Vault-13

INNOVATOR ETFS TRUST BUFB

LADDERED ALC BFR · ETP · CUSIP 45783Y756

96 institutional holders +10 vs Q1 2026
5,767,8365.8m shares reported held*
$226.4mreported value*
15 new 39 added 22 reduced 6 sold out net bought ≈ $59.6m (+1.5m 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 ≈ $39.26.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 16Q4 22: 23Q1 23: 24Q2 23: 26Q3 23: 31Q4 23: 40Q1 24: 50Q2 24: 56Q3 24: 59Q4 24: 66Q1 25: 73Q2 25: 81Q3 25: 76Q4 25: 84Q1 26: 86Q2 26: 9696Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202216
Q4 202223
Q1 202324
Q2 202326
Q3 202331
Q4 202340
Q1 202450
Q2 202456
Q3 202459
Q4 202466
Q1 202573
Q2 202581
Q3 202576
Q4 202584
Q1 202686
Q2 202696

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 39 bought or addedQ3 24: 13 cut or sold outQ4 24: 36 bought or addedQ4 24: 21 cut or sold outQ4 24Q1 25: 44 bought or addedQ1 25: 23 cut or sold outQ2 25: 37 bought or addedQ2 25: 32 cut or sold outQ2 25Q3 25: 39 bought or addedQ3 25: 30 cut or sold outQ4 25: 44 bought or addedQ4 25: 28 cut or sold outQ4 25Q1 26: 41 bought or addedQ1 26: 33 cut or sold outQ2 26: 54 bought or addedQ2 26: 28 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243913
Q4 20243621
Q1 20254423
Q2 20253732
Q3 20253930
Q4 20254428
Q1 20264133
Q2 20265428

Biggest buyers

RAYMOND JAMES FINANCIAL INC Added +437,725+437.7k
Diversify Advisory Services, LLC New +200,219+200.2k
SYKON CAPITAL LLC New +125,550+125.5k
Brookstone Capital Management Added +99,285+99.3k
Benson Wealth Management INC Added +91,109+91.1k
LPL Financial LLC Added +74,069+74.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +70,509+70.5k
Cambridge Investment Research Advisors, Inc. Added +69,731+69.7k
Kestra Advisory Services, LLC New +47,464+47.5k
OSAIC HOLDINGS, INC. Added +39,402+39.4k

