Vault-13

INNOVATOR ETFS TRUST PMAR

US EQTY PWR BUF · ETP · CUSIP 45782C383

190 institutional holders +1 vs Q4 2024
11,158,57511.2m shares reported held*
$445.6mreported value*
20 new 84 added 51 reduced 18 sold out net bought ≈ $43.2m (+1.1m 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 ($366.9k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $39.93.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 92Q4 22: 93Q1 23: 136Q2 23: 132Q3 23: 128Q4 23: 131Q1 24: 174Q2 24: 184Q3 24: 175Q4 24: 189Q1 25: 190190Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202292
Q4 202293
Q1 2023136
Q2 2023132
Q3 2023128
Q4 2023131
Q1 2024174
Q2 2024184
Q3 2024175
Q4 2024189
Q1 2025190

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 23: 34 bought or addedQ2 23: 67 cut or sold outQ3 23: 20 bought or addedQ3 23: 70 cut or sold outQ3 23Q4 23: 19 bought or addedQ4 23: 73 cut or sold outQ1 24: 129 bought or addedQ1 24: 32 cut or sold outQ1 24Q2 24: 71 bought or addedQ2 24: 72 cut or sold outQ3 24: 29 bought or addedQ3 24: 97 cut or sold outQ3 24Q4 24: 20 bought or addedQ4 24: 99 cut or sold outQ1 25: 104 bought or addedQ1 25: 69 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20233467
Q3 20232070
Q4 20231973
Q1 202412932
Q2 20247172
Q3 20242997
Q4 20242099
Q1 202510469

Biggest buyers

ALLIANCEBERNSTEIN L.P. Added +218,896+218.9k
LPL Financial LLC Added +114,949+114.9k
COMMONWEALTH EQUITY SERVICES, LLC Added +93,399+93.4k
Focus Partners Wealth Added +77,867+77.9k
NorthCoast Asset Management LLC Added +77,233+77.2k
OSAIC HOLDINGS, INC. Added +75,383+75.4k
WPWealth LLP Added +70,199+70.2k
CORRADO ADVISORS, LLC New +50,904+50.9k
RAYMOND JAMES FINANCIAL INC Added +50,561+50.6k
Brookstone Capital Management Added +44,969+45.0k

