Vault-13

INNOVATOR ETFS TRUST PMAR

US EQTY PWR BUF · ETP · CUSIP 45782C383

208 institutional holders +12 vs Q4 2025
12,182,01112.2m shares reported held*
$544.9mreported value*
30 new 86 added 44 reduced 20 sold out net bought ≈ $63.3m (+1.4m 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 ≈ $44.73.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 92Q4 22: 93Q1 23: 136Q2 23: 132Q3 23: 128Q4 23: 131Q1 24: 174Q2 24: 184Q3 24: 175Q4 24: 189Q1 25: 190Q2 25: 189Q3 25: 185Q4 25: 196Q1 26: 208208Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202292
Q4 202293
Q1 2023136
Q2 2023132
Q3 2023128
Q4 2023131
Q1 2024174
Q2 2024184
Q3 2024175
Q4 2024189
Q1 2025190
Q2 2025189
Q3 2025185
Q4 2025196
Q1 2026208

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 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 25Q2 25: 68 bought or addedQ2 25: 70 cut or sold outQ3 25: 31 bought or addedQ3 25: 99 cut or sold outQ3 25Q4 25: 29 bought or addedQ4 25: 102 cut or sold outQ1 26: 116 bought or addedQ1 26: 64 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20247172
Q3 20242997
Q4 20242099
Q1 202510469
Q2 20256870
Q3 20253199
Q4 202529102
Q1 202611664

Biggest buyers

ALLIANCEBERNSTEIN L.P. Added +176,863+176.9k
Bright Futures Wealth Management, LLC. New +89,642+89.6k
Penserra Capital Management LLC Added +83,268+83.3k
Steward Partners Investment Advisory, LLC Added +81,503+81.5k
Kestra Advisory Services, LLC Added +73,627+73.6k
Focus Partners Wealth Added +73,088+73.1k
DIVERSIFY WEALTH MANAGEMENT, LLC New +71,127+71.1k
COMMONWEALTH EQUITY SERVICES, LLC Added +59,941+59.9k
Beacon Pointe Advisors, LLC Added +59,703+59.7k
Cerity Partners LLC Added +51,391+51.4k

