Vault-13

INNOVATOR ETFS TRUST PJUL

US EQTY PWR BUF · ETP · CUSIP 45782C813

262 institutional holders -8 vs Q1 2026
17,394,92517.4m shares reported held*
$841.9mreported value*
18 new 73 added 100 reduced 23 sold out net bought ≈ $45.6m (+933.5k 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 ($8.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $48.41.

Trends to Q2 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: 270Q2 26: 262262Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026262

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 24: 135 bought or addedQ3 24: 61 cut or sold outQ4 24: 50 bought or addedQ4 24: 124 cut or sold outQ4 24Q1 25: 49 bought or addedQ1 25: 140 cut or sold outQ2 25: 88 bought or addedQ2 25: 100 cut or sold outQ2 25Q3 25: 130 bought or addedQ3 25: 81 cut or sold outQ4 25: 64 bought or addedQ4 25: 123 cut or sold outQ4 25Q1 26: 57 bought or addedQ1 26: 158 cut or sold outQ2 26: 91 bought or addedQ2 26: 123 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202413561
Q4 202450124
Q1 202549140
Q2 202588100
Q3 202513081
Q4 202564123
Q1 202657158
Q2 202691123

Biggest buyers

Cambridge Investment Research Advisors, Inc. Added +225,966+226.0k
ALLIANCEBERNSTEIN L.P. Added +214,226+214.2k
Cornerstone Wealth, LLC/TN Added +152,333+152.3k
Kestra Advisory Services, LLC Added +124,747+124.7k
Focus Partners Wealth Added +120,093+120.1k
Bellwether Advisors, LLC Added +116,850+116.8k
LPL Financial LLC Added +84,855+84.9k
OSAIC HOLDINGS, INC. Added +74,706+74.7k
Penserra Capital Management LLC Added +73,566+73.6k
US BANCORP \DE\ Added +54,926+54.9k

