Vault-13

INNOVATOR ETFS TRUST BJUL

US EQTY BUFR JUL · ETP · CUSIP 45782C789

103 institutional holders -4 vs Q1 2025
3,542,0323.5m shares reported held*
$167.0mreported value*
7 new 27 added 36 reduced 12 sold out net sold ≈ $17.0m (-359.7k 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 ≈ $47.14.

Trends to Q2 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: 107Q2 25: 103103Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025103

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 68 bought or addedQ3 23: 13 cut or sold outQ4 23: 30 bought or addedQ4 23: 45 cut or sold outQ4 23Q1 24: 26 bought or addedQ1 24: 57 cut or sold outQ2 24: 31 bought or addedQ2 24: 48 cut or sold outQ2 24Q3 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 25
Numbers
QuarterBought or addedCut or sold out
Q3 20236813
Q4 20233045
Q1 20242657
Q2 20243148
Q3 20245932
Q4 20241767
Q1 20252460
Q2 20253448

Biggest buyers

JANE STREET GROUP, LLC New +77,324+77.3k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC New +26,604+26.6k
COMMONWEALTH EQUITY SERVICES, LLC Added +23,397+23.4k
CITADEL ADVISORS LLC New +20,598+20.6k
Kestra Advisory Services, LLC Added +20,491+20.5k
OLD MISSION CAPITAL LLC New +19,081+19.1k
OSAIC HOLDINGS, INC. Added +15,484+15.5k
SageView Advisory Group, LLC New +14,147+14.1k
LPL Financial LLC Added +11,250+11.2k
Cerity Partners LLC Added +10,619+10.6k

