Vault-13

INNOVATOR ETFS TRUST BUFF

LADERD ALCTN PWR · ETP · CUSIP 45783Y814

153 institutional holders +13 vs Q4 2025
11,828,40911.8m shares reported held*
$584.8mreported value*
19 new 60 added 52 reduced 5 sold out net bought ≈ $37.4m (+756.3k 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 ≈ $49.44.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 46Q4 22: 58Q1 23: 60Q2 23: 72Q3 23: 75Q4 23: 85Q1 24: 96Q2 24: 98Q3 24: 106Q4 24: 120Q1 25: 125Q2 25: 133Q3 25: 135Q4 25: 140Q1 26: 153153Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q3 2025135
Q4 2025140
Q1 2026153

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 24: 48 bought or addedQ2 24: 40 cut or sold outQ3 24: 57 bought or addedQ3 24: 37 cut or sold outQ3 24Q4 24: 63 bought or addedQ4 24: 39 cut or sold outQ1 25: 62 bought or addedQ1 25: 48 cut or sold outQ1 25Q2 25: 66 bought or addedQ2 25: 50 cut or sold outQ3 25: 71 bought or addedQ3 25: 53 cut or sold outQ3 25Q4 25: 63 bought or addedQ4 25: 59 cut or sold outQ1 26: 79 bought or addedQ1 26: 57 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20244840
Q3 20245737
Q4 20246339
Q1 20256248
Q2 20256650
Q3 20257153
Q4 20256359
Q1 20267957

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +590,151+590.2k
LPL Financial LLC Added +359,150+359.1k
Collaborative Wealth Managment Inc. Added +349,076+349.1k
Caliber Wealth Management, LLC / KS Added +104,226+104.2k
Beacon Pointe Advisors, LLC Added +78,246+78.2k
LifeWealth Investments, LLC Added +70,028+70.0k
HARBOUR INVESTMENTS, INC. Added +37,909+37.9k
Patriot Financial Group Insurance Agency, LLC Added +33,714+33.7k
GGM Financial LLC Added +23,668+23.7k
Core Wealth Advisors, Inc. Added +22,775+22.8k

