Vault-13

INNOVATOR ETFS TRUST RBUF

US SMALL CAP 10 · ETP · CUSIP 45783Y228

37 institutional holders +0 vs Q1 2026
1,555,9841.6m shares reported held*
$48.4mreported value*
3 new 18 added 12 reduced 2 sold out net bought ≈ $3.3m (+106.2k 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 ≈ $31.08.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

02040Q2 24: 1Q3 24: 8Q4 24: 16Q1 25: 25Q2 25: 28Q3 25: 29Q4 25: 34Q1 26: 37Q2 26: 3737Q2 24Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q2 20241
Q3 20248
Q4 202416
Q1 202525
Q2 202528
Q3 202529
Q4 202534
Q1 202637
Q2 202637

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 24: 7 bought or addedQ3 24: 1 cut or sold outQ4 24: 12 bought or addedQ4 24: 3 cut or sold outQ4 24Q1 25: 20 bought or addedQ1 25: 5 cut or sold outQ2 25: 16 bought or addedQ2 25: 11 cut or sold outQ2 25Q3 25: 21 bought or addedQ3 25: 7 cut or sold outQ4 25: 23 bought or addedQ4 25: 7 cut or sold outQ4 25Q1 26: 27 bought or addedQ1 26: 12 cut or sold outQ2 26: 21 bought or addedQ2 26: 14 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202471
Q4 2024123
Q1 2025205
Q2 20251611
Q3 2025217
Q4 2025237
Q1 20262712
Q2 20262114

Biggest buyers

Clear Creek Financial Management, LLC Added +48,165+48.2k
CENTAURUS FINANCIAL, INC. Added +38,288+38.3k
Cambridge Investment Research Advisors, Inc. New +13,814+13.8k
LPL Financial LLC New +7,734+7.7k
Wealthcare Advisory Partners LLC New +7,388+7.4k
ARQ WEALTH ADVISORS, LLC Added +6,662+6.7k
Mutual Advisors, LLC Added +5,011+5.0k
CITADEL ADVISORS LLC Added +4,932+4.9k
Cetera Investment Advisers Added +3,487+3.5k
MTM FINANCIAL GROUP, LLC Added +3,379+3.4k

Biggest sellers

Farther Finance Advisors, LLC Reduced -33,003-33.0k
CAPTRUST FINANCIAL ADVISORS Reduced -8,836-8.8k
Blue Trust, Inc. Reduced -3,567-3.6k
NewEdge Wealth, LLC Reduced -1,640-1.6k
Allworth Financial LP Sold out -1,600-1.6k
Kingsview Wealth Management, LLC Reduced -726-726
AE Wealth Management LLC Reduced -281-281
Archer Investment Corp Sold out -253-253
HARBOUR INVESTMENTS, INC. Reduced -162-162
WEALTHGARDEN F.S. LLC Reduced -106-106