Biggest sellers

CAPTRUST FINANCIAL ADVISORS Sold out -250,315-250.3k
WealthPlan Investment Management, LLC Reduced -157,469-157.5k
WealthPLAN Partners, LLC Sold out -88,140-88.1k
Penserra Capital Management LLC Reduced -25,749-25.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -22,035-22.0k
B. Riley Wealth Advisors, Inc. Sold out -10,531-10.5k
ENVESTNET ASSET MANAGEMENT INC Reduced -8,802-8.8k
RFG Advisory, LLC Sold out -8,720-8.7k
TRUIST FINANCIAL CORP Sold out -8,380-8.4k
Wealthquest Corp Reduced -6,165-6.2k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 587,144587.1k $27.7m $27.7m 0.04% Added +23.4k +23,397
2 Penserra Capital Management LLC 0.25% of their portfolio ORINDA, CA 374,394374.4k $17.6m $17.6m 0.25% Reduced -25.7k -25,749
3 INTEGRAL INVESTMENT ADVISORS, INC. 3.53% of their portfolio TURLOCK, CA 262,318262.3k $12.4m $12.4m 3.53% Reduced -1.7k -1,661
4 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 195,209195.2k $9.2m $9.2m 0.02% Added +15.5k +15,484
5 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 173,845173.8k $8.2m $8.2m 0.01% Reduced -110 -110
6 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 149,856149.9k $7.1m $7.1m 0.01% Added +10.6k +10,619
7 ROTHSCHILD INVESTMENT LLC 0.28% of their portfolio CHICAGO, IL 94,60094.6k $4.5m $4.5m 0.28% Added +4.8k +4,800
8 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 82,09782.1k $3.9m $3.9m 0.01% Reduced -5.9k -5,931
9 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 77,32477.3k $3.6m $3.6m 0.01% New
10 Bellwether Advisors, LLC 0.61% of their portfolio LINCOLN, NE 75,52275.5k $3.6m $3.6m 0.61% Unchanged
11 My Personal CFO, LLC 1.29% of their portfolio VANCOUVER, WA 60,42060.4k $2.8m $2.8m 1.29% Added +2.4k +2,400
12 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 58,92758.9k $2.8m $2.8m 0.01% Added +3.0k +2,967
13 Motiv8 Investments LLC 1.59% of their portfolio PORT ST. LUCIE, FL 55,27655.3k $2.6m $2.6m 1.59% Added +1.8k +1,831
14 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 53,37953.4k $2.5m $2.5m 0.01% Added +20.5k +20,491
15 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 52,71952.7k $2.5m $2.5m 0.01% Added +3.1k +3,112
16 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.41% of their portfolio BLUE BELL, PA 52,47252.5k $2.5m $2.5m 0.41% Reduced -217 -217
17 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 47,51447.5k $2.2m $2.2m 0.00% Reduced -8.8k -8,802
18 Snowden Capital Advisors LLC 0.06% of their portfolio New York, NY 45,25045.2k $2.1m $2.1m 0.06% Reduced -4.7k -4,681
19 Wealthquest Corp 0.16% of their portfolio CINCINNATI, OH 44,15744.2k $2.1m $2.1m 0.16% Reduced -6.2k -6,165
20 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 42,37542.4k $2.0m $2.0m 0.00% Added +7.5k +7,502
21 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 39,65439.7k $1.9m $1.9m 0.00% Added +11.2k +11,250
22 FSA Advisors, Inc. 1.50% of their portfolio TROY, MI 39,21239.2k $1.8m $1.8m 1.50% Reduced -1.8k -1,839
23 Berkshire Money Management, Inc. 0.19% of their portfolio DALTON, MA 37,38137.4k $1.8m $1.8m 0.19% Added +629 +629
24 Lantz Financial LLC 0.44% of their portfolio NAPERVILLE, IL 37,13437.1k $1.8m $1.8m 0.44% Added +73 +73
25 Spire Wealth Management 0.05% of their portfolio MCLEAN, VA 32,38732.4k $1.5m $1.5m 0.05% Added +3 +3
26 Fragasso Financial Advisors Inc 0.10% of their portfolio SEWICKLEY, PA 32,16132.2k $1.5m $1.5m 0.10% Unchanged
27 WealthPlan Investment Management, LLC 0.10% of their portfolio OMAHA, NE 28,63628.6k $1.3m $1.3m 0.10% Reduced -157.5k -157,469
28 Bison Wealth, LLC 0.11% of their portfolio ATLANTA, GA 28,30228.3k $1.3m $1.3m 0.11% Added +465 +465
29 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 27,91627.9k $1.3m $1.3m 0.00% Reduced -425 -425
30 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 26,60426.6k $1.3m $1.3m 0.00% New
