group, LLC$4.3M82026-06-30
Founders Financial Securities LLC$3.9M1172026-06-30
Keating Financial Advisory Services, Inc.$3.6M252026-06-30
Kfg Wealth Management, LLC$3.6M492026-06-30
Wpwealth LLP$3.5M152026-06-30
Nikulski Financial, Inc.$3.5M82026-06-30
Farther Finance Advisors, LLC$3.4M3342026-06-30
Harbour Investments, Inc.$3.3M2472026-06-30
Cra Financial Services, LLC$3.2M122026-06-30
Advisory Alpha, LLC$3.2M662026-06-30
World Investment Advisors$3.2M3592026-06-30
Mai Capital Management$3.1M3082026-06-30
Diligent Investors, LLC$3M32026-06-30
Cerity Partners LLC$2.9M7772026-06-30
Creativeone Wealth, LLC$2.8M2212026-06-30
Advisornet Wealth Partners$2.6M582026-06-30
Fiduciary Financial Advisors$2.5M512026-06-30
Chicago Oakbrook Financial Group$2.4M102026-06-30
Blue Water Asset Management$2.3M72026-06-30
Simplicity Wealth, LLC$2.2M02026-06-30
Newedge Advisors$2.2M6012026-06-30
Trek Financial, LLC$2.1M632026-06-30
Cresset Asset Management, LLC$2.1M2122026-06-30
Fortune Financial Group, Inc.$2.1M32026-06-30
Hb Wealth Management, LLC$2M1692026-06-30
Onedigital Investment Advisors LLC$2M3862026-06-30
Atria Investments, Inc$1.9M62026-06-30
Bfi Wealth Solutions, LLC$1.9M12026-06-30
Bcs Wealth Management, LLC$1.9M82026-06-30
Mutual Advisors, LLC$1.9M1532026-06-30
Captrust Financial Advisors$1.8M9622026-06-30
Sfmg, LLC$1.8M162026-06-30
Benjamin Edwards Inc$1.7M02026-06-30
Creative Planning$1.7M1,1712026-06-30
Apollon Wealth Management, LLC$1.6M1512026-06-30
Patriot Financial Group Insurance Agency, LLC$1.6M352026-06-30
Evermay Wealth Management LLC$1.6M232026-06-30
Prairie Wealth Advisors, Inc.$1.6M92026-06-30
Selby Wealth Management$1.5M32026-06-30
Castle Rock Wealth Management, LLC$1.4M72026-06-30
Chris Bulman Inc$1.4M72026-06-30
Ae Wealth Management LLC$1.4M4712026-06-30
Red Crane Wealth Management, LLC$1.4M22026-06-30
Dakota Wealth Management$1.4M02026-06-30
Dhjj Financial Advisors, Ltd.$1.4M72026-06-30
Advisory Services Network$1.4M2532026-06-30
Vantage Point Financial LLC$1.3M162026-06-30
Bullseye Investment Management, LLC$1.3M42025-09-30
Jacobi Capital Management LLC$1.3M322026-06-30
Concurrent Investment Advisors, LLC$1.3M3492026-06-30
Straight Path Wealth Management$1.3M102026-06-30
Rfg Advisory, LLC$1.3M1912026-06-30
Lineweaver Wealth Advisors, LLC$1.3M92026-06-30
Citadel Advisors LLC$1.3M02026-06-30
Spire Wealth Management$1.2M32026-06-30
Merit Financial Group, LLC$1.2M2952026-06-30
Cornerstone Wealth, Llc/tn$1.2M02026-06-30
Wealthplan Investment Management, LLC$1.2M292026-06-30
Ifp Advisors, Inc$1.2M3182026-06-30
Weaver Consulting Group, LLC$1.1M42026-06-30
The Caprock Group, LLC$1.1M512026-06-30
Continuum Advisory, LLC$1M402026-06-30
Fsa Advisors, Inc.$1M02026-06-30
Belpointe Asset Management LLC$1M1702026-06-30
Blue Bell Private Wealth Management, LLC$1M112026-06-30
The Wealth Alliance, LLC$996.6K122026-06-30
Compound Planning, Inc.$962.2K752026-06-30
Valmark Advisers, Inc.$952.1K2952026-06-30
Quest 10 Wealth Builders, Inc.$924.8K32026-06-30
Encompass More Asset Management$913.1K862026-06-30
Arax Advisory Partners$907.5K2322026-06-30
Phoenix Financial Ltd.$896.8K02026-06-30
