Vault-13

INNOVATOR ETFS TRUST BJUL

US EQTY BUFR JUL · ETP · CUSIP 45782C789

122 institutional holders -4 vs Q4 2025
3,611,6193.6m shares reported held*
$179.6mreported value*
11 new 14 added 56 reduced 13 sold out net sold ≈ $4.7m (-95.4k 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 ≈ $49.72.

Trends to Q1 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: 122122Q3 22Q3 23Q3 24Q3 25Q1 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

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 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 25Q2 25: 34 bought or addedQ2 25: 48 cut or sold outQ3 25: 47 bought or addedQ3 25: 36 cut or sold outQ3 25Q4 25: 27 bought or addedQ4 25: 52 cut or sold outQ1 26: 25 bought or addedQ1 26: 69 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20243148
Q3 20245932
Q4 20241767
Q1 20252460
Q2 20253448
Q3 20254736
Q4 20252752
Q1 20262569

Biggest buyers

Wealthquest Corp Added +41,690+41.7k
Penserra Capital Management LLC Added +40,419+40.4k
Orion Porfolio Solutions, LLC New +30,759+30.8k
Atria Investments, Inc New +21,435+21.4k
CWM, LLC New +18,314+18.3k
Triad Wealth Partners, LLC Added +11,851+11.9k
CITADEL ADVISORS LLC New +8,790+8.8k
Arkadios Wealth Advisors New +7,709+7.7k
Beacon Pointe Advisors, LLC Added +6,623+6.6k
Lewis Asset Management, LLC New +5,689+5.7k

Biggest sellers

OSAIC HOLDINGS, INC. Reduced -70,784-70.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -23,749-23.7k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -22,383-22.4k
Cetera Investment Advisers Reduced -21,847-21.8k
BCS Wealth Management Reduced -17,418-17.4k
OLD MISSION CAPITAL LLC Sold out -16,315-16.3k
AlphaStar Capital Management, LLC Sold out -14,380-14.4k
Secure Asset Management, LLC Sold out -12,027-12.0k
Janney Montgomery Scott LLC Reduced -11,502-11.5k
RAYMOND JAMES FINANCIAL INC Reduced -9,215-9.2k

