Vault-13

INNOVATOR ETFS TRUST KJUL

US SML CP PWR B · ETP · CUSIP 45782C284

79 institutional holders -2 vs Q1 2026
2,419,0992.4m shares reported held*
$81.8mreported value*
8 new 16 added 33 reduced 8 sold out net sold ≈ $27.6m (-810.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $33.82.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 54Q4 22: 61Q1 23: 58Q2 23: 59Q3 23: 71Q4 23: 86Q1 24: 82Q2 24: 77Q3 24: 81Q4 24: 93Q1 25: 88Q2 25: 81Q3 25: 86Q4 25: 85Q1 26: 81Q2 26: 7979Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202254
Q4 202261
Q1 202358
Q2 202359
Q3 202371
Q4 202386
Q1 202482
Q2 202477
Q3 202481
Q4 202493
Q1 202588
Q2 202581
Q3 202586
Q4 202585
Q1 202681
Q2 202679

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 45 bought or addedQ3 24: 27 cut or sold outQ4 24: 24 bought or addedQ4 24: 42 cut or sold outQ4 24Q1 25: 23 bought or addedQ1 25: 59 cut or sold outQ2 25: 31 bought or addedQ2 25: 43 cut or sold outQ2 25Q3 25: 43 bought or addedQ3 25: 27 cut or sold outQ4 25: 21 bought or addedQ4 25: 44 cut or sold outQ4 25Q1 26: 15 bought or addedQ1 26: 50 cut or sold outQ2 26: 24 bought or addedQ2 26: 41 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20244527
Q4 20242442
Q1 20252359
Q2 20253143
Q3 20254327
Q4 20252144
Q1 20261550
Q2 20262441

Biggest buyers

Cornerstone Wealth, LLC/TN Added +76,800+76.8k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +38,134+38.1k
OSAIC HOLDINGS, INC. Added +34,572+34.6k
LPL Financial LLC Added +28,377+28.4k
Cambridge Investment Research Advisors, Inc. Added +26,311+26.3k
GWN SECURITIES INC. New +24,767+24.8k
First Commonwealth Financial Corp /PA/ New +18,095+18.1k
RAYMOND JAMES FINANCIAL INC Added +9,815+9.8k
Long Island Wealth Management, Inc. Added +8,683+8.7k
Arax Advisory Partners New +8,133+8.1k

