Who owns AAPR?
Innovator Equity Defined Protection ETF - Apr 2028 · Innovator
53 institutions reported holding AAPR, worth $45.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of AAPR
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Legacy CG, LLC | Plano, TX | $17.5M | 592,967 | New position |
| Commonwealth Equity Services, LLC | Waltham, MA | $3.5M | 118,862 | −504 shares |
| Kestra Advisory Services, LLC | Austin, TX | $3.1M | 105,989 | −21,965 shares |
| Centaurus Financial, Inc. | Anaheim, CA | $2.1M | 71,417 | −3,588 shares |
| LPL Financial LLC | Fort Mill, SC | $1.4M | 47,628 | −465 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $1.1M | 36,601 | +354 shares |
| Cetera Investment Advisers | Schaumburg, IL | $973K | 32,992 | +13,292 shares |
| Crown Wealth Group, LLC | Charlotte, NC | $870K | 29,483 | No change |
| MTM Financial Group, LLC | Bethlehem, PA | $839K | 28,450 | New position |
| Trek Financial, LLC | Scottsdale, AZ | $791K | 26,832 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns AAPR?
53 institutional managers reported holding AAPR in Form 13F filings for June 30, 2026, worth $45.8M in total. The largest reported position was held by Legacy CG, LLC, at $17.5M.
Did institutions buy or sell AAPR last quarter?
Reported 13F value rose 75.5% from March 31, 2026, which includes price moves as well as buying and selling. 10 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is AAPR ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.