Vault-13

INNOVATOR ETFS TRUST JAJL

EQUITY DEFINED P · ETP · CUSIP 45783Y244

88 institutional holders +0 vs Q1 2026
4,724,9484.7m shares reported held*
$141.3mreported value*
9 new 28 added 25 reduced 8 sold out net bought ≈ $3.4m (+113.0k 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 ≈ $29.90.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q2 24: 1Q3 24: 44Q4 24: 55Q1 25: 78Q2 25: 82Q3 25: 79Q4 25: 91Q1 26: 88Q2 26: 8888Q2 24Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q2 20241
Q3 202444
Q4 202455
Q1 202578
Q2 202582
Q3 202579
Q4 202591
Q1 202688
Q2 202688

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 41 bought or addedQ3 24: 1 cut or sold outQ4 24: 27 bought or addedQ4 24: 23 cut or sold outQ4 24Q1 25: 55 bought or addedQ1 25: 18 cut or sold outQ2 25: 39 bought or addedQ2 25: 30 cut or sold outQ2 25Q3 25: 41 bought or addedQ3 25: 36 cut or sold outQ4 25: 42 bought or addedQ4 25: 36 cut or sold outQ4 25Q1 26: 38 bought or addedQ1 26: 40 cut or sold outQ2 26: 37 bought or addedQ2 26: 33 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024411
Q4 20242723
Q1 20255518
Q2 20253930
Q3 20254136
Q4 20254236
Q1 20263840
Q2 20263733

Biggest buyers

Cambridge Investment Research Advisors, Inc. Added +57,741+57.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +41,447+41.4k
Ameritas Advisory Services, LLC Added +38,700+38.7k
Orion Porfolio Solutions, LLC Added +25,413+25.4k
Triad Wealth Partners, LLC Added +23,115+23.1k
OSAIC HOLDINGS, INC. Added +21,088+21.1k
Atria Investments, Inc New +20,534+20.5k
Carmel Capital Partners, LLC New +16,300+16.3k
Encompass More Asset Management Added +16,030+16.0k
Signal Advisors Wealth, LLC New +12,919+12.9k

