Vault-13

INNOVATOR ETFS TRUST PJUL

US EQTY PWR BUF · ETP · CUSIP 45782C813

270 institutional holders +2 vs Q4 2025
16,838,07916.8m shares reported held*
$775.7mreported value*
21 new 36 added 138 reduced 20 sold out net sold ≈ $70.3m (-1.5m 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 ($7.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $46.07.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 129Q4 22: 143Q1 23: 141Q2 23: 152Q3 23: 190Q4 23: 212Q1 24: 207Q2 24: 215Q3 24: 241Q4 24: 258Q1 25: 241Q2 25: 237Q3 25: 253Q4 25: 268Q1 26: 270270Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 2022129
Q4 2022143
Q1 2023141
Q2 2023152
Q3 2023190
Q4 2023212
Q1 2024207
Q2 2024215
Q3 2024241
Q4 2024258
Q1 2025241
Q2 2025237
Q3 2025253
Q4 2025268
Q1 2026270

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 24: 75 bought or addedQ2 24: 99 cut or sold outQ3 24: 135 bought or addedQ3 24: 61 cut or sold outQ3 24Q4 24: 50 bought or addedQ4 24: 124 cut or sold outQ1 25: 49 bought or addedQ1 25: 140 cut or sold outQ1 25Q2 25: 88 bought or addedQ2 25: 100 cut or sold outQ3 25: 130 bought or addedQ3 25: 81 cut or sold outQ3 25Q4 25: 64 bought or addedQ4 25: 123 cut or sold outQ1 26: 57 bought or addedQ1 26: 158 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20247599
Q3 202413561
Q4 202450124
Q1 202549140
Q2 202588100
Q3 202513081
Q4 202564123
Q1 202657158

Biggest buyers

Beacon Pointe Advisors, LLC Added +80,927+80.9k
Horizon Investments, LLC Added +80,703+80.7k
Penserra Capital Management LLC Added +80,334+80.3k
ENVESTNET ASSET MANAGEMENT INC Added +45,477+45.5k
Fortune Financial Advisors, LLC New +39,807+39.8k
Patriot Financial Group Insurance Agency, LLC Added +35,472+35.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +33,243+33.2k
Keystone Wealth Services, LLC New +32,160+32.2k
HARBOUR INVESTMENTS, INC. Added +30,513+30.5k
FSA WEALTH PARTNERS, INC. New +28,762+28.8k

