Vault-13

INNOVATOR ETFS TRUST BUFF

LADERD ALCTN PWR · ETP · CUSIP 45783Y814

133 institutional holders +8 vs Q1 2025
12,084,47612.1m shares reported held*
$568.6mreported value*
12 new 54 added 42 reduced 8 sold out net bought ≈ $92.4m (+2.0m 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 ≈ $47.05.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 46Q4 22: 58Q1 23: 60Q2 23: 72Q3 23: 75Q4 23: 85Q1 24: 96Q2 24: 98Q3 24: 106Q4 24: 120Q1 25: 125Q2 25: 133133Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202246
Q4 202258
Q1 202360
Q2 202372
Q3 202375
Q4 202385
Q1 202496
Q2 202498
Q3 2024106
Q4 2024120
Q1 2025125
Q2 2025133

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 40 bought or addedQ3 23: 31 cut or sold outQ4 23: 47 bought or addedQ4 23: 22 cut or sold outQ4 23Q1 24: 56 bought or addedQ1 24: 29 cut or sold outQ2 24: 48 bought or addedQ2 24: 40 cut or sold outQ2 24Q3 24: 57 bought or addedQ3 24: 37 cut or sold outQ4 24: 63 bought or addedQ4 24: 39 cut or sold outQ4 24Q1 25: 62 bought or addedQ1 25: 48 cut or sold outQ2 25: 66 bought or addedQ2 25: 50 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20234031
Q4 20234722
Q1 20245629
Q2 20244840
Q3 20245737
Q4 20246339
Q1 20256248
Q2 20256650

Biggest buyers

LPL Financial LLC Added +1,931,484+1.9m
Buska Wealth Management, LLC Added +123,520+123.5k
LifeWealth Investments, LLC Added +102,465+102.5k
JANE STREET GROUP, LLC Added +87,780+87.8k
Kestra Advisory Services, LLC Added +47,570+47.6k
Forvis Mazars Wealth Advisors, LLC Added +45,072+45.1k
Stratos Wealth Partners, LTD. Added +29,610+29.6k
HAZLETT, BURT & WATSON, INC. Added +25,961+26.0k
AXXCESS WEALTH MANAGEMENT, LLC Added +22,472+22.5k
Wealthcare Advisory Partners LLC Added +19,662+19.7k

