Vault-13

INNOVATOR ETFS TRUST PSTP

POWER BUFFER SET · ETP · CUSIP 45783Y723

54 institutional holders +5 vs Q1 2026
2,667,9592.7m shares reported held*
$98.1mreported value*
10 new 16 added 17 reduced 3 sold out net bought ≈ $1.3m (+35.8k 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 ≈ $36.78.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 16Q4 22: 21Q1 23: 23Q2 23: 22Q3 23: 28Q4 23: 28Q1 24: 27Q2 24: 30Q3 24: 30Q4 24: 35Q1 25: 39Q2 25: 39Q3 25: 41Q4 25: 46Q1 26: 49Q2 26: 5454Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202216
Q4 202221
Q1 202323
Q2 202322
Q3 202328
Q4 202328
Q1 202427
Q2 202430
Q3 202430
Q4 202435
Q1 202539
Q2 202539
Q3 202541
Q4 202546
Q1 202649
Q2 202654

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 24: 15 bought or addedQ3 24: 15 cut or sold outQ4 24: 19 bought or addedQ4 24: 12 cut or sold outQ4 24Q1 25: 18 bought or addedQ1 25: 12 cut or sold outQ2 25: 15 bought or addedQ2 25: 18 cut or sold outQ2 25Q3 25: 21 bought or addedQ3 25: 14 cut or sold outQ4 25: 16 bought or addedQ4 25: 22 cut or sold outQ4 25Q1 26: 24 bought or addedQ1 26: 22 cut or sold outQ2 26: 26 bought or addedQ2 26: 20 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241515
Q4 20241912
Q1 20251812
Q2 20251518
Q3 20252114
Q4 20251622
Q1 20262422
Q2 20262620

Biggest buyers

AE Wealth Management LLC Added +22,389+22.4k
Mosley Wealth Management Added +19,716+19.7k
CITADEL ADVISORS LLC New +19,457+19.5k
Nuveen, LLC New +12,891+12.9k
Cambridge Investment Research Advisors, Inc. New +11,672+11.7k
OLD MISSION CAPITAL LLC Added +9,409+9.4k
ENVESTNET ASSET MANAGEMENT INC Added +6,986+7.0k
Pine Valley Investments Ltd Liability Co New +6,539+6.5k
RIVERCHASE WEALTH MANAGEMENT, LLC New +6,237+6.2k
Cetera Investment Advisers Added +5,951+6.0k

