Vault-13

INNOVATOR ETFS TRUST BJUL

US EQTY BUFR JUL · ETP · CUSIP 45782C789

123 institutional holders +1 vs Q1 2026
3,844,3723.8m shares reported held*
$208.8mreported value*
10 new 31 added 48 reduced 8 sold out net bought ≈ $13.4m (+246.4k 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 ≈ $54.31.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 71Q4 22: 79Q1 23: 76Q2 23: 75Q3 23: 100Q4 23: 104Q1 24: 109Q2 24: 104Q3 24: 114Q4 24: 112Q1 25: 107Q2 25: 103Q3 25: 112Q4 25: 126Q1 26: 122Q2 26: 123123Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202271
Q4 202279
Q1 202376
Q2 202375
Q3 2023100
Q4 2023104
Q1 2024109
Q2 2024104
Q3 2024114
Q4 2024112
Q1 2025107
Q2 2025103
Q3 2025112
Q4 2025126
Q1 2026122
Q2 2026123

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 59 bought or addedQ3 24: 32 cut or sold outQ4 24: 17 bought or addedQ4 24: 67 cut or sold outQ4 24Q1 25: 24 bought or addedQ1 25: 60 cut or sold outQ2 25: 34 bought or addedQ2 25: 48 cut or sold outQ2 25Q3 25: 47 bought or addedQ3 25: 36 cut or sold outQ4 25: 27 bought or addedQ4 25: 52 cut or sold outQ4 25Q1 26: 25 bought or addedQ1 26: 69 cut or sold outQ2 26: 41 bought or addedQ2 26: 56 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20245932
Q4 20241767
Q1 20252460
Q2 20253448
Q3 20254736
Q4 20252752
Q1 20262569
Q2 20264156

Biggest buyers

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +78,632+78.6k
Penserra Capital Management LLC Added +76,569+76.6k
Cambridge Investment Research Advisors, Inc. Added +51,813+51.8k
OSAIC HOLDINGS, INC. Added +41,665+41.7k
GWN SECURITIES INC. Added +26,567+26.6k
OLD MISSION CAPITAL LLC New +21,340+21.3k
COMMONWEALTH EQUITY SERVICES, LLC Added +19,508+19.5k
LPL Financial LLC Added +16,197+16.2k
JPMORGAN CHASE & CO Added +15,944+15.9k
CORRADO ADVISORS, LLC Added +15,880+15.9k

Biggest sellers

Wealthquest Corp Reduced -42,257-42.3k
Strategic Blueprint, LLC Sold out -22,497-22.5k
ENVESTNET ASSET MANAGEMENT INC Reduced -11,897-11.9k
Global Trust Wealth Management LLC Reduced -10,775-10.8k
CHAPMAN FINANCIAL GROUP, LLC Reduced -10,035-10.0k
CITADEL ADVISORS LLC Sold out -8,790-8.8k
My Personal CFO, LLC Reduced -7,000-7.0k
Arax Advisory Partners Reduced -6,191-6.2k
RAYMOND JAMES FINANCIAL INC Reduced -5,964-6.0k
MML INVESTORS SERVICES, LLC Reduced -5,268-5.3k

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.

HolderStakeChangeShares Last filed
Brookstone Capital Management 13G · institution new · filed 2026-08-06 15.9% new 1.0m≈ $54.7m 2026-08-06