Biggest sellers

HFG Wealth Management, LLC Reduced -227,150-227.2k
Advisory Alpha, LLC Reduced -51,958-52.0k
Kestra Advisory Services, LLC Reduced -36,177-36.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -20,147-20.1k
Stratos Wealth Advisors, LLC Reduced -19,554-19.6k
Forvis Mazars Wealth Advisors, LLC Reduced -19,197-19.2k
Southland Equity Partners LLC Reduced -18,737-18.7k
NATIONS FINANCIAL GROUP INC, /IA/ /ADV Reduced -18,134-18.1k
Keystone Financial Group, Inc. Sold out -17,539-17.5k
AE Wealth Management LLC Reduced -17,125-17.1k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio NASHVILLE, TN 1,715,4511.7m $68.5m $68.5m 0.02% Added +218.9k +218,896
2 Penserra Capital Management LLC 0.86% of their portfolio ORINDA, CA 1,215,1021.2m $48.5m $48.5m 0.86% Added +42.1k +42,057
3 Southland Equity Partners LLC 6.84% of their portfolio WILDWOOD, MO 735,726735.7k $29.4m $29.4m 6.84% Reduced -18.7k -18,737
4 OSAIC HOLDINGS, INC. 0.06% of their portfolio SCOTTSDALE, AZ 656,244656.2k $26.2m $26.2m 0.06% Added +75.4k +75,383
5 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 369,942369.9k $14.8m $14.8m 0.02% Added +93.4k +93,399
6 Focus Partners Wealth 0.03% of their portfolio ST LOUIS, MO 306,127306.1k $12.2m $12.2m 0.03% Added +77.9k +77,867
7 NorthCoast Asset Management LLC 0.06% of their portfolio STAMFORD, CT 288,172288.2k $11.5m $11.5m 0.06% Added +77.2k +77,233
8 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 282,510282.5k $11.3m $11.3m 0.00% Added +50.6k +50,561
9 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 246,508246.5k $9.8m $9.8m 0.02% Added +2.2k +2,216
10 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 186,350186.3k $7.4m $7.4m 0.04% Reduced -36.2k -36,177
11 Brookstone Capital Management 0.11% of their portfolio WHEATON, IL 183,924183.9k $7.3m $7.3m 0.11% Added +45.0k +44,969
12 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 159,870159.9k $6.4m $6.4m 0.00% Added +114.9k +114,949
13 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 157,230157.2k $6.3m $6.3m 0.01% Added +32.2k +32,231
14 KFG WEALTH MANAGEMENT, LLC 0.95% of their portfolio GRANGER, IN 131,493131.5k $5.3m $5.3m 0.95% Added +34.1k +34,059
15 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 130,697130.7k $5.2m $5.2m 0.01% Added +20.0k +19,986
16 CoreCap Advisors, LLC 0.22% of their portfolio SOUTHFIELD, MI 125,004125.0k $5.0m $5.0m 0.22% Added +22.6k +22,626
17 Beacon Pointe Advisors, LLC 0.05% of their portfolio NEWPORT BEACH, CA 107,944107.9k $4.3m $4.3m 0.05% Added +33.0k +32,992
18 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 107,713107.7k $4.3m $4.3m 0.00% Added +23.6k +23,605
19 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 107,181107.2k $4.3m $4.3m 0.01% Added +1.4k +1,378
20 Bellwether Advisors, LLC 0.87% of their portfolio LINCOLN, NE 104,429104.4k $4.2m $4.2m 0.87% Added +18.2k +18,160
21 Diversify Advisory Services, LLC 0.22% of their portfolio SANDY, UT 90,58190.6k $3.6m $3.6m 0.22% Reduced -9.1k -9,122
22 Diligent Investors, LLC 0.87% of their portfolio REDLANDS, CA 89,03889.0k $3.6m $3.6m 0.87% Added +11.1k +11,135
23 TOWNSQUARE CAPITAL LLC 0.04% of their portfolio Lehi, UT 88,17488.2k $3.5m $3.5m 0.04% Reduced -3.4k -3,411
24 MAI Capital Management 0.03% of their portfolio INDEPENDENCE, OH 87,73987.7k $3.5m $3.5m 0.03% Added +1.2k +1,174
25 WPWealth LLP 0.67% of their portfolio FORT WORTH, TX 84,98985.0k $3.4m $3.4m 0.67% Added +70.2k +70,199
26 WEALTH ALLIANCE, LLC 0.41% of their portfolio MELLVILLE, NY 83,89483.9k $3.4m $3.4m 0.41% Added +1.3k +1,285
27 Cresset Asset Management, LLC 0.02% of their portfolio Chicago, IL 82,01182.0k $3.3m $3.3m 0.02% Added +7.8k +7,798
28 MTM FINANCIAL GROUP, LLC 1.88% of their portfolio BETHLEHEM, PA 80,60980.6k $3.2m $3.2m 1.88% Added +4.4k +4,352
29 BLAIR WILLIAM & CO/IL 0.01% of their portfolio CHICAGO, IL 77,25777.3k $3.1m $3.1m 0.01% Added +5.9k +5,917
30 Forvis Mazars Wealth Advisors, LLC 0.07% of their portfolio Springfield, MO 75,29675.3k $3.0m $3.0m 0.07% Reduced -19.2k -19,197
