Vault-13

INNOVATOR ETFS TRUST PMAR

US EQTY PWR BUF · ETP · CUSIP 45782C383

213 institutional holders +5 vs Q1 2026
12,733,01612.7m shares reported held*
$602.5mreported value*
16 new 34 added 78 reduced 9 sold out net bought ≈ $26.5m (+559.8k 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 ≈ $47.32.

Trends to Q2 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: 208Q2 26: 213213Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026213

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 24: 29 bought or addedQ3 24: 97 cut or sold outQ4 24: 20 bought or addedQ4 24: 99 cut or sold outQ4 24Q1 25: 104 bought or addedQ1 25: 69 cut or sold outQ2 25: 68 bought or addedQ2 25: 70 cut or sold outQ2 25Q3 25: 31 bought or addedQ3 25: 99 cut or sold outQ4 25: 29 bought or addedQ4 25: 102 cut or sold outQ4 25Q1 26: 116 bought or addedQ1 26: 64 cut or sold outQ2 26: 50 bought or addedQ2 26: 87 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242997
Q4 20242099
Q1 202510469
Q2 20256870
Q3 20253199
Q4 202529102
Q1 202611664
Q2 20265087

Biggest buyers

Brookstone Capital Management Added +563,109+563.1k
Cambridge Investment Research Advisors, Inc. Added +74,560+74.6k
OSAIC HOLDINGS, INC. Added +70,439+70.4k
Diversify Advisory Services, LLC New +70,159+70.2k
Penserra Capital Management LLC Added +64,178+64.2k
Cetera Investment Advisers Added +50,416+50.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +40,572+40.6k
BLAIR WILLIAM & CO/IL Added +28,379+28.4k
Advisory Alpha, LLC Added +26,104+26.1k
Envision Financial Transparency, LLC New +24,229+24.2k