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Penserra Capital Management LLC 0.20% of their portfolio ORINDA, CA 480,884480.9k $26.1m $26.1m 0.20% Added +76.6k +76,569
2 COFG Advisors, LLC 3.37% of their portfolio OAK BROOK, IL 359,409359.4k $19.5m $19.5m 3.37% Reduced -1.9k -1,915
3 INTEGRAL INVESTMENT ADVISORS, INC. 3.49% of their portfolio TURLOCK, CA 292,075292.1k $15.9m $15.9m 3.49% Added +6.1k +6,092
4 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 218,958219.0k $11.9m $11.9m 0.01% Added +19.5k +19,508
5 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 175,380175.4k $9.5m $9.5m 0.01% Added +41.7k +41,665
6 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 165,516165.5k $9.0m $9.0m 0.01% Added +3.5k +3,482
7 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 162,974163.0k $8.9m $8.9m 0.01% Reduced -1.7k -1,736
8 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 101,257101.3k $5.5m $5.5m 0.01% Added +1.3k +1,291
9 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 97,00697.0k $5.3m $5.3m 0.01% Added +51.8k +51,813
10 ROTHSCHILD INVESTMENT LLC 0.19% of their portfolio CHICAGO, IL 91,75091.8k $5.0m $5.0m 0.19% Reduced -600 -600
11 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 83,72583.7k $4.6m $4.6m 0.01% Added +78.6k +78,632
12 Bellwether Advisors, LLC 0.60% of their portfolio LINCOLN, NE 74,92474.9k $4.1m $4.1m 0.60% Reduced -598 -598
13 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 62,10762.1k $3.4m $3.4m 0.00% Added +16.2k +16,197
14 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 60,06660.1k $3.3m $3.3m 0.01% Reduced -2.9k -2,931
15 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.34% of their portfolio BLUE BELL, PA 49,66349.7k $2.7m $2.7m 0.34% Reduced -100 -100
16 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 43,84143.8k $2.4m $2.4m 0.00% Reduced -11.9k -11,897
17 SIGNATUREFD, LLC 0.03% of their portfolio ATLANTA, GA 42,03442.0k $2.3m $2.3m 0.03% Unchanged
18 Wealthquest Corp 0.14% of their portfolio CINCINNATI, OH 41,18341.2k $2.2m $2.2m 0.14% Reduced -42.3k -42,257
19 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 39,86939.9k $2.2m $2.2m 0.01% Added +4.5k +4,538
20 My Personal CFO, LLC 0.84% of their portfolio VANCOUVER, WA 39,75539.8k $2.2m $2.2m 0.84% Reduced -7.0k -7,000
21 Spire Wealth Management 0.07% of their portfolio MCLEAN, VA 39,71239.7k $2.2m $2.2m 0.07% Reduced -1.2k -1,175
22 Snowden Capital Advisors LLC 0.05% of their portfolio New York, NY 39,13039.1k $2.1m $2.1m 0.05% Unchanged
23 Lantz Financial LLC 0.38% of their portfolio NAPERVILLE, IL 38,04538.0k $2.1m $2.1m 0.38% Reduced -129 -129
24 Stratos Wealth Advisors, LLC 0.11% of their portfolio BEACHWOOD, OH 37,74737.7k $2.1m $2.1m 0.11% Unchanged
25 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 37,22237.2k $2.0m $2.0m 0.00% Reduced -6.0k -5,964
26 FSA Advisors, Inc. 0.92% of their portfolio TROY, MI 37,13237.1k $2.0m $2.0m 0.92% Added +257 +257
27 Berkshire Money Management, Inc. 0.17% of their portfolio DALTON, MA 34,03834.0k $1.8m $1.8m 0.17% Reduced -818 -818
28 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 33,58533.6k $1.8m $1.8m 0.01% Added +2.8k +2,826
29 GWN SECURITIES INC. 0.29% of their portfolio Palm Beach Gardens, FL 31,97132.0k $1.7m $1.7m 0.29% Added +26.6k +26,567
30 Fragasso Financial Advisors Inc 0.09% of their portfolio SEWICKLEY, PA 31,93031.9k $1.7m $1.7m 0.09% Reduced -231 -231
31 PRINCIPAL SECURITIES, INC. 0.02% of their portfolio DES MOINES, IA 25,59225.6k $1.4m $1.4m 0.02% Added +487 +487
32 Cornerstone Wealth Group, LLC 0.08% of their portfolio HUNTERSVILLE, NC 24,84724.8k $1.3m $1.3m 0.08% Unchanged
33 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 24,51824.5k $1.3m $1.3m 0.00% Reduced -1.5k -1,530