Biggest sellers

BLAIR WILLIAM & CO/IL Reduced -76,670-76.7k
Pathstone Holdings, LLC Reduced -72,296-72.3k
Advisory Alpha, LLC Reduced -68,147-68.1k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -62,065-62.1k
Horizon Investments, LLC Reduced -59,939-59.9k
Patriot Financial Group Insurance Agency, LLC Reduced -36,382-36.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -32,147-32.1k
NATIONS FINANCIAL GROUP INC, /IA/ /ADV Sold out -31,810-31.8k
FSA WEALTH PARTNERS, INC. Sold out -28,762-28.8k
Composition Wealth, LLC Reduced -19,442-19.4k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ALLIANCEBERNSTEIN L.P. 0.05% of their portfolio NASHVILLE, TN 3,373,8903.4m $155.1m $155.1m 0.05% Added +214.2k +214,226
2 Penserra Capital Management LLC 0.56% of their portfolio ORINDA, CA 1,492,9281.5m $72.9m $72.9m 0.56% Added +73.6k +73,566
3 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 637,862637.9k $31.1m $31.1m 0.04% Reduced -62.1k -62,065
4 BLAIR WILLIAM & CO/IL 0.07% of their portfolio CHICAGO, IL 533,957534.0k $26.1m $26.1m 0.07% Reduced -76.7k -76,670
5 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 472,891472.9k $23.1m $23.1m 0.01% Added +16.8k +16,792
6 Focus Partners Wealth 0.02% of their portfolio ST LOUIS, MO 440,919440.9k $21.5m $21.5m 0.02% Added +120.1k +120,093
7 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 399,434399.4k $19.5m $19.5m 0.02% Added +226.0k +225,966
8 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 396,834396.8k $19.4m $19.4m 0.02% Added +74.7k +74,706
9 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 386,409386.4k $18.9m $18.9m 0.01% Reduced -18.1k -18,069
10 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 354,696354.7k $17.3m $17.3m 0.00% Added +84.9k +84,855
11 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 347,450347.4k $17.0m $17.0m 0.02% Added +6.5k +6,453
12 Kestra Advisory Services, LLC 0.05% of their portfolio AUSTIN, TX 337,377337.4k $16.5m $16.5m 0.05% Added +124.7k +124,747
13 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 291,765291.8k $14.2m $14.2m 0.03% Added +4.2k +4,241
14 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 291,005291.0k $14.2m $14.2m 0.01% Added +18.3k +18,331
15 World Investment Advisors 0.17% of their portfolio LINCROFT, NJ 214,176214.2k $10.0m $10.0m 0.17% Reduced -5.5k -5,453
16 CoreCap Advisors, LLC 0.28% of their portfolio SOUTHFIELD, MI 197,873197.9k $9.7m $9.7m 0.28% Added +7.8k +7,772
17 Orion Porfolio Solutions, LLC 0.07% of their portfolio OMAHA, NE 197,777197.8k $9.7m $9.7m 0.07% Added +10.9k +10,888
18 Beacon Pointe Advisors, LLC 0.04% of their portfolio NEWPORT BEACH, CA 185,241185.2k $9.0m $9.0m 0.04% Added +17.5k +17,541
19 Cornerstone Wealth, LLC/TN 4.34% of their portfolio GREENEVILLE, TN 174,581174.6k $8.6m $8.6m 4.34% Added +152.3k +152,333
20 AA Financial Advisors, LLC 1.00% of their portfolio Columbus, OH 171,208171.2k $8.4m $8.4m 1.00% Reduced -5.9k -5,861
21 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 170,949170.9k $8.3m $8.3m 0.02% Added +23.7k +23,720
22 Bellwether Advisors, LLC 1.18% of their portfolio LINCOLN, NE 163,173163.2k $8.0m $8.0m 1.18% Added +116.8k +116,850
23 Triad Wealth Partners, LLC 0.44% of their portfolio LAWRENCE, KS 149,663149.7k $7.4m $7.4m 0.44% Added +7.4k +7,379
24 Southland Equity Partners LLC 1.26% of their portfolio WILDWOOD, MO 147,610147.6k $7.2m $7.2m 1.26% Reduced -1.9k -1,858
25 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 147,224147.2k $7.2m $7.2m 0.01% Added +691 +691
26 MBL Wealth, LLC 0.47% of their portfolio CHARLOTTE, NC 141,059141.1k $6.9m $6.9m 0.47% Reduced -7.4k -7,387
27 PRINCIPAL SECURITIES, INC. 0.08% of their portfolio DES MOINES, IA 135,415135.4k $6.6m $6.6m 0.08% Added +10.3k +10,342
28 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 132,344132.3k $5.9m $5.9m 0.01% Added +53.2k +53,177
29 Forvis Mazars Wealth Advisors, LLC 0.10% of their portfolio Springfield, MO 124,593124.6k $6.1m $6.1m 0.10% Reduced -6.6k -6,576
30 MTM FINANCIAL GROUP, LLC 2.45% of their portfolio BETHLEHEM, PA 117,104117.1k $5.7m $5.7m 2.45% Reduced -1.4k -1,375
