Vault-13

INNOVATOR ETFS TRUST BJUL

US EQTY BUFR JUL · ETP · CUSIP 45782C789

107 institutional holders -5 vs Q4 2024
3,902,2913.9m shares reported held*
$168.5mreported value*
9 new 15 added 48 reduced 12 sold out net bought ≈ $28.9m (+668.6k 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 ≈ $43.19.

Trends to Q1 2025

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: 107107Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202271
Q4 202279
Q1 202376
Q2 202375
Q3 2023100
Q4 2023104
Q1 2024109
Q2 2024104
Q3 2024114
Q4 2024112
Q1 2025107

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 23: 28 bought or addedQ2 23: 37 cut or sold outQ3 23: 68 bought or addedQ3 23: 13 cut or sold outQ3 23Q4 23: 30 bought or addedQ4 23: 45 cut or sold outQ1 24: 26 bought or addedQ1 24: 57 cut or sold outQ1 24Q2 24: 31 bought or addedQ2 24: 48 cut or sold outQ3 24: 59 bought or addedQ3 24: 32 cut or sold outQ3 24Q4 24: 17 bought or addedQ4 24: 67 cut or sold outQ1 25: 24 bought or addedQ1 25: 60 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20232837
Q3 20236813
Q4 20233045
Q1 20242657
Q2 20243148
Q3 20245932
Q4 20241767
Q1 20252460

Biggest buyers

COMMONWEALTH EQUITY SERVICES, LLC Added +348,563+348.6k
CAPTRUST FINANCIAL ADVISORS New +250,315+250.3k
WealthPlan Investment Management, LLC New +186,105+186.1k
WealthPLAN Partners, LLC New +88,140+88.1k
Penserra Capital Management LLC Added +58,656+58.7k
Janney Montgomery Scott LLC New +55,960+56.0k
Cetera Investment Advisers Added +21,727+21.7k
Farther Finance Advisors, LLC New +11,065+11.1k
UBS Group AG New +8,567+8.6k
Spire Wealth Management Added +7,317+7.3k

Biggest sellers

Marcum Wealth, LLC Reduced -132,083-132.1k
GOLDMAN SACHS GROUP INC Sold out -24,890-24.9k
Global Trust Asset Management, LLC Sold out -24,450-24.4k
Kestra Advisory Services, LLC Reduced -16,161-16.2k
Valtinson Bruner Financial Planning LLC Sold out -14,879-14.9k
OSAIC HOLDINGS, INC. Reduced -13,622-13.6k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Sold out -12,507-12.5k
Siligmueller & Norvid Wealth Advisors LLC Reduced -12,379-12.4k
Stratos Wealth Advisors, LLC Reduced -11,905-11.9k
Wealthquest Corp Reduced -9,956-10.0k