Biggest sellers

Compass Advisory Group LLC Reduced -481,950-481.9k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -459,668-459.7k
OSAIC HOLDINGS, INC. Reduced -127,138-127.1k
ALLIANCEBERNSTEIN L.P. Reduced -107,945-107.9k
Global Strategic Investment Solutions, LLC Reduced -56,865-56.9k
BCS Wealth Management Reduced -49,302-49.3k
MML INVESTORS SERVICES, LLC Reduced -46,300-46.3k
Focus Partners Wealth Reduced -45,620-45.6k
Cetera Investment Advisers Reduced -44,586-44.6k
LPL Financial LLC Reduced -41,449-41.4k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ALLIANCEBERNSTEIN L.P. 0.05% of their portfolio NASHVILLE, TN 3,159,6643.2m $146.7m $146.7m 0.05% Reduced -107.9k -107,945
2 Penserra Capital Management LLC 0.77% of their portfolio ORINDA, CA 1,419,3621.4m $65.2m $65.2m 0.77% Added +80.3k +80,334
3 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 699,927699.9k $32.2m $32.2m 0.04% Reduced -20.2k -20,245
4 BLAIR WILLIAM & CO/IL 0.08% of their portfolio CHICAGO, IL 610,627610.6k $28.1m $28.1m 0.08% Reduced -23.6k -23,579
5 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 456,099456.1k $21.0m $21.0m 0.01% Added +45.5k +45,477
6 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 404,478404.5k $18.6m $18.6m 0.01% Reduced -27.5k -27,533
7 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 340,997341.0k $15.7m $15.7m 0.02% Reduced -5.7k -5,704
8 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 322,128322.1k $14.8m $14.8m 0.02% Reduced -127.1k -127,138
9 Focus Partners Wealth 0.02% of their portfolio ST LOUIS, MO 320,826320.8k $14.7m $14.7m 0.02% Reduced -45.6k -45,620
10 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 287,524287.5k $13.2m $13.2m 0.03% Added +8.5k +8,474
11 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 272,674272.7k $12.5m $12.5m 0.01% Reduced -44.6k -44,586
12 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 269,841269.8k $12.4m $12.4m 0.00% Reduced -41.4k -41,449
13 CWM, LLC 0.03% of their portfolio OMAHA, NE 249,503249.5k $11.5m $11.5m 0.03% Reduced -27.7k -27,719
14 World Investment Advisors 0.16% of their portfolio LINCROFT, NJ 219,629219.6k $10.1m $10.1m 0.16% Added +14.6k +14,585
15 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 212,630212.6k $9.8m $9.8m 0.04% Added +6.3k +6,283
16 CoreCap Advisors, LLC 0.30% of their portfolio SOUTHFIELD, MI 190,101190.1k $8.7m $8.7m 0.30% Reduced -2.4k -2,412
17 Orion Porfolio Solutions, LLC 0.07% of their portfolio OMAHA, NE 186,889186.9k $8.6m $8.6m 0.07% Reduced -31.9k -31,934
18 AA Financial Advisors, LLC 1.15% of their portfolio Columbus, OH 177,069177.1k $8.1m $8.1m 1.15% Reduced -3.9k -3,878
19 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 173,468173.5k $8.0m $8.0m 0.02% Reduced -16.7k -16,681
20 Beacon Pointe Advisors, LLC 0.04% of their portfolio NEWPORT BEACH, CA 167,700167.7k $7.7m $7.7m 0.04% Added +80.9k +80,927
21 Southland Equity Partners LLC 1.34% of their portfolio WILDWOOD, MO 149,468149.5k $6.9m $6.9m 1.34% Reduced -43 -43
22 MBL Wealth, LLC 0.52% of their portfolio CHARLOTTE, NC 148,446148.4k $6.8m $6.8m 0.52% Reduced -3.1k -3,060
23 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 147,229147.2k $6.8m $6.8m 0.02% Reduced -46.3k -46,300
24 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 146,533146.5k $6.7m $6.7m 0.01% Reduced -4.3k -4,281
25 Triad Wealth Partners, LLC 0.52% of their portfolio LAWRENCE, KS 142,284142.3k $6.5m $6.5m 0.52% Added +28.3k +28,300
26 Horizon Investments, LLC 0.07% of their portfolio Charlotte, NC 140,610140.6k $6.5m $6.5m 0.07% Added +80.7k +80,703
27 Advisory Alpha, LLC 0.17% of their portfolio HOLLAND, MI 138,167138.2k $6.4m $6.4m 0.17% Reduced -742 -742
28 Forvis Mazars Wealth Advisors, LLC 0.11% of their portfolio Springfield, MO 131,169131.2k $6.0m $6.0m 0.11% Reduced -28.0k -28,030
29 Brookstone Capital Management 0.07% of their portfolio WHEATON, IL 129,147129.1k $5.9m $5.9m 0.07% Reduced -18.5k -18,490
30 Cresset Asset Management, LLC 0.03% of their portfolio Chicago, IL 125,786125.8k $5.8m $5.8m 0.03% Added +14.4k +14,356