34 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 24,41024.4k $1.3m $1.3m 0.01% Reduced -355 -355
35 CORRADO ADVISORS, LLC 0.59% of their portfolio RAMSEY, NJ 23,51423.5k $1.3m $1.3m 0.59% Added +15.9k +15,880
36 World Investment Advisors 0.02% of their portfolio LINCROFT, NJ 23,26423.3k $1.2m $1.2m 0.02% Reduced -2.1k -2,117
37 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 21,83121.8k $1.2m $1.2m 0.01% Added +2.0k +2,001
38 DHJJ Financial Advisors, Ltd. 0.34% of their portfolio NAPERVILLE, IL 21,82521.8k $1.2m $1.2m 0.34% Reduced -783 -783
39 BCGM Wealth Management, LLC 0.25% of their portfolio LAFAYETTE, IN 21,35221.4k $1.2m $1.2m 0.25% Unchanged
40 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 21,34021.3k $1.2m $1.2m 0.03% New
41 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 20,18120.2k $1.1m $1.1m 0.01% Reduced -1.3k -1,254
42 FORONJY FINANCIAL LLC 0.38% of their portfolio Los Osos, CA 18,90518.9k $1.0m $1.0m 0.38% Added +5.0k +5,013
43 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 18,56218.6k $1.0m $1.0m 0.00% Reduced -5.3k -5,268
44 Commerce Advisors, LLC 0.54% of their portfolio MEMPHIS, TN 18,41318.4k $1,000.0k $1,000.0k 0.54% Unchanged
45 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 17,75517.8k $964.6k $964.6k 0.00% Added +15.9k +15,944
46 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 16,57716.6k $900.3k $900.3k 0.01% Unchanged
47 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 16,39516.4k $890.4k $890.4k 0.00% Unchanged
48 BCS Wealth Management 0.16% of their portfolio JOHNSON CITY, TN 16,31316.3k $886.0k $886.0k 0.16% Reduced -867 -867
49 City Center Advisors, LLC 0.69% of their portfolio TROY, MI 15,67015.7k $851.0k $851.0k 0.69% Reduced -167 -167
50 First Commonwealth Financial Corp /PA/ 0.11% of their portfolio Indiana, PA 14,11014.1k $766.3k $766.3k 0.11% Added +1.5k +1,471
51 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 13,75313.8k $746.9k $746.9k 0.02% Added +1.1k +1,075
52 Global Trust Wealth Management LLC 0.51% of their portfolio WEST PALM BEACH, FL 13,67513.7k $742.7k $742.7k 0.51% Reduced -10.8k -10,775
53 Triad Wealth Partners, LLC 0.04% of their portfolio LAWRENCE, KS 13,27813.3k $729.5k $729.5k 0.04% Reduced -3.3k -3,252
54 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 12,97013.0k $704.4k $704.4k 0.01% Reduced -1.8k -1,755
55 Sigma Planning Corp 0.02% of their portfolio ANN ARBOR, MI 12,63412.6k $686.2k $686.2k 0.02% Reduced -606 -606
56 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 12,41712.4k $674.4k $674.4k 0.01% Unchanged
57 IMG Wealth Management, Inc. 0.37% of their portfolio JACKSONVILLE, FL 12,23212.2k $664.3k $664.3k 0.37% Reduced -3.4k -3,435
58 Kathmere Capital Management, LLC 0.03% of their portfolio WAYNE, PA 12,05012.1k $654.4k $654.4k 0.03% Reduced -109 -109
59 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 11,06511.1k $600.9k $600.9k 0.00% Unchanged
60 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 10,60310.6k $575.8k $575.8k 0.01% Reduced -481 -481
61 CRA Financial Services, LLC 0.06% of their portfolio NORTHFIELD, NJ 9,9159.9k $538.5k $538.5k 0.06% Reduced -200 -200
62 TopTier Wealth Management, LLC 0.32% of their portfolio MUSKEGO, WI 9,8959.9k $537.4k $537.4k 0.32% Reduced -3 -3
63 Wingate Wealth Advisors, Inc. 0.24% of their portfolio LEXINGTON, MA 9,8649.9k $535.7k $535.7k 0.24% Added +1.7k +1,666
64 Outlook Wealth Advisors, LLC 0.11% of their portfolio SHENANDOAH, TX 9,6799.7k $525.7k $525.7k 0.11% Reduced -3.0k -2,987
65 Simplicity Wealth,LLC 0.02% of their portfolio SUMMIT, NJ 9,6119.6k $522.0k $522.0k 0.02% New
66 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 9,4699.5k $514.3k $514.3k 0.01% Added +1.8k +1,760
67 CHAPMAN FINANCIAL GROUP, LLC 0.32% of their portfolio KAILUA, HI 8,8578.9k $481.0k $481.0k 0.32% Reduced -10.0k -10,035