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, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 563,747563.7k $24.3m $24.3m 0.03% Added +348.6k +348,563
2 Penserra Capital Management LLC 0.31% of their portfolio ORINDA, CA 400,143400.1k $17.3m $17.3m 0.31% Added +58.7k +58,656
3 INTEGRAL INVESTMENT ADVISORS, INC. 3.64% of their portfolio TURLOCK, CA 263,979264.0k $11.4m $11.4m 3.64% Added +5.6k +5,608
4 CAPTRUST FINANCIAL ADVISORS 0.03% of their portfolio RALEIGH, NC 250,315250.3k $10.8m $10.8m 0.03% New
5 WealthPlan Investment Management, LLC 0.79% of their portfolio OMAHA, NE 186,105186.1k $8.0m $8.0m 0.79% New
6 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 179,725179.7k $7.8m $7.8m 0.02% Reduced -13.6k -13,622
7 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 173,955174.0k $7.5m $7.5m 0.01% Reduced -907 -907
8 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 139,237139.2k $6.0m $6.0m 0.01% Reduced -6.9k -6,909
9 ROTHSCHILD INVESTMENT LLC 0.26% of their portfolio CHICAGO, IL 89,80089.8k $3.9m $3.9m 0.26% Reduced -1.2k -1,200
10 WealthPLAN Partners, LLC 0.54% of their portfolio OMAHA, NE 88,14088.1k $3.8m $3.8m 0.54% New
11 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 88,02888.0k $3.8m $3.8m 0.01% Added +21.7k +21,727
12 Bellwether Advisors, LLC 0.68% of their portfolio LINCOLN, NE 75,52275.5k $3.3m $3.3m 0.68% Unchanged
13 My Personal CFO, LLC 1.26% of their portfolio VANCOUVER, WA 58,02058.0k $2.5m $2.5m 1.26% Unchanged
14 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 56,31656.3k $2.4m $2.4m 0.00% Reduced -4.1k -4,085
15 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 55,96056.0k $2.4m $2.4m 0.01% New
16 Motiv8 Investments LLC 1.53% of their portfolio PORT ST. LUCIE, FL 53,44553.4k $2.3m $2.3m 1.53% Added +6.9k +6,900
17 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.43% of their portfolio BLUE BELL, PA 52,68952.7k $2.3m $2.3m 0.43% Reduced -1.3k -1,328
18 Wealthquest Corp 0.18% of their portfolio CINCINNATI, OH 50,32250.3k $2.2m $2.2m 0.18% Reduced -10.0k -9,956
19 Snowden Capital Advisors LLC 0.07% of their portfolio New York, NY 49,93149.9k $2.2m $2.2m 0.07% Reduced -690 -690
20 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 49,60749.6k $2.1m $2.1m 0.01% Reduced -4.2k -4,217
21 FSA Advisors, Inc. 1.41% of their portfolio TROY, MI 41,05141.1k $1.8m $1.8m 1.41% Added +1.0k +1,044
22 Lantz Financial LLC 0.44% of their portfolio NAPERVILLE, IL 37,06137.1k $1.6m $1.6m 0.44% Reduced -555 -555
23 Berkshire Money Management, Inc. 0.18% of their portfolio DALTON, MA 36,75236.8k $1.6m $1.6m 0.18% Reduced -3.1k -3,074
24 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 34,87334.9k $1.5m $1.5m 0.00% Added +280 +280
25 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 32,88832.9k $1.4m $1.4m 0.01% Reduced -16.2k -16,161
26 Spire Wealth Management 0.04% of their portfolio MCLEAN, VA 32,38432.4k $1.4m $1.4m 0.04% Added +7.3k +7,317
27 Fragasso Financial Advisors Inc 0.10% of their portfolio SEWICKLEY, PA 32,16132.2k $1.4m $1.4m 0.10% Unchanged
28 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 28,40428.4k $1.2m $1.2m 0.00% Added +768 +768
29 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 28,34128.3k $1.2m $1.2m 0.00% Reduced -1.0k -1,000
30 Bison Wealth, LLC 0.11% of their portfolio ATLANTA, GA 27,83727.8k $1.2m $1.2m 0.11% Reduced -2.0k -1,973
31 Strategic Blueprint, LLC 0.06% of their portfolio ATLANTA, GA 26,38626.4k $1.1m $1.1m 0.06% Reduced -4.8k -4,819
32 PRINCIPAL SECURITIES, INC. 0.03% of their portfolio DES MOINES, IA 25,15825.2k $1.1m $1.1m 0.03% Unchanged
33 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 25,15325.2k $1.1m $1.1m 0.00% Reduced -4.2k -4,177