Biggest sellers

MERCER GLOBAL ADVISORS INC /ADV Reduced -734,243-734.2k
OSAIC HOLDINGS, INC. Reduced -283,893-283.9k
AXXCESS WEALTH MANAGEMENT, LLC Sold out -45,192-45.2k
Concurrent Investment Advisors, LLC Reduced -30,931-30.9k
OLD MISSION CAPITAL LLC Reduced -27,476-27.5k
Visionary Wealth Advisors Reduced -23,184-23.2k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -22,391-22.4k
MML INVESTORS SERVICES, LLC Reduced -19,114-19.1k
Blue Trust, Inc. Reduced -18,924-18.9k
Advisor Resource Council Reduced -16,588-16.6k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,666,8981.7m $82.4m $82.4m 0.02% Added +359.1k +359,150
2 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 1,151,9421.2m $56.9m $56.9m 0.02% Added +590.2k +590,151
3 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 631,312631.3k $31.2m $31.2m 0.03% Added +18.4k +18,393
4 GGM Financial LLC 12.47% of their portfolio COLUMBUS, OH 548,358548.4k $27.1m $27.1m 12.47% Added +23.7k +23,668
5 Kingsview Wealth Management, LLC 0.35% of their portfolio GRANTS PASS, OR 520,381520.4k $25.7m $25.7m 0.35% Added +5.7k +5,705
6 Prasad Wealth Partners, LLC 5.36% of their portfolio INDEPENDENCE, OH 398,244398.2k $19.7m $19.7m 5.36% Added +5.7k +5,691
7 Collaborative Wealth Managment Inc. 8.58% of their portfolio LAKE MARY, FL 376,767376.8k $18.6m $18.6m 8.58% Added +349.1k +349,076
8 Janney Montgomery Scott LLC 0.04% of their portfolio PHILADELPHIA, PA 353,218353.2k $17.5m $17.5m 0.04% Added +13.1k +13,136
9 LifeWealth Investments, LLC 4.97% of their portfolio WINTER GARDEN, FL 336,877336.9k $16.6m $16.6m 4.97% Added +70.0k +70,028
10 Holos Integrated Wealth LLC 8.19% of their portfolio KENNETT SQUARE, PA 325,131325.1k $16.2m $16.2m 8.19% Added +697 +697
11 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 255,669255.7k $12.6m $12.6m 0.02% Reduced -283.9k -283,893
12 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 250,568250.6k $12.4m $12.4m 0.00% Added +17.2k +17,157
13 MTM FINANCIAL GROUP, LLC 5.57% of their portfolio BETHLEHEM, PA 239,994240.0k $11.9m $11.9m 5.57% Added +3.7k +3,681
14 Mutual Advisors, LLC 0.25% of their portfolio OMAHA, NE 232,087232.1k $11.5m $11.5m 0.25% Added +14.7k +14,709
15 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 221,430221.4k $10.9m $10.9m 0.02% Added +9.3k +9,340
16 Buska Wealth Management, LLC 3.79% of their portfolio WAUSAU, WI 190,880190.9k $9.4m $9.4m 3.79% Added +16.4k +16,392
17 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 190,082190.1k $9.4m $9.4m 0.01% Added +9.7k +9,668
18 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 183,451183.5k $9.1m $9.1m 0.02% Added +20 +20
19 HARBOUR INVESTMENTS, INC. 0.13% of their portfolio MADISON, WI 164,116164.1k $8.1m $8.1m 0.13% Added +37.9k +37,909
20 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 159,258159.3k $7.9m $7.9m 0.03% Added +17.7k +17,716
21 World Investment Advisors 0.12% of their portfolio LINCROFT, NJ 152,047152.0k $7.5m $7.5m 0.12% Added +1.4k +1,419
22 KFG WEALTH MANAGEMENT, LLC 0.88% of their portfolio GRANGER, IN 138,267138.3k $6.8m $6.8m 0.88% Added +1.1k +1,055
23 GWN SECURITIES INC. 1.24% of their portfolio Palm Beach Gardens, FL 131,397131.4k $6.5m $6.5m 1.24% Added +5.2k +5,157
24 Caliber Wealth Management, LLC / KS 0.62% of their portfolio Overland Park, KS 114,349114.3k $5.6m $5.6m 0.62% Added +104.2k +104,226
25 Forvis Mazars Wealth Advisors, LLC 0.10% of their portfolio Springfield, MO 109,606109.6k $5.4m $5.4m 0.10% Reduced -13.5k -13,465
26 Core Wealth Advisors, Inc. 1.24% of their portfolio LAKELAND, FL 105,347105.3k $5.2m $5.2m 1.24% Added +22.8k +22,775
27 Beacon Pointe Advisors, LLC 0.03% of their portfolio NEWPORT BEACH, CA 101,172101.2k $5.0m $5.0m 0.03% Added +78.2k +78,246
28 Garden State Investment Advisory Services LLC 1.16% of their portfolio Red Bank, NJ 98,18498.2k $4.9m $4.9m 1.16% Reduced -3.4k -3,438
29 Seros Financial, LLC 2.88% of their portfolio TEMPE, AZ 91,68191.7k $4.5m $4.5m 2.88% Added +12.5k +12,544
30 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 88,49688.5k $4.4m $4.4m 0.01% Reduced -19.1k -19,114