Biggest sellers

Arlington Capital Management, Inc. Sold out -14,061-14.1k
CITADEL ADVISORS LLC Sold out -7,153-7.2k
Wealthspire Retirement, LLC Reduced -4,200-4.2k
World Investment Advisors Reduced -3,963-4.0k
Farther Finance Advisors, LLC Reduced -3,511-3.5k
Diligent Investors, LLC Reduced -2,937-2.9k
OFC FINANCIAL PLANNING, LLC Reduced -2,763-2.8k
Kathmere Capital Management, LLC Reduced -2,430-2.4k
Capital Asset Advisory Services LLC Reduced -2,207-2.2k
JONES FINANCIAL COMPANIES LLLP Sold out -2,000-2.0k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 479,885479.9k $18.9m $18.9m 0.01% Added +437.7k +437,725
2 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 457,665457.7k $18.0m $18.0m 0.00% Added +74.1k +74,069
3 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 318,684318.7k $12.5m $12.5m 0.01% Added +27.7k +27,735
4 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 253,024253.0k $9.9m $9.9m 0.00% Added +18.7k +18,679
5 CAPITAL WEALTH MANAGEMENT, LLC 2.23% of their portfolio W. WARWICK, RI 235,709235.7k $9.3m $9.3m 2.23% Added +22.1k +22,128
6 GWN SECURITIES INC. 1.54% of their portfolio Palm Beach Gardens, FL 234,909234.9k $9.2m $9.2m 1.54% Added +6.9k +6,893
7 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 203,026203.0k $8.0m $8.0m 0.01% Added +39.4k +39,402
8 Diversify Advisory Services, LLC 0.13% of their portfolio SANDY, UT 200,219200.2k $7.8m $7.8m 0.13% New
9 DIVERSIFY WEALTH MANAGEMENT, LLC 0.13% of their portfolio SANDY, UT 200,219200.2k $7.8m $7.8m 0.13% Added +1.2k +1,169
10 Syntegra Private Wealth Group, LLC 0.58% of their portfolio Chesterfield, MO 191,269191.3k $7.5m $7.5m 0.58% Reduced -1.8k -1,839
11 COLUMBIA ADVISORY PARTNERS LLC 4.08% of their portfolio SPOKANE, WA 188,191188.2k $7.4m $7.4m 4.08% Added +5.1k +5,071
12 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 169,322169.3k $6.7m $6.7m 0.01% Added +3.2k +3,182
13 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 168,722168.7k $6.6m $6.6m 0.01% Added +3.5k +3,521
14 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 139,190139.2k $5.5m $5.5m 0.01% Added +69.7k +69,731
15 SYKON CAPITAL LLC 1.52% of their portfolio HARRISON, NY 125,550125.5k $4.9m $4.9m 1.52% New
16 PRINCIPAL SECURITIES, INC. 0.06% of their portfolio DES MOINES, IA 122,906122.9k $4.8m $4.8m 0.06% Added +10.7k +10,748
17 KFG WEALTH MANAGEMENT, LLC 0.51% of their portfolio GRANGER, IN 115,479115.5k $4.5m $4.5m 0.51% Reduced -331 -331
18 Brookstone Capital Management 0.04% of their portfolio WHEATON, IL 111,396111.4k $4.4m $4.4m 0.04% Added +99.3k +99,285
19 Benson Wealth Management INC 3.65% of their portfolio OOLTEWAH, TN, TN 92,29092.3k $3.6m $3.6m 3.65% Added +91.1k +91,109
20 Encompass More Asset Management 0.49% of their portfolio Danville, CA 85,70485.7k $3.4m $3.4m 0.49% Added +3.9k +3,916
21 Heritage Wealth Management, Inc. 0.83% of their portfolio CINCINNATI, OH 85,01085.0k $3.3m $3.3m 0.83% Added +11.7k +11,687
22 Kathmere Capital Management, LLC 0.17% of their portfolio WAYNE, PA 80,39980.4k $3.2m $3.2m 0.17% Reduced -2.4k -2,430
23 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 76,62576.6k $3.0m $3.0m 0.00% Added +3.9k +3,882
24 OPTIMA CAPITAL LLC 1.18% of their portfolio PORTLAND, OR 75,84475.8k $3.0m $3.0m 1.18% Added +8.4k +8,360
25 World Investment Advisors 0.04% of their portfolio LINCROFT, NJ 74,53374.5k $2.7m $2.7m 0.04% Reduced -4.0k -3,963
26 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 70,50970.5k $2.8m $2.8m 0.00% New
27 Kingsview Wealth Management, LLC 0.03% of their portfolio GRANTS PASS, OR 67,74267.7k $2.7m $2.7m 0.03% Added +22.5k +22,486
28 MTM FINANCIAL GROUP, LLC 1.10% of their portfolio BETHLEHEM, PA 65,58865.6k $2.6m $2.6m 1.10% Reduced -202 -202