31 PRINCIPAL SECURITIES, INC. 0.02% of their portfolio DES MOINES, IA 25,06225.1k $1.2m $1.2m 0.02% Reduced -96 -96
32 Cornerstone Wealth Group, LLC 0.09% of their portfolio HUNTERSVILLE, NC 24,84724.8k $1.2m $1.2m 0.09% Unchanged
33 Strategic Blueprint, LLC 0.06% of their portfolio ATLANTA, GA 24,67124.7k $1.2m $1.2m 0.06% Reduced -1.7k -1,715
34 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 24,04824.0k $1.1m $1.1m 0.00% Reduced -1.1k -1,105
35 Stratos Wealth Advisors, LLC 0.06% of their portfolio BEACHWOOD, OH 22,66422.7k $1.1m $1.1m 0.06% Unchanged
36 BCGM Wealth Management, LLC 0.29% of their portfolio LAFAYETTE, IN 21,45221.5k $1.0m $1.0m 0.29% Unchanged
37 DHJJ Financial Advisors, Ltd. 0.36% of their portfolio NAPERVILLE, IL 21,36821.4k $1.0m $1.0m 0.36% Added +1.2k +1,161
38 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 20,59820.6k $970.8k $970.8k 0.00% New
39 CHAPMAN FINANCIAL GROUP, LLC 0.82% of their portfolio KAILUA, HI 20,49520.5k $965.9k $965.9k 0.82% First filing
40 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 19,08119.1k $899.3k $899.3k 0.02% New
41 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 18,68818.7k $880.8k $880.8k 0.01% Added +1.5k +1,460
42 BCS Wealth Management 0.18% of their portfolio JOHNSON CITY, TN 18,00118.0k $848.0k $848.0k 0.18% Reduced -2.1k -2,123
43 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 16,39516.4k $772.7k $772.7k 0.00% Unchanged
44 SageView Advisory Group, LLC 0.03% of their portfolio Newport Beach, CA 14,14714.1k $679.9k $679.9k 0.03% New
45 Sigma Planning Corp 0.02% of their portfolio ANN ARBOR, MI 13,64413.6k $643.1k $643.1k 0.02% Reduced -2.4k -2,447
46 CoreCap Advisors, LLC 0.03% of their portfolio SOUTHFIELD, MI 13,18413.2k $621.4k $621.4k 0.03% Reduced -721 -721
47 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 12,76212.8k $601.5k $601.5k 0.02% Reduced -1.0k -1,041
48 Secure Asset Management, LLC 0.11% of their portfolio Troy, MI 12,66512.7k $596.9k $596.9k 0.11% Reduced -65 -65
49 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 12,41712.4k $594.9k $594.9k 0.01% Added +4.9k +4,898
50 Kathmere Capital Management, LLC 0.04% of their portfolio WAYNE, PA 12,19312.2k $574.7k $574.7k 0.04% Reduced -72 -72
51 Outlook Wealth Advisors, LLC 0.14% of their portfolio SHENANDOAH, TX 11,95712.0k $563.5k $563.5k 0.14% Unchanged
52 Arax Advisory Partners 0.02% of their portfolio NEW YORK, NY 11,50311.5k $542.1k $542.1k 0.02% Reduced -1.2k -1,240
53 City Center Advisors, LLC 0.58% of their portfolio TROY, MI 11,45611.5k $539.9k $539.9k 0.58% Reduced -783 -783
54 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 11,06511.1k $521.5k $521.5k 0.01% Unchanged
55 CRA Financial Services, LLC 0.07% of their portfolio NORTHFIELD, NJ 10,21510.2k $481.4k $481.4k 0.07% Added +2.7k +2,665
56 Siligmueller & Norvid Wealth Advisors LLC 0.19% of their portfolio GLEN ELLYN, IL 10,14910.1k $481.6k $481.6k 0.19% Unchanged
57 First Commonwealth Financial Corp /PA/ 0.10% of their portfolio Indiana, PA 9,6339.6k $454.0k $454.0k 0.10% Reduced -3.3k -3,316
58 UBS Group AG 0.00% of their portfolio ZURICH, V8 8,3718.4k $394.5k $394.5k 0.00% Reduced -196 -196
59 Wingate Wealth Advisors, Inc. 0.32% of their portfolio LEXINGTON, MA 7,6907.7k $362.4k $362.4k 0.32% Unchanged
60 CORRADO ADVISORS, LLC 0.22% of their portfolio RAMSEY, NJ 7,6707.7k $361.5k $361.5k 0.22% New
61 Brookstone Capital Management 0.00% of their portfolio WHEATON, IL 7,6087.6k $358.6k $358.6k 0.00% Reduced -1.4k -1,363
62 Vantage Financial Partners, LLC 0.08% of their portfolio ELM GROVE, WI 7,4897.5k $353.0k $353.0k 0.08% Reduced -303 -303
63 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 7,4597.5k $351.5k $351.5k 0.01% Reduced -38 -38
64 EverSource Wealth Advisors, LLC 0.02% of their portfolio BIRMINGHAM, AL 7,2257.2k $340.5k $340.5k 0.02% Reduced -121 -121