Biggest sellers

Guardian Financial Partners, LLC Sold out -90,657-90.7k
TOWNSQUARE CAPITAL LLC Sold out -90,501-90.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -79,944-79.9k
OSAIC HOLDINGS, INC. Reduced -79,397-79.4k
Sovran Advisors, LLC Reduced -71,934-71.9k
AE Wealth Management LLC Reduced -63,854-63.9k
Trilogy Capital Inc. Sold out -62,230-62.2k
CHANNEL WEALTH LLC Reduced -53,296-53.3k
Kingsview Wealth Management, LLC Reduced -44,855-44.9k
SageView Advisory Group, LLC Reduced -34,213-34.2k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 2,790,4692.8m $131.2m $131.2m 0.04% Added +1.9m +1,931,484
2 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 1,048,7741.0m $49.3m $49.3m 0.01% Reduced -19.7k -19,738
3 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 506,268506.3k $23.8m $23.8m 0.04% Reduced -79.4k -79,397
4 GGM Financial LLC 13.76% of their portfolio COLUMBUS, OH 504,153504.2k $23.7m $23.7m 13.76% Added +17.5k +17,466
5 Kingsview Wealth Management, LLC 0.40% of their portfolio GRANTS PASS, OR 497,538497.5k $23.4m $23.4m 0.40% Reduced -44.9k -44,855
6 LifeWealth Investments, LLC 3.66% of their portfolio WINTER GARDEN, FL 453,698453.7k $21.3m $21.3m 3.66% Added +102.5k +102,465
7 KFG WEALTH MANAGEMENT, LLC 3.19% of their portfolio GRANGER, IN 422,151422.2k $19.8m $19.8m 3.19% Added +15.3k +15,307
8 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 400,966401.0k $18.8m $18.8m 0.03% Added +18.4k +18,384
9 Prasad Wealth Partners, LLC 5.12% of their portfolio INDEPENDENCE, OH 371,690371.7k $17.5m $17.5m 5.12% Reduced -22.0k -21,961
10 Holos Integrated Wealth LLC 8.88% of their portfolio KENNETT SQUARE, PA 308,564308.6k $14.8m $14.8m 8.88% Added +16.9k +16,871
11 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 240,737240.7k $11.3m $11.3m 0.00% Reduced -7.5k -7,493
12 MTM FINANCIAL GROUP, LLC 6.11% of their portfolio BETHLEHEM, PA 239,575239.6k $11.3m $11.3m 6.11% Added +4.0k +3,994
13 Buska Wealth Management, LLC 2.98% of their portfolio WAUSAU, WI 231,838231.8k $10.9m $10.9m 2.98% Added +123.5k +123,520
14 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 229,662229.7k $10.8m $10.8m 0.01% Reduced -2.9k -2,891
15 Mutual Advisors, LLC 0.24% of their portfolio OMAHA, NE 199,053199.1k $9.5m $9.5m 0.24% Added +4.4k +4,381
16 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 169,334169.3k $8.0m $8.0m 0.02% Reduced -584 -584
17 HARBOUR INVESTMENTS, INC. 0.20% of their portfolio MADISON, WI 164,210164.2k $7.7m $7.7m 0.20% Added +1.7k +1,734
18 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 161,890161.9k $7.6m $7.6m 0.01% Added +14.0k +14,049
19 Forvis Mazars Wealth Advisors, LLC 0.14% of their portfolio Springfield, MO 142,715142.7k $6.7m $6.7m 0.14% Added +45.1k +45,072
20 Brookstone Capital Management 0.08% of their portfolio WHEATON, IL 132,342132.3k $6.2m $6.2m 0.08% Added +7.5k +7,468
21 AVANTAX ADVISORY SERVICES, INC. 0.03% of their portfolio DALLAS, TX 111,783111.8k $5.3m $5.3m 0.03% Added +10.8k +10,850
22 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 109,591109.6k $5.2m $5.2m 0.01% Added +87.8k +87,780
23 GWN SECURITIES INC. 0.94% of their portfolio Palm Beach Gardens, FL 107,795107.8k $5.1m $5.1m 0.94% Added +10.9k +10,870
24 Garden State Investment Advisory Services LLC 1.33% of their portfolio Red Bank, NJ 104,439104.4k $4.9m $4.9m 1.33% Reduced -2.7k -2,681
25 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 93,21393.2k $4.4m $4.4m 0.02% Added +47.6k +47,570
26 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 91,96692.0k $4.3m $4.3m 0.01% Added +2.4k +2,379
27 Visionary Wealth Advisors 0.22% of their portfolio O'FALLON, IL 89,77689.8k $4.2m $4.2m 0.22% Reduced -2.7k -2,720
28 SageView Advisory Group, LLC 0.16% of their portfolio Newport Beach, CA 86,93786.9k $4.2m $4.2m 0.16% Reduced -34.2k -34,213
29 Seros Financial, LLC 2.23% of their portfolio TEMPE, AZ 74,89474.9k $3.5m $3.5m 2.23% Added +1.0k +1,004
30 Merit Financial Group, LLC 0.04% of their portfolio ALPHARETTA, GA 71,36171.4k $3.4m $3.4m 0.04% Added +8.0k +8,039
