Vault-13

INNOVATOR ETFS TRUST BJAN

US EQTY BUFR JAN · ETP · CUSIP 45782C409

76 institutional holders
2,793,8362.8m shares reported held*
$86.9mreported value*

* 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 ≈ $31.10.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: Brookstone Capital Management (1.5%, 2026-08-06)

Holders, Q3 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 374,386374.4k $11.6m $11.6m 0.03% —
2 INTEGRAL INVESTMENT ADVISORS, INC. 4.53% of their portfolio TURLOCK, CA 178,497178.5k $5.5m $5.5m 4.53% —
3 Marcum Wealth, LLC 0.76% of their portfolio CLEVELAND, OH 161,214161.2k $5.0m $5.0m 0.76% —
4 Brookstone Capital Management 0.11% of their portfolio WHEATON, IL 159,412159.4k $4.9m $4.9m 0.11% —
5 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 156,596156.6k $4.9m $4.9m 0.01% —
6 Wealthquest Corp 0.66% of their portfolio CINCINNATI, OH 152,547152.5k $4.7m $4.7m 0.66% —
7 Berkshire Money Management, Inc. 0.80% of their portfolio DALTON, MA 150,623150.6k $4.7m $4.7m 0.80% —
8 OLD MISSION CAPITAL LLC 0.15% of their portfolio CHICAGO, IL 113,641113.6k $3.5m $3.5m 0.15% —
9 Strategic Blueprint, LLC 0.43% of their portfolio ATLANTA, GA 110,341110.3k $3.4m $3.4m 0.43% —
10 DHJJ Financial Advisors, Ltd. 1.58% of their portfolio NAPERVILLE, IL 87,28887.3k $2.7m $2.7m 1.58% —
11 Round Table Services, LLC 0.53% of their portfolio Westfield, NJ 87,02287.0k $2.7m $2.7m 0.53% —
12 Maltin Wealth Management, Inc. 1.87% of their portfolio RIDGEWOOD, NJ 76,31076.3k $2.4m $2.4m 1.87% —
13 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 55,83755.8k $1.7m $1.7m 0.00% —
14 BECK CAPITAL MANAGEMENT, LLC 0.68% of their portfolio AUSTIN, TX 51,33051.3k $1.6m $1.6m 0.68% —
15 Penserra Capital Management LLC 0.04% of their portfolio ORINDA, CA 50,54050.5k $1.6m $1.6m 0.04% —
16 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 49,20249.2k $1.5m $1.5m 0.01% —
17 Cetera Advisor Networks LLC 0.02% of their portfolio EL SEGUNDO, CA 49,03349.0k $1.5m $1.5m 0.02% —
18 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 45,91145.9k $1.4m $1.4m 0.01% —
19 Bellwether Advisors, LLC 0.42% of their portfolio LINCOLN, NE 40,69740.7k $1.3m $1.3m 0.42% —
20 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 36,00836.0k $1.1m $1.1m 0.01% —
21 Orion Capital Management LLC 0.77% of their portfolio CORONADO, CA 30,53530.5k $947.0k $947.0k 0.77% —
22 Kathmere Capital Management, LLC 0.18% of their portfolio WAYNE, PA 29,09529.1k $902.0k $902.0k 0.18% —
23 CoreCap Advisors, LLC 0.07% of their portfolio SOUTHFIELD, MI 25,71925.7k $797.0k $797.0k 0.07% —
24 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 25,18825.2k $637.0k $637.0k 0.02% —
25 Sunbelt Securities, Inc. 0.16% of their portfolio HOUSTON, TX 23,72323.7k $736.0k $736.0k 0.16% —
26 ROVIN CAPITAL /UT/ /ADV 0.41% of their portfolio MESA, AZ 23,11623.1k $717.0k $717.0k 0.41% —
27 Cetera Advisors LLC 0.02% of their portfolio DENVER, CO 21,98322.0k $682.0k $682.0k 0.02% —
28 Collaborative Wealth Managment Inc. 0.48% of their portfolio LAKE MARY, FL 21,94121.9k $680.0k $680.0k 0.48% —
29 CRA Financial Services, LLC 0.24% of their portfolio NORTHFIELD, NJ 21,80021.8k $676.0k $676.0k 0.24% —
30 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 17,23817.2k $534.5k $534.5k 0.01% —
31 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 16,74816.7k $521.0k $521.0k 0.01% —
32 OneDigital Investment Advisors LLC 0.02% of their portfolio OVERLAND PARK, KS 16,40216.4k $509.0k $509.0k 0.02% —
33 Chicago Partners Investment Group LLC 0.04% of their portfolio CHICAGO, IL 16,20116.2k $530.0k $530.0k 0.04% —
34 Parkside Investments, LLC 0.11% of their portfolio DEERFIELD, IL 16,00016.0k $496.0k $496.0k 0.11% —
35 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 14,64514.6k $454.0k $454.0k 0.00% —
36 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 14,34614.3k $445.0k $445.0k 0.00% —