34 Cornerstone Wealth Group, LLC 0.09% of their portfolio HUNTERSVILLE, NC 24,84724.8k $1.1m $1.1m 0.09% Unchanged
35 Marcum Wealth, LLC 0.09% of their portfolio CLEVELAND, OH 23,97124.0k $1.0m $1.0m 0.09% Reduced -132.1k -132,083
36 Stratos Wealth Advisors, LLC 0.05% of their portfolio BEACHWOOD, OH 22,66422.7k $978.6k $978.6k 0.05% Reduced -11.9k -11,905
37 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 22,03522.0k $951.4k $951.4k 0.00% Added +119 +119
38 BCGM Wealth Management, LLC 0.28% of their portfolio LAFAYETTE, IN 21,45221.5k $926.2k $926.2k 0.28% Unchanged
39 DHJJ Financial Advisors, Ltd. 0.35% of their portfolio NAPERVILLE, IL 20,20720.2k $872.5k $872.5k 0.35% Reduced -1.2k -1,165
40 BCS Wealth Management 0.22% of their portfolio JOHNSON CITY, TN 20,12420.1k $869.0k $869.0k 0.22% Reduced -9.5k -9,509
41 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 17,22817.2k $743.9k $743.9k 0.01% Reduced -1.0k -1,009
42 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 16,39516.4k $707.9k $707.9k 0.00% Unchanged
43 Sigma Planning Corp 0.02% of their portfolio ANN ARBOR, MI 16,09116.1k $694.8k $694.8k 0.02% Reduced -2.7k -2,710
44 CoreCap Advisors, LLC 0.03% of their portfolio SOUTHFIELD, MI 13,90513.9k $600.4k $600.4k 0.03% Reduced -40 -40
45 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 13,80313.8k $596.0k $596.0k 0.02% Unchanged
46 First Commonwealth Financial Corp /PA/ 0.13% of their portfolio Indiana, PA 12,94912.9k $559.1k $559.1k 0.13% Reduced -13 -13
47 Arax Advisory Partners 0.04% of their portfolio NEW YORK, NY 12,74312.7k $550.2k $550.2k 0.04% Reduced -27 -27
48 Secure Asset Management, LLC 0.11% of their portfolio Troy, MI 12,73012.7k $549.6k $549.6k 0.11% Reduced -5.6k -5,610
49 Kathmere Capital Management, LLC 0.05% of their portfolio WAYNE, PA 12,26512.3k $529.6k $529.6k 0.05% Unchanged
50 City Center Advisors, LLC 0.62% of their portfolio TROY, MI 12,23912.2k $528.4k $528.4k 0.62% Added +596 +596
51 Outlook Wealth Advisors, LLC 0.14% of their portfolio SHENANDOAH, TX 11,95712.0k $516.3k $516.3k 0.14% Reduced -524 -524
52 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 11,06511.1k $478.6k $478.6k 0.01% New
53 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 10,53110.5k $454.7k $454.7k 0.01% Unchanged
54 Siligmueller & Norvid Wealth Advisors LLC 0.19% of their portfolio GLEN ELLYN, IL 10,14910.1k $438.2k $438.2k 0.19% Reduced -12.4k -12,379
55 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 8,9719.0k $387.3k $387.3k 0.01% Reduced -3.8k -3,824
56 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 8,7208.7k $376.5k $376.5k 0.01% Reduced -214 -214
57 UBS Group AG 0.00% of their portfolio ZURICH, V8 8,5678.6k $369.9k $369.9k 0.00% New
58 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 8,3808.4k $361.8k $361.8k 0.00% Reduced -67 -67
59 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 8,2148.2k $354.6k $354.6k 0.00% Reduced -171 -171
60 Vantage Financial Partners, LLC 0.08% of their portfolio ELM GROVE, WI 7,7927.8k $336.4k $336.4k 0.08% Reduced -222 -222
61 Wingate Wealth Advisors, Inc. 0.38% of their portfolio LEXINGTON, MA 7,6907.7k $332.0k $332.0k 0.38% Unchanged
62 Buska Wealth Management, LLC 0.10% of their portfolio WAUSAU, WI 7,5537.6k $326.1k $326.1k 0.10% Reduced -623 -623
63 CRA Financial Services, LLC 0.06% of their portfolio NORTHFIELD, NJ 7,5507.5k $326.0k $326.0k 0.06% Reduced -1.5k -1,500
64 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 7,5197.5k $324.6k $324.6k 0.01% Reduced -150 -150
65 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 7,4977.5k $323.7k $323.7k 0.01% Reduced -362 -362
66 EverSource Wealth Advisors, LLC 0.02% of their portfolio BIRMINGHAM, AL 7,3467.3k $317.2k $317.2k 0.02% Unchanged