31 Brookstone Capital Management 0.06% of their portfolio WHEATON, IL 116,873116.9k $5.7m $5.7m 0.06% Reduced -12.3k -12,274
32 Cresset Asset Management, LLC 0.02% of their portfolio Chicago, IL 113,802113.8k $5.6m $5.6m 0.02% Reduced -12.0k -11,984
33 Weaver Consulting Group 1.12% of their portfolio HUNTINGTON BEACH, CA 111,593111.6k $5.4m $5.4m 1.12% Reduced -4.2k -4,216
34 Signal Advisors Wealth, LLC 0.28% of their portfolio DETROIT, MI 110,647110.6k $5.4m $5.4m 0.28% Reduced -1.6k -1,571
35 Vestmark Advisory Solutions, Inc. 0.04% of their portfolio Wakefield, MA 90,37490.4k $4.4m $4.4m 0.04% Added +437 +437
36 FOUNDERS FINANCIAL SECURITIES LLC 0.21% of their portfolio TOWSON, MD 83,38083.4k $4.1m $4.1m 0.21% Added +9.5k +9,543
37 CENTAURUS FINANCIAL, INC. 0.16% of their portfolio ANAHEIM, CA 83,30283.3k $4.1m $4.1m 0.16% Added +38.3k +38,321
38 Farther Finance Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 82,67182.7k $4.0m $4.0m 0.03% Added +12.3k +12,324
39 OneDigital Investment Advisors LLC 0.03% of their portfolio OVERLAND PARK, KS 81,37081.4k $4.0m $4.0m 0.03% Added +1.2k +1,222
40 Horizon Investments, LLC 0.04% of their portfolio Charlotte, NC 80,67180.7k $3.9m $3.9m 0.04% Reduced -59.9k -59,939
41 Keating Financial Advisory Services, Inc. 0.50% of their portfolio MANHATTAN, KS 77,29477.3k $3.8m $3.8m 0.50% Reduced -687 -687
42 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 76,02076.0k $3.7m $3.7m 0.00% Added +54.9k +54,926
43 Composition Wealth, LLC 0.04% of their portfolio LOS ANGELES, CA 73,26773.3k $3.6m $3.6m 0.04% Reduced -19.4k -19,442
44 Straight Path Wealth Management 0.83% of their portfolio Jenison, MI 72,43172.4k $3.5m $3.5m 0.83% Added +2.4k +2,386
45 McAdam, LLC 0.14% of their portfolio Philadelphia, PA 72,32172.3k $3.5m $3.5m 0.14% Reduced -2.0k -2,033
46 Advisory Alpha, LLC 0.08% of their portfolio HOLLAND, MI 70,02070.0k $3.4m $3.4m 0.08% Reduced -68.1k -68,147
47 CRA Financial Services, LLC 0.38% of their portfolio NORTHFIELD, NJ 67,79367.8k $3.3m $3.3m 0.38% Reduced -14.9k -14,910
48 Global Strategic Investment Solutions, LLC 0.28% of their portfolio Scottsdale, AZ 63,22463.2k $3.1m $3.1m 0.28% Added +321 +321
49 COFG Advisors, LLC 0.51% of their portfolio OAK BROOK, IL 60,89560.9k $3.0m $3.0m 0.51% Reduced -271 -271
50 Spire Wealth Management 0.09% of their portfolio MCLEAN, VA 60,66760.7k $3.0m $3.0m 0.09% Reduced -446 -446
51 Elmwood Wealth Management, Inc. 0.74% of their portfolio BERKELEY, CA 60,50260.5k $3.0m $3.0m 0.74% Reduced -3.8k -3,849
52 Certified Advisory Corp 0.23% of their portfolio ALTAMONTE SPRINGS, FL 57,99358.0k $2.8m $2.8m 0.23% Reduced -12.1k -12,123
53 Cassady Wealth & Retirement Planning, LLC 1.27% of their portfolio HENDERSON, NV 55,94055.9k $2.7m $2.7m 1.27% Added +11 +11
54 Weaver Capital Management LLC 0.56% of their portfolio SUWANEE, GA 54,81954.8k $2.5m $2.5m 0.56% Unchanged
55 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.32% of their portfolio BLUE BELL, PA 53,17653.2k $2.6m $2.6m 0.32% Reduced -740 -740
56 First Commonwealth Financial Corp /PA/ 0.36% of their portfolio Indiana, PA 53,01253.0k $2.6m $2.6m 0.36% Added +5.9k +5,866
57 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 50,97851.0k $2.5m $2.5m 0.01% Added +7.9k +7,894
58 BFI Wealth Solutions, LLC 1.77% of their portfolio DALLAS, TX 48,90948.9k $2.4m $2.4m 1.77% Added +4.2k +4,153
59 Capital Square, LLC 1.01% of their portfolio ATHENS, TN 46,86246.9k $2.3m $2.3m 1.01% Added +5.6k +5,560
60 Foundations Investment Advisors, LLC 0.02% of their portfolio PHOENIX, AZ 46,63646.6k $2.3m $2.3m 0.02% Reduced -5.3k -5,345
61 Simplicity Wealth,LLC 0.07% of their portfolio SUMMIT, NJ 45,40745.4k $2.2m $2.2m 0.07% New
62 Berkshire Money Management, Inc. 0.20% of their portfolio DALTON, MA 44,13744.1k $2.2m $2.2m 0.20% Unchanged
63 Long Island Wealth Management, Inc. 0.89% of their portfolio MELVILLE, NY 44,05744.1k $2.2m $2.2m 0.89% Unchanged
64 Capital Analysts, LLC 0.05% of their portfolio FORT WASHINGTON, PA 42,82742.8k $2.1m $2.1m 0.05% Added +837 +837