29 Bedel Financial Consulting, Inc. 0.23% of their portfolio INDIANAPOLIS, IN 61,72661.7k $2.4m $2.4m 0.23% Added +5.1k +5,100
30 Wealthspire Retirement, LLC 0.12% of their portfolio ALISO VIEJO, CA 54,15854.2k $2.1m $2.1m 0.12% Reduced -4.2k -4,200
31 Caliber Wealth Management, LLC / KS 0.19% of their portfolio Overland Park, KS 49,31449.3k $1.9m $1.9m 0.19% Reduced -518 -518
32 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 49,28449.3k $1.9m $1.9m 0.00% Added +8.6k +8,588
33 Seros Financial, LLC 1.01% of their portfolio TEMPE, AZ 49,18849.2k $1.9m $1.9m 1.01% Added +334 +334
34 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 47,46447.5k $1.9m $1.9m 0.01% New
35 Diligent Investors, LLC 0.33% of their portfolio REDLANDS, CA 38,16038.2k $1.5m $1.5m 0.33% Reduced -2.9k -2,937
36 CreativeOne Wealth, LLC 0.03% of their portfolio OVERLAND PARK, KS 33,80333.8k $1.3m $1.3m 0.03% Added +729 +729
37 CENTAURUS FINANCIAL, INC. 0.05% of their portfolio ANAHEIM, CA 33,70233.7k $1.3m $1.3m 0.05% Added +138 +138
38 Balance Wealth Partners LLC 0.34% of their portfolio WORTHINGTON, OH 32,37132.4k $1.3m $1.3m 0.34% Reduced -891 -891
39 OFC FINANCIAL PLANNING, LLC 1.07% of their portfolio SHORT HILLS, NJ 30,76630.8k $1.2m $1.2m 1.07% Reduced -2.8k -2,763
40 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 30,30630.3k $1.2m $1.2m 0.03% New
41 Visionary Wealth Advisors 0.05% of their portfolio O'FALLON, IL 29,89429.9k $1.2m $1.2m 0.05% Reduced -826 -826
42 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 26,44726.4k $1.0m $1.0m 0.01% New
43 FORONJY FINANCIAL LLC 0.38% of their portfolio Los Osos, CA 26,11826.1k $1.0m $1.0m 0.38% Added +4.1k +4,070
44 CONTINUUM WEALTH ADVISORS, LLC 0.34% of their portfolio SARATOGA SPRINGS, NY 25,38025.4k $997.7k $997.7k 0.34% Unchanged
45 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 23,96224.0k $941.9k $941.9k 0.01% Added +12.3k +12,275
46 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 23,96224.0k $941.9k $941.9k 0.01% Added +12.3k +12,275
47 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 23,59723.6k $927.6k $927.6k 0.00% Reduced -105 -105
48 Curtis Advisory Group, LLC 0.18% of their portfolio SANTA BARBARA, CA 23,17723.2k $911.1k $911.1k 0.18% Unchanged
49 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 19,35419.4k $760.8k $760.8k 0.00% Added +2.6k +2,620
50 4J Wealth Management LLC 0.37% of their portfolio MCLEAN, VA 19,35419.4k $760.8k $760.8k 0.37% Reduced -2.0k -1,955
51 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 18,97019.0k $745.7k $745.7k 0.00% Reduced -412 -412
52 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 17,30017.3k $680.1k $680.1k 0.01% Reduced -800 -800
53 Capital Investment Advisory Services, LLC 0.04% of their portfolio RALEIGH, NC 16,33416.3k $642.1k $642.1k 0.04% Added +215 +215
54 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 16,22816.2k $637.9k $637.9k 0.00% Added +8.1k +8,114
55 MKD WEALTH COACHES, LLC 0.53% of their portfolio TROY, MI 15,74015.7k $618.7k $618.7k 0.53% Unchanged
56 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 14,86314.9k $584.3k $584.3k 0.00% Added +6.2k +6,199
57 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 14,86114.9k $584.0k $584.0k 0.01% Added +6.2k +6,198
58 Harvest Investment Services, LLC 0.08% of their portfolio Oakbrook Terrace, IL 12,88212.9k $506.4k $506.4k 0.08% Unchanged
59 INTEGRAL INVESTMENT ADVISORS, INC. 0.11% of their portfolio TURLOCK, CA 12,25012.2k $481.5k $481.5k 0.11% Unchanged
60 Western Wealth Management, LLC 0.02% of their portfolio GOLDEN, CO 12,13212.1k $476.9k $476.9k 0.02% Unchanged
61 Simplicity Wealth,LLC 0.02% of their portfolio SUMMIT, NJ 12,00812.0k $472.0k $472.0k 0.02% Reduced -238 -238