Biggest sellers

Diversify Advisory Services, LLC Sold out -75,629-75.6k
BCS Wealth Management Reduced -58,149-58.1k
MERCER GLOBAL ADVISORS INC /ADV Reduced -44,038-44.0k
Southland Equity Partners LLC Reduced -35,838-35.8k
OSAIC HOLDINGS, INC. Reduced -31,443-31.4k
MBL Wealth, LLC Sold out -30,835-30.8k
WorthPointe, LLC Sold out -30,564-30.6k
Orion Porfolio Solutions, LLC Sold out -16,351-16.4k
IFP Advisors, Inc Reduced -12,586-12.6k
Providence First Trust Co Sold out -9,330-9.3k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio NASHVILLE, TN 1,741,8581.7m $78.3m $78.3m 0.03% Added +176.9k +176,863
2 Penserra Capital Management LLC 0.77% of their portfolio ORINDA, CA 1,471,1901.5m $65.6m $65.6m 0.77% Added +83.3k +83,268
3 Southland Equity Partners LLC 5.93% of their portfolio WILDWOOD, MO 681,790681.8k $30.4m $30.4m 5.93% Reduced -35.8k -35,838
4 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 681,376681.4k $30.4m $30.4m 0.04% Reduced -31.4k -31,443
5 Focus Partners Wealth 0.03% of their portfolio ST LOUIS, MO 648,208648.2k $28.9m $28.9m 0.03% Added +73.1k +73,088
6 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 365,511365.5k $16.3m $16.3m 0.02% Added +59.9k +59,941
7 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 259,671259.7k $11.6m $11.6m 0.01% Added +3.5k +3,535
8 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 259,478259.5k $11.6m $11.6m 0.00% Added +49.6k +49,627
9 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 255,499255.5k $11.4m $11.4m 0.04% Added +73.6k +73,627
10 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 223,608223.6k $10.0m $10.0m 0.00% Added +20.4k +20,358
11 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 169,902169.9k $7.6m $7.6m 0.01% Added +30.7k +30,746
12 Brookstone Capital Management 0.07% of their portfolio WHEATON, IL 143,551143.6k $6.4m $6.4m 0.07% Added +4.8k +4,797
13 CoreCap Advisors, LLC 0.21% of their portfolio SOUTHFIELD, MI 141,487141.5k $6.3m $6.3m 0.21% Added +15.5k +15,473
14 Bellwether Advisors, LLC 0.98% of their portfolio LINCOLN, NE 129,828129.8k $5.8m $5.8m 0.98% Added +25.7k +25,735
15 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 127,654127.7k $5.7m $5.7m 0.01% Added +11.4k +11,413
16 Beacon Pointe Advisors, LLC 0.03% of their portfolio NEWPORT BEACH, CA 127,205127.2k $5.7m $5.7m 0.03% Added +59.7k +59,703
17 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 122,946122.9k $5.5m $5.5m 0.01% Added +18.0k +18,049
18 Cassady Wealth & Retirement Planning, LLC 2.98% of their portfolio HENDERSON, NV 122,807122.8k $5.8m $5.8m 2.98% Added +32.7k +32,655
19 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 117,855117.9k $5.3m $5.3m 0.00% Added +40.8k +40,793
20 Cresset Asset Management, LLC 0.02% of their portfolio Chicago, IL 95,23795.2k $4.2m $4.2m 0.02% Added +13.2k +13,226
21 Cornerstone Wealth, LLC/TN 2.45% of their portfolio GREENEVILLE, TN 93,23893.2k $4.3m $4.3m 2.45% First filing
22 KFG WEALTH MANAGEMENT, LLC 0.53% of their portfolio GRANGER, IN 91,10291.1k $4.1m $4.1m 0.53% Added +11.1k +11,068
23 Diligent Investors, LLC 1.00% of their portfolio REDLANDS, CA 90,77690.8k $4.1m $4.1m 1.00% Added +1.4k +1,365
24 Bright Futures Wealth Management, LLC. 2.74% of their portfolio WEBSTER, NY 14580, NY 89,64289.6k $4.0m $4.0m 2.74% New
25 WEALTH ALLIANCE, LLC 0.38% of their portfolio MELLVILLE, NY 87,24187.2k $3.9m $3.9m 0.38% Added +3.6k +3,569
26 Hardworking Capital Advisors, LLC 3.62% of their portfolio Palm Desert, CA 86,72086.7k $3.9m $3.9m 3.62% Reduced -1.0k -1,010
27 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 85,79185.8k $3.8m $3.8m 0.02% Added +81.5k +81,503
28 Keating Financial Advisory Services, Inc. 0.58% of their portfolio MANHATTAN, KS 80,58880.6k $3.6m $3.6m 0.58% Reduced -8.4k -8,372
29 BLAIR WILLIAM & CO/IL 0.01% of their portfolio CHICAGO, IL 79,43379.4k $3.5m $3.5m 0.01% Added +43.5k +43,538
30 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 79,42479.4k $3.5m $3.5m 0.01% Added +51.4k +51,391
