Vault-13

INNOVATOR ETFS TRUST XBJL

US EQT ACLRTD 9 · ETP · CUSIP 45783Y889

40 institutional holders -2 vs Q1 2026
1,198,7751.2m shares reported held*
$47.9mreported value*
2 new 7 added 21 reduced 3 sold out net sold ≈ $8.4m (-209.2k 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 ≈ $39.97.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 17Q4 22: 21Q1 23: 19Q2 23: 21Q3 23: 32Q4 23: 36Q1 24: 32Q2 24: 31Q3 24: 40Q4 24: 43Q1 25: 49Q2 25: 46Q3 25: 51Q4 25: 51Q1 26: 42Q2 26: 4040Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202217
Q4 202221
Q1 202319
Q2 202321
Q3 202332
Q4 202336
Q1 202432
Q2 202431
Q3 202440
Q4 202443
Q1 202549
Q2 202546
Q3 202551
Q4 202551
Q1 202642
Q2 202640

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 24: 26 bought or addedQ3 24: 9 cut or sold outQ4 24: 16 bought or addedQ4 24: 17 cut or sold outQ4 24Q1 25: 16 bought or addedQ1 25: 22 cut or sold outQ2 25: 19 bought or addedQ2 25: 21 cut or sold outQ2 25Q3 25: 29 bought or addedQ3 25: 21 cut or sold outQ4 25: 14 bought or addedQ4 25: 28 cut or sold outQ4 25Q1 26: 9 bought or addedQ1 26: 32 cut or sold outQ2 26: 9 bought or addedQ2 26: 24 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024269
Q4 20241617
Q1 20251622
Q2 20251921
Q3 20252921
Q4 20251428
Q1 2026932
Q2 2026924

Biggest buyers

Farther Finance Advisors, LLC New +6,881+6.9k
Brookwood Investment Group LLC Added +2,797+2.8k
BARCLAYS PLC Added +1,991+2.0k
ENVESTNET ASSET MANAGEMENT INC Added +1,192+1.2k
Millington Financial Advisors, LLC Added +956+956
Orion Capital Management LLC Added +750+750
Luminist Capital LLC New +476+476
JPMORGAN CHASE & CO Added +399+399
OSAIC HOLDINGS, INC. Added +150+150