Biggest sellers

Allworth Financial LP Reduced -937,742-937.7k
XML Financial, LLC Reduced -77,693-77.7k
Kestra Advisory Services, LLC Reduced -32,954-33.0k
OLD MISSION CAPITAL LLC Sold out -20,886-20.9k
Phoenix Financial Ltd. Sold out -6,915-6.9k
TRUIST FINANCIAL CORP Reduced -5,651-5.7k
Annis Gardner Whiting Capital Advisors, LLC Sold out -5,135-5.1k
Advisory Services Network, LLC Sold out -3,747-3.7k
HighTower Advisors, LLC Reduced -3,297-3.3k
Chicago Partners Investment Group LLC Reduced -2,386-2.4k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 256,239256.2k $8.7m $8.7m 0.01% Reduced -2.1k -2,095
2 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 145,327145.3k $4.9m $4.9m 0.01% Added +34.6k +34,572
3 Cornerstone Wealth, LLC/TN 1.90% of their portfolio GREENEVILLE, TN 111,076111.1k $3.8m $3.8m 1.90% Added +76.8k +76,800
4 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 102,578102.6k $3.5m $3.5m 0.00% Reduced -2.1k -2,138
5 PRINCIPAL SECURITIES, INC. 0.04% of their portfolio DES MOINES, IA 89,91489.9k $3.1m $3.1m 0.04% Reduced -519 -519
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 88,25388.3k $3.0m $3.0m 0.00% Added +28.4k +28,377
7 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 86,46086.5k $2.6m $2.6m 0.00% Added +38.1k +38,134
8 RED CRANE WEALTH MANAGEMENT, LLC 1.95% of their portfolio SAN FRANCISCO, CA 78,16478.2k $2.7m $2.7m 1.95% Reduced -2.3k -2,279
9 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 76,25976.3k $2.6m $2.6m 0.00% Added +9.8k +9,815
10 Berger Financial Group, Inc 0.12% of their portfolio PLYMOUTH, MN 71,58871.6k $2.4m $2.4m 0.12% Reduced -662 -662
11 BLAIR WILLIAM & CO/IL 0.01% of their portfolio CHICAGO, IL 68,38768.4k $2.3m $2.3m 0.01% Unchanged
12 BFI Wealth Solutions, LLC 1.68% of their portfolio DALLAS, TX 66,81966.8k $2.3m $2.3m 1.68% Added +4.2k +4,154
13 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 62,99263.0k $2.1m $2.1m 0.01% Reduced -33.0k -32,954
14 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 60,62460.6k $2.1m $2.1m 0.00% Added +26.3k +26,311
15 Diligent Investors, LLC 0.43% of their portfolio REDLANDS, CA 57,15957.2k $1.9m $1.9m 0.43% Unchanged
16 Compass Advisory Group LLC 0.43% of their portfolio MELVILLE, NY 53,36253.4k $1.8m $1.8m 0.43% Reduced -755 -755
17 Long Island Wealth Management, Inc. 0.75% of their portfolio MELVILLE, NY 53,19753.2k $1.8m $1.8m 0.75% Added +8.7k +8,683
18 XML Financial, LLC 0.12% of their portfolio BETHESDA, MD 50,50050.5k $1.7m $1.7m 0.12% Reduced -77.7k -77,693
19 INDEPENDENT FINANCIAL GROUP, LLC 0.03% of their portfolio SAN DIEGO, CA 43,96244.0k $1.5m $1.5m 0.03% Reduced -2.1k -2,091
20 Fragasso Financial Advisors Inc 0.07% of their portfolio SEWICKLEY, PA 40,08440.1k $1.4m $1.4m 0.07% Reduced -553 -553
21 FOUNDERS FINANCIAL SECURITIES LLC 0.07% of their portfolio TOWSON, MD 39,78739.8k $1.4m $1.4m 0.07% Added +4.7k +4,656
22 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 37,43537.4k $1.3m $1.3m 0.00% Unchanged
23 ODonnell Financial Services, LLC 0.34% of their portfolio SAN RAFAEL, CA 34,22234.2k $1.2m $1.2m 0.34% Reduced -843 -843
24 Jacobi Capital Management LLC 0.05% of their portfolio PITTSTON, PA 32,54532.5k $1.1m $1.1m 0.05% Unchanged
25 GILL CAPITAL PARTNERS, LLC 0.28% of their portfolio DENVER, CO 31,61131.6k $1.1m $1.1m 0.28% Reduced -805 -805
26 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 27,25927.3k $926.0k $926.0k 0.02% Reduced -80 -80
27 Wood Tarver Financial Group, LLC 0.21% of their portfolio BOISE, ID 25,84825.8k $878.0k $878.0k 0.21% Reduced -164 -164
28 GWN SECURITIES INC. 0.14% of their portfolio Palm Beach Gardens, FL 24,76724.8k $841.3k $841.3k 0.14% New
29 WorthPointe, LLC 0.21% of their portfolio La Jolla, CA 24,72924.7k $840.0k $840.0k 0.21% Reduced -430 -430
30 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 24,47524.5k $831.4k $831.4k 0.00% Added +5.2k +5,213
31 DHJJ Financial Advisors, Ltd. 0.24% of their portfolio NAPERVILLE, IL 24,23324.2k $823.2k $823.2k 0.24% Reduced -380 -380
32 Straight Path Wealth Management 0.19% of their portfolio Jenison, MI 23,72223.7k $805.8k $805.8k 0.19% Added +160 +160
33 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 21,98422.0k $746.8k $746.8k 0.00% Reduced -5.7k -5,651
34 Capital Analysts, LLC 0.02% of their portfolio FORT WASHINGTON, PA 21,54121.5k $732.0k $732.0k 0.02% Added +409 +409
35 CARY STREET PARTNERS FINANCIAL LLC 0.01% of their portfolio RICHMOND, VA 19,71219.7k $669.6k $669.6k 0.01% Reduced -907 -907
36 Tradition Wealth Management, LLC 0.04% of their portfolio EDINA, MN 18,32218.3k $622.4k $622.4k 0.04% Unchanged
37 First Commonwealth Financial Corp /PA/ 0.09% of their portfolio Indiana, PA 18,09518.1k $614.7k $614.7k 0.09% New