Biggest sellers

Steward Partners Investment Advisory, LLC Reduced -81,632-81.6k
Focus Partners Wealth Reduced -68,663-68.7k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -64,265-64.3k
Kestra Advisory Services, LLC Reduced -61,870-61.9k
Bright Futures Wealth Management, LLC. Reduced -53,913-53.9k
LeClair Wealth Partners LLC Sold out -35,052-35.1k
Patriot Financial Group Insurance Agency, LLC Reduced -29,820-29.8k
Mariner, LLC Sold out -27,115-27.1k
OLD MISSION CAPITAL LLC Sold out -23,707-23.7k
JANE STREET GROUP, LLC Sold out -18,470-18.5k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio NASHVILLE, TN 1,732,0251.7m $77.3m $77.3m 0.03% Reduced -9.8k -9,833
2 Penserra Capital Management LLC 0.56% of their portfolio ORINDA, CA 1,535,3681.5m $73.3m $73.3m 0.56% Added +64.2k +64,178
3 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 751,815751.8k $35.9m $35.9m 0.04% Added +70.4k +70,439
4 Brookstone Capital Management 0.34% of their portfolio WHEATON, IL 706,660706.7k $33.8m $33.8m 0.34% Added +563.1k +563,109
5 Southland Equity Partners LLC 5.64% of their portfolio WILDWOOD, MO 673,835673.8k $32.2m $32.2m 5.64% Reduced -8.0k -7,955
6 Focus Partners Wealth 0.03% of their portfolio ST LOUIS, MO 579,545579.5k $27.7m $27.7m 0.03% Reduced -68.7k -68,663
7 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 310,087310.1k $14.8m $14.8m 0.01% Added +50.4k +50,416
8 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 301,246301.2k $14.4m $14.4m 0.02% Reduced -64.3k -64,265
9 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 263,206263.2k $12.6m $12.6m 0.00% Added +3.7k +3,728
10 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 215,899215.9k $10.3m $10.3m 0.00% Reduced -7.7k -7,709
11 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 197,506197.5k $9.4m $9.4m 0.01% Added +74.6k +74,560
12 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 193,629193.6k $9.2m $9.2m 0.03% Reduced -61.9k -61,870
13 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 174,811174.8k $8.4m $8.4m 0.01% Added +4.9k +4,909
14 CoreCap Advisors, LLC 0.21% of their portfolio SOUTHFIELD, MI 149,462149.5k $7.1m $7.1m 0.21% Added +8.0k +7,975
15 Bellwether Advisors, LLC 0.92% of their portfolio LINCOLN, NE 129,657129.7k $6.2m $6.2m 0.92% Reduced -171 -171
16 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 126,283126.3k $6.0m $6.0m 0.01% Reduced -1.4k -1,371
17 Beacon Pointe Advisors, LLC 0.03% of their portfolio NEWPORT BEACH, CA 126,190126.2k $6.0m $6.0m 0.03% Reduced -1.0k -1,015
18 Cassady Wealth & Retirement Planning, LLC 2.73% of their portfolio HENDERSON, NV 122,750122.8k $5.9m $5.9m 2.73% Reduced -57 -57
19 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 113,908113.9k $5.4m $5.4m 0.00% Reduced -3.9k -3,947
20 BLAIR WILLIAM & CO/IL 0.01% of their portfolio CHICAGO, IL 107,812107.8k $5.2m $5.2m 0.01% Added +28.4k +28,379
21 Cornerstone Wealth, LLC/TN 2.26% of their portfolio GREENEVILLE, TN 92,96393.0k $4.5m $4.5m 2.26% Reduced -275 -275
22 Diligent Investors, LLC 0.97% of their portfolio REDLANDS, CA 91,64691.6k $4.4m $4.4m 0.97% Added +870 +870
23 KFG WEALTH MANAGEMENT, LLC 0.49% of their portfolio GRANGER, IN 91,51091.5k $4.4m $4.4m 0.49% Added +408 +408
24 Cresset Asset Management, LLC 0.02% of their portfolio Chicago, IL 87,34187.3k $4.2m $4.2m 0.02% Reduced -7.9k -7,896
25 WEALTH ALLIANCE, LLC 0.35% of their portfolio MELLVILLE, NY 87,11987.1k $4.2m $4.2m 0.35% Reduced -122 -122
26 Advisory Alpha, LLC 0.10% of their portfolio HOLLAND, MI 86,67286.7k $4.1m $4.1m 0.10% Added +26.1k +26,104
27 Hardworking Capital Advisors, LLC 3.22% of their portfolio Palm Desert, CA 82,38582.4k $3.9m $3.9m 3.22% Reduced -4.3k -4,335
28 Keating Financial Advisory Services, Inc. 0.50% of their portfolio MANHATTAN, KS 79,38579.4k $3.8m $3.8m 0.50% Reduced -1.2k -1,203
29 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 78,32578.3k $3.7m $3.7m 0.00% Reduced -1.1k -1,099
30 MTM FINANCIAL GROUP, LLC 1.59% of their portfolio BETHLEHEM, PA 77,62877.6k $3.7m $3.7m 1.59% Reduced -250 -250