31 Merit Financial Group, LLC 0.03% of their portfolio ALPHARETTA, GA 88,17188.2k $4.4m $4.4m 0.03% Added +7.0k +7,044
32 COLUMBIA ADVISORY PARTNERS LLC 2.36% of their portfolio SPOKANE, WA 74,95475.0k $3.7m $3.7m 2.36% Added +19.8k +19,771
33 CreativeOne Wealth, LLC 0.08% of their portfolio OVERLAND PARK, KS 69,29069.3k $3.4m $3.4m 0.08% Reduced -3.3k -3,333
34 Patriot Financial Group Insurance Agency, LLC 0.18% of their portfolio Westborough, MA 65,72065.7k $3.2m $3.2m 0.18% Added +33.7k +33,714
35 Visionary Wealth Advisors 0.14% of their portfolio O'FALLON, IL 63,48563.5k $3.1m $3.1m 0.14% Reduced -23.2k -23,184
36 Stratos Wealth Partners, LTD. 0.03% of their portfolio BEACHWOOD, OH 61,78361.8k $3.1m $3.1m 0.03% Reduced -6.1k -6,110
37 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 60,38660.4k $3.0m $3.0m 0.00% Reduced -734.2k -734,243
38 Blue Trust, Inc. 0.03% of their portfolio BRENTWOOD, TN 54,03154.0k $2.7m $2.7m 0.03% Reduced -18.9k -18,924
39 Glen Eagle Advisors, LLC 0.37% of their portfolio KINGSTON, NJ 53,36753.4k $2.6m $2.6m 0.37% Reduced -1.7k -1,720
40 Wealthcare Advisory Partners LLC 0.05% of their portfolio WEST CHESTER, PA 52,73652.7k $2.6m $2.6m 0.05% Added +702 +702
41 Southland Equity Partners LLC 0.48% of their portfolio WILDWOOD, MO 50,29150.3k $2.5m $2.5m 0.48% Reduced -199 -199
42 Advisory Services Network, LLC 0.03% of their portfolio ATLANTA, GA 48,18648.2k $2.4m $2.4m 0.03% Reduced -391 -391
43 MILESTONE ASSET MANAGEMENT, LLC 0.41% of their portfolio PITTSBURGH, PA 44,70044.7k $2.2m $2.2m 0.41% Reduced -619 -619
44 Comprehensive Financial Consultants Institutional, Inc. 0.65% of their portfolio Bloomington, IN 44,11744.1k $2.2m $2.2m 0.65% Added +3.6k +3,601
45 PRINCIPAL SECURITIES, INC. 0.03% of their portfolio DES MOINES, IA 44,02344.0k $2.2m $2.2m 0.03% Added +17.8k +17,811
46 Focus Financial Network, Inc. 0.08% of their portfolio MINNEAPOLIS, MN 42,99543.0k $2.1m $2.1m 0.08% Reduced -4.3k -4,311
47 Andina Capital Management, LLC 1.84% of their portfolio LOGAN, UT 42,02342.0k $2.1m $2.1m 1.84% Reduced -12.1k -12,145
48 Diligent Investors, LLC 0.51% of their portfolio REDLANDS, CA 41,51841.5k $2.1m $2.1m 0.51% Reduced -77 -77
49 JDM Financial Group LLC 0.77% of their portfolio AUSTIN, TX 40,36740.4k $2.0m $2.0m 0.77% Reduced -500 -500
50 Lineweaver Wealth Advisors, LLC 0.27% of their portfolio VALLEY VIEW, OH 39,91739.9k $2.0m $2.0m 0.27% Unchanged
51 Financial Network Wealth Advisors LLC 1.96% of their portfolio MURRAY, UT 38,75938.8k $1.9m $1.9m 1.96% Reduced -877 -877
52 PLANWISER FINANCIAL, LLC 1.41% of their portfolio COLORADO SPRINGS, CO 38,08538.1k $1.9m $1.9m 1.41% Added +7.1k +7,147
53 Soltis Investment Advisors LLC 0.12% of their portfolio ST. GEORGE, UT 37,47637.5k $1.9m $1.9m 0.12% Added +996 +996
54 Concurrent Investment Advisors, LLC 0.02% of their portfolio Tampa, FL 33,79033.8k $1.7m $1.7m 0.02% Reduced -30.9k -30,931
55 VESTIA PERSONAL WEALTH ADVISORS 0.78% of their portfolio FORT WAYNE, IN 33,78333.8k $1.7m $1.7m 0.78% Reduced -91 -91
56 City Center Advisors, LLC 1.45% of their portfolio TROY, MI 31,80531.8k $1.6m $1.6m 1.45% Added +4.7k +4,686
57 SeaCrest Wealth Management, LLC 0.17% of their portfolio PURCHASE, NY 31,42631.4k $1.6m $1.6m 0.17% Added +398 +398
58 DIVERSIFY WEALTH MANAGEMENT, LLC 0.03% of their portfolio SANDY, UT 31,29831.3k $1.6m $1.6m 0.03% Reduced -1.0k -1,039
59 Sound View Wealth Advisors Group, LLC 0.09% of their portfolio SAVANNAH, GA 28,25928.3k $1.4m $1.4m 0.09% Reduced -1.4k -1,441
60 Wisconsin Wealth Advisors, LLC 1.34% of their portfolio SUN PRAIRIE, WI 27,57127.6k $1.4m $1.4m 1.34% Reduced -127 -127
61 HAZLETT, BURT & WATSON, INC. 0.42% of their portfolio WHEELING, WV 27,32727.3k $1.4m $1.4m 0.42% Reduced -38 -38
62 Brookstone Capital Management 0.02% of their portfolio WHEATON, IL 27,07827.1k $1.3m $1.3m 0.02% Added +401 +401
63 OFC FINANCIAL PLANNING, LLC 1.14% of their portfolio SHORT HILLS, NJ 23,39023.4k $1.2m $1.2m 1.14% Reduced -4 -4
64 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 22,11222.1k $1.1m $1.1m 0.01% Added +8.6k +8,579