65 Jacobi Capital Management LLC 0.10% of their portfolio PITTSTON, PA 41,68841.7k $2.0m $2.0m 0.10% Unchanged
66 Lakeridge Wealth Management LLC 0.74% of their portfolio MENTOR, OH 41,39241.4k $2.0m $2.0m 0.74% Unchanged
67 Rothschild Wealth LLC 0.16% of their portfolio OAK BROOK, IL 40,88740.9k $2.0m $2.0m 0.16% Reduced -9.4k -9,421
68 Outlook Wealth Advisors, LLC 0.43% of their portfolio SHENANDOAH, TX 40,77640.8k $2.0m $2.0m 0.43% Unchanged
69 WorthPointe, LLC 0.50% of their portfolio La Jolla, CA 40,32040.3k $2.0m $2.0m 0.50% Reduced -4.5k -4,481
70 CreativeOne Wealth, LLC 0.04% of their portfolio OVERLAND PARK, KS 39,98240.0k $2.0m $2.0m 0.04% Reduced -9.0k -8,997
71 BCS Wealth Management 0.35% of their portfolio JOHNSON CITY, TN 39,80639.8k $1.9m $1.9m 0.35% Reduced -6.4k -6,402
72 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 39,58539.6k $1.9m $1.9m 0.03% Reduced -21 -21
73 IFP Advisors, Inc 0.03% of their portfolio TAMPA, FL 39,55439.6k $1.9m $1.9m 0.03% Reduced -5 -5
74 Vantage Point Financial LLC 0.58% of their portfolio LISLE, IL 38,84838.8k $1.9m $1.9m 0.58% Added +4.9k +4,895
75 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 38,61938.6k $1.9m $1.9m 0.02% Reduced -1.2k -1,224
76 Midwest Financial Network, LLC 1.26% of their portfolio TINLEY PARK, IL 37,69437.7k $1.8m $1.8m 1.26% Reduced -9.9k -9,902
77 BENJAMIN EDWARDS INC 0.02% of their portfolio Clayton, MO 36,96037.0k $1.8m $1.8m 0.02% Reduced -446 -446
78 Wisconsin Wealth Advisors, LLC 1.54% of their portfolio SUN PRAIRIE, WI 36,82036.8k $1.8m $1.8m 1.54% Unchanged
79 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 36,65436.7k $1.8m $1.8m 0.00% Unchanged
80 KFG WEALTH MANAGEMENT, LLC 0.20% of their portfolio GRANGER, IN 36,44636.4k $1.8m $1.8m 0.20% Reduced -8.3k -8,335
81 Fortune Financial Advisors, LLC 0.76% of their portfolio Overland Park, KS 36,37936.4k $1.8m $1.8m 0.76% Reduced -3.4k -3,428
82 ARS Wealth Advisors Group, LLC 0.14% of their portfolio St. Petersburg, FL 36,01836.0k $1.8m $1.8m 0.14% Added +980 +980
83 CORRADO ADVISORS, LLC 0.80% of their portfolio RAMSEY, NJ 35,76635.8k $1.7m $1.7m 0.80% Added +24.4k +24,425
84 Patriot Financial Group Insurance Agency, LLC 0.18% of their portfolio Westborough, MA 35,66235.7k $1.7m $1.7m 0.18% Reduced -36.4k -36,382
85 Chicago Partners Investment Group LLC 0.03% of their portfolio CHICAGO, IL 35,65235.7k $1.7m $1.7m 0.03% Reduced -1.9k -1,912
86 O'Connor Financial Group LLC 0.60% of their portfolio QUINCY, IL 34,82734.8k $1.7m $1.7m 0.60% New
87 Diligent Investors, LLC 0.37% of their portfolio REDLANDS, CA 34,21634.2k $1.7m $1.7m 0.37% Reduced -2.2k -2,175
88 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 34,02734.0k $1.7m $1.7m 0.01% Reduced -214 -214
89 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 33,33133.3k $1.6m $1.6m 0.01% Added +17.9k +17,885
90 Cornerstone Planning Group LLC 0.20% of their portfolio FAIRFIELD, NJ 33,19633.2k $1.6m $1.6m 0.20% Unchanged
91 Bedel Financial Consulting, Inc. 0.15% of their portfolio INDIANAPOLIS, IN 32,93832.9k $1.6m $1.6m 0.15% Added +6.1k +6,147
92 Fortune Financial Group, Inc. 1.23% of their portfolio NAPLES, FL 32,28732.3k $1.6m $1.6m 1.23% Reduced -1.5k -1,524
93 Compass Advisory Group LLC 0.37% of their portfolio MELVILLE, NY 32,23232.2k $1.6m $1.6m 0.37% Unchanged
94 Keystone Wealth Services, LLC 0.28% of their portfolio PALM DESERT, CA 31,35531.4k $1.5m $1.5m 0.28% Reduced -805 -805
95 Trek Financial, LLC 0.08% of their portfolio Scottsdale, AZ 31,18131.2k $1.5m $1.5m 0.08% Reduced -7.1k -7,063
96 Cypress Wealth Services, LLC 0.18% of their portfolio PALM DESERT, CA 30,53130.5k $1.5m $1.5m 0.18% Reduced -7.6k -7,636
97 Integrity Advisory Solutions, LLC 0.15% of their portfolio DALLAS, TX 30,46830.5k $1.5m $1.5m 0.15% Reduced -1.7k -1,736
98 STEPHENS INC /AR/ 0.02% of their portfolio LITTLE ROCK, AR 29,59929.6k $1.4m $1.4m 0.02% Reduced -506 -506
99 WealthPlan Investment Management, LLC 0.07% of their portfolio OMAHA, NE 29,16929.2k $1.4m $1.4m 0.07% Added +875 +875
100 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 28,98029.0k $1.4m $1.4m 0.02% Unchanged