Vault-13

INNOVATOR ETFS TRUST BJAN

US EQTY BUFR JAN · ETP · CUSIP 45782C409

131 institutional holders +5 vs Q1 2026
5,209,2385.2m shares reported held*
$306.6mreported value*
13 new 26 added 47 reduced 7 sold out net bought ≈ $21.6m (+367.1k 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 ≈ $58.86.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 76Q4 22: 77Q1 23: 84Q2 23: 89Q3 23: 84Q4 23: 89Q1 24: 106Q2 24: 105Q3 24: 104Q4 24: 106Q1 25: 106Q2 25: 111Q3 25: 106Q4 25: 113Q1 26: 126Q2 26: 131131Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202276
Q4 202277
Q1 202384
Q2 202389
Q3 202384
Q4 202389
Q1 2024106
Q2 2024105
Q3 2024104
Q4 2024106
Q1 2025106
Q2 2025111
Q3 2025106
Q4 2025113
Q1 2026126
Q2 2026131

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 21 bought or addedQ3 24: 54 cut or sold outQ4 24: 26 bought or addedQ4 24: 49 cut or sold outQ4 24Q1 25: 60 bought or addedQ1 25: 32 cut or sold outQ2 25: 34 bought or addedQ2 25: 44 cut or sold outQ2 25Q3 25: 18 bought or addedQ3 25: 60 cut or sold outQ4 25: 34 bought or addedQ4 25: 56 cut or sold outQ4 25Q1 26: 72 bought or addedQ1 26: 37 cut or sold outQ2 26: 39 bought or addedQ2 26: 54 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242154
Q4 20242649
Q1 20256032
Q2 20253444
Q3 20251860
Q4 20253456
Q1 20267237
Q2 20263954

Biggest buyers

Arax Advisory Partners Added +273,239+273.2k
Brookstone Capital Management Added +251,387+251.4k
Penserra Capital Management LLC Added +68,653+68.7k
EP Wealth Advisors, LLC New +57,913+57.9k
Cambridge Investment Research Advisors, Inc. Added +18,489+18.5k
Simplicity Wealth,LLC New +9,926+9.9k
ENVESTNET ASSET MANAGEMENT INC Added +8,893+8.9k
MML INVESTORS SERVICES, LLC Added +8,026+8.0k
INTEGRAL INVESTMENT ADVISORS, INC. Added +5,292+5.3k
Wood Tarver Financial Group, LLC Added +5,101+5.1k

Biggest sellers

PERSONAL CFO SOLUTIONS, LLC Sold out -234,460-234.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -24,962-25.0k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -13,706-13.7k
Cetera Investment Advisers Reduced -13,456-13.5k
CITADEL ADVISORS LLC Sold out -10,757-10.8k
JANE STREET GROUP, LLC Sold out -10,538-10.5k
D.B. Root & Company, LLC Sold out -8,430-8.4k
Janney Montgomery Scott LLC Reduced -8,366-8.4k
GWN SECURITIES INC. Reduced -8,198-8.2k
OLD MISSION CAPITAL LLC Reduced -6,858-6.9k