Biggest sellers

BROWN WEALTH MANAGEMENT, LLC Reduced -36,920-36.9k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -22,758-22.8k
HighTower Advisors, LLC Reduced -14,109-14.1k
OSAIC HOLDINGS, INC. Reduced -7,274-7.3k
GOLDMAN SACHS GROUP INC Sold out -6,495-6.5k
HARBOUR INVESTMENTS, INC. Reduced -4,155-4.2k
KFG WEALTH MANAGEMENT, LLC Reduced -3,704-3.7k
OFC FINANCIAL PLANNING, LLC Reduced -2,509-2.5k
Cambridge Advisors Inc. Reduced -2,415-2.4k
AIRE ADVISORS, LLC Reduced -1,922-1.9k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 318,342318.3k $11.7m $11.7m 0.01% Reduced -22.8k -22,758
2 BROWN WEALTH MANAGEMENT, LLC 2.27% of their portfolio NAPERVILLE, IL 275,784275.8k $10.1m $10.1m 2.27% Reduced -36.9k -36,920
3 KFG WEALTH MANAGEMENT, LLC 1.03% of their portfolio GRANGER, IN 248,305248.3k $9.1m $9.1m 1.03% Reduced -3.7k -3,704
4 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 219,743219.7k $8.1m $8.1m 0.01% Reduced -14.1k -14,109
5 Lineweaver Wealth Advisors, LLC 0.90% of their portfolio VALLEY VIEW, OH 206,063206.1k $7.6m $7.6m 0.90% Unchanged
6 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 169,559169.6k $6.2m $6.2m 0.01% Reduced -7.3k -7,274
7 AE Wealth Management LLC 0.03% of their portfolio TOPEKA, KS 154,297154.3k $5.7m $5.7m 0.03% Added +22.4k +22,389
8 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 139,471139.5k $5.1m $5.1m 0.00% Added +6.0k +5,951
9 Krilogy Financial LLC 0.11% of their portfolio ST. LOUIS, MO 104,078104.1k $3.8m $3.8m 0.11% Reduced -450 -450
10 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 76,62876.6k $2.8m $2.8m 0.00% Added +7.0k +6,986
11 AIRE ADVISORS, LLC 0.43% of their portfolio BEVERLY HILLS, CA 71,77171.8k $2.6m $2.6m 0.43% Reduced -1.9k -1,922
12 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 63,87063.9k $2.3m $2.3m 0.02% Unchanged
13 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 59,28159.3k $2.2m $2.2m 0.00% Added +2.1k +2,089
14 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.03% of their portfolio LOS ANGELES, CA 51,11351.1k $1.9m $1.9m 0.03% Added +598 +598
15 EVOLUTION WEALTH MANAGEMENT INC. 0.90% of their portfolio FORT MYERS, FL 41,53041.5k $1.5m $1.5m 0.90% Reduced -1.9k -1,862
16 WEALTHGARDEN F.S. LLC 0.72% of their portfolio EL SEGUNDO, CA 34,43434.4k $1.3m $1.3m 0.72% Reduced -707 -707
17 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 31,69931.7k $1.2m $1.2m 0.00% Added +426 +426
18 OFC FINANCIAL PLANNING, LLC 0.92% of their portfolio SHORT HILLS, NJ 28,08828.1k $1.0m $1.0m 0.92% Reduced -2.5k -2,509
19 Addison Capital Co 0.16% of their portfolio Conshohocken, PA 27,04227.0k $994.7k $994.7k 0.16% Added +426 +426
20 Nest Investments, LLC 0.73% of their portfolio CONSHOHOCKEN, PA 26,09326.1k $959.8k $959.8k 0.73% Added +701 +701
21 Mosley Wealth Management 0.25% of their portfolio ANAHEIM, CA 21,72021.7k $799.0k $799.0k 0.25% Added +19.7k +19,716
22 William Mack & Associates, Inc. 0.28% of their portfolio TROY, MI 21,37821.4k $786.4k $786.4k 0.28% Unchanged
23 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 19,93519.9k $733.3k $733.3k 0.02% Added +9.4k +9,409
24 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 19,45719.5k $715.7k $715.7k 0.00% New
25 SOUTHERN CAPITAL ADVISORS, LLC 0.30% of their portfolio Jackson, TN 19,20419.2k $706.4k $706.4k 0.30% Added +1.8k +1,755
26 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 19,10019.1k $702.6k $702.6k 0.00% Added +151 +151
27 Cambridge Advisors Inc. 0.12% of their portfolio OMAHA, NE 18,20518.2k $669.7k $669.7k 0.12% Reduced -2.4k -2,415
28 Tradition Wealth Management, LLC 0.03% of their portfolio EDINA, MN 15,42815.4k $567.5k $567.5k 0.03% Reduced -216 -216
29 Modera Wealth Management, LLC 0.01% of their portfolio WESTWOOD, NJ 13,02013.0k $478.9k $478.9k 0.01% Unchanged
30 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 12,89112.9k $474.2k $474.2k 0.00% New
31 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 11,67211.7k $430.0k $430.0k 0.00% New
32 Capital Investment Advisory Services, LLC 0.03% of their portfolio RALEIGH, NC 11,59311.6k $426.4k $426.4k 0.03% Added +318 +318
33 Opus Financial Solutions LLC 0.34% of their portfolio DOWNERS GROVE, IL 11,36011.4k $417.9k $417.9k 0.34% Reduced -60 -60
34 Occidental Asset Management, LLC 0.04% of their portfolio Burlingame, CA 10,52510.5k $387.2k $387.2k 0.04% Added +25 +25
35 FSA Advisors, Inc. 0.17% of their portfolio TROY, MI 10,25310.3k $377.1k $377.1k 0.17% Reduced -249 -249
36 COFG Advisors, LLC 0.06% of their portfolio OAK BROOK, IL 9,6119.6k $353.5k $353.5k 0.06% Added +605 +605
37 Cape Investment Advisory, Inc. 0.09% of their portfolio MCDONOUGH, GA 9,2009.2k $338.4k $338.4k 0.09% Unchanged
38 GTS SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 9,0719.1k $333.7k $333.7k 0.01% Unchanged
39 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 7,5007.5k $275.9k $275.9k 0.00% Unchanged
40 PLANWISER FINANCIAL, LLC 0.19% of their portfolio COLORADO SPRINGS, CO 7,3477.3k $270.3k $270.3k 0.19% Reduced -20 -20
41 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 6,7716.8k $249.1k $249.1k 0.00% Reduced -4.2k -4,155
42 Pine Valley Investments Ltd Liability Co 0.01% of their portfolio MARLTON, NJ 6,5396.5k $240.5k $240.5k 0.01% New
43 RIVERCHASE WEALTH MANAGEMENT, LLC 0.11% of their portfolio Flower Mound, TX 6,2376.2k $229.4k $229.4k 0.11% New
44 Stegent Equity Advisors, Inc. 0.16% of their portfolio HOUSTON, TX 6,1546.2k $226.4k $226.4k 0.16% Unchanged
45 Lloyd Advisory Services, LLC. 0.08% of their portfolio SUWANEE, GA 5,7685.8k $212.2k $212.2k 0.08% New
46 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 5,5285.5k $203.3k $203.3k 0.00% New
47 Oakmont Advisory Group, LLC 0.09% of their portfolio ALBUQUERQUE, NM 2,9583.0k $108.8k $108.8k 0.09% New
48 Luminist Capital LLC 0.04% of their portfolio GRAND RAPIDS, MI 989989 $35.6k $35.6k 0.04% New
49 Key Capital Management, INC 0.01% of their portfolio HENDERSONVILLE, TN 37075, TN 642642 $23.6k $23.6k 0.01% Added +134 +134
50 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 366366 $13.5k $13.5k 0.00% Unchanged
51 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 329329 $12.1k $12.1k 0.00% Unchanged
52 DHJJ Financial Advisors, Ltd. 0.00% of their portfolio NAPERVILLE, IL 1010 $368 $368 0.00% Unchanged
53 UBS Group AG 0.00% of their portfolio ZURICH, V8 66 $221 $221 0.00% Reduced -44 -44
54 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 11 $37 $37 0.00% New