62 DAYMARK WEALTH PARTNERS, LLC 0.01% of their portfolio CINCINNATI, OH 11,76311.8k $462.4k $462.4k 0.01% Unchanged
63 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 10,36510.4k $407.4k $407.4k 0.00% New
64 IBEX WEALTH ADVISORS 0.03% of their portfolio BEDMINSTER, NJ 10,13210.1k $398.3k $398.3k 0.03% Added +76 +76
65 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 9,98510.0k $392.5k $392.5k 0.01% Added +2.5k +2,499
66 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.05% of their portfolio BLUE BELL, PA 9,5729.6k $376.3k $376.3k 0.05% Reduced -193 -193
67 CHAPMAN FINANCIAL GROUP, LLC 0.24% of their portfolio KAILUA, HI 9,0109.0k $354.2k $354.2k 0.24% Unchanged
68 VAQUERO PRIVATE WEALTH, LTD 0.07% of their portfolio DALLAS, TX 8,7008.7k $342.0k $342.0k 0.07% First filing
69 INTEGRITY ALLIANCE, LLC. 0.01% of their portfolio Urbandale, IA 7,6297.6k $299.9k $299.9k 0.01% Unchanged
70 VestGen Advisors, LLC 0.01% of their portfolio CHICAGO, IL 7,0647.1k $277.7k $277.7k 0.01% Added +302 +302
71 D.B. Root & Company, LLC 0.06% of their portfolio PITTSBURGH, PA 6,9136.9k $271.8k $271.8k 0.06% Reduced -281 -281
72 COFG Advisors, LLC 0.05% of their portfolio OAK BROOK, IL 6,7756.8k $266.3k $266.3k 0.05% Unchanged
73 Capital Asset Advisory Services LLC 0.01% of their portfolio Williamston, MI 6,5896.6k $259.0k $259.0k 0.01% Reduced -2.2k -2,207
74 AXXCESS WEALTH MANAGEMENT, LLC 0.00% of their portfolio CARLSBAD, CA 6,5896.6k $259.0k $259.0k 0.00% New
75 Capital Investment Advisors, LLC 0.00% of their portfolio ATLANTA, GA 5,8805.9k $231.1k $231.1k 0.00% Unchanged
76 Balboa Wealth Partners 0.03% of their portfolio SCOTTSDALE, AZ 5,3755.4k $211.3k $211.3k 0.03% New
77 Trail Ridge Investment Advisors, LLC 0.09% of their portfolio FORT COLLINS, CO 5,3465.3k $210.2k $210.2k 0.09% New
78 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 5,2855.3k $207.8k $207.8k 0.00% Reduced -3.5k -3,511
79 McAdam, LLC 0.01% of their portfolio Philadelphia, PA 5,2245.2k $205.4k $205.4k 0.01% New
80 WEALTHCARE CAPITAL MANAGEMENT LLC 0.02% of their portfolio RICHMOND, VA 5,1005.1k $200.5k $200.5k 0.02% New
81 AdvisorNet Financial, Inc 0.01% of their portfolio MINNETONKA, MN 4,2504.2k $167.1k $167.1k 0.01% Added +150 +150
82 Dunhill Financial, LLC 0.03% of their portfolio LONDON, X0 3,4103.4k $134.0k $134.0k 0.03% Unchanged
83 Oakmont Advisory Group, LLC 0.10% of their portfolio ALBUQUERQUE, NM 2,9973.0k $117.8k $117.8k 0.10% New
84 DHJJ Financial Advisors, Ltd. 0.02% of their portfolio NAPERVILLE, IL 1,9401.9k $76.3k $76.3k 0.02% Reduced -11 -11
85 GILPIN WEALTH MANAGEMENT, LLC 0.04% of their portfolio DENVER, CO 1,5001.5k $59.0k $59.0k 0.04% Unchanged
86 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 1,4761.5k $58.0k $58.0k 0.00% First filing
87 Silver Grove Financial Group, Inc. 0.03% of their portfolio ORCHARD PARK, NY 1,2001.2k $47.2k $47.2k 0.03% New
88 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 1,0001.0k $39.3k $39.3k 0.00% Unchanged
89 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 770770 $30.3k $30.3k 0.00% New
90 Financial Network Wealth Advisors LLC 0.02% of their portfolio MURRAY, UT 405405 $15.9k $15.9k 0.02% Unchanged
91 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 363363 $14.3k $14.3k 0.00% Added +31 +31
92 HAZLETT, BURT & WATSON, INC. 0.00% of their portfolio WHEELING, WV 219219 $9.0k $9.0k 0.00% Unchanged
93 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 130130 $5.1k $5.1k 0.00% Unchanged
94 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 8787 $3.4k $3.4k 0.00% Reduced -1.3k -1,301
95 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 8383 $3.3k $3.3k 0.00% Unchanged
96 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 4646 $1.8k $1.8k 0.00% Added +22 +22