Vault-13

INNOVATOR ETFS TRUST IBUF

INTL DVLPD 10 BU · ETP · CUSIP 45783Y178

39 institutional holders +2 vs Q1 2026
2,395,5912.4m shares reported held*
$75.4mreported value*
7 new 13 added 15 reduced 4 sold out net bought ≈ $4.9m (+155.7k 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 ≈ $31.48.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

02040Q3 24: 6Q4 24: 8Q1 25: 17Q2 25: 26Q3 25: 26Q4 25: 32Q1 26: 37Q2 26: 3939Q3 24Q1 25Q3 25Q1 26Q2 26
Numbers
QuarterHolders
Q3 20246
Q4 20248
Q1 202517
Q2 202526
Q3 202526
Q4 202532
Q1 202637
Q2 202639

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q4 24: 6 bought or addedQ4 24: 3 cut or sold outQ4 24Q1 25: 13 bought or addedQ1 25: 2 cut or sold outQ2 25: 17 bought or addedQ2 25: 6 cut or sold outQ2 25Q3 25: 16 bought or addedQ3 25: 8 cut or sold outQ4 25: 25 bought or addedQ4 25: 7 cut or sold outQ4 25Q1 26: 24 bought or addedQ1 26: 12 cut or sold outQ2 26: 20 bought or addedQ2 26: 19 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q4 202463
Q1 2025132
Q2 2025176
Q3 2025168
Q4 2025257
Q1 20262412
Q2 20262019

Biggest buyers

Cambridge Investment Research Advisors, Inc. Added +100,037+100.0k
CAPTRUST FINANCIAL ADVISORS Added +73,365+73.4k
CreativeOne Wealth, LLC Added +70,815+70.8k
NewEdge Advisors, LLC Added +52,153+52.2k
CENTAURUS FINANCIAL, INC. Added +52,070+52.1k
Cetera Investment Advisers Added +45,294+45.3k
BFI Wealth Solutions, LLC New +42,169+42.2k
D.B. Root & Company, LLC Added +16,643+16.6k
Ameritas Advisory Services, LLC New +15,000+15.0k
BLVD Private Wealth, LLC Added +10,142+10.1k