67 ACAS, LLC 0.23% of their portfolio RANCHO SANTA FE, CA 6,9406.9k $299.5k $299.5k 0.23% Added +100 +100
68 Seros Financial, LLC 0.22% of their portfolio TEMPE, AZ 6,7636.8k $292.0k $292.0k 0.22% Reduced -2.0k -1,985
69 Southland Equity Partners LLC 0.07% of their portfolio WILDWOOD, MO 6,5226.5k $281.6k $281.6k 0.07% Unchanged
70 Comprehensive Financial Planning, Inc./PA 0.27% of their portfolio EAST PETERSBURG, PA 6,4496.4k $278.4k $278.4k 0.27% Reduced -157 -157
71 PFG Advisors 0.02% of their portfolio Phoenix, AZ 6,2736.3k $270.8k $270.8k 0.02% Reduced -91 -91
72 Trek Financial, LLC 0.02% of their portfolio Scottsdale, AZ 6,2206.2k $268.6k $268.6k 0.02% Unchanged
73 Beacon Financial Advisory LLC 0.08% of their portfolio CLEVELAND, OH 6,1356.1k $264.9k $264.9k 0.08% Unchanged
74 Tradition Wealth Management, LLC 0.02% of their portfolio EDINA, MN 6,0416.0k $260.8k $260.8k 0.02% Unchanged
75 Sowell Financial Services LLC 0.01% of their portfolio NORTH LITTLE ROCK, AR 5,9576.0k $257.2k $257.2k 0.01% Reduced -7.4k -7,423
76 4J Wealth Management LLC 0.20% of their portfolio MCLEAN, VA 5,7505.8k $248.3k $248.3k 0.20% Unchanged
77 GWN SECURITIES INC. 0.01% of their portfolio Palm Beach Gardens, FL 5,7115.7k $246.6k $246.6k 0.01% New
78 D.B. Root & Company, LLC 0.08% of their portfolio PITTSBURGH, PA 5,6955.7k $245.9k $245.9k 0.08% Unchanged
79 Three Seasons Wealth, LLC 0.12% of their portfolio SALT LAKE CITY, UT 5,4205.4k $234.0k $234.0k 0.12% Unchanged
80 RETIREMENT INCOME SOLUTIONS, INC 0.05% of their portfolio ANN ARBOR, MI 5,3685.4k $231.8k $231.8k 0.05% Unchanged
81 Schulz Wealth, LTD. 0.17% of their portfolio MANSFIELD, TX 5,1255.1k $221.3k $221.3k 0.17% Unchanged
82 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 5,1015.1k $220.2k $220.2k 0.00% Reduced -878 -878
83 Triad Wealth Partners, LLC 0.06% of their portfolio LAWRENCE, KS 4,6794.7k $202.0k $202.0k 0.06% Unchanged
84 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 4,0494.0k $175.0k $175.0k 0.01% Unchanged
85 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 3,9984.0k $172.6k $172.6k 0.00% Reduced -141 -141
86 IMG Wealth Management, Inc. 0.14% of their portfolio JACKSONVILLE, FL 3,5873.6k $154.9k $154.9k 0.14% Reduced -272 -272
87 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 3,2363.2k $139.7k $139.7k 0.00% Unchanged
88 Orion Capital Management LLC 0.05% of their portfolio CORONADO, CA 3,0003.0k $129.5k $129.5k 0.05% Unchanged
89 Glen Eagle Advisors, LLC 0.02% of their portfolio KINGSTON, NJ 2,3852.4k $103.0k $103.0k 0.02% Unchanged
90 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,0572.1k $88.8k $88.8k 0.00% Added +1.7k +1,746
91 Sunbelt Securities, Inc. 0.01% of their portfolio HOUSTON, TX 2,0152.0k $87.0k $87.0k 0.01% Reduced -800 -800
92 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,1931.2k $51.5k $51.5k 0.00% Added +1.2k +1,177
93 Wood Tarver Financial Group, LLC 0.01% of their portfolio BOISE, ID 986986 $42.6k $42.6k 0.01% Unchanged
94 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 950950 $41.0k $41.0k 0.00% Unchanged
95 Whipplewood Advisors, LLC 0.02% of their portfolio LITTLETON, CO 893893 $40.4k $40.4k 0.02% Reduced -42 -42
96 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 875875 $37.8k $37.8k 0.00% Unchanged
97 Continuum Advisory, LLC 0.00% of their portfolio EAGLE, ID 726726 $31.3k $31.3k 0.00% Unchanged
98 Financial Network Wealth Advisors LLC 0.03% of their portfolio MURRAY, UT 563563 $24.3k $24.3k 0.03% Unchanged
99 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 500500 $21.6k $21.6k 0.00% Unchanged
100 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 498498 $21.1k $21.1k 0.00% Reduced -16 -16