Foundations Investment Advisors, LLC$874.4K3022026-06-30
Arkadios Wealth Advisors$852.4K2262026-06-30
Outlook Wealth Advisors, LLC$846.4K62026-06-30
Principal Securities, Inc.$825.1K1,4632026-06-30
Yarger Wealth Strategies, LLC$814K42026-06-30
City Center Advisors, LLC$793.6K72026-06-30
Forty-Three Eighteen Advisors, LLC$788.1K02026-06-30
First Commonwealth Financial Corp /PA$782.6K02026-06-30
Independent Financial Group, LLC$781.1K4812026-06-30
Collaborative Wealth Managment Inc.$771.7K132026-06-30
Per Stirling Capital Management, Llc.$764.5K312026-06-30
Riverchase Wealth Management, LLC$758.2K32026-06-30
Cornerstone Wealth Group, LLC$757.2K302026-06-30
Helium Advisors LLC$746.6K52026-06-30
Global Assets Advisory, LLC$734.2K302026-06-30
Pacific Park Financial, Inc.$711.9K12026-06-30
Valtinson Bruner Financial Planning LLC$711.1K72026-06-30
Global Retirement Partners LLC$697.6K4912026-06-30
Ponta Wealth Partners, LLC$691.4K22026-06-30
Wealthplan Partners, LLC$677.5K262026-06-30
Fiduciary Financial Group, LLC$673.7K92026-06-30
Hbw Advisory Services LLC$670.1K682026-06-30
Schulz Wealth, Ltd.$654.7K32026-06-30
Main Street Financial Solutions, LLC$652K412026-06-30
Trustbank$624.4K02026-06-30
Liberty Atlantic Advisors$624.2K72026-06-30
Madison Wealth Partners, Inc$614K412026-06-30
Atticus Wealth Management, LLC$611.4K82026-06-30
Orion Capital Management LLC$596.9K42026-06-30
Jpmorgan Chase & Co$579.6K02026-06-30
Integrated Wealth Concepts LLC$569.7K4802026-06-30
Ascent Wealth Partners, LLC$559.6K122026-06-30
PNC Financial Services Group, Inc.$547.5K02026-06-30
Compass Advisors$541.8K52026-06-30
Retirement Income Solutions, Inc$539.1K162026-06-30
Sound View Wealth Advisors Group, LLC$538.2K92026-06-30
Opus Financial Solutions LLC$525.5K22026-06-30
Chapman Financial Group, LLC$522.6K02026-06-30
Sequoia Financial Group, LLC$519.7K2582026-06-30
Jane Street Group, LLC$512.3K02026-06-30
Mgo One Seven LLC$508K1182026-06-30
Cape Investment Advisory, Inc.$497.7K352026-06-30
Quantinno Capital Management LP$496.5K02026-06-30
Toptier Wealth Management, LLC$494.7K22026-06-30
Clay Northam Wealth Management$485.9K22026-06-30
Ballast Rock Private Wealth LLC$476.4K102026-06-30
Garden State Investment Advisory Services LLC$468.2K332026-06-30
Keystone Wealth Services, LLC$467.2K122026-06-30
Blue Zone Wealth Advisors, LLC$466.9K62026-06-30
Old Mission Capital LLC$465.3K02026-06-30
Focus Financial$459.6K1212026-06-30
J.W. Cole Advisors, Inc.$446.2K4992026-06-30
Assuredpartners Investment Advisors$425.2K292026-06-30
Milestone Asset Management, LLC$421.9K112026-06-30
Journey Retirement Planning and Investment Management, LLC$407.8K52026-06-30
Fidelis Capital Partners, LLC$406K142026-06-30
Blue Sky Capital Consultants Group, Inc.$401.1K72026-06-30
Creative Financial Designs Inc /adv$395.8K02026-06-30
Galvin, Gaustad & Stein, LLC$388.9K82026-06-30
Americana Partners, LLC$383.9K532026-06-30
Ausdal Financial Partners, Inc.$383.5K1892026-06-30
Bip Wealth, LLC$381.7K622026-06-30
Waterloo Capital, LP$379.9K572026-06-30
Fort Washington Investment Advisors Inc /oh$379.8K02026-06-30
Faithward Advisors, LLC$379.6K182026-06-30
Financial Network Wealth Advisors LLC$378K72026-06-30