31 CreativeOne Wealth, LLC 0.08% of their portfolio OVERLAND PARK, KS 67,61567.6k $3.2m $3.2m 0.08% Added +5.6k +5,571
32 IFG Advisory, LLC 0.14% of their portfolio ATLANTA, GA 59,28559.3k $2.8m $2.8m 0.14% Added +431 +431
33 Stratos Wealth Partners, LTD. 0.04% of their portfolio BEACHWOOD, OH 59,15659.2k $2.8m $2.8m 0.04% Added +29.6k +29,610
34 Andina Capital Management, LLC 1.82% of their portfolio LOGAN, UT 55,16155.2k $2.6m $2.6m 1.82% Added +14.3k +14,326
35 Glen Eagle Advisors, LLC 0.39% of their portfolio KINGSTON, NJ 54,17354.2k $2.5m $2.5m 0.39% Reduced -1.8k -1,813
36 Atria Wealth Solutions, Inc. 0.06% of their portfolio NEW YORK, NY 53,91453.9k $2.5m $2.5m 0.06% Reduced -7.1k -7,119
37 Focus Financial Network, Inc. 0.10% of their portfolio MINNEAPOLIS, MN 53,81053.8k $2.5m $2.5m 0.10% Reduced -6.3k -6,316
38 Southland Equity Partners LLC 0.54% of their portfolio WILDWOOD, MO 52,37852.4k $2.5m $2.5m 0.54% Reduced -306 -306
39 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 50,27550.3k $2.4m $2.4m 0.00% Added +2.8k +2,784
40 MILESTONE ASSET MANAGEMENT, LLC 0.48% of their portfolio PITTSBURGH, PA 48,59948.6k $2.3m $2.3m 0.48% Reduced -718 -718
41 Financial Network Wealth Advisors LLC 2.67% of their portfolio MURRAY, UT 46,76746.8k $2.2m $2.2m 2.67% Reduced -3.3k -3,252
42 PLANWISER FINANCIAL, LLC 1.85% of their portfolio COLORADO SPRINGS, CO 45,42245.4k $2.2m $2.2m 1.85% Reduced -18.6k -18,550
43 Advisory Services Network, LLC 0.03% of their portfolio ATLANTA, GA 43,43043.4k $2.1m $2.1m 0.03% Added +3.4k +3,351
44 CHANNEL WEALTH LLC 0.57% of their portfolio SANTA BARBARA, CA 42,95443.0k $2.0m $2.0m 0.57% Reduced -53.3k -53,296
45 Diligent Investors, LLC 0.48% of their portfolio REDLANDS, CA 42,89542.9k $2.0m $2.0m 0.48% Added +5 +5
46 JDM Financial Group LLC 0.91% of their portfolio AUSTIN, TX 40,84340.8k $1.9m $1.9m 0.91% Added +124 +124
47 Lineweaver Wealth Advisors, LLC 0.30% of their portfolio VALLEY VIEW, OH 40,82140.8k $1.9m $1.9m 0.30% Added +2.6k +2,558
48 Wealthcare Advisory Partners LLC 0.04% of their portfolio WEST CHESTER, PA 40,40940.4k $1.9m $1.9m 0.04% Added +19.7k +19,662
49 Comprehensive Financial Consultants Institutional, Inc. 0.56% of their portfolio Bloomington, IN 36,57436.6k $1.7m $1.7m 0.56% Reduced -245 -245
50 VESTIA PERSONAL WEALTH ADVISORS 1.17% of their portfolio FORT WAYNE, IN 36,35236.4k $1.7m $1.7m 1.17% Reduced -1.1k -1,095
51 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 35,41835.4k $1.7m $1.7m 0.00% Reduced -79.9k -79,944
52 Bison Wealth, LLC 0.13% of their portfolio ATLANTA, GA 33,89433.9k $1.6m $1.6m 0.13% Unchanged
53 AXXCESS WEALTH MANAGEMENT, LLC 0.04% of their portfolio CARLSBAD, CA 33,86833.9k $1.6m $1.6m 0.04% Added +22.5k +22,472
54 DIVERSIFY WEALTH MANAGEMENT, LLC 0.10% of their portfolio SANDY, UT 33,24833.2k $1.6m $1.6m 0.10% Added +3.5k +3,545
55 Sound View Wealth Advisors Group, LLC 0.11% of their portfolio SAVANNAH, GA 30,37030.4k $1.4m $1.4m 0.11% Reduced -338 -338
56 Soltis Investment Advisors LLC 0.11% of their portfolio ST. GEORGE, UT 29,81929.8k $1.4m $1.4m 0.11% Added +67 +67
57 Patriot Financial Group Insurance Agency, LLC 0.16% of their portfolio Westborough, MA 29,30029.3k $1.4m $1.4m 0.16% Added +1.8k +1,775
58 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 29,28029.3k $1.4m $1.4m 0.01% Added +3.5k +3,459
59 Collaborative Wealth Managment Inc. 0.59% of their portfolio LAKE MARY, FL 28,92728.9k $1.4m $1.4m 0.59% Added +2.3k +2,304
60 ACAS, LLC 0.93% of their portfolio RANCHO SANTA FE, CA 28,82128.8k $1.4m $1.4m 0.93% Reduced -570 -570
61 HAZLETT, BURT & WATSON, INC. 0.52% of their portfolio WHEELING, WV 26,70226.7k $1.3m $1.3m 0.52% Added +26.0k +25,961
62 INDEPENDENT FINANCIAL GROUP, LLC 0.03% of their portfolio SAN DIEGO, CA 25,45225.5k $1.2m $1.2m 0.03% Added +19.6k +19,552
63 PRINCIPAL SECURITIES, INC. 0.02% of their portfolio DES MOINES, IA 24,61824.6k $1.2m $1.2m 0.02% Added +17.0k +16,987
64 OFC FINANCIAL PLANNING, LLC 1.12% of their portfolio SHORT HILLS, NJ 22,39622.4k $1.1m $1.1m 1.12% Added +292 +292