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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Brookstone Capital Management 0.52% of their portfolio WHEATON, IL 883,904883.9k $52.0m $52.0m 0.52% Added +251.4k +251,387
2 Penserra Capital Management LLC 0.20% of their portfolio ORINDA, CA 446,940446.9k $26.3m $26.3m 0.20% Added +68.7k +68,653
3 COFG Advisors, LLC 4.00% of their portfolio OAK BROOK, IL 393,947393.9k $23.2m $23.2m 4.00% Reduced -1.6k -1,601
4 Arax Advisory Partners 0.11% of their portfolio NEW YORK, NY 284,327284.3k $16.7m $16.7m 0.11% Added +273.2k +273,239
5 INTEGRAL INVESTMENT ADVISORS, INC. 3.52% of their portfolio TURLOCK, CA 271,186271.2k $16.0m $16.0m 3.52% Added +5.3k +5,292
6 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 248,556248.6k $14.6m $14.6m 0.02% Reduced -13.7k -13,706
7 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 160,757160.8k $9.5m $9.5m 0.01% Added +1.3k +1,299
8 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 132,057132.1k $7.8m $7.8m 0.01% Added +3.2k +3,218
9 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 129,078129.1k $7.6m $7.6m 0.01% Reduced -13.5k -13,456
10 Lido Advisors, LLC 0.02% of their portfolio Los Angeles, CA 107,920107.9k $6.4m $6.4m 0.02% Unchanged
11 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 101,641101.6k $6.0m $6.0m 0.03% Reduced -339 -339
12 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 97,18997.2k $5.7m $5.7m 0.00% Added +8.9k +8,893
13 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 93,65993.7k $5.5m $5.5m 0.00% Reduced -2.7k -2,711
14 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 89,06389.1k $5.2m $5.2m 0.00% Added +1.7k +1,733
15 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 87,45987.5k $5.1m $5.1m 0.01% Reduced -8.4k -8,366
16 Maltin Wealth Management, Inc. 1.67% of their portfolio RIDGEWOOD, NJ 84,97785.0k $5.0m $5.0m 1.67% Unchanged
17 Crown Wealth Group, LLC 1.25% of their portfolio Charlotte, NC 83,62283.6k $4.9m $4.9m 1.25% Reduced -5.9k -5,852
18 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 73,25273.3k $4.3m $4.3m 0.01% Added +775 +775
19 DHJJ Financial Advisors, Ltd. 1.11% of their portfolio NAPERVILLE, IL 65,28265.3k $3.8m $3.8m 1.11% Reduced -634 -634
20 EP Wealth Advisors, LLC 0.01% of their portfolio TORRANCE, CA 57,91357.9k $3.4m $3.4m 0.01% New
21 GWN SECURITIES INC. 0.51% of their portfolio Palm Beach Gardens, FL 51,95052.0k $3.1m $3.1m 0.51% Reduced -8.2k -8,198
22 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 45,91945.9k $2.7m $2.7m 0.00% Reduced -25.0k -24,962
23 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 44,61744.6k $2.6m $2.6m 0.00% Reduced -50 -50
24 First Commonwealth Financial Corp /PA/ 0.36% of their portfolio Indiana, PA 44,17344.2k $2.6m $2.6m 0.36% Reduced -207 -207
25 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.31% of their portfolio BLUE BELL, PA 42,61442.6k $2.5m $2.5m 0.31% Added +168 +168
26 My Personal CFO, LLC 0.96% of their portfolio VANCOUVER, WA 41,89441.9k $2.5m $2.5m 0.96% Reduced -141 -141
27 Bellwether Advisors, LLC 0.34% of their portfolio LINCOLN, NE 38,48038.5k $2.3m $2.3m 0.34% Unchanged
28 FSA Advisors, Inc. 1.02% of their portfolio TROY, MI 37,70437.7k $2.2m $2.2m 1.02% Reduced -810 -810
29 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 37,38937.4k $2.2m $2.2m 0.01% Reduced -5.1k -5,062
30 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 36,95237.0k $2.2m $2.2m 0.00% Added +18.5k +18,489
31 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 32,89232.9k $1.9m $1.9m 0.00% Added +8.0k +8,026
32 Schulz Wealth, LTD. 0.98% of their portfolio MANSFIELD, TX 32,13032.1k $1.9m $1.9m 0.98% First filing
33 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 31,02431.0k $1.8m $1.8m 0.01% Added +1.4k +1,403