31 Diversify Advisory Services, LLC 0.06% of their portfolio SANDY, UT 70,15970.2k $3.4m $3.4m 0.06% New
32 DIVERSIFY WEALTH MANAGEMENT, LLC 0.06% of their portfolio SANDY, UT 70,15970.2k $3.4m $3.4m 0.06% Reduced -968 -968
33 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 69,14269.1k $3.3m $3.3m 0.00% Added +40.6k +40,572
34 OneDigital Investment Advisors LLC 0.03% of their portfolio OVERLAND PARK, KS 69,12969.1k $3.3m $3.3m 0.03% Reduced -4.0k -3,957
35 BFI Wealth Solutions, LLC 2.30% of their portfolio DALLAS, TX 64,99565.0k $3.1m $3.1m 2.30% Reduced -716 -716
36 MAI Capital Management 0.01% of their portfolio INDEPENDENCE, OH 64,99165.0k $3.1m $3.1m 0.01% Reduced -649 -649
37 Valmark Advisers, Inc. 0.03% of their portfolio AKRON, OH 64,55964.6k $3.1m $3.1m 0.03% Added +34 +34
38 First Commonwealth Financial Corp /PA/ 0.42% of their portfolio Indiana, PA 62,54462.5k $3.0m $3.0m 0.42% Added +5.4k +5,381
39 CRA Financial Services, LLC 0.33% of their portfolio NORTHFIELD, NJ 60,22260.2k $2.9m $2.9m 0.33% Reduced -230 -230
40 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 59,76459.8k $2.9m $2.9m 0.01% Added +10.1k +10,059
41 ATTICUS WEALTH MANAGEMENT, LLC 0.68% of their portfolio Palm Beach Gardens, FL 59,53359.5k $2.8m $2.8m 0.68% Reduced -3.1k -3,100
42 WPWealth LLP 0.42% of their portfolio FORT WORTH, TX 59,27959.3k $2.8m $2.8m 0.42% Unchanged
43 GILL CAPITAL PARTNERS, LLC 0.74% of their portfolio DENVER, CO 58,21858.2k $2.8m $2.8m 0.74% Added +115 +115
44 YARGER WEALTH STRATEGIES, LLC 1.01% of their portfolio WESTERVILLE, OH 57,68857.7k $2.8m $2.8m 1.01% Unchanged
45 Forvis Mazars Wealth Advisors, LLC 0.05% of their portfolio Springfield, MO 56,77256.8k $2.7m $2.7m 0.05% Reduced -4.4k -4,390
46 BCS Wealth Management 0.49% of their portfolio JOHNSON CITY, TN 56,37256.4k $2.7m $2.7m 0.49% Reduced -405 -405
47 Global Assets Advisory, LLC 0.58% of their portfolio ORLANDO, FL 55,93155.9k $2.7m $2.7m 0.58% Reduced -5 -5
48 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 51,07651.1k $2.4m $2.4m 0.00% Added +1.7k +1,657
49 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 50,44950.4k $2.4m $2.4m 0.01% Reduced -58 -58
50 Spire Wealth Management 0.07% of their portfolio MCLEAN, VA 49,02449.0k $2.3m $2.3m 0.07% Reduced -1.5k -1,511
51 CORRADO ADVISORS, LLC 0.95% of their portfolio RAMSEY, NJ 43,20043.2k $2.1m $2.1m 0.95% Reduced -707 -707
52 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.23% of their portfolio BLUE BELL, PA 38,06838.1k $1.8m $1.8m 0.23% Reduced -376 -376
53 Foundations Investment Advisors, LLC 0.02% of their portfolio PHOENIX, AZ 37,97638.0k $1.8m $1.8m 0.02% Added +1.0k +1,005
54 Chris Bulman Inc 0.63% of their portfolio ROSEVILLE, CA 36,27536.3k $1.7m $1.7m 0.63% Added +5.0k +4,962
55 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 36,13436.1k $1.7m $1.7m 0.01% Reduced -6.9k -6,941
56 GenTrust, LLC 0.07% of their portfolio MIAMI, FL 35,81535.8k $1.7m $1.7m 0.07% Unchanged
57 Bright Futures Wealth Management, LLC. 1.10% of their portfolio WEBSTER, NY 14580, NY 35,72935.7k $1.7m $1.7m 1.10% Reduced -53.9k -53,913
58 Weaver Capital Management LLC 0.35% of their portfolio SUWANEE, GA 35,64335.6k $1.6m $1.6m 0.35% Unchanged
59 Blue Water Asset Management 0.54% of their portfolio GRAND RAPIDS, MI 35,31935.3k $1.7m $1.7m 0.54% Added +267 +267
60 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 34,96835.0k $1.7m $1.7m 0.01% Unchanged
61 Main Street Financial Solutions, LLC 0.11% of their portfolio NEWTOWN, PA 34,63034.6k $1.7m $1.7m 0.11% Reduced -2.8k -2,766
62 Keystone Wealth Services, LLC 0.30% of their portfolio PALM DESERT, CA 34,18734.2k $1.6m $1.6m 0.30% Reduced -100 -100
63 Arkadios Wealth Advisors 0.02% of their portfolio ATLANTA, GA 33,88333.9k $1.6m $1.6m 0.02% Added +23.5k +23,528
64 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 33,46733.5k $1.6m $1.6m 0.00% Added +2.0k +2,032