68 Rothschild Wealth LLC 0.03% of their portfolio OAK BROOK, IL 8,0368.0k $436.4k $436.4k 0.03% Reduced -1.1k -1,081
69 D.B. Root & Company, LLC 0.09% of their portfolio PITTSBURGH, PA 7,8317.8k $425.3k $425.3k 0.09% Added +2.3k +2,302
70 INTEGRITY ALLIANCE, LLC. 0.01% of their portfolio Urbandale, IA 7,7637.8k $421.6k $421.6k 0.01% Reduced -931 -931
71 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 7,6667.7k $416.3k $416.3k 0.00% Reduced -54 -54
72 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 7,1027.1k $385.7k $385.7k 0.00% Added +271 +271
73 Wood Tarver Financial Group, LLC 0.09% of their portfolio BOISE, ID 7,0477.0k $382.0k $382.0k 0.09% Reduced -869 -869
74 Ballast Rock Private Wealth LLC 0.17% of their portfolio CHARLESTON, SC 6,6716.7k $362.3k $362.3k 0.17% Unchanged
75 Southland Equity Partners LLC 0.06% of their portfolio WILDWOOD, MO 6,5226.5k $354.2k $354.2k 0.06% Unchanged
76 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% of their portfolio Westlake, OH 6,4106.4k $348.1k $348.1k 0.02% New
77 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 6,3856.4k $346.8k $346.8k 0.00% Reduced -1 -1
78 Seros Financial, LLC 0.18% of their portfolio TEMPE, AZ 6,3256.3k $343.5k $343.5k 0.18% Added +114 +114
79 Tradition Wealth Management, LLC 0.02% of their portfolio EDINA, MN 6,0586.1k $329.0k $329.0k 0.02% Added +368 +368
80 Chris Bulman Inc 0.12% of their portfolio ROSEVILLE, CA 5,8755.9k $319.1k $319.1k 0.12% Added +1.2k +1,188
81 Soltis Investment Advisors LLC 0.02% of their portfolio ST. GEORGE, UT 5,8245.8k $316.3k $316.3k 0.02% Unchanged
82 Lewis Asset Management, LLC 0.11% of their portfolio LAFAYETTE, CA 5,7875.8k $314.3k $314.3k 0.11% Added +98 +98
83 4J Wealth Management LLC 0.15% of their portfolio MCLEAN, VA 5,7505.8k $312.3k $312.3k 0.15% Unchanged
84 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 5,6365.6k $306.1k $306.1k 0.00% Reduced -9 -9
85 Foundations Investment Advisors, LLC 0.00% of their portfolio PHOENIX, AZ 5,4715.5k $297.1k $297.1k 0.00% Reduced -69 -69
86 RETIREMENT INCOME SOLUTIONS, INC 0.05% of their portfolio ANN ARBOR, MI 5,3685.4k $266.7k $266.7k 0.05% Unchanged
87 EverSource Wealth Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 5,3525.4k $290.7k $290.7k 0.01% Reduced -1.7k -1,673
88 Weaver Consulting Group 0.06% of their portfolio HUNTINGTON BEACH, CA 5,3265.3k $289.2k $289.2k 0.06% Unchanged
89 Schulz Wealth, LTD. 0.14% of their portfolio MANSFIELD, TX 5,1255.1k $278.3k $278.3k 0.14% First filing
90 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 5,1135.1k $277.7k $277.7k 0.00% Reduced -6.2k -6,191
91 Three Seasons Wealth, LLC 0.03% of their portfolio SALT LAKE CITY, UT 5,0655.1k $275.1k $275.1k 0.03% Unchanged
92 Trek Financial, LLC 0.01% of their portfolio Scottsdale, AZ 5,0145.0k $272.3k $272.3k 0.01% Reduced -2.1k -2,051
93 Valtinson Bruner Financial Planning LLC 0.06% of their portfolio NEW BRIGHTON, MN 4,4034.4k $239.1k $239.1k 0.06% Unchanged
94 Beacon Financial Advisory LLC 0.05% of their portfolio CLEVELAND, OH 4,3774.4k $237.7k $237.7k 0.05% Unchanged
95 Ashton Thomas Private Wealth, LLC 0.00% of their portfolio SCOTTSDALE, AZ 4,1884.2k $227.4k $227.4k 0.00% Reduced -1.3k -1,295
96 Buska Wealth Management, LLC 0.08% of their portfolio WAUSAU, WI 3,8713.9k $210.2k $210.2k 0.08% Reduced -475 -475
97 PFG Advisors 0.01% of their portfolio Phoenix, AZ 3,8583.9k $209.5k $209.5k 0.01% New
98 BENJAMIN EDWARDS INC 0.00% of their portfolio Clayton, MO 3,8343.8k $208.2k $208.2k 0.00% New
99 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 3,7873.8k $206.0k $206.0k 0.01% Reduced -50 -50
100 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 3,6843.7k $200.1k $200.1k 0.00% New