37 Advisory Alpha, LLC 0.03% of their portfolio HOLLAND, MI 14,15114.2k $439.0k $439.0k 0.03% —
38 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 12,94412.9k $401.0k $401.0k 0.00% —
39 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 12,90112.9k $400.0k $400.0k 0.00% —
40 Pinnacle Wealth Management Group, Inc. 0.35% of their portfolio PLYMOUTH, MI 12,85012.8k $398.0k $398.0k 0.35% —
41 Arax Advisory Partners 0.06% of their portfolio NEW YORK, NY 12,05812.1k $374.0k $374.0k 0.06% —
42 Lantz Financial LLC 0.19% of their portfolio NAPERVILLE, IL 11,91811.9k $370.0k $370.0k 0.19% —
43 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 11,77011.8k $365.0k $365.0k 0.02% —
44 First Commonwealth Financial Corp /PA/ 0.15% of their portfolio Indiana, PA 11,30011.3k $350.0k $350.0k 0.15% —
45 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.05% of their portfolio CEDAR RAPIDS, IA 10,85710.9k $337.0k $337.0k 0.05% —
46 Visionary Wealth Advisors 0.03% of their portfolio O'FALLON, IL 10,49710.5k $325.0k $325.0k 0.03% —
47 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.12% of their portfolio BLUE BELL, PA 10,43310.4k $323.0k $323.0k 0.12% —
48 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 9,4489.4k $293.0k $293.0k 0.00% —
49 LINCOLN NATIONAL CORP 0.01% of their portfolio RADNOR, PA 9,3529.4k $290.0k $290.0k 0.01% —
50 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 8,5408.5k $265.0k $265.0k 0.01% —
51 Outlook Wealth Advisors, LLC 0.12% of their portfolio SHENANDOAH, TX 8,3968.4k $260.0k $260.0k 0.12% —
52 Bedel Financial Consulting, Inc. 0.07% of their portfolio INDIANAPOLIS, IN 8,3638.4k $273.0k $273.0k 0.07% —
53 Marshall Financial Group, LLC 0.11% of their portfolio Hunt Valley, MD 8,1858.2k $254.0k $254.0k 0.11% —
54 Focus Financial Network, Inc. 0.02% of their portfolio MINNEAPOLIS, MN 7,7327.7k $239.7k $239.7k 0.02% —
55 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 7,3987.4k $229.0k $229.0k 0.01% —
56 BENJAMIN F. EDWARDS & COMPANY, INC. 0.01% of their portfolio ST. LOUIS, MO 7,3967.4k $229.0k $229.0k 0.01% —
57 MAS Advisors LLC 0.22% of their portfolio Miami, FL 7,3457.3k $228.0k $228.0k 0.22% —
58 BCGM Wealth Management, LLC 0.12% of their portfolio LAFAYETTE, IN 7,2257.2k $233.0k $233.0k 0.12% —
59 RETIREMENT INCOME SOLUTIONS, INC 0.08% of their portfolio ANN ARBOR, MI 6,7576.8k $212.0k $212.0k 0.08% —
60 Valtinson Bruner Financial Planning LLC 0.13% of their portfolio NEW BRIGHTON, MN 6,6176.6k $205.0k $205.0k 0.13% —
61 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 6,5156.5k $202.0k $202.0k 0.00% —
62 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 5,2125.2k $168.0k $168.0k 0.01% —
63 UBS Group AG 0.00% of their portfolio ZURICH, V8 5,1755.2k $160.0k $160.0k 0.00% —
64 My Personal CFO, LLC 0.76% of their portfolio VANCOUVER, WA 4,8604.9k $498.0k $498.0k 0.76% —
65 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 3,6503.6k $113.0k $113.0k 0.00% —
66 Global Trust Asset Management, LLC 0.06% of their portfolio PALM BEACH GARDENS, FL 3,5003.5k $109.0k $109.0k 0.06% —
67 Joseph Group Capital Management 0.08% of their portfolio COLUMBUS, OH 2,3292.3k $72.0k $72.0k 0.08% —
68 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 1,8501.9k $57.0k $57.0k 0.00% —
69 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 1,4101.4k $44.0k $44.0k 0.00% —
70 American Portfolios Advisors 0.00% of their portfolio HOLBROOK, NY 1,0901.1k $33.8k $33.8k 0.00% —
71 Strategic Asset Management, LLC 0.05% of their portfolio ROCHESTER, MN 1,0311.0k $31.0k $31.0k 0.05% —
72 Archer Investment Corp 0.01% of their portfolio Carmel, IN 526526 $16.3k $16.3k 0.01% —
73 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 506506 $16.0k $16.0k 0.00% —
74 Covington Capital Management 0.00% of their portfolio LOS ANGELES, CA 400400 $12.0k $12.0k 0.00% —
75 Sutton Wealth Advisors Inc. 0.00% of their portfolio TAMPA, FL 234234 $7.3k $7.3k 0.00% —
76 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% —