65 Patriot Financial Group Insurance Agency, LLC 0.16% of their portfolio Westborough, MA 32,74632.7k $1.6m $1.6m 0.16% Reduced -29.8k -29,820
66 Lakeridge Wealth Management LLC 0.56% of their portfolio MENTOR, OH 32,18632.2k $1.5m $1.5m 0.56% Unchanged
67 CreativeOne Wealth, LLC 0.03% of their portfolio OVERLAND PARK, KS 31,97232.0k $1.5m $1.5m 0.03% Reduced -215 -215
68 MACROVIEW INVESTMENT MANAGEMENT LLC 0.90% of their portfolio BETHESDA, MD 30,28530.3k $1.4m $1.4m 0.90% Unchanged
69 Belpointe Asset Management LLC 0.05% of their portfolio RENO, NV 30,13130.1k $1.4m $1.4m 0.05% Added +5.4k +5,440
70 Castle Rock Wealth Management, LLC 0.28% of their portfolio WALNUT CREEK, CA 29,85729.9k $1.4m $1.4m 0.28% Reduced -3.2k -3,200
71 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 29,61129.6k $1.4m $1.4m 0.00% Reduced -991 -991
72 Trek Financial, LLC 0.07% of their portfolio Scottsdale, AZ 29,07929.1k $1.4m $1.4m 0.07% Reduced -672 -672
73 IFP Advisors, Inc 0.03% of their portfolio TAMPA, FL 29,01329.0k $1.4m $1.4m 0.03% Reduced -1.1k -1,075
74 Vantage Point Financial LLC 0.42% of their portfolio LISLE, IL 28,62528.6k $1.4m $1.4m 0.42% Unchanged
75 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 28,58128.6k $1.4m $1.4m 0.01% Reduced -166 -166
76 COFG Advisors, LLC 0.24% of their portfolio OAK BROOK, IL 28,56128.6k $1.4m $1.4m 0.24% Unchanged
77 Americana Partners, LLC 0.03% of their portfolio Houston, TX 27,82927.8k $1.3m $1.3m 0.03% Unchanged
78 Ballast Rock Private Wealth LLC 0.59% of their portfolio CHARLESTON, SC 26,93726.9k $1.3m $1.3m 0.59% Unchanged
79 CITY HOLDING CO 0.15% of their portfolio CHARLESTON, WV 26,86026.9k $1.3m $1.3m 0.15% Reduced -300 -300
80 Ascent Wealth Partners, LLC 0.12% of their portfolio NEW HARTFORD, NY 25,79325.8k $1.2m $1.2m 0.12% Reduced -10.1k -10,059
81 LifeWealth Investments, LLC 0.32% of their portfolio WINTER GARDEN, FL 25,20525.2k $1.2m $1.2m 0.32% Unchanged
82 Envision Financial Transparency, LLC 0.75% of their portfolio GREENSBORO, NC 24,22924.2k $883.1k $883.1k 0.75% New
83 TrustBank 0.39% of their portfolio OLNEY, IL 24,15024.1k $1.2m $1.2m 0.39% Reduced -325 -325
84 CANANDAIGUA NATIONAL BANK & TRUST CO 0.10% of their portfolio CANANDAIGUA, NY 23,82523.8k $1.1m $1.1m 0.10% First filing
85 Lineweaver Wealth Advisors, LLC 0.13% of their portfolio VALLEY VIEW, OH 23,76823.8k $1.1m $1.1m 0.13% Unchanged
86 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 23,70323.7k $1.1m $1.1m 0.00% New
87 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 22,52822.5k $1.1m $1.1m 0.01% Unchanged
88 FSA Advisors, Inc. 0.48% of their portfolio TROY, MI 21,70921.7k $1.0m $1.0m 0.48% Reduced -699 -699
89 Cornerstone Wealth Group, LLC 0.06% of their portfolio HUNTERSVILLE, NC 20,18920.2k $964.4k $964.4k 0.06% Reduced -5.4k -5,394
90 Jessup Wealth Management, Inc 0.29% of their portfolio DAYTON, OH 20,18720.2k $964.3k $964.3k 0.29% Reduced -2.1k -2,061
91 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 20,16120.2k $963.0k $963.0k 0.00% New
92 Hidden Cove Wealth Management, LLC 0.53% of their portfolio Bainbridge Island, WA 20,08320.1k $959.4k $959.4k 0.53% Unchanged
93 Pacific Park Financial, Inc. 0.53% of their portfolio LAGINA HILLS, CA 19,18519.2k $916.5k $916.5k 0.53% Reduced -1.2k -1,188
94 Retirement Planning Group, LLC 0.02% of their portfolio LEAWOOD, KS 18,87718.9k $901.8k $901.8k 0.02% Unchanged
95 SAGESPRING WEALTH PARTNERS, LLC 0.01% of their portfolio FRANKLIN, TN 18,63618.6k $890.2k $890.2k 0.01% Added +9.2k +9,194
96 Cyndeo Wealth Partners, LLC 0.04% of their portfolio ST. PETERSBURG, FL 17,52317.5k $837.1k $837.1k 0.04% Unchanged
97 SIGNATUREFD, LLC 0.01% of their portfolio ATLANTA, GA 17,27717.3k $825.3k $825.3k 0.01% Unchanged
98 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 16,61516.6k $793.7k $793.7k 0.01% Unchanged
99 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 16,49116.5k $787.8k $787.8k 0.00% Reduced -1.0k -1,044
100 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 16,40916.4k $783.9k $783.9k 0.01% Unchanged