Biggest sellers

3EDGE Asset Management, LP Sold out -153,944-153.9k
OPTIMA CAPITAL LLC Sold out -73,435-73.4k
JANE STREET GROUP, LLC Reduced -38,091-38.1k
RAYMOND JAMES FINANCIAL INC Reduced -29,918-29.9k
OSAIC HOLDINGS, INC. Reduced -29,002-29.0k
OLD MISSION CAPITAL LLC Sold out -14,260-14.3k
MML INVESTORS SERVICES, LLC Sold out -11,717-11.7k
ENVESTNET ASSET MANAGEMENT INC Reduced -8,342-8.3k
Farther Finance Advisors, LLC Reduced -7,218-7.2k
Baker Avenue Asset Management, LP Reduced -5,213-5.2k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 NewEdge Advisors, LLC 0.04% of their portfolio NEW ORLEANS, LA 395,134395.1k $12.4m $12.4m 0.04% Added +52.2k +52,153
2 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 247,739247.7k $7.8m $7.8m 0.01% Added +73.4k +73,365
3 D.B. Root & Company, LLC 1.54% of their portfolio PITTSBURGH, PA 230,782230.8k $7.3m $7.3m 1.54% Added +16.6k +16,643
4 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 199,459199.5k $6.3m $6.3m 0.00% Reduced -29.9k -29,918
5 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 192,800192.8k $6.1m $6.1m 0.01% Reduced -29.0k -29,002
6 CreativeOne Wealth, LLC 0.10% of their portfolio OVERLAND PARK, KS 150,052150.1k $4.7m $4.7m 0.10% Added +70.8k +70,815
7 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 142,344142.3k $4.5m $4.5m 0.01% Added +100.0k +100,037
8 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 134,639134.6k $4.2m $4.2m 0.00% Added +45.3k +45,294
9 Mutual Advisors, LLC 0.07% of their portfolio OMAHA, NE 118,211118.2k $3.7m $3.7m 0.07% Added +1.5k +1,466
10 BLVD Private Wealth, LLC 2.70% of their portfolio Prospect, KY 115,241115.2k $3.6m $3.6m 2.70% Added +10.1k +10,142
11 CENTAURUS FINANCIAL, INC. 0.07% of their portfolio ANAHEIM, CA 56,84756.8k $1.8m $1.8m 0.07% Added +52.1k +52,070
12 INDEPENDENT FINANCIAL GROUP, LLC 0.03% of their portfolio SAN DIEGO, CA 55,77455.8k $1.8m $1.8m 0.03% Reduced -563 -563
13 BFI Wealth Solutions, LLC 0.98% of their portfolio DALLAS, TX 42,16942.2k $1.3m $1.3m 0.98% New
14 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 32,61132.6k $1.0m $1.0m 0.00% Added +2.9k +2,884
15 Pitti Group Wealth Management, LLC 0.67% of their portfolio VICTOR, NY 29,16829.2k $918.2k $918.2k 0.67% Added +1.1k +1,100
16 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 24,14224.1k $760.0k $760.0k 0.01% Reduced -320 -320
17 Bright Futures Wealth Management, LLC. 0.49% of their portfolio WEBSTER, NY 14580, NY 23,83523.8k $750.3k $750.3k 0.49% Reduced -177 -177
18 ARQ WEALTH ADVISORS, LLC 0.08% of their portfolio SCOTTSDALE, AZ 19,60519.6k $619.7k $619.7k 0.08% Added +1.9k +1,855
19 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 18,28418.3k $575.6k $575.6k 0.00% Reduced -297 -297
20 WEALTHGARDEN F.S. LLC 0.30% of their portfolio EL SEGUNDO, CA 16,60916.6k $522.8k $522.8k 0.30% Reduced -210 -210
21 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 15,00015.0k $472.2k $472.2k 0.01% New
22 Sugar Maple Asset Management, LLC 0.25% of their portfolio SISTER BAY, WI 12,12012.1k $381.5k $381.5k 0.25% Unchanged
23 NewEdge Wealth, LLC 0.00% of their portfolio STAMFORD, CT 11,71811.7k $368.9k $368.9k 0.00% Reduced -73 -73
24 Belpointe Asset Management LLC 0.01% of their portfolio RENO, NV 10,61710.6k $334.2k $334.2k 0.01% Reduced -1.3k -1,269
25 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 10,38510.4k $326.9k $326.9k 0.00% Reduced -8.3k -8,342
26 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 10,00010.0k $314.8k $314.8k 0.00% New
27 Summit Wealth Partners, LLC 0.04% of their portfolio Orlando, FL 9,2249.2k $290.4k $290.4k 0.04% Added +2.1k +2,078
28 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 9,1549.2k $288.2k $288.2k 0.00% New
29 Baker Avenue Asset Management, LP 0.01% of their portfolio SAN FRANCISCO, CA 9,1329.1k $287.5k $287.5k 0.01% Reduced -5.2k -5,213
30 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 9,0329.0k $284.3k $284.3k 0.00% New
31 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 8,9949.0k $283.1k $283.1k 0.00% Reduced -38.1k -38,091
32 RED CRANE WEALTH MANAGEMENT, LLC 0.18% of their portfolio SAN FRANCISCO, CA 7,6347.6k $240.3k $240.3k 0.18% New
33 Ausdal Financial Partners, Inc. 0.01% of their portfolio Davenport, IA 7,2157.2k $227.1k $227.1k 0.01% New
34 Disciplined Investments, LLC 0.07% of their portfolio TULSA, OK 6,9817.0k $219.8k $219.8k 0.07% Unchanged
35 Alaska Wealth Advisors, LLC 0.02% of their portfolio ANCHORAGE, AK 6,8866.9k $216.8k $216.8k 0.02% Unchanged
36 Blue Trust, Inc. 0.00% of their portfolio BRENTWOOD, TN 3,1553.2k $99.3k $99.3k 0.00% Reduced -250 -250
37 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,9752.0k $62.2k $62.2k 0.00% Reduced -7.2k -7,218
38 Caitlin John, LLC 0.01% of their portfolio BRIGHTON, MI 694694 $21.8k $21.8k 0.01% Reduced -64 -64
39 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 230230 $7.2k $7.2k 0.00% Unchanged