31 MTM FINANCIAL GROUP, LLC 1.63% of their portfolio BETHLEHEM, PA 77,87877.9k $3.5m $3.5m 1.63% Reduced -2.7k -2,741
32 OneDigital Investment Advisors LLC 0.03% of their portfolio OVERLAND PARK, KS 73,08673.1k $3.3m $3.3m 0.03% Added +8.7k +8,687
33 DIVERSIFY WEALTH MANAGEMENT, LLC 0.06% of their portfolio SANDY, UT 71,12771.1k $3.3m $3.3m 0.06% New
34 BFI Wealth Solutions, LLC 2.83% of their portfolio DALLAS, TX 65,71165.7k $2.9m $2.9m 2.83% Added +23.9k +23,875
35 MAI Capital Management 0.02% of their portfolio INDEPENDENCE, OH 65,64065.6k $2.9m $2.9m 0.02% Reduced -2.6k -2,604
36 Valmark Advisers, Inc. 0.03% of their portfolio AKRON, OH 64,52564.5k $2.9m $2.9m 0.03% Added +8.6k +8,603
37 ATTICUS WEALTH MANAGEMENT, LLC 0.76% of their portfolio Palm Beach Gardens, FL 62,63362.6k $2.8m $2.8m 0.76% Reduced -2.6k -2,635
38 Patriot Financial Group Insurance Agency, LLC 0.16% of their portfolio Westborough, MA 62,56662.6k $2.8m $2.8m 0.16% Added +32.7k +32,658
39 Forvis Mazars Wealth Advisors, LLC 0.05% of their portfolio Springfield, MO 61,16261.2k $2.7m $2.7m 0.05% Reduced -711 -711
40 Advisory Alpha, LLC 0.07% of their portfolio HOLLAND, MI 60,56860.6k $2.7m $2.7m 0.07% Added +42.8k +42,786
41 CRA Financial Services, LLC 0.35% of their portfolio NORTHFIELD, NJ 60,45260.5k $2.7m $2.7m 0.35% Added +8.1k +8,060
42 WPWealth LLP 0.40% of their portfolio FORT WORTH, TX 59,27959.3k $2.6m $2.6m 0.40% Added +12.6k +12,560
43 GILL CAPITAL PARTNERS, LLC 0.75% of their portfolio DENVER, CO 58,10358.1k $2.6m $2.6m 0.75% Added +485 +485
44 YARGER WEALTH STRATEGIES, LLC 1.04% of their portfolio WESTERVILLE, OH 57,68857.7k $2.6m $2.6m 1.04% Reduced -13 -13
45 First Commonwealth Financial Corp /PA/ 0.41% of their portfolio Indiana, PA 57,16357.2k $2.6m $2.6m 0.41% Added +12.1k +12,138
46 BCS Wealth Management 0.52% of their portfolio JOHNSON CITY, TN 56,77756.8k $2.5m $2.5m 0.52% Reduced -58.1k -58,149
47 Global Assets Advisory, LLC 0.73% of their portfolio ORLANDO, FL 55,93655.9k $2.5m $2.5m 0.73% Added +6.7k +6,740
48 Spire Wealth Management 0.08% of their portfolio MCLEAN, VA 50,53550.5k $2.3m $2.3m 0.08% Added +153 +153
49 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 50,50750.5k $2.3m $2.3m 0.01% Reduced -2.8k -2,848
50 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 49,70549.7k $2.2m $2.2m 0.01% Reduced -3.1k -3,116
51 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 49,41949.4k $2.2m $2.2m 0.01% Added +547 +547
52 CORRADO ADVISORS, LLC 1.02% of their portfolio RAMSEY, NJ 43,90743.9k $2.0m $2.0m 1.02% Added +19.5k +19,462
53 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 43,07543.1k $1.9m $1.9m 0.01% Added +16.8k +16,806
54 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.25% of their portfolio BLUE BELL, PA 38,44438.4k $1.7m $1.7m 0.25% Added +1.6k +1,622
55 Main Street Financial Solutions, LLC 0.12% of their portfolio NEWTOWN, PA 37,39637.4k $1.7m $1.7m 0.12% Unchanged
56 Foundations Investment Advisors, LLC 0.02% of their portfolio PHOENIX, AZ 36,97137.0k $1.6m $1.6m 0.02% Added +3.7k +3,736
57 Ascent Wealth Partners, LLC 0.19% of their portfolio NEW HARTFORD, NY 35,85235.9k $1.6m $1.6m 0.19% Added +7.8k +7,804
58 GenTrust, LLC 0.07% of their portfolio MIAMI, FL 35,81535.8k $1.6m $1.6m 0.07% Unchanged
59 Weaver Capital Management LLC 0.35% of their portfolio SUWANEE, GA 35,64335.6k $1.6m $1.6m 0.35% Added +1.5k +1,482
60 Blue Water Asset Management 0.54% of their portfolio GRAND RAPIDS, MI 35,05235.1k $1.6m $1.6m 0.54% Added +24.1k +24,082
61 LeClair Wealth Partners LLC 0.54% of their portfolio DUBLIN, OH 35,05235.1k $1.6m $1.6m 0.54% New
62 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 34,96835.0k $1.6m $1.6m 0.01% Unchanged
63 Keystone Wealth Services, LLC 0.33% of their portfolio PALM DESERT, CA 34,28734.3k $1.5m $1.5m 0.33% New
64 Castle Rock Wealth Management, LLC 0.32% of their portfolio WALNUT CREEK, CA 33,05733.1k $1.5m $1.5m 0.32% Reduced -44 -44