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, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Penserra Capital Management LLC 0.24% of their portfolio ORINDA, CA 404,315404.3k $20.1m $20.1m 0.24% Added +40.4k +40,419
2 COFG Advisors, LLC 4.44% of their portfolio OAK BROOK, IL 361,324361.3k $18.0m $18.0m 4.44% Reduced -7.1k -7,109
3 INTEGRAL INVESTMENT ADVISORS, INC. 3.54% of their portfolio TURLOCK, CA 285,983286.0k $14.2m $14.2m 3.54% Added +4.0k +3,979
4 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 199,450199.4k $9.9m $9.9m 0.01% Reduced -4.9k -4,915
5 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 164,710164.7k $8.2m $8.2m 0.01% Reduced -3.0k -3,000
6 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 162,034162.0k $8.1m $8.1m 0.01% Reduced -2.2k -2,167
7 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 133,715133.7k $6.6m $6.6m 0.01% Reduced -70.8k -70,784
8 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 99,966100.0k $5.0m $5.0m 0.01% Reduced -21.8k -21,847
9 ROTHSCHILD INVESTMENT LLC 0.24% of their portfolio CHICAGO, IL 92,35092.3k $4.6m $4.6m 0.24% Reduced -200 -200
10 Wealthquest Corp 0.15% of their portfolio CINCINNATI, OH 83,44083.4k $4.2m $4.2m 0.15% Added +41.7k +41,690
11 Bellwether Advisors, LLC 0.64% of their portfolio LINCOLN, NE 75,52275.5k $3.8m $3.8m 0.64% Unchanged
12 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 62,99763.0k $3.1m $3.1m 0.01% Reduced -11.5k -11,502
13 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 55,73855.7k $2.8m $2.8m 0.00% Added +2.3k +2,286
14 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.36% of their portfolio BLUE BELL, PA 49,76349.8k $2.5m $2.5m 0.36% Reduced -561 -561
15 My Personal CFO, LLC 1.02% of their portfolio VANCOUVER, WA 46,75546.8k $2.3m $2.3m 1.02% Reduced -7.0k -7,000
16 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 45,91045.9k $2.3m $2.3m 0.00% Reduced -5.5k -5,522
17 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 45,19345.2k $2.2m $2.2m 0.01% Reduced -6.9k -6,949
18 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 43,18643.2k $2.1m $2.1m 0.00% Reduced -9.2k -9,215
19 SIGNATUREFD, LLC 0.03% of their portfolio ATLANTA, GA 42,03442.0k $2.1m $2.1m 0.03% Unchanged
20 Spire Wealth Management 0.07% of their portfolio MCLEAN, VA 40,88740.9k $2.0m $2.0m 0.07% Added +212 +212
21 Snowden Capital Advisors LLC 0.05% of their portfolio New York, NY 39,13039.1k $1.9m $1.9m 0.05% Reduced -4.1k -4,094
22 Lantz Financial LLC 0.39% of their portfolio NAPERVILLE, IL 38,17438.2k $1.9m $1.9m 0.39% Reduced -177 -177
23 Stratos Wealth Advisors, LLC 0.12% of their portfolio BEACHWOOD, OH 37,74737.7k $1.9m $1.9m 0.12% Reduced -199 -199
24 FSA Advisors, Inc. 1.21% of their portfolio TROY, MI 36,87536.9k $1.8m $1.8m 1.21% Reduced -635 -635
25 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 35,33135.3k $1.8m $1.8m 0.01% Reduced -797 -797
26 Berkshire Money Management, Inc. 0.18% of their portfolio DALTON, MA 34,85634.9k $1.7m $1.7m 0.18% Reduced -374 -374
27 Fragasso Financial Advisors Inc 0.10% of their portfolio SEWICKLEY, PA 32,16132.2k $1.6m $1.6m 0.10% Unchanged
28 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 30,75930.8k $1.5m $1.5m 0.01% New
29 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 26,04826.0k $1.3m $1.3m 0.00% Reduced -2.5k -2,482
30 World Investment Advisors 0.02% of their portfolio LINCROFT, NJ 25,38125.4k $1.3m $1.3m 0.02% Added +445 +445
31 PRINCIPAL SECURITIES, INC. 0.02% of their portfolio DES MOINES, IA 25,10525.1k $1.2m $1.2m 0.02% Unchanged
32 Cornerstone Wealth Group, LLC 0.08% of their portfolio HUNTERSVILLE, NC 24,84724.8k $1.3m $1.3m 0.08% Unchanged
33 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 24,76524.8k $1.2m $1.2m 0.01% Reduced -656 -656