Integral Wealth Management$366.5K52026-06-30
Silver Oak Securities, Incorporated$360.4K1172026-06-30
McAdam LLC$356.8K1352026-06-30
Inspire Advisors, LLC$348.4K752026-06-30
Planvest Financial, Inc$346.5K62026-06-30
Bcgm Wealth Management, LLC$345.7K112026-06-30
Smith Shellnut Wilson LLC /adv$333.4K122026-06-30
Dynamic$322.5K752026-06-30
Sequent Planning LLC$313.8K1002026-06-30
City Holding Co$313.6K02026-06-30
Cypress Wealth Services, LLC$300.1K142026-06-30
U.S. Capital Wealth Advisors, LLC$300K02026-03-31
Seros Financial, LLC$299.6K82026-06-30
Websterrogers Financial Advisors, LLC$295.9K72026-06-30
Visionary Wealth Advisors$291.9K462026-06-30
Ashton Thomas Private Wealth, LLC$282.8K962026-06-30
Integrity Alliance, Llc.$279.4K3532026-06-30
Envestnet Portfolio Solutions, Inc.$277.3K32026-06-30
Clearstead; Clearstead Advisory Solutions$276.1K642026-06-30
Advyzon Investment Management, LLC$274.3K22026-06-30
Aqr Capital Management LLC$267.7K12026-06-30
Worthpointe, LLC$262.6K72026-06-30
Midwest Financial Network, LLC$255.6K22026-06-30
Axxcess Wealth Management, LLC$251K382026-06-30
Resolute Wealth Advisor, Inc.$246.6K32026-06-30
Weaver Capital Management LLC$242.9K32026-06-30
Retirement Guys Formula LLC$241.5K62026-06-30
Bernard Wealth Management Corp.$239.3K32026-06-30
Beacon Financial Advisory LLC$233.5K132026-06-30
C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors$232.4K1032026-06-30
Long Island Wealth Management, Inc.$223.7K12026-06-30
Bluesphere Advisors LLC$223.2K42026-06-30
Img Wealth Management, Inc.$214.7K72026-06-30
Stirlingshire Investments, Inc.$211.8K282026-06-30
Nations Financial Group Inc, /ia/ /adv$209.1K02026-06-30
Jim Saulnier & Associates, LLC$205.6K52026-06-30
Catalina Capital Group, LLC$202.4K02026-03-31
Steward Partners Investment Advisory, LLC$178.8K4812026-06-30
Morgan Stanley$146.4K23,1852026-06-30
Blackrock, Inc.$135.6K02026-06-30
Barclays PLC$133.3K02026-06-30
Red Reef Advisors LLC$122.4K32026-06-30
Wealthshield Partners, LLC$118.9K02026-06-30
Ghp Investment Advisors Inc$116.1K272026-06-30
Sunbelt Securities, Inc.$99.5K632026-03-31
Capital Investment Advisory Services, LLC$92.5K1032026-06-30
Tounjian Advisory Partners, LLC$85.3K52026-06-30
Penserra Capital Management LLC$72.7K92026-06-30
Integrity Financial Corp /wa$70.6K142026-06-30
Rockefeller Capital Management LP$54.1K3462026-06-30
Lloyd Advisory Services, Llc.$48.8K72026-06-30
Ameriflex Group, Inc.$33.2K2122026-06-30
Reicon Wealth Advisors, LLC$30.6K52026-06-30
Evolution Wealth Management Inc.$25.3K32026-06-30
Northwestern Mutual Wealth Management Co$13.8K02026-06-30
Anfield Capital Management, LLC$13.5K02026-03-31
Janney Montgomery Scott LLC$12.9K1,3422026-06-30
Bank of Montreal /can$12.2K02026-06-30
Cambridge Investment Research Advisors, Inc.$10.1K3,9402026-03-31
Motiv8 Investments LLC$5.8K102025-12-31
Gilpin Wealth Management, LLC$4.2K42026-06-30
Centaurus Financial, Inc.$2.2K4312026-06-30
O'Shaughnessy Asset Management, LLC$1.1K582026-06-30
Wood Tarver Financial$79752026-06-30
Hrt Financial LP$36002026-06-30
Capital Analysts, LLC$1776082026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30