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Disclosery

IAPR INNOVATOR ETFS TRUST

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INTRNL DEV APRL (fund)

85 managers (85 13F filers) reported a position in IAPR shares at 2024-12-31, 4,471,412 shares in all. 12 filers opened a position and 8 filers sold out during the quarter.

Managers
85
13F filers
85
New
12
Added
14
Reduced
30
Sold out
8
Shares held by filers
4,471,412

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
HFG Wealth Management, LLC666,844$18.9M12.29%+7,27313F-HRTimeline
Composition Wealth, LLC665,895$17.8M0.36%-51,14213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC311,588$8.32M0.01%+4,28113F-HRTimeline
PFS Partners, LLC282,278$7.54M4.1%-3,04413F-HRTimeline
Cetera Investment Advisers253,621$6.77M0.01%+63,87413F-HRTimeline
Strategic Blueprint, LLC153,475$4.1M0.24%-2,23713F-HRTimeline
Tradition Wealth Management, LLC101,830$2.72M0.24%-1,16813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC96,391$2.57M<0.01%13F-HR/ATimelineGroup
CORRADO ADVISORS, LLC92,172$2.46M1.6%-4,07013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC87,879$2.35M0.05%-28513F-HRTimelineGroup
Fragasso Financial Advisors Inc75,356$2.01M0.15%+5,75613F-HRTimeline
NorthCoast Asset Management LLC71,393$1.91M0.01%-3,70713F-HR/ATimeline
SageView Advisory Group, LLC68,261$1.82M0.08%-45,31913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.65,139$1.74M<0.01%-15,53813F-HR/ATimelineGroup
INVESTMENT MANAGEMENT CORP /VA/ /ADV62,709$1.67M1.5%13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC59,143$1.58M0.01%+12,69013F-HRTimelineGroup
Berger Financial Group, Inc58,597$1.56M0.11%+33013F-HRTimeline
CWM, LLCin group CWM, LLC54,121$1.45M0.01%+2,68813F-HRTimelineGroup
Global Strategic Investment Solutions, …51,459$1.37M0.16%013F-HRTimeline
Capasso Planning Partners LLC49,715$1.33M0.53%new13F-HRTimeline
LPL Financial LLC48,763$1.3M<0.01%-1,68613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management47,360$1.26M0.02%+21,21813F-HRTimelineGroup
Chris Bulman Inc43,705$1.17M0.74%-50913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC43,273$1.16M<0.01%-78913F-HRTimelineGroup
Cambridge Investment Research Advisors,…43,027$1.15M<0.01%new13F-HRTimeline
MAI Capital Management41,207$1.1M0.01%-61913F-HRTimeline
Forvis Mazars Wealth Advisors, LLC38,864$1.04M0.02%-20,40013F-HRTimeline
ODonnell Financial Services, LLC37,988$1.04M0.43%-1,40213F-HRTimeline
OLD MISSION CAPITAL LLC37,950$1.01M0.02%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP34,269$915K<0.01%+22213F-HRTimelineGroup
Siligmueller & Norvid Wealth Advisors L…34,242$914K0.39%13F-HRTimeline
WPWealth LLP32,779$875K0.18%013F-HRTimeline
IFP Advisors, Inc32,101$857K0.03%-6,87213F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC29,443$786K0.17%013F-HRTimeline
BCS Wealth Management28,591$763K0.19%-7013F-HRTimeline
HighTower Advisors, LLC27,927$746K<0.01%-80513F-HRTimeline
Cardinal Point Capital Management ULC26,550$709K0.11%-2,20013F-HRTimeline
Wealthspire Retirement, LLC25,734$687K0.05%+7,51513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,596$657K<0.01%new13F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.24,477$653K<0.01%-1,61813F-HRTimeline
Compass Advisory Group LLC21,309$569K0.2%013F-HRTimeline
AdvisorNet Financial, Inc20,933$559K0.05%013F-HRTimeline
Compound Planning, Inc.20,931$559K0.03%new13F-HRTimeline
Avantax Planning Partners, Inc.20,154$538K0.02%013F-HRTimeline
NewEdge Advisors, LLC20,068$536K<0.01%013F-HRTimeline
Valmark Advisers, Inc.18,033$481K0.01%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV16,925$452K0.03%013F-HRTimeline
Lantz Financial LLC16,020$428K0.11%-513F-HRTimeline
Straight Path Wealth Management15,278$408K0.16%+41013F-HRTimeline
Janney Montgomery Scott LLC14,695$392K<0.01%-50013F-HRTimeline
DHJJ Financial Advisors, Ltd.14,264$381K0.15%-11513F-HRTimeline
Prairie Wealth Advisors, Inc.14,210$379K0.18%-17913F-HRTimeline
McAdam, LLC13,768$368K0.02%013F-HRTimeline
Beacon Pointe Advisors, LLC13,546$362K<0.01%-91413F-HRTimeline
Maltin Wealth Management, Inc.12,939$345K0.17%+2,87013F-HRTimeline
WEALTH ALLIANCE, LLC12,837$343K0.04%013F-HRTimeline
Riggs Capital Management LLC12,239$327K0.32%13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC12,060$322K<0.01%new13F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC11,891$317K<0.01%013F-HRTimeline
Diligent Investors, LLC11,670$312K0.07%-11413F-HRTimeline
Beacon Financial Advisory LLC10,745$287K0.09%+1,04513F-HRTimeline
Allworth Financial LP10,182$276K<0.01%-109,69613F-HRTimeline
Steward Partners Investment Advisory, L…9,994$267K<0.01%+7,49413F-HRTimeline
Snowden Capital Advisors LLC9,865$263K0.01%013F-HRTimeline
OneDigital Investment Advisors LLC9,800$262K<0.01%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC9,581$256K0.01%-3,64113F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth9,406$251K<0.01%new13F-HRTimelineGroup
Financial Network Wealth Advisors LLC9,398$251K0.47%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS8,975$240K<0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,347$223K<0.01%new13F-HRTimelineGroup
Kingsview Wealth Management, LLC8,305$222K<0.01%-8,60713F-HRTimeline
ARQ WEALTH ADVISORS, LLC7,754$207K0.08%new13F-HRTimeline
Stonebridge Financial Group, LLC4,368$117K0.01%13F-HRTimeline
HARBOUR INVESTMENTS, INC.3,594$96K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.3,278$87.5K0.01%-5013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA900$24K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC753$20.1K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/500$13.3K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…409$10.9K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC300$8.01K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY200$5.34K<0.01%013F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC108$2.88K<0.01%new13F-HRTimelineGroup
Cape Investment Advisory, Inc.100$2.67K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC68$1.81K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.