65 CreativeOne Wealth, LLC 0.03% of their portfolio OVERLAND PARK, KS 32,18732.2k $1.4m $1.4m 0.03% Added +836 +836
66 Lakeridge Wealth Management LLC 0.62% of their portfolio MENTOR, OH 32,18632.2k $1.4m $1.4m 0.62% Reduced -1.6k -1,605
67 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 31,43531.4k $1.4m $1.4m 0.00% Reduced -3.5k -3,496
68 Chris Bulman Inc 0.61% of their portfolio ROSEVILLE, CA 31,31331.3k $1.4m $1.4m 0.61% Added +3.0k +2,970
69 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 30,60230.6k $1.4m $1.4m 0.00% Added +14.0k +14,045
70 MACROVIEW INVESTMENT MANAGEMENT LLC 0.94% of their portfolio BETHESDA, MD 30,28530.3k $1.4m $1.4m 0.94% Unchanged
71 IFP Advisors, Inc 0.03% of their portfolio TAMPA, FL 30,08830.1k $1.3m $1.3m 0.03% Reduced -12.6k -12,586
72 Trek Financial, LLC 0.07% of their portfolio Scottsdale, AZ 29,75129.8k $1.3m $1.3m 0.07% Reduced -3.3k -3,274
73 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 28,74728.7k $1.3m $1.3m 0.01% Added +6.3k +6,253
74 Vantage Point Financial LLC 0.45% of their portfolio LISLE, IL 28,62528.6k $1.3m $1.3m 0.45% New
75 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 28,57028.6k $1.3m $1.3m 0.00% Added +16.4k +16,403
76 COFG Advisors, LLC 0.32% of their portfolio OAK BROOK, IL 28,56128.6k $1.3m $1.3m 0.32% Added +6.3k +6,322
77 Americana Partners, LLC 0.03% of their portfolio Houston, TX 27,82927.8k $1.2m $1.2m 0.03% New
78 CITY HOLDING CO 0.15% of their portfolio CHARLESTON, WV 27,16027.2k $1.2m $1.2m 0.15% Reduced -157 -157
79 Mariner, LLC 0.00% of their portfolio Overland Park, KS 27,11527.1k $1.2m $1.2m 0.00% Added +12.1k +12,064
80 Ballast Rock Private Wealth LLC 0.66% of their portfolio CHARLESTON, SC 26,93726.9k $1.2m $1.2m 0.66% Added +4.9k +4,901
81 Cornerstone Wealth Group, LLC 0.08% of their portfolio HUNTERSVILLE, NC 25,58325.6k $1.2m $1.2m 0.08% Reduced -3.2k -3,219
82 LifeWealth Investments, LLC 0.34% of their portfolio WINTER GARDEN, FL 25,20525.2k $1.1m $1.1m 0.34% Unchanged
83 Belpointe Asset Management LLC 0.04% of their portfolio RENO, NV 24,69124.7k $1.1m $1.1m 0.04% Added +7.0k +7,026
84 TrustBank 0.42% of their portfolio OLNEY, IL 24,47524.5k $1.1m $1.1m 0.42% Unchanged
85 CANANDAIGUA NATIONAL CORP 0.10% of their portfolio CANANDAIGUA, NY 23,82523.8k $1.1m $1.1m 0.10% First filing
86 Lineweaver Wealth Advisors, LLC 0.14% of their portfolio VALLEY VIEW, OH 23,76823.8k $1.1m $1.1m 0.14% Added +5.4k +5,420
87 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 23,70723.7k $1.1m $1.1m 0.03% Added +13.5k +13,523
88 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 22,52822.5k $1.0m $1.0m 0.01% Added +4.7k +4,715
89 FSA Advisors, Inc. 0.66% of their portfolio TROY, MI 22,40822.4k $999.8k $999.8k 0.66% Added +496 +496
90 Jessup Wealth Management, Inc 0.36% of their portfolio DAYTON, OH 22,24822.2k $992.7k $992.7k 0.36% Added +3.8k +3,774
91 Pacific Park Financial, Inc. 0.59% of their portfolio LAGINA HILLS, CA 20,37320.4k $909.0k $909.0k 0.59% Reduced -1.6k -1,636
92 Hidden Cove Wealth Management, LLC 0.58% of their portfolio Bainbridge Island, WA 20,08320.1k $896.1k $896.1k 0.58% New
93 Retirement Planning Group, LLC 0.03% of their portfolio LEAWOOD, KS 18,87718.9k $842.3k $842.3k 0.03% Unchanged
94 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 18,47018.5k $824.1k $824.1k 0.00% New
95 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 17,53517.5k $782.4k $782.4k 0.01% Added +1.6k +1,638
96 Cyndeo Wealth Partners, LLC 0.04% of their portfolio ST. PETERSBURG, FL 17,52317.5k $781.9k $781.9k 0.04% New
97 SIGNATUREFD, LLC 0.01% of their portfolio ATLANTA, GA 17,27717.3k $770.9k $770.9k 0.01% Unchanged
98 SILVER OAK SECURITIES, INCORPORATED 0.05% of their portfolio JACKSON, TN 16,71716.7k $745.9k $745.9k 0.05% Added +508 +508
99 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 16,61516.6k $741.4k $741.4k 0.01% Reduced -374 -374
100 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 16,51516.5k $736.9k $736.9k 0.00% Reduced -44.0k -44,038