34 Global Trust Wealth Management LLC 0.92% of their portfolio WEST PALM BEACH, FL 24,45024.4k $1.2m $1.2m 0.92% Unchanged
35 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 23,83023.8k $1.2m $1.2m 0.00% Reduced -2.9k -2,925
36 DHJJ Financial Advisors, Ltd. 0.37% of their portfolio NAPERVILLE, IL 22,60822.6k $1.1m $1.1m 0.37% Reduced -50 -50
37 Strategic Blueprint, LLC 0.07% of their portfolio ATLANTA, GA 22,49722.5k $1.1m $1.1m 0.07% Reduced -354 -354
38 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 21,43521.4k $1.1m $1.1m 0.01% New
39 BCGM Wealth Management, LLC 0.27% of their portfolio LAFAYETTE, IN 21,35221.4k $1.1m $1.1m 0.27% Reduced -100 -100
40 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 19,83019.8k $985.3k $985.3k 0.01% Added +6.6k +6,623
41 CHAPMAN FINANCIAL GROUP, LLC 0.67% of their portfolio KAILUA, HI 18,89218.9k $938.7k $938.7k 0.67% Reduced -962 -962
42 Commerce Advisors, LLC 0.77% of their portfolio MEMPHIS, TN 18,41318.4k $914.8k $914.8k 0.77% First filing
43 CWM, LLC 0.00% of their portfolio OMAHA, NE 18,31418.3k $909.9k $909.9k 0.00% New
44 BCS Wealth Management 0.17% of their portfolio JOHNSON CITY, TN 17,18017.2k $853.6k $853.6k 0.17% Reduced -17.4k -17,418
45 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 16,57716.6k $823.6k $823.6k 0.01% Reduced -650 -650
46 Triad Wealth Partners, LLC 0.07% of their portfolio LAWRENCE, KS 16,53016.5k $821.3k $821.3k 0.07% Added +11.9k +11,851
47 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 16,39516.4k $814.6k $814.6k 0.00% Unchanged
48 City Center Advisors, LLC 0.73% of their portfolio TROY, MI 15,83715.8k $786.9k $786.9k 0.73% Added +165 +165
49 IMG Wealth Management, Inc. 0.50% of their portfolio JACKSONVILLE, FL 15,66715.7k $778.4k $778.4k 0.50% Unchanged
50 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 14,72514.7k $731.6k $731.6k 0.01% Reduced -11 -11
51 FORONJY FINANCIAL LLC 0.29% of their portfolio Los Osos, CA 13,89213.9k $690.2k $690.2k 0.29% Added +2.3k +2,290
52 Sigma Planning Corp 0.02% of their portfolio ANN ARBOR, MI 13,24013.2k $657.9k $657.9k 0.02% Reduced -22 -22
53 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 12,67812.7k $629.9k $629.9k 0.02% Reduced -59 -59
54 Outlook Wealth Advisors, LLC 0.15% of their portfolio SHENANDOAH, TX 12,66612.7k $629.3k $629.3k 0.15% Unchanged
55 First Commonwealth Financial Corp /PA/ 0.10% of their portfolio Indiana, PA 12,63912.6k $628.0k $628.0k 0.10% Reduced -23 -23
56 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 12,41712.4k $616.9k $616.9k 0.01% Unchanged
57 Kathmere Capital Management, LLC 0.04% of their portfolio WAYNE, PA 12,15912.2k $604.1k $604.1k 0.04% Unchanged
58 Arax Advisory Partners 0.02% of their portfolio NEW YORK, NY 11,30411.3k $561.6k $561.6k 0.02% Unchanged
59 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 11,08411.1k $550.7k $550.7k 0.01% Reduced -776 -776
60 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 11,06511.1k $552.0k $552.0k 0.01% Unchanged
61 CRA Financial Services, LLC 0.07% of their portfolio NORTHFIELD, NJ 10,11510.1k $502.6k $502.6k 0.07% Unchanged
62 TopTier Wealth Management, LLC 0.30% of their portfolio MUSKEGO, WI 9,8989.9k $491.8k $491.8k 0.30% Reduced -31 -31
63 Rothschild Wealth LLC 0.04% of their portfolio OAK BROOK, IL 9,1179.1k $453.0k $453.0k 0.04% Reduced -1.0k -1,032
64 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 8,7908.8k $436.7k $436.7k 0.00% New
65 INTEGRITY ALLIANCE, LLC. 0.02% of their portfolio Urbandale, IA 8,6948.7k $432.0k $432.0k 0.02% Unchanged
66 Wingate Wealth Advisors, Inc. 0.22% of their portfolio LEXINGTON, MA 8,1988.2k $407.3k $407.3k 0.22% Reduced -991 -991