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Pallas Capital Advisors LLC 0.25% of their portfolio BRAINTREE, MA 257,923257.9k $8.0m $8.0m 0.25% Added +3.2k +3,187
2 CENTAURUS FINANCIAL, INC. 0.21% of their portfolio ANAHEIM, CA 169,654169.7k $5.3m $5.3m 0.21% Added +38.3k +38,288
3 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 132,804132.8k $4.1m $4.1m 0.00% Added +1.9k +1,934
4 Clear Creek Financial Management, LLC 0.26% of their portfolio SILVERDALE, WA 131,292131.3k $4.1m $4.1m 0.26% Added +48.2k +48,165
5 Mutual Advisors, LLC 0.08% of their portfolio OMAHA, NE 130,534130.5k $4.1m $4.1m 0.08% Added +5.0k +5,011
6 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 119,706119.7k $3.7m $3.7m 0.00% Added +3.5k +3,487
7 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 107,565107.6k $3.3m $3.3m 0.01% Reduced -8.8k -8,836
8 MTM FINANCIAL GROUP, LLC 1.43% of their portfolio BETHLEHEM, PA 107,067107.1k $3.3m $3.3m 1.43% Added +3.4k +3,379
9 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.03% of their portfolio LOS ANGELES, CA 48,11248.1k $1.5m $1.5m 0.03% Added +98 +98
10 INDEPENDENT FINANCIAL GROUP, LLC 0.02% of their portfolio SAN DIEGO, CA 32,95633.0k $1.0m $1.0m 0.02% Added +1.1k +1,138
11 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 26,72226.7k $830.5k $830.5k 0.01% Added +1.8k +1,810
12 NewEdge Wealth, LLC 0.01% of their portfolio STAMFORD, CT 22,95523.0k $713.4k $713.4k 0.01% Reduced -1.6k -1,640
13 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 21,26121.3k $660.8k $660.8k 0.00% Added +4.9k +4,932
14 ARQ WEALTH ADVISORS, LLC 0.08% of their portfolio SCOTTSDALE, AZ 20,90120.9k $647.7k $647.7k 0.08% Added +6.7k +6,662
15 Sugar Maple Asset Management, LLC 0.42% of their portfolio SISTER BAY, WI 20,82220.8k $647.1k $647.1k 0.42% Unchanged
16 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 19,12019.1k $594.2k $594.2k 0.00% Reduced -100 -100
17 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 18,81018.8k $584.6k $584.6k 0.00% Unchanged
18 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 18,55218.6k $576.6k $576.6k 0.00% Reduced -281 -281
19 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 17,40317.4k $540.9k $540.9k 0.00% Added +2.5k +2,506
20 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 15,59515.6k $484.7k $484.7k 0.01% Reduced -162 -162
21 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 13,81413.8k $430.0k $430.0k 0.00% New
22 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 11,22611.2k $348.9k $348.9k 0.00% Added +3.0k +3,014
23 Keating Financial Advisory Services, Inc. 0.05% of their portfolio MANHATTAN, KS 11,17511.2k $347.3k $347.3k 0.05% Added +407 +407
24 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 10,85910.9k $337.5k $337.5k 0.00% Added +2.2k +2,247
25 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 9,5019.5k $295.3k $295.3k 0.00% Added +717 +717
26 CRUX WEALTH ADVISORS 0.09% of their portfolio LONG BEACH, CA 8,7848.8k $273.0k $273.0k 0.09% Added +823 +823
27 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 7,7347.7k $240.4k $240.4k 0.00% New
28 Wealthcare Advisory Partners LLC 0.00% of their portfolio WEST CHESTER, PA 7,3887.4k $229.6k $229.6k 0.00% New
29 CARY STREET PARTNERS FINANCIAL LLC 0.00% of their portfolio RICHMOND, VA 7,2987.3k $226.8k $226.8k 0.00% Unchanged
30 WEALTHGARDEN F.S. LLC 0.12% of their portfolio EL SEGUNDO, CA 7,0167.0k $218.1k $218.1k 0.12% Reduced -106 -106
31 Kingsview Wealth Management, LLC 0.00% of their portfolio GRANTS PASS, OR 6,7546.8k $209.9k $209.9k 0.00% Reduced -726 -726
32 Blue Trust, Inc. 0.00% of their portfolio BRENTWOOD, TN 6,1916.2k $192.4k $192.4k 0.00% Reduced -3.6k -3,567
33 WealthShield Partners, LLC 0.02% of their portfolio CARY, NC 3,8003.8k $118.1k $118.1k 0.02% Unchanged
34 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 2,7722.8k $86.2k $86.2k 0.00% Reduced -33.0k -33,003
35 WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 0.00% of their portfolio BERMUDA RUN, NC 900900 $28.0k $28.0k 0.00% Reduced -100 -100
36 Caitlin John, LLC 0.01% of their portfolio BRIGHTON, MI 665665 $20.7k $20.7k 0.01% Reduced -67 -67
37 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 353353 $11.0k $11.0k 0.00% Reduced -50 -50