34 CoreCap Advisors, LLC 0.05% of their portfolio SOUTHFIELD, MI 29,23429.2k $1.7m $1.7m 0.05% Reduced -95 -95
35 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 27,88627.9k $1.7m $1.7m 0.00% Reduced -5.5k -5,528
36 Arkadios Wealth Advisors 0.02% of their portfolio ATLANTA, GA 26,48526.5k $1.6m $1.6m 0.02% Added +2.6k +2,566
37 Lantz Financial LLC 0.27% of their portfolio NAPERVILLE, IL 25,16125.2k $1.5m $1.5m 0.27% Reduced -185 -185
38 Berkshire Money Management, Inc. 0.12% of their portfolio DALTON, MA 23,21923.2k $1.4m $1.4m 0.12% Unchanged
39 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 20,77420.8k $1.2m $1.2m 0.01% Reduced -641 -641
40 World Investment Advisors 0.02% of their portfolio LINCROFT, NJ 19,84819.8k $1.2m $1.2m 0.02% Reduced -1.1k -1,067
41 Spire Wealth Management 0.03% of their portfolio MCLEAN, VA 18,73218.7k $1.1m $1.1m 0.03% Reduced -109 -109
42 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 18,68518.7k $1.1m $1.1m 0.01% Reduced -1.1k -1,148
43 Weaver Consulting Group 0.22% of their portfolio HUNTINGTON BEACH, CA 18,49318.5k $1.1m $1.1m 0.22% Unchanged
44 Snowden Capital Advisors LLC 0.02% of their portfolio New York, NY 17,47917.5k $1.0m $1.0m 0.02% Reduced -27 -27
45 FORONJY FINANCIAL LLC 0.38% of their portfolio Los Osos, CA 17,46517.5k $1.0m $1.0m 0.38% Added +4.6k +4,561
46 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 15,95516.0k $939.3k $939.3k 0.01% Unchanged
47 City Center Advisors, LLC 0.69% of their portfolio TROY, MI 14,38014.4k $846.6k $846.6k 0.69% Reduced -224 -224
48 Chris Bulman Inc 0.30% of their portfolio ROSEVILLE, CA 14,03714.0k $826.4k $826.4k 0.30% Reduced -440 -440
49 Focus Financial Network, Inc. 0.03% of their portfolio MINNEAPOLIS, MN 13,79613.8k $812.2k $812.2k 0.03% Reduced -133 -133
50 PCA Investment Advisory Services Inc. 0.22% of their portfolio CINCINNATI, OH 13,46113.5k $792.4k $792.4k 0.22% Added +1.1k +1,070
51 Stratos Wealth Advisors, LLC 0.04% of their portfolio BEACHWOOD, OH 13,25613.3k $780.4k $780.4k 0.04% Unchanged
52 Valtinson Bruner Financial Planning LLC 0.19% of their portfolio NEW BRIGHTON, MN 13,12613.1k $772.7k $772.7k 0.19% Unchanged
53 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 12,88912.9k $758.8k $758.8k 0.02% Reduced -6.9k -6,858
54 BFI Wealth Solutions, LLC 0.55% of their portfolio DALLAS, TX 12,63612.6k $743.9k $743.9k 0.55% Reduced -103 -103
55 Firestone Capital Management 0.13% of their portfolio SOUTH MIAMI, FL 12,23812.2k $720.5k $720.5k 0.13% Unchanged
56 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.01% of their portfolio MINNEAPOLIS, MN 11,97812.0k $705.1k $705.1k 0.01% Unchanged
57 Trek Financial, LLC 0.03% of their portfolio Scottsdale, AZ 11,88111.9k $699.4k $699.4k 0.03% Unchanged
58 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 11,81711.8k $695.7k $695.7k 0.00% Unchanged
59 Onyx Bridge Wealth Group LLC 0.06% of their portfolio TARRYTOWN, NY 11,25911.3k $662.8k $662.8k 0.06% Unchanged
60 Chicago Partners Investment Group LLC 0.01% of their portfolio CHICAGO, IL 11,10411.1k $651.4k $651.4k 0.01% Reduced -2.7k -2,710
61 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 10,97011.0k $645.8k $645.8k 0.00% Reduced -40 -40
62 Ballast Rock Private Wealth LLC 0.30% of their portfolio CHARLESTON, SC 10,94610.9k $644.4k $644.4k 0.30% Unchanged
63 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 10,55310.6k $621.3k $621.3k 0.00% Reduced -2 -2
64 Simplicity Wealth,LLC 0.02% of their portfolio SUMMIT, NJ 9,9269.9k $584.3k $584.3k 0.02% New
65 Strategic Blueprint, LLC 0.03% of their portfolio ATLANTA, GA 9,9199.9k $583.9k $583.9k 0.03% Added +41 +41
66 AdvisorNet Financial, Inc 0.03% of their portfolio MINNETONKA, MN 9,7759.8k $575.5k $575.5k 0.03% Unchanged
67 Orion Capital Management LLC 0.18% of their portfolio CORONADO, CA 9,6609.7k $568.7k $568.7k 0.18% Unchanged