38 Global Trust Wealth Management LLC 0.40% of their portfolio WEST PALM BEACH, FL 17,00017.0k $577.5k $577.5k 0.40% Unchanged
39 WEALTH ALLIANCE, LLC 0.05% of their portfolio MELLVILLE, NY 16,07416.1k $546.0k $546.0k 0.05% Unchanged
40 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.07% of their portfolio BLUE BELL, PA 15,99616.0k $543.4k $543.4k 0.07% Reduced -498 -498
41 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 15,45115.5k $524.9k $524.9k 0.00% Added +299 +299
42 FSA Advisors, Inc. 0.23% of their portfolio TROY, MI 14,77014.8k $501.7k $501.7k 0.23% Added +3.0k +3,040
43 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 14,76814.8k $501.7k $501.7k 0.00% Reduced -3.3k -3,297
44 BCS Wealth Management 0.09% of their portfolio JOHNSON CITY, TN 14,06614.1k $477.8k $477.8k 0.09% Reduced -61 -61
45 Keating Financial Advisory Services, Inc. 0.06% of their portfolio MANHATTAN, KS 13,70313.7k $465.5k $465.5k 0.06% Added +252 +252
46 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 13,02813.0k $442.6k $442.6k 0.00% Reduced -937.7k -937,742
47 Chicago Partners Investment Group LLC 0.01% of their portfolio CHICAGO, IL 12,17112.2k $408.0k $408.0k 0.01% Reduced -2.4k -2,386
48 Global Strategic Investment Solutions, LLC 0.03% of their portfolio Scottsdale, AZ 11,39211.4k $387.0k $387.0k 0.03% Unchanged
49 Miller Financial Services LLC 0.29% of their portfolio MARSHALL, MI 10,71110.7k $363.9k $363.9k 0.29% Unchanged
50 NorthCrest Asset Manangement, LLC 0.01% of their portfolio PLYMOUTH, MN 9,4849.5k $320.7k $320.7k 0.01% Added +1.6k +1,642
51 Forvis Mazars Wealth Advisors, LLC 0.01% of their portfolio Springfield, MO 9,2399.2k $313.8k $313.8k 0.01% Reduced -804 -804
52 Advisor OS, LLC 0.02% of their portfolio CHICAGO, IL 9,2269.2k $313.4k $313.4k 0.02% Unchanged
53 Valtinson Bruner Financial Planning LLC 0.08% of their portfolio NEW BRIGHTON, MN 8,9859.0k $305.2k $305.2k 0.08% Reduced -1.1k -1,072
54 PFS Partners, LLC 0.12% of their portfolio MINE HILL, NJ 8,9458.9k $303.9k $303.9k 0.12% Reduced -202 -202
55 World Investment Advisors 0.00% of their portfolio LINCROFT, NJ 8,7228.7k $292.5k $292.5k 0.00% Reduced -1.3k -1,268
56 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 8,1338.1k $276.3k $276.3k 0.00% New
57 Crown Wealth Group, LLC 0.07% of their portfolio Charlotte, NC 7,7427.7k $263.0k $263.0k 0.07% Reduced -204 -204
58 BCGM Wealth Management, LLC 0.05% of their portfolio LAFAYETTE, IN 7,6107.6k $258.5k $258.5k 0.05% Unchanged
59 Outlook Wealth Advisors, LLC 0.06% of their portfolio SHENANDOAH, TX 7,5607.6k $256.8k $256.8k 0.06% Reduced -1.7k -1,688
60 Accurate Wealth Management, LLC 0.02% of their portfolio WESLEY CHAPEL, FL 7,1047.1k $239.9k $239.9k 0.02% New
61 Seros Financial, LLC 0.12% of their portfolio TEMPE, AZ 6,6986.7k $227.5k $227.5k 0.12% Unchanged
62 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 6,4766.5k $220.0k $220.0k 0.01% Reduced -501 -501
63 WINNACLE WEALTH LLC 0.15% of their portfolio WACO, TX 6,2956.3k $213.8k $213.8k 0.15% Reduced -147 -147
64 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 6,0406.0k $205.0k $205.0k 0.00% New
65 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 5,3735.4k $182.5k $182.5k 0.00% Unchanged
66 FIDUCIARY FINANCIAL ADVISORS 0.01% of their portfolio GRAND RAPIDS, MI 2,5842.6k $87.8k $87.8k 0.01% New
67 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 2,1672.2k $73.6k $73.6k 0.00% Unchanged
68 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 1,8371.8k $62.4k $62.4k 0.00% Unchanged
69 PlanVest Financial, Inc 0.03% of their portfolio GAITHERSBURG, MD 1,4651.5k $49.8k $49.8k 0.03% Unchanged
70 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,2821.3k $43.5k $43.5k 0.00% Unchanged
71 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1,1361.1k $38.6k $38.6k 0.00% Reduced -647 -647
72 EVOLUTION WEALTH MANAGEMENT INC. 0.02% of their portfolio FORT MYERS, FL 878878 $29.8k $29.8k 0.02% Unchanged
73 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 480480 $16.3k $16.3k 0.00% Reduced -200 -200
74 Luminist Capital LLC 0.01% of their portfolio GRAND RAPIDS, MI 360360 $11.8k $11.8k 0.01% New
75 Noble Wealth Management PBC 0.00% of their portfolio GREENWOOD VILLAGE, CO 240240 $8.2k $8.2k 0.00% Unchanged
76 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 208208 $7.1k $7.1k 0.00% Unchanged
77 IFG Advisory, LLC 0.00% of their portfolio ATLANTA, GA 200200 $6.8k $6.8k 0.00% Unchanged
78 Cape Investment Advisory, Inc. 0.00% of their portfolio MCDONOUGH, GA 200200 $6.8k $6.8k 0.00% New
79 JDM Financial Group LLC 0.00% of their portfolio AUSTIN, TX 6969 $2.3k $2.3k 0.00% Unchanged