31 PRINCIPAL SECURITIES, INC. 0.08% of their portfolio DES MOINES, IA 125,073125.1k $5.7m $5.7m 0.08% Reduced -314 -314
32 MTM FINANCIAL GROUP, LLC 2.56% of their portfolio BETHLEHEM, PA 118,479118.5k $5.4m $5.4m 2.56% Reduced -2.2k -2,205
33 Weaver Consulting Group 1.27% of their portfolio HUNTINGTON BEACH, CA 115,809115.8k $5.3m $5.3m 1.27% Added +2.2k +2,203
34 Signal Advisors Wealth, LLC 0.35% of their portfolio DETROIT, MI 112,218112.2k $5.2m $5.2m 0.35% Added +23.7k +23,728
35 Talon Private Wealth, LLC 0.68% of their portfolio THE VILLAGES, FL 110,664110.7k $5.1m $5.1m 0.68% First filing
36 Composition Wealth, LLC 0.06% of their portfolio LOS ANGELES, CA 92,70992.7k $4.3m $4.3m 0.06% Reduced -16.2k -16,153
37 Vestmark Advisory Solutions, Inc. 0.05% of their portfolio Wakefield, MA 89,93789.9k $4.1m $4.1m 0.05% Added +14.5k +14,544
38 CRA Financial Services, LLC 0.49% of their portfolio NORTHFIELD, NJ 82,70382.7k $3.8m $3.8m 0.49% Reduced -2.5k -2,550
39 OneDigital Investment Advisors LLC 0.04% of their portfolio OVERLAND PARK, KS 80,14880.1k $3.7m $3.7m 0.04% Reduced -1.9k -1,869
40 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 79,16779.2k $3.4m $3.4m 0.01% Reduced -459.7k -459,668
41 Keating Financial Advisory Services, Inc. 0.58% of their portfolio MANHATTAN, KS 77,98178.0k $3.6m $3.6m 0.58% Reduced -12.2k -12,156
42 McAdam, LLC 0.15% of their portfolio Philadelphia, PA 74,35474.4k $3.4m $3.4m 0.15% Reduced -32 -32
43 FOUNDERS FINANCIAL SECURITIES LLC 0.20% of their portfolio TOWSON, MD 73,83773.8k $3.5m $3.5m 0.20% Added +11.2k +11,246
44 Pathstone Holdings, LLC 0.01% of their portfolio ENGLEWOOD, NJ 72,29672.3k $3.3m $3.3m 0.01% Reduced -26.4k -26,405
45 Patriot Financial Group Insurance Agency, LLC 0.19% of their portfolio Westborough, MA 72,04472.0k $3.3m $3.3m 0.19% Added +35.5k +35,472
46 Farther Finance Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 70,34770.3k $3.2m $3.2m 0.03% Reduced -4.9k -4,926
47 Certified Advisory Corp 0.29% of their portfolio ALTAMONTE SPRINGS, FL 70,11670.1k $3.2m $3.2m 0.29% Reduced -3.9k -3,938
48 Straight Path Wealth Management 0.86% of their portfolio Jenison, MI 70,04570.0k $3.2m $3.2m 0.86% Added +440 +440
49 Elmwood Wealth Management, Inc. 0.82% of their portfolio BERKELEY, CA 64,35164.4k $3.0m $3.0m 0.82% Added +4.9k +4,938
50 Global Strategic Investment Solutions, LLC 0.28% of their portfolio Scottsdale, AZ 62,90362.9k $2.9m $2.9m 0.28% Reduced -56.9k -56,865
51 COFG Advisors, LLC 0.70% of their portfolio OAK BROOK, IL 61,16661.2k $2.8m $2.8m 0.70% Added +272 +272
52 Spire Wealth Management 0.10% of their portfolio MCLEAN, VA 61,11361.1k $2.8m $2.8m 0.10% Reduced -3 -3
53 Cassady Wealth & Retirement Planning, LLC 1.39% of their portfolio HENDERSON, NV 55,92955.9k $2.7m $2.7m 1.39% Reduced -180 -180
54 Weaver Capital Management LLC 0.55% of their portfolio SUWANEE, GA 54,81954.8k $2.5m $2.5m 0.55% Reduced -520 -520
55 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.36% of their portfolio BLUE BELL, PA 53,91653.9k $2.5m $2.5m 0.36% Reduced -279 -279
56 Foundations Investment Advisors, LLC 0.03% of their portfolio PHOENIX, AZ 51,98152.0k $2.4m $2.4m 0.03% Reduced -3.8k -3,829
57 Rothschild Wealth LLC 0.21% of their portfolio OAK BROOK, IL 50,30850.3k $2.3m $2.3m 0.21% Reduced -1.1k -1,148
58 CreativeOne Wealth, LLC 0.05% of their portfolio OVERLAND PARK, KS 48,97949.0k $2.3m $2.3m 0.05% Reduced -1.5k -1,489
59 Midwest Financial Network, LLC 1.74% of their portfolio TINLEY PARK, IL 47,59647.6k $2.2m $2.2m 1.74% Reduced -14.3k -14,339
60 First Commonwealth Financial Corp /PA/ 0.34% of their portfolio Indiana, PA 47,14647.1k $2.2m $2.2m 0.34% Reduced -115 -115
61 Bellwether Advisors, LLC 0.36% of their portfolio LINCOLN, NE 46,32346.3k $2.1m $2.1m 0.36% Reduced -9.0k -9,011
62 BCS Wealth Management 0.43% of their portfolio JOHNSON CITY, TN 46,20846.2k $2.1m $2.1m 0.43% Reduced -49.3k -49,302
63 CENTAURUS FINANCIAL, INC. 0.10% of their portfolio ANAHEIM, CA 44,98145.0k $2.1m $2.1m 0.10% Reduced -598 -598
64 WorthPointe, LLC 0.56% of their portfolio La Jolla, CA 44,80144.8k $2.1m $2.1m 0.56% Reduced -8.4k -8,419