Biggest sellers

Welch Financial Planning, LLC Reduced -132,851-132.9k
Brookstone Capital Management Sold out -40,948-40.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -11,300-11.3k
Cetera Investment Advisers Reduced -7,792-7.8k
Foundations Investment Advisors, LLC Sold out -7,696-7.7k
Kestra Advisory Services, LLC Reduced -4,000-4.0k
Gradient Investments LLC Reduced -2,923-2.9k
CROSSPOINT FINANCIAL, LLC Reduced -2,300-2.3k
Evolution Wealth Advisors, LLC Reduced -2,100-2.1k
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV Sold out -1,670-1.7k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 239,415239.4k $9.6m $9.6m 0.01% Reduced -7.8k -7,792
2 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 126,466126.5k $5.1m $5.1m 0.00% Unchanged
3 Millington Financial Advisors, LLC 1.94% of their portfolio NAPERVILLE, IL 123,884123.9k $4.9m $4.9m 1.94% Added +956 +956
4 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 87,69087.7k $3.5m $3.5m 0.00% Added +150 +150
5 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.41% of their portfolio BLUE BELL, PA 82,45282.5k $3.3m $3.3m 0.41% Reduced -913 -913
6 Weaver Consulting Group 0.55% of their portfolio HUNTINGTON BEACH, CA 67,48567.5k $2.7m $2.7m 0.55% Reduced -1.3k -1,330
7 Brookwood Investment Group LLC 0.22% of their portfolio PHOENIX, AZ 48,19248.2k $1.9m $1.9m 0.22% Added +2.8k +2,797
8 Welch Financial Planning, LLC 1.02% of their portfolio BOULDER, CO 43,75243.8k $1.7m $1.7m 1.02% Reduced -132.9k -132,851
9 Chicago Partners Investment Group LLC 0.03% of their portfolio CHICAGO, IL 38,77338.8k $1.5m $1.5m 0.03% Reduced -1.0k -1,031
10 GWN SECURITIES INC. 0.24% of their portfolio Palm Beach Gardens, FL 35,59935.6k $1.4m $1.4m 0.24% Reduced -1.5k -1,535
11 Snowden Capital Advisors LLC 0.03% of their portfolio New York, NY 33,24333.2k $1.3m $1.3m 0.03% Unchanged
12 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 32,15032.1k $1.3m $1.3m 0.00% Reduced -4.0k -4,000
13 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 25,44225.4k $1.0m $1.0m 0.00% Unchanged
14 First Commonwealth Financial Corp /PA/ 0.14% of their portfolio Indiana, PA 24,84324.8k $993.1k $993.1k 0.14% Unchanged
15 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 21,25021.2k $849.5k $849.5k 0.00% Reduced -960 -960
16 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 20,70020.7k $827.5k $827.5k 0.00% Reduced -11.3k -11,300
17 CROSSPOINT FINANCIAL, LLC 1.83% of their portfolio TUSTIN, CA 19,95019.9k $797.5k $797.5k 1.83% Reduced -2.3k -2,300
18 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 15,50615.5k $619.9k $619.9k 0.02% Reduced -1.6k -1,600
19 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 14,73814.7k $589.2k $589.2k 0.00% Reduced -778 -778
20 Orion Capital Management LLC 0.16% of their portfolio CORONADO, CA 13,15713.2k $526.0k $526.0k 0.16% Added +750 +750
21 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 11,24611.2k $449.6k $449.6k 0.00% Added +1.2k +1,192
22 Visionary Wealth Advisors 0.02% of their portfolio O'FALLON, IL 10,26610.3k $410.4k $410.4k 0.02% Reduced -114 -114
23 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 9,1249.1k $365.0k $365.0k 0.01% Reduced -257 -257
24 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 6,8816.9k $275.1k $275.1k 0.00% New
25 Diligent Investors, LLC 0.06% of their portfolio REDLANDS, CA 6,8006.8k $271.8k $271.8k 0.06% Unchanged
26 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 6,0126.0k $240.3k $240.3k 0.00% Unchanged
27 Gradient Investments LLC 0.00% of their portfolio ARDEN HILLS, MN 5,4255.4k $216.9k $216.9k 0.00% Reduced -2.9k -2,923
28 Global Trust Wealth Management LLC 0.14% of their portfolio WEST PALM BEACH, FL 5,2155.2k $208.5k $208.5k 0.14% Reduced -800 -800
29 Evolution Wealth Advisors, LLC 0.02% of their portfolio AVENTURA, FL 5,1655.2k $206.5k $206.5k 0.02% Reduced -2.1k -2,100
30 DHJJ Financial Advisors, Ltd. 0.05% of their portfolio NAPERVILLE, IL 4,6264.6k $184.9k $184.9k 0.05% Reduced -100 -100
31 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 3,3003.3k $131.9k $131.9k 0.00% Added +399 +399
32 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 2,2302.2k $89.0k $89.0k 0.00% Unchanged
33 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 2,1682.2k $86.7k $86.7k 0.00% Reduced -209 -209
34 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 2,0442.0k $81.7k $81.7k 0.00% Added +2.0k +1,991
35 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 2,0142.0k $80.5k $80.5k 0.00% Reduced -500 -500
36 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 749749 $29.9k $29.9k 0.00% Reduced -1.1k -1,100
37 Luminist Capital LLC 0.02% of their portfolio GRAND RAPIDS, MI 476476 $18.4k $18.4k 0.02% New
38 Ashton Thomas Private Wealth, LLC 0.00% of their portfolio SCOTTSDALE, AZ 173173 $6.9k $6.9k 0.00% Unchanged
39 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 100100 $4.0k $4.0k 0.00% Unchanged
40 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 7474 $3.0k $3.0k 0.00% Unchanged