Biggest sellers

Goldenstone Wealth Management LLC Sold out -61,510-61.5k
HighTower Advisors, LLC Reduced -39,619-39.6k
AE Wealth Management LLC Reduced -28,572-28.6k
Stratos Wealth Advisors, LLC Sold out -17,617-17.6k
CENTAURUS FINANCIAL, INC. Reduced -12,060-12.1k
Private Advisor Group, LLC Sold out -10,489-10.5k
BridgePort Financial Solutions, LLC Reduced -9,680-9.7k
Aegis Wealth Management, Inc. Sold out -9,613-9.6k
Advisory Services Network, LLC Sold out -5,924-5.9k
Brookstone Capital Management Reduced -5,866-5.9k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Kingsview Wealth Management, LLC 0.58% of their portfolio GRANTS PASS, OR 1,602,3951.6m $47.9m $47.9m 0.58% Added +9.8k +9,830
2 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 384,434384.4k $11.5m $11.5m 0.01% Added +21.1k +21,088
3 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 307,912307.9k $9.2m $9.2m 0.01% Added +538 +538
4 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 210,806210.8k $6.3m $6.3m 0.01% Reduced -39.6k -39,619
5 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 199,032199.0k $6.0m $6.0m 0.01% Added +57.7k +57,741
6 AE Wealth Management LLC 0.03% of their portfolio TOPEKA, KS 187,752187.8k $5.6m $5.6m 0.03% Reduced -28.6k -28,572
7 Triad Wealth Partners, LLC 0.26% of their portfolio LAWRENCE, KS 144,388144.4k $4.3m $4.3m 0.26% Added +23.1k +23,115
8 Peak Wealth Management LLC 1.71% of their portfolio NASHUA, NH 81,32881.3k $2.4m $2.4m 1.71% Added +44 +44
9 Orion Porfolio Solutions, LLC 0.02% of their portfolio OMAHA, NE 79,70379.7k $2.4m $2.4m 0.02% Added +25.4k +25,413
10 Weaver Capital Management LLC 0.46% of their portfolio SUWANEE, GA 71,15171.2k $2.1m $2.1m 0.46% Unchanged
11 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 68,98469.0k $2.1m $2.1m 0.00% Added +222 +222
12 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 67,36267.4k $2.0m $2.0m 0.00% Added +41.4k +41,447
13 Brookstone Capital Management 0.02% of their portfolio WHEATON, IL 67,08467.1k $2.0m $2.0m 0.02% Reduced -5.9k -5,866
14 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.08% of their portfolio Westlake, OH 53,19753.2k $1.6m $1.6m 0.08% Reduced -5.0k -4,979
15 Encompass More Asset Management 0.23% of their portfolio Danville, CA 53,05953.1k $1.6m $1.6m 0.23% Added +16.0k +16,030
16 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 51,61051.6k $1.5m $1.5m 0.00% Added +2.1k +2,108
17 Ausdal Financial Partners, Inc. 0.06% of their portfolio Davenport, IA 50,05550.1k $1.5m $1.5m 0.06% Reduced -156 -156
18 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 47,26047.3k $1.4m $1.4m 0.03% Added +38.7k +38,700
19 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 43,10143.1k $1.3m $1.3m 0.01% Reduced -2.4k -2,402
20 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 39,28839.3k $1.2m $1.2m 0.00% Reduced -319 -319
21 Cypress Wealth Services, LLC 0.13% of their portfolio PALM DESERT, CA 35,44835.4k $1.1m $1.1m 0.13% Unchanged
22 CENTAURUS FINANCIAL, INC. 0.04% of their portfolio ANAHEIM, CA 34,80834.8k $1.0m $1.0m 0.04% Reduced -12.1k -12,060
23 World Investment Advisors 0.02% of their portfolio LINCROFT, NJ 33,98534.0k $987.9k $987.9k 0.02% Reduced -5.8k -5,815
24 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 28,70228.7k $858.5k $858.5k 0.00% Added +1.4k +1,449
25 GWN SECURITIES INC. 0.14% of their portfolio Palm Beach Gardens, FL 27,42827.4k $820.4k $820.4k 0.14% Added +1.2k +1,241
26 SYKON CAPITAL LLC 0.25% of their portfolio HARRISON, NY 27,16027.2k $812.4k $812.4k 0.25% Added +437 +437