31 YARGER WEALTH STRATEGIES, LLC 1.57% of their portfolio WESTERVILLE, OH 67,58867.6k $2.7m $2.7m 1.57% Added +2.7k +2,729
32 MBL Wealth, LLC 0.27% of their portfolio CHARLOTTE, NC 66,59566.6k $2.7m $2.7m 0.27% Reduced -12.9k -12,871
33 ATTICUS WEALTH MANAGEMENT, LLC 0.86% of their portfolio Palm Beach Gardens, FL 65,61565.6k $2.6m $2.6m 0.86% Reduced -1.6k -1,590
34 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 64,95065.0k $2.6m $2.6m 0.00% Added +25.1k +25,057
35 CITY HOLDING CO 0.34% of their portfolio CHARLESTON, WV 59,69759.7k $2.4m $2.4m 0.34% Added +350 +350
36 BCS Wealth Management 0.61% of their portfolio JOHNSON CITY, TN 59,11759.1k $2.4m $2.4m 0.61% Reduced -11.6k -11,574
37 CRA Financial Services, LLC 0.39% of their portfolio NORTHFIELD, NJ 56,40756.4k $2.3m $2.3m 0.39% Added +30.6k +30,585
38 GILL CAPITAL PARTNERS, LLC 0.78% of their portfolio DENVER, CO 56,15756.2k $2.2m $2.2m 0.78% Added +2.4k +2,380
39 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 55,27355.3k $2.2m $2.2m 0.01% Added +14.1k +14,078
40 Valmark Advisers, Inc. 0.03% of their portfolio AKRON, OH 54,49854.5k $2.2m $2.2m 0.03% Unchanged
41 Spire Wealth Management 0.07% of their portfolio MCLEAN, VA 54,47554.5k $2.2m $2.2m 0.07% Added +30.9k +30,914
42 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 54,03654.0k $2.2m $2.2m 0.01% Added +23.7k +23,729
43 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 51,89251.9k $2.1m $2.1m 0.01% Reduced -1.8k -1,781
44 CORRADO ADVISORS, LLC 1.36% of their portfolio RAMSEY, NJ 50,90450.9k $2.0m $2.0m 1.36% New
45 LifeWealth Investments, LLC 0.45% of their portfolio WINTER GARDEN, FL 50,41050.4k $2.0m $2.0m 0.45% Added +25.2k +25,205
46 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 47,68547.7k $1.9m $1.9m 0.02% Added +143 +143
47 Cypress Wealth Services, LLC 0.38% of their portfolio PALM DESERT, CA 46,42946.4k $1.9m $1.9m 0.38% Added +5.4k +5,418
48 Keystone Wealth Services, LLC 0.50% of their portfolio PALM DESERT, CA 46,00046.0k $1.8m $1.8m 0.50% Reduced -1.1k -1,067
49 First Commonwealth Financial Corp /PA/ 0.43% of their portfolio Indiana, PA 45,20345.2k $1.8m $1.8m 0.43% Added +19.0k +19,045
50 Trek Financial, LLC 0.13% of their portfolio Scottsdale, AZ 44,53344.5k $1.8m $1.8m 0.13% Added +15.7k +15,718
51 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.31% of their portfolio BLUE BELL, PA 41,19241.2k $1.6m $1.6m 0.31% Added +293 +293
52 Pinnacle Wealth Management Group, Inc. 1.06% of their portfolio PLYMOUTH, MI 38,21038.2k $1.5m $1.5m 1.06% Reduced -400 -400
53 Main Street Financial Solutions, LLC 0.13% of their portfolio NEWTOWN, PA 37,68137.7k $1.5m $1.5m 0.13% Added +1.3k +1,279
54 Castle Rock Wealth Management, LLC 0.39% of their portfolio WALNUT CREEK, CA 36,51836.5k $1.5m $1.5m 0.39% Unchanged
55 BROWN WEALTH MANAGEMENT, LLC 0.50% of their portfolio NAPERVILLE, IL 36,12536.1k $1.4m $1.4m 0.50% Added +1.7k +1,693
56 Foundations Investment Advisors, LLC 0.03% of their portfolio PHOENIX, AZ 35,78635.8k $1.4m $1.4m 0.03% Added +3.6k +3,552
57 Farther Finance Advisors, LLC 0.04% of their portfolio SAN FRANCISCO, CA 35,45135.5k $1.4m $1.4m 0.04% Added +29.5k +29,534
58 Weaver Capital Management LLC 0.37% of their portfolio SUWANEE, GA 35,08035.1k $1.4m $1.4m 0.37% Reduced -4.1k -4,130
59 Stuart Chaussee & Associates, Inc. 0.34% of their portfolio BEVERLY HILLS, CA 34,17234.2k $1.4m $1.4m 0.34% Unchanged
60 Lakeridge Wealth Management LLC 0.67% of their portfolio MENTOR, OH 33,45133.5k $1.3m $1.3m 0.67% Reduced -1.5k -1,500
61 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 33,19233.2k $1.3m $1.3m 0.01% Reduced -17.1k -17,125
62 CreativeOne Wealth, LLC 0.04% of their portfolio OVERLAND PARK, KS 33,04033.0k $1.3m $1.3m 0.04% Added +118 +118
63 Atria Wealth Solutions, Inc. 0.02% of their portfolio NEW YORK, NY 32,58332.6k $1.3m $1.3m 0.02% Added +26.1k +26,090
64 WorthPointe, LLC 0.57% of their portfolio La Jolla, CA 31,33831.3k $1.3m $1.3m 0.57% Added +32 +32
65 Patriot Financial Group Insurance Agency, LLC 0.17% of their portfolio Westborough, MA 31,10131.1k $1.2m $1.2m 0.17% Reduced -190 -190