65 CoreCap Advisors, LLC 0.04% of their portfolio SOUTHFIELD, MI 21,27421.3k $1.1m $1.1m 0.04% Added +9.3k +9,320
66 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 20,99721.0k $1.0m $1.0m 0.00% Reduced -22.4k -22,391
67 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 20,67420.7k $1.0m $1.0m 0.00% Reduced -18 -18
68 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 20,58520.6k $1.0m $1.0m 0.00% Added +1.3k +1,252
69 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 20,43420.4k $1.0m $1.0m 0.00% Added +4.1k +4,123
70 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 20,20620.2k $998.4k $998.4k 0.00% New
71 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 19,58719.6k $967.8k $967.8k 0.00% Added +404 +404
72 TopTier Wealth Management, LLC 0.58% of their portfolio MUSKEGO, WI 19,17219.2k $947.3k $947.3k 0.58% Reduced -1.1k -1,116
73 Weaver Consulting Group 0.22% of their portfolio HUNTINGTON BEACH, CA 18,99919.0k $938.8k $938.8k 0.22% Reduced -1.7k -1,700
74 Signal Advisors Wealth, LLC 0.06% of their portfolio DETROIT, MI 18,90418.9k $934.0k $934.0k 0.06% Added +2.1k +2,109
75 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 18,74818.7k $926.3k $926.3k 0.01% Reduced -67 -67
76 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 18,67818.7k $922.8k $922.8k 0.01% Added +2.1k +2,071
77 Strategic Blueprint, LLC 0.05% of their portfolio ATLANTA, GA 18,43618.4k $910.9k $910.9k 0.05% Unchanged
78 Western Wealth Management, LLC 0.03% of their portfolio GOLDEN, CO 18,40318.4k $909.3k $909.3k 0.03% Added +3.0k +2,986
79 SageView Advisory Group, LLC 0.03% of their portfolio Newport Beach, CA 18,30818.3k $904.6k $904.6k 0.03% Reduced -5.2k -5,176
80 Applied Capital LLC 0.33% of their portfolio LITTLE ROCK, AR 17,81917.8k $880.4k $880.4k 0.33% Added +7.2k +7,222
81 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 16,96917.0k $838.4k $838.4k 0.00% Added +6.9k +6,926
82 Beacon Financial Advisory LLC 0.19% of their portfolio CLEVELAND, OH 16,93716.9k $836.9k $836.9k 0.19% Added +626 +626
83 MARIPAU WEALTH MANAGEMENT LLC 0.37% of their portfolio FORT WAYNE, IN 16,87416.9k $833.7k $833.7k 0.37% Added +2.0k +2,035
84 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 16,83016.8k $831.6k $831.6k 0.00% New
85 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 16,62016.6k $821.2k $821.2k 0.02% Reduced -27.5k -27,476
86 IFG Advisory, LLC 2.35% of their portfolio ATLANTA, GA 16,61216.6k $820.8k $820.8k 2.35% New
87 Tradition Wealth Management, LLC 0.06% of their portfolio EDINA, MN 16,43516.4k $812.1k $812.1k 0.06% New
88 Nicholson Meyer Capital Management, Inc. 0.60% of their portfolio Kansas City, MO 15,71915.7k $776.7k $776.7k 0.60% Added +801 +801
89 BLUEDOOR PRIVATE WEALTH, LLC 0.36% of their portfolio BEVERLY, MA 15,67715.7k $774.6k $774.6k 0.36% Added +1.8k +1,772
90 AdvisorNet Financial, Inc 0.04% of their portfolio MINNETONKA, MN 15,28815.3k $755.4k $755.4k 0.04% Added +5.6k +5,590
91 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 14,22414.2k $702.8k $702.8k 0.01% Added +1.9k +1,934
92 Triton Financial Group Inc 1.12% of their portfolio Oklahoma City, OK 12,93612.9k $642.1k $642.1k 1.12% Added +6.5k +6,457
93 Sovran Advisors, LLC 0.05% of their portfolio SAN DIEGO, CA 12,79712.8k $661.6k $661.6k 0.05% Reduced -358 -358
94 SOUTHERN CAPITAL ADVISORS, LLC 0.28% of their portfolio Jackson, TN 12,25212.3k $605.3k $605.3k 0.28% Reduced -13 -13
95 CHAPMAN FINANCIAL GROUP, LLC 0.43% of their portfolio KAILUA, HI 12,12112.1k $598.9k $598.9k 0.43% Added +600 +600
96 FOUNDERS FINANCIAL SECURITIES LLC 0.03% of their portfolio TOWSON, MD 10,90310.9k $551.5k $551.5k 0.03% Reduced -326 -326
97 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 10,76110.8k $531.7k $531.7k 0.01% Reduced -7.1k -7,083
98 Trek Financial, LLC 0.03% of their portfolio Scottsdale, AZ 10,62910.6k $525.2k $525.2k 0.03% Unchanged
99 INTEGRAL INVESTMENT ADVISORS, INC. 0.12% of their portfolio TURLOCK, CA 9,8909.9k $488.7k $488.7k 0.12% Reduced -1.7k -1,739
100 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 9,8329.8k $485.8k $485.8k 0.00% Added +1.6k +1,591