27 Lifestyle Asset Management, Inc. 0.22% of their portfolio FRIENDSWOOD, TX 27,01827.0k $808.1k $808.1k 0.22% Added +140 +140
28 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 26,19426.2k $783.5k $783.5k 0.01% Reduced -2.3k -2,290
29 Soltis Investment Advisors LLC 0.05% of their portfolio ST. GEORGE, UT 26,13726.1k $781.8k $781.8k 0.05% Reduced -2.3k -2,283
30 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 26,10026.1k $780.7k $780.7k 0.00% Unchanged
31 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 24,45024.4k $731.3k $731.3k 0.00% Reduced -1.3k -1,252
32 Sonoma Allocations LLC 0.21% of their portfolio SANTA ROSA, CA 22,94322.9k $686.9k $686.9k 0.21% Unchanged
33 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 22,14022.1k $662.2k $662.2k 0.00% Reduced -347 -347
34 KFG WEALTH MANAGEMENT, LLC 0.07% of their portfolio GRANGER, IN 21,88621.9k $654.6k $654.6k 0.07% Reduced -3.5k -3,472
35 Gallagher Fiduciary Advisors, LLC 0.02% of their portfolio ROLLING MEADOWS, IL 21,64321.6k $647.3k $647.3k 0.02% Reduced -585 -585
36 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 20,53420.5k $614.2k $614.2k 0.01% New
37 Ashton Thomas Private Wealth, LLC 0.01% of their portfolio SCOTTSDALE, AZ 20,00020.0k $598.2k $598.2k 0.01% Added +1.8k +1,787
38 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 19,98620.0k $597.8k $597.8k 0.00% Added +5.9k +5,940
39 KELLY FINANCIAL GROUP LLC 0.13% of their portfolio Wethersfield, CT 19,55519.6k $584.9k $584.9k 0.13% Unchanged
40 First Commonwealth Financial Corp /PA/ 0.08% of their portfolio Indiana, PA 18,89018.9k $565.0k $565.0k 0.08% Unchanged
41 Archer Investment Corp 0.05% of their portfolio Carmel, IN 17,66017.7k $528.2k $528.2k 0.05% Added +8.8k +8,830
42 BFI Wealth Solutions, LLC 0.37% of their portfolio DALLAS, TX 16,50016.5k $493.5k $493.5k 0.37% Unchanged
43 Carmel Capital Partners, LLC 0.16% of their portfolio SAN DIEGO, CA 16,30016.3k $487.5k $487.5k 0.16% New
44 Cassady Wealth & Retirement Planning, LLC 0.23% of their portfolio HENDERSON, NV 16,25716.3k $486.2k $486.2k 0.23% Reduced -190 -190
45 SYON CAPITAL LLC 0.02% of their portfolio SAN FRANCISCO, CA 16,11116.1k $481.9k $481.9k 0.02% Unchanged
46 Blue Sky Capital Consultants Group, Inc. 0.20% of their portfolio Poway, CA 15,96816.0k $477.6k $477.6k 0.20% Reduced -3.5k -3,462
47 BridgePort Financial Solutions, LLC 0.12% of their portfolio FAIRFIELD, IA 15,45115.5k $462.1k $462.1k 0.12% Reduced -9.7k -9,680
48 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 14,58314.6k $436.2k $436.2k 0.01% Added +2.1k +2,096
49 KINGSWOOD WEALTH ADVISORS, LLC 0.02% of their portfolio SAN DIEGO, CA 14,18614.2k $424.3k $424.3k 0.02% Unchanged
50 AssuredPartners Investment Advisors, LLC 0.04% of their portfolio Tampa, FL 13,49713.5k $403.7k $403.7k 0.04% Unchanged
51 Signal Advisors Wealth, LLC 0.02% of their portfolio DETROIT, MI 12,91912.9k $386.4k $386.4k 0.02% New
52 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 12,88312.9k $385.0k $385.0k 0.01% Unchanged
53 MONEY CONCEPTS CAPITAL CORP 0.02% of their portfolio PALM BEACH GARDENS, FL 11,48611.5k $343.5k $343.5k 0.02% Reduced -2.3k -2,276
54 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 11,24511.2k $336.3k $336.3k 0.01% Added +2.0k +1,997
55 INTEGRITY ALLIANCE, LLC. 0.01% of their portfolio Urbandale, IA 10,76410.8k $322.0k $322.0k 0.01% Unchanged
56 Summit Financial, LLC 0.00% of their portfolio PARSIPPANY, NJ 10,62510.6k $317.8k $317.8k 0.00% New