65 KFG WEALTH MANAGEMENT, LLC 0.27% of their portfolio GRANGER, IN 44,78144.8k $2.1m $2.1m 0.27% Reduced -5.2k -5,154
66 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 44,77044.8k $2.1m $2.1m 0.00% Added +33.2k +33,243
67 BFI Wealth Solutions, LLC 1.99% of their portfolio DALLAS, TX 44,75644.8k $2.1m $2.1m 1.99% Added +4.3k +4,285
68 Berkshire Money Management, Inc. 0.21% of their portfolio DALTON, MA 44,13744.1k $2.0m $2.0m 0.21% Unchanged
69 Long Island Wealth Management, Inc. 0.94% of their portfolio MELVILLE, NY 44,05744.1k $2.0m $2.0m 0.94% Reduced -2.1k -2,081
70 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 43,08443.1k $2.0m $2.0m 0.01% Reduced -462 -462
71 Capital Analysts, LLC 0.05% of their portfolio FORT WASHINGTON, PA 41,99042.0k $1.9m $1.9m 0.05% Reduced -497 -497
72 Jacobi Capital Management LLC 0.11% of their portfolio PITTSTON, PA 41,68841.7k $1.9m $1.9m 0.11% Unchanged
73 Lakeridge Wealth Management LLC 0.82% of their portfolio MENTOR, OH 41,39241.4k $1.9m $1.9m 0.82% Reduced -450 -450
74 Capital Square, LLC 0.91% of their portfolio ATHENS, TN 41,30241.3k $2.0m $2.0m 0.91% Reduced -3.0k -3,017
75 Outlook Wealth Advisors, LLC 0.45% of their portfolio SHENANDOAH, TX 40,77640.8k $1.9m $1.9m 0.45% Unchanged
76 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 39,84339.8k $1.8m $1.8m 0.02% Added +1.1k +1,055
77 Fortune Financial Advisors, LLC 0.93% of their portfolio Overland Park, KS 39,80739.8k $1.8m $1.8m 0.93% New
78 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 39,60639.6k $1.8m $1.8m 0.03% Added +30.5k +30,513
79 IFP Advisors, Inc 0.04% of their portfolio TAMPA, FL 39,55939.6k $1.8m $1.8m 0.04% Reduced -36.1k -36,114
80 Trek Financial, LLC 0.09% of their portfolio Scottsdale, AZ 38,24438.2k $1.8m $1.8m 0.09% Reduced -555 -555
81 Cypress Wealth Services, LLC 0.25% of their portfolio PALM DESERT, CA 38,16738.2k $1.8m $1.8m 0.25% Unchanged
82 Chicago Partners Investment Group LLC 0.04% of their portfolio CHICAGO, IL 37,56437.6k $1.8m $1.8m 0.04% Reduced -3.8k -3,776
83 BENJAMIN EDWARDS INC 0.02% of their portfolio Clayton, MO 37,40637.4k $1.7m $1.7m 0.02% Reduced -942 -942
84 Wisconsin Wealth Advisors, LLC 1.66% of their portfolio SUN PRAIRIE, WI 36,82036.8k $1.7m $1.7m 1.66% Unchanged
85 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 36,65436.7k $1.7m $1.7m 0.00% Reduced -1.9k -1,887
86 Diligent Investors, LLC 0.41% of their portfolio REDLANDS, CA 36,39136.4k $1.7m $1.7m 0.41% Reduced -505 -505
87 ARS Wealth Advisors Group, LLC 0.14% of their portfolio St. Petersburg, FL 35,03835.0k $1.6m $1.6m 0.14% Reduced -2.5k -2,501
88 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 34,24134.2k $1.6m $1.6m 0.01% Reduced -4.3k -4,310
89 Vantage Point Financial LLC 0.55% of their portfolio LISLE, IL 33,95334.0k $1.6m $1.6m 0.55% Added +7.1k +7,105
90 Fortune Financial Group, Inc. 1.40% of their portfolio NAPLES, FL 33,81133.8k $1.6m $1.6m 1.40% Added +4 +4
91 Cornerstone Planning Group LLC 0.21% of their portfolio FAIRFIELD, NJ 33,19633.2k $1.6m $1.6m 0.21% Unchanged
92 Compass Advisory Group LLC 0.40% of their portfolio MELVILLE, NY 32,23232.2k $1.5m $1.5m 0.40% Reduced -481.9k -481,950
93 Integrity Advisory Solutions, LLC 0.20% of their portfolio DALLAS, TX 32,20432.2k $1.5m $1.5m 0.20% Reduced -7.4k -7,409
94 Keystone Wealth Services, LLC 0.32% of their portfolio PALM DESERT, CA 32,16032.2k $1.5m $1.5m 0.32% New
95 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.08% of their portfolio CEDAR RAPIDS, IA 31,81031.8k $1.5m $1.5m 0.08% Reduced -78 -78
96 STEPHENS INC /AR/ 0.02% of their portfolio LITTLE ROCK, AR 30,10530.1k $1.4m $1.4m 0.02% Reduced -322 -322
97 GILL CAPITAL PARTNERS, LLC 0.40% of their portfolio DENVER, CO 30,05330.1k $1.4m $1.4m 0.40% Reduced -368 -368
98 Ascent Wealth Partners, LLC 0.16% of their portfolio NEW HARTFORD, NY 29,07229.1k $1.3m $1.3m 0.16% Reduced -7.3k -7,346
99 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 28,98029.0k $1.3m $1.3m 0.02% Reduced -1.0k -1,045
100 FSA WEALTH PARTNERS, INC. 0.63% of their portfolio Rockville, MD 28,76228.8k $1.3m $1.3m 0.63% New