65 ACAS, LLC 0.23% of their portfolio RANCHO SANTA FE, CA 7,0407.0k $341.9k $341.9k 0.23% Added +100 +100
66 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 6,7956.8k $320.2k $320.2k 0.00% Reduced -1.4k -1,419
67 Seros Financial, LLC 0.20% of their portfolio TEMPE, AZ 6,7636.8k $318.7k $318.7k 0.20% Unchanged
68 Comprehensive Financial Planning, Inc./PA 0.25% of their portfolio EAST PETERSBURG, PA 6,7246.7k $316.9k $316.9k 0.25% Added +275 +275
69 Southland Equity Partners LLC 0.07% of their portfolio WILDWOOD, MO 6,5226.5k $307.4k $307.4k 0.07% Unchanged
70 GWN SECURITIES INC. 0.05% of their portfolio Palm Beach Gardens, FL 6,2406.2k $294.4k $294.4k 0.05% Added +529 +529
71 Trek Financial, LLC 0.02% of their portfolio Scottsdale, AZ 6,0616.1k $285.7k $285.7k 0.02% Reduced -159 -159
72 Buska Wealth Management, LLC 0.08% of their portfolio WAUSAU, WI 6,0396.0k $284.6k $284.6k 0.08% Reduced -1.5k -1,514
73 D.B. Root & Company, LLC 0.08% of their portfolio PITTSBURGH, PA 5,8925.9k $277.7k $277.7k 0.08% Added +197 +197
74 4J Wealth Management LLC 0.18% of their portfolio MCLEAN, VA 5,7505.8k $271.0k $271.0k 0.18% Unchanged
75 Tradition Wealth Management, LLC 0.02% of their portfolio EDINA, MN 5,6905.7k $268.2k $268.2k 0.02% Reduced -351 -351
76 Three Seasons Wealth, LLC 0.03% of their portfolio SALT LAKE CITY, UT 5,4205.4k $255.4k $255.4k 0.03% Unchanged
77 RETIREMENT INCOME SOLUTIONS, INC 0.05% of their portfolio ANN ARBOR, MI 5,3685.4k $253.0k $253.0k 0.05% Unchanged
78 Schulz Wealth, LTD. 0.18% of their portfolio MANSFIELD, TX 5,1255.1k $241.5k $241.5k 0.18% Unchanged
79 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 5,1015.1k $240.4k $240.4k 0.00% Unchanged
80 Triad Wealth Partners, LLC 0.04% of their portfolio LAWRENCE, KS 4,6794.7k $220.5k $220.5k 0.04% Unchanged
81 PFG Advisors 0.01% of their portfolio Phoenix, AZ 4,6584.7k $219.5k $219.5k 0.01% Reduced -1.6k -1,615
82 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 3,7593.8k $177.2k $177.2k 0.00% Reduced -239 -239
83 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 3,0283.0k $142.7k $142.7k 0.00% Reduced -208 -208
84 Orion Capital Management LLC 0.05% of their portfolio CORONADO, CA 3,0003.0k $141.4k $141.4k 0.05% Unchanged
85 EVOLUTION WEALTH MANAGEMENT INC. 0.17% of their portfolio FORT MYERS, FL 2,9302.9k $138.1k $138.1k 0.17% First filing
86 Sunbelt Securities, Inc. 0.01% of their portfolio HOUSTON, TX 2,8152.8k $125.4k $125.4k 0.01% Added +800 +800
87 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 2,4572.5k $115.8k $115.8k 0.00% Added +2.3k +2,308
88 Glen Eagle Advisors, LLC 0.02% of their portfolio KINGSTON, NJ 2,3852.4k $112.4k $112.4k 0.02% Unchanged
89 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,0572.1k $96.9k $96.9k 0.00% Unchanged
90 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 950950 $44.8k $44.8k 0.00% Unchanged
91 Whipplewood Advisors, LLC 0.02% of their portfolio LITTLETON, CO 935935 $44.1k $44.1k 0.02% Added +42 +42
92 Wood Tarver Financial Group, LLC 0.01% of their portfolio BOISE, ID 878878 $41.0k $41.0k 0.01% Reduced -108 -108
93 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 875875 $41.2k $41.2k 0.00% Unchanged
94 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 840840 $40.0k $40.0k 0.00% Added +420 +420
95 Financial Network Wealth Advisors LLC 0.03% of their portfolio MURRAY, UT 563563 $26.5k $26.5k 0.03% Unchanged
96 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 500500 $23.6k $23.6k 0.00% Unchanged
97 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 498498 $23.5k $23.5k 0.00% Unchanged
98 WealthShield Partners, LLC 0.00% of their portfolio CARY, NC 478478 $22.5k $22.5k 0.00% Unchanged
99 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 461461 $21.7k $21.7k 0.00% Unchanged
100 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 291291 $13.7k $13.7k 0.00% Unchanged