66 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 30,89930.9k $1.2m $1.2m 0.00% Added +19.8k +19,837
67 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 30,83330.8k $1.2m $1.2m 0.00% New
68 MACROVIEW INVESTMENT MANAGEMENT LLC 1.14% of their portfolio BETHESDA, MD 30,28530.3k $1.2m $1.2m 1.14% New
69 Chris Bulman Inc 0.76% of their portfolio ROSEVILLE, CA 30,12130.1k $1.2m $1.2m 0.76% Added +8.3k +8,307
70 Cornerstone Wealth Group, LLC 0.10% of their portfolio HUNTERSVILLE, NC 30,05630.1k $1.2m $1.2m 0.10% Reduced -2.7k -2,659
71 RFG Advisory, LLC 0.03% of their portfolio BIRMINGHAM, AL 29,56729.6k $1.2m $1.2m 0.03% Reduced -8.3k -8,312
72 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 29,22229.2k $1.2m $1.2m 0.01% Added +1.9k +1,905
73 HFG Wealth Management, LLC 0.70% of their portfolio The Woodlands, TX 28,67928.7k $1.2m $1.2m 0.70% Reduced -227.2k -227,150
74 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 26,65826.7k $1.1m $1.1m 0.00% Unchanged
75 Ascent Wealth Partners, LLC 0.14% of their portfolio NEW HARTFORD, NY 26,17826.2k $1.0m $1.0m 0.14% Added +12.2k +12,248
76 SageView Advisory Group, LLC 0.04% of their portfolio Newport Beach, CA 24,20124.2k $966.5k $966.5k 0.04% New
77 Bullseye Investment Management, LLC 0.57% of their portfolio CINCINNATI, OH 23,60023.6k $942.5k $942.5k 0.57% Added +3.3k +3,271
78 IFP Advisors, Inc 0.03% of their portfolio TAMPA, FL 23,43823.4k $936.0k $936.0k 0.03% Added +8.7k +8,671
79 FSA Advisors, Inc. 0.71% of their portfolio TROY, MI 22,27522.3k $889.5k $889.5k 0.71% Added +5.8k +5,807
80 Lineweaver Wealth Advisors, LLC 0.14% of their portfolio VALLEY VIEW, OH 21,13121.1k $843.9k $843.9k 0.14% Unchanged
81 Jessup Wealth Management, Inc 0.35% of their portfolio DAYTON, OH 20,62720.6k $823.7k $823.7k 0.35% New
82 ORBA Wealth Advisors, L.L.C. 0.41% of their portfolio CHICAGO, IL 20,54320.5k $820.4k $820.4k 0.41% Unchanged
83 Retirement Planning Group, LLC 0.04% of their portfolio LEAWOOD, KS 19,90519.9k $794.9k $794.9k 0.04% Reduced -421 -421
84 RPS ADVISORY SOLUTIONS LLC 0.53% of their portfolio LOUISVILLE, KY 18,61418.6k $743.3k $743.3k 0.53% Reduced -14.7k -14,713
85 Continuum Advisory, LLC 0.09% of their portfolio EAGLE, ID 18,39618.4k $734.6k $734.6k 0.09% Added +5.0k +4,973
86 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 17,90717.9k $715.1k $715.1k 0.00% Reduced -20.1k -20,147
87 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 17,81317.8k $711.4k $711.4k 0.01% Added +449 +449
88 Advisory Alpha, LLC 0.02% of their portfolio HOLLAND, MI 17,78217.8k $710.1k $710.1k 0.02% Reduced -52.0k -51,958
89 Vishria Bird Financial Group, LLC 0.24% of their portfolio MEMPHIS, TN 17,50117.5k $698.9k $698.9k 0.24% Unchanged
90 SIGNATUREFD, LLC 0.01% of their portfolio ATLANTA, GA 17,27717.3k $690.0k $690.0k 0.01% Unchanged
91 Straight Path Wealth Management 0.28% of their portfolio Jenison, MI 17,17517.2k $685.9k $685.9k 0.28% Added +10.9k +10,915
92 Stratos Wealth Advisors, LLC 0.04% of their portfolio BEACHWOOD, OH 16,99517.0k $678.7k $678.7k 0.04% Reduced -19.6k -19,554
93 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 16,75716.8k $669.2k $669.2k 0.01% Reduced -277 -277
94 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 16,63216.6k $664.2k $664.2k 0.00% Added +1.0k +1,010
95 Orion Capital Management LLC 0.26% of their portfolio CORONADO, CA 15,66515.7k $625.6k $625.6k 0.26% Unchanged
96 FIDUCIARY FINANCIAL GROUP, LLC 0.13% of their portfolio SAN RAFAEL, CA 15,66115.7k $599.5k $599.5k 0.13% Added +2.4k +2,371
97 Mariner, LLC 0.00% of their portfolio Overland Park, KS 15,55615.6k $621.2k $621.2k 0.00% Added +6.9k +6,949
98 Consolidated Portfolio Review Corp 0.10% of their portfolio WOODBURY, NY 14,90214.9k $595.1k $595.1k 0.10% Added +375 +375
99 Belpointe Asset Management LLC 0.03% of their portfolio RENO, NV 13,97714.0k $558.2k $558.2k 0.03% Reduced -2.5k -2,537
100 Vestment Financial LLC 0.40% of their portfolio CHANHASSEN, MN 13,89313.9k $556.1k $556.1k 0.40% Added +8.9k +8,914