57 Vantage Point Financial LLC 0.09% of their portfolio LISLE, IL 10,37610.4k $310.3k $310.3k 0.09% Added +1.2k +1,198
58 Pinnacle Wealth Management Group, Inc. 0.14% of their portfolio PLYMOUTH, MI 10,35010.3k $309.6k $309.6k 0.14% Unchanged
59 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 10,30910.3k $308.3k $308.3k 0.00% Added +105 +105
60 Inspire Advisors, LLC 0.02% of their portfolio Meridian, ID 9,7039.7k $290.2k $290.2k 0.02% New
61 Visionary Wealth Advisors 0.01% of their portfolio O'FALLON, IL 9,5749.6k $286.4k $286.4k 0.01% Unchanged
62 Integrity Advisory Solutions, LLC 0.03% of their portfolio DALLAS, TX 9,2929.3k $277.9k $277.9k 0.03% Added +1.0k +1,028
63 WINNACLE WEALTH LLC 0.18% of their portfolio WACO, TX 8,7128.7k $260.6k $260.6k 0.18% Unchanged
64 WEALTHGARDEN F.S. LLC 0.14% of their portfolio EL SEGUNDO, CA 8,4938.5k $254.0k $254.0k 0.14% Reduced -42 -42
65 Triumph Capital Management 0.04% of their portfolio DENVER, CO 8,0008.0k $239.3k $239.3k 0.04% Unchanged
66 HORAN Wealth, LLC 0.03% of their portfolio CINCINNATI, OH 8,0008.0k $239.3k $239.3k 0.03% Unchanged
67 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 7,4327.4k $222.3k $222.3k 0.00% New
68 Ballast Rock Private Wealth LLC 0.10% of their portfolio CHARLESTON, SC 7,2427.2k $216.6k $216.6k 0.10% Reduced -1.4k -1,384
69 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 7,2197.2k $215.9k $215.9k 0.00% Added +105 +105
70 FLORIDA FINANCIAL ADVISORS, LLC 0.04% of their portfolio TAMPA, FL 7,0207.0k $210.0k $210.0k 0.04% Added +32 +32
71 NWF Advisory Services Inc. 0.02% of their portfolio Los Angeles, CA 6,8006.8k $203.4k $203.4k 0.02% New
72 AXXCESS WEALTH MANAGEMENT, LLC 0.00% of their portfolio CARLSBAD, CA 6,7386.7k $201.5k $201.5k 0.00% Reduced -875 -875
73 Accurate Wealth Management, LLC 0.02% of their portfolio WESLEY CHAPEL, FL 6,6806.7k $200.5k $200.5k 0.02% Reduced -2.4k -2,449
74 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 6,1996.2k $185.4k $185.4k 0.01% Added +1.5k +1,520
75 Benson Wealth Management INC 0.17% of their portfolio OOLTEWAH, TN, TN 5,7425.7k $171.7k $171.7k 0.17% Unchanged
76 WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 0.02% of their portfolio BERMUDA RUN, NC 5,1865.2k $155.1k $155.1k 0.02% Added +4.1k +4,086
77 Keystone Financial Group, Inc. 0.08% of their portfolio ATLANTA, GA 4,9915.0k $149.3k $149.3k 0.08% Reduced -3.6k -3,618
78 HARBOR INVESTMENT ADVISORY, LLC 0.01% of their portfolio LUTHERVILLE, MD 4,7134.7k $141.0k $141.0k 0.01% Unchanged
79 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 3,4563.5k $103.4k $103.4k 0.00% First filing
80 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 3,1143.1k $93.1k $93.1k 0.00% Unchanged
81 EVOLUTION WEALTH MANAGEMENT INC. 0.05% of their portfolio FORT MYERS, FL 2,7832.8k $83.2k $83.2k 0.05% Reduced -68 -68
82 GILPIN WEALTH MANAGEMENT, LLC 0.05% of their portfolio DENVER, CO 2,5002.5k $74.8k $74.8k 0.05% New
83 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,6641.7k $49.8k $49.8k 0.00% New
84 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 761761 $22.8k $22.8k 0.00% Unchanged
85 IFG Advisory, LLC 0.00% of their portfolio ATLANTA, GA 235235 $7.0k $7.0k 0.00% Unchanged
86 RED REEF ADVISORS LLC 0.00% of their portfolio BOCA RATON, FL 180180 $5.4k $5.4k 0.00% Unchanged
87 Financial Network Wealth Advisors LLC 0.00% of their portfolio MURRAY, UT 133133 $4.0k $4.0k 0.00% Unchanged
88 DHJJ Financial Advisors, Ltd. 0.00% of their portfolio NAPERVILLE, IL 88 $240 $240 0.00% Unchanged