68 WealthPlan Investment Management, LLC 0.03% of their portfolio OMAHA, NE 9,3689.4k $551.5k $551.5k 0.03% Reduced -89 -89
69 Wood Tarver Financial Group, LLC 0.13% of their portfolio BOISE, ID 9,1279.1k $537.0k $537.0k 0.13% Added +5.1k +5,101
70 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 8,9448.9k $526.5k $526.5k 0.01% Reduced -858 -858
71 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 8,7198.7k $513.3k $513.3k 0.01% Added +222 +222
72 Lewis Asset Management, LLC 0.17% of their portfolio LAFAYETTE, CA 8,3468.3k $491.3k $491.3k 0.17% Added +83 +83
73 Annis Gardner Whiting Capital Advisors, LLC 0.07% of their portfolio TAMPA, FL 8,2008.2k $482.7k $482.7k 0.07% Unchanged
74 Triad Wealth Partners, LLC 0.03% of their portfolio LAWRENCE, KS 8,1678.2k $487.3k $487.3k 0.03% Reduced -3.0k -2,976
75 Waterloo Capital, L.P. 0.03% of their portfolio AUSTIN, TX 7,9988.0k $470.8k $470.8k 0.03% Unchanged
76 AlphaStar Capital Management, LLC 0.03% of their portfolio CORNELIUS, NC 7,8497.8k $462.1k $462.1k 0.03% Reduced -1.4k -1,394
77 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 7,4377.4k $437.8k $437.8k 0.00% Unchanged
78 BCGM Wealth Management, LLC 0.09% of their portfolio LAFAYETTE, IN 6,9256.9k $407.7k $407.7k 0.09% Unchanged
79 RETIREMENT INCOME SOLUTIONS, INC 0.06% of their portfolio ANN ARBOR, MI 6,7576.8k $360.4k $360.4k 0.06% Unchanged
80 CRA Financial Services, LLC 0.05% of their portfolio NORTHFIELD, NJ 6,6506.7k $391.5k $391.5k 0.05% Unchanged
81 Foundations Investment Advisors, LLC 0.00% of their portfolio PHOENIX, AZ 6,5646.6k $386.4k $386.4k 0.00% Reduced -108 -108
82 Bedel Financial Consulting, Inc. 0.04% of their portfolio INDIANAPOLIS, IN 6,4206.4k $377.9k $377.9k 0.04% Unchanged
83 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 6,3786.4k $375.0k $375.0k 0.01% Added +450 +450
84 SAGESPRING WEALTH PARTNERS, LLC 0.01% of their portfolio FRANKLIN, TN 6,3656.4k $374.7k $374.7k 0.01% Unchanged
85 TopTier Wealth Management, LLC 0.22% of their portfolio MUSKEGO, WI 6,1806.2k $363.8k $363.8k 0.22% Reduced -351 -351
86 Diligent Investors, LLC 0.08% of their portfolio REDLANDS, CA 5,9856.0k $352.3k $352.3k 0.08% Reduced -40 -40
87 Dominguez Wealth Management Solutions, Inc. 0.19% of their portfolio WILLIAMSBURG, VA 5,8925.9k $346.9k $346.9k 0.19% Unchanged
88 Tradition Wealth Management, LLC 0.02% of their portfolio EDINA, MN 5,7955.8k $341.2k $341.2k 0.02% Unchanged
89 BCS Wealth Management 0.06% of their portfolio JOHNSON CITY, TN 5,5855.6k $328.8k $328.8k 0.06% Reduced -612 -612
90 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 5,1835.2k $305.1k $305.1k 0.00% Reduced -7 -7
91 Pinnacle Wealth Management Group, Inc. 0.14% of their portfolio PLYMOUTH, MI 5,1005.1k $300.2k $300.2k 0.14% Reduced -350 -350
92 Beacon Financial Advisory LLC 0.06% of their portfolio CLEVELAND, OH 5,0725.1k $298.6k $298.6k 0.06% Reduced -880 -880
93 RFG Advisory, LLC 0.00% of their portfolio BIRMINGHAM, AL 5,0075.0k $294.8k $294.8k 0.00% Reduced -74 -74
94 Gladstone Institutional Advisory LLC 0.01% of their portfolio Bedminster, NJ 4,9244.9k $289.9k $289.9k 0.01% New
95 Dynamic Advisor Solutions LLC 0.01% of their portfolio PHOENIX, AZ 4,8064.8k $282.9k $282.9k 0.01% Unchanged
96 IMG Wealth Management, Inc. 0.16% of their portfolio JACKSONVILLE, FL 4,7994.8k $282.5k $282.5k 0.16% Unchanged
97 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 4,5574.6k $268.3k $268.3k 0.00% Unchanged
98 Ausdal Financial Partners, Inc. 0.01% of their portfolio Davenport, IA 4,3904.4k $258.4k $258.4k 0.01% Added +24 +24
99 Main Street Financial Solutions, LLC 0.02% of their portfolio NEWTOWN, PA 4,3304.3k $254.9k $254.9k 0.02% Unchanged
100 GTS SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 4,2034.2k $247.4k $247.4k 0.01% Unchanged