65 Sovran Advisors, LLC 0.10% of their portfolio SAN DIEGO, CA 20,91920.9k $985.3k $985.3k 0.10% Reduced -71.9k -71,934
66 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 19,33319.3k $908.7k $908.7k 0.01% Reduced -366 -366
67 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 19,20819.2k $902.8k $902.8k 0.01% Added +545 +545
68 City Center Advisors, LLC 0.95% of their portfolio TROY, MI 18,88418.9k $887.5k $887.5k 0.95% Reduced -3.0k -3,040
69 Strategic Blueprint, LLC 0.04% of their portfolio ATLANTA, GA 18,43618.4k $866.5k $866.5k 0.04% Added +5.8k +5,771
70 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 18,12618.1k $851.9k $851.9k 0.00% Added +2.6k +2,615
71 Weaver Consulting Group 0.22% of their portfolio HUNTINGTON BEACH, CA 16,71816.7k $785.7k $785.7k 0.22% Added +1.5k +1,512
72 MPWM ADVISORY SOLUTIONS, LLC 0.46% of their portfolio ALPHARETTA, GA 15,36015.4k $721.9k $721.9k 0.46% Unchanged
73 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 14,95115.0k $702.7k $702.7k 0.01% Unchanged
74 Advisor Resource Council 0.32% of their portfolio DALLAS, TX 14,00814.0k $658.4k $658.4k 0.32% Added +2.2k +2,225
75 Beacon Financial Advisory LLC 0.17% of their portfolio CLEVELAND, OH 13,83213.8k $650.1k $650.1k 0.17% New
76 Siligmueller & Norvid Wealth Advisors LLC 0.25% of their portfolio GLEN ELLYN, IL 13,82913.8k $653.6k $653.6k 0.25% Added +7.0k +7,000
77 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 13,65613.7k $641.8k $641.8k 0.01% New
78 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 13,39213.4k $629.4k $629.4k 0.00% Added +1 +1
79 SOUTHERN CAPITAL ADVISORS, LLC 0.30% of their portfolio Jackson, TN 12,67512.7k $595.7k $595.7k 0.30% Reduced -1.4k -1,389
80 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 12,60312.6k $592.3k $592.3k 0.02% New
81 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 12,59912.6k $592.2k $592.2k 0.01% New
82 COLUMBIA ADVISORY PARTNERS LLC 0.43% of their portfolio SPOKANE, WA 12,10412.1k $568.9k $568.9k 0.43% New
83 GPS Wealth Strategies Group, LLC 0.06% of their portfolio CENTENNIAL, CO 11,99412.0k $563.7k $563.7k 0.06% Added +825 +825
84 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 11,44611.4k $538.0k $538.0k 0.02% Added +1.8k +1,752
85 FOUNDERS FINANCIAL SECURITIES LLC 0.04% of their portfolio TOWSON, MD 10,94910.9k $514.6k $514.6k 0.04% Reduced -115 -115
86 AlphaStar Capital Management, LLC 0.03% of their portfolio CORNELIUS, NC 10,33010.3k $485.5k $485.5k 0.03% Added +2.1k +2,060
87 Stegent Equity Advisors, Inc. 0.43% of their portfolio HOUSTON, TX 10,32610.3k $485.3k $485.3k 0.43% Unchanged
88 Caliber Wealth Management, LLC / KS 0.05% of their portfolio Overland Park, KS 10,24710.2k $481.6k $481.6k 0.05% New
89 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 10,22810.2k $480.7k $480.7k 0.00% Added +639 +639
90 Trek Financial, LLC 0.03% of their portfolio Scottsdale, AZ 10,11510.1k $475.4k $475.4k 0.03% Added +534 +534
91 AdvisorNet Financial, Inc 0.03% of their portfolio MINNETONKA, MN 9,8379.8k $462.3k $462.3k 0.03% Reduced -1.2k -1,239
92 Onyx Bridge Wealth Group LLC 0.06% of their portfolio TARRYTOWN, NY 9,7509.8k $458.2k $458.2k 0.06% Unchanged
93 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 9,0919.1k $427.3k $427.3k 0.00% Reduced -875 -875
94 Capital Square, LLC 0.22% of their portfolio ATHENS, TN 8,7688.8k $413.3k $413.3k 0.22% Added +1.1k +1,074
95 Bellwether Advisors, LLC 0.07% of their portfolio LINCOLN, NE 8,3968.4k $394.6k $394.6k 0.07% Reduced -2.2k -2,200
96 VestGen Advisors, LLC 0.02% of their portfolio CHICAGO, IL 8,3848.4k $399.4k $399.4k 0.02% New
97 CHAPMAN FINANCIAL GROUP, LLC 0.33% of their portfolio KAILUA, HI 8,3718.4k $393.4k $393.4k 0.33% First filing
98 INTEGRAL INVESTMENT ADVISORS, INC. 0.11% of their portfolio TURLOCK, CA 8,2298.2k $386.8k $386.8k 0.11% Reduced -185 -185
99 IMG Wealth Management, Inc. 0.25% of their portfolio JACKSONVILLE, FL 6,9537.0k $326.8k $326.8k 0.25% Unchanged
100 Harvest Investment Services, LLC 0.07% of their portfolio Oakbrook Terrace, IL 6,9006.9k $324.3k $324.3k 0.07% Unchanged