67 Wood Tarver Financial Group, LLC 0.11% of their portfolio BOISE, ID 7,9167.9k $393.0k $393.0k 0.11% Reduced -27 -27
68 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 7,7207.7k $383.6k $383.6k 0.00% Reduced -1.1k -1,095
69 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 7,7097.7k $383.0k $383.0k 0.01% New
70 CORRADO ADVISORS, LLC 0.20% of their portfolio RAMSEY, NJ 7,6347.6k $379.3k $379.3k 0.20% Reduced -9 -9
71 Trek Financial, LLC 0.02% of their portfolio Scottsdale, AZ 7,0657.1k $351.0k $351.0k 0.02% Reduced -98 -98
72 EverSource Wealth Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 7,0257.0k $349.0k $349.0k 0.01% Reduced -200 -200
73 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 6,8316.8k $339.4k $339.4k 0.00% Reduced -418 -418
74 Ballast Rock Private Wealth LLC 0.18% of their portfolio CHARLESTON, SC 6,6716.7k $331.4k $331.4k 0.18% Reduced -125 -125
75 Southland Equity Partners LLC 0.06% of their portfolio WILDWOOD, MO 6,5226.5k $324.1k $324.1k 0.06% Unchanged
76 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 6,3866.4k $317.3k $317.3k 0.00% Reduced -195 -195
77 Seros Financial, LLC 0.20% of their portfolio TEMPE, AZ 6,2116.2k $308.6k $308.6k 0.20% Unchanged
78 Soltis Investment Advisors LLC 0.02% of their portfolio ST. GEORGE, UT 5,8245.8k $289.4k $289.4k 0.02% Unchanged
79 4J Wealth Management LLC 0.16% of their portfolio MCLEAN, VA 5,7505.8k $285.7k $285.7k 0.16% Unchanged
80 Tradition Wealth Management, LLC 0.02% of their portfolio EDINA, MN 5,6905.7k $282.7k $282.7k 0.02% Reduced -2.6k -2,599
81 Lewis Asset Management, LLC 0.12% of their portfolio LAFAYETTE, CA 5,6895.7k $282.7k $282.7k 0.12% New
82 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 5,6455.6k $280.5k $280.5k 0.00% Reduced -16 -16
83 Foundations Investment Advisors, LLC 0.00% of their portfolio PHOENIX, AZ 5,5405.5k $275.3k $275.3k 0.00% Added +8 +8
84 D.B. Root & Company, LLC 0.07% of their portfolio PITTSBURGH, PA 5,5295.5k $274.7k $274.7k 0.07% Unchanged
85 Ashton Thomas Private Wealth, LLC 0.01% of their portfolio SCOTTSDALE, AZ 5,4835.5k $272.4k $272.4k 0.01% New
86 GWN SECURITIES INC. 0.05% of their portfolio Palm Beach Gardens, FL 5,4045.4k $268.5k $268.5k 0.05% Reduced -54 -54
87 RETIREMENT INCOME SOLUTIONS, INC 0.05% of their portfolio ANN ARBOR, MI 5,3685.4k $266.7k $266.7k 0.05% Unchanged
88 Weaver Consulting Group 0.06% of their portfolio HUNTINGTON BEACH, CA 5,3265.3k $264.6k $264.6k 0.06% Reduced -2.0k -2,048
89 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 5,0935.1k $254.6k $254.6k 0.00% Reduced -22.4k -22,383
90 Three Seasons Wealth, LLC 0.10% of their portfolio SALT LAKE CITY, UT 5,0655.1k $251.7k $251.7k 0.10% Reduced -355 -355
91 Chris Bulman Inc 0.10% of their portfolio ROSEVILLE, CA 4,6874.7k $232.9k $232.9k 0.10% Unchanged
92 Valtinson Bruner Financial Planning LLC 0.06% of their portfolio NEW BRIGHTON, MN 4,4034.4k $218.8k $218.8k 0.06% Unchanged
93 Beacon Financial Advisory LLC 0.05% of their portfolio CLEVELAND, OH 4,3774.4k $217.5k $217.5k 0.05% Unchanged
94 Buska Wealth Management, LLC 0.09% of their portfolio WAUSAU, WI 4,3464.3k $215.9k $215.9k 0.09% Reduced -662 -662
95 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 4,2094.2k $209.1k $209.1k 0.00% Unchanged
96 Focus Financial Network, Inc. 0.01% of their portfolio MINNEAPOLIS, MN 4,0894.1k $203.2k $203.2k 0.01% Added +21 +21
97 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 3,8373.8k $191.0k $191.0k 0.01% Unchanged
98 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 3,6693.7k $182.3k $182.3k 0.00% New
99 Orion Capital Management LLC 0.05% of their portfolio CORONADO, CA 3,0003.0k $149.1k $149.1k 0.05% Unchanged
100 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,0212.0k $100.4k $100.4k 0.00% Unchanged