Vault-13

INNOVATOR ETFS TRUST XBFR

EQUITY MANAGD 10 · ETP · CUSIP 45784N296

20 institutional holders +9 vs Q1 2026
769,124769.1k shares reported held*
$20.5mreported value*
11 new 9 added 0 reduced 2 sold out net bought ≈ $8.0m (+300.1k 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 ≈ $26.62.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

01020Q1 26: 11Q2 26: 2020Q1 26Q2 26
Numbers
QuarterHolders
Q1 202611
Q2 202620

Biggest buyers

Brookstone Capital Management New +57,950+58.0k
Visionary Wealth Advisors Added +47,736+47.7k
First Commonwealth Financial Corp /PA/ New +38,700+38.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +34,901+34.9k
HighTower Advisors, LLC New +24,390+24.4k
Elmwood Wealth Management, Inc. Added +21,889+21.9k
DAYMARK WEALTH PARTNERS, LLC Added +16,878+16.9k
VESTIA PERSONAL WEALTH ADVISORS New +16,622+16.6k
Cetera Investment Advisers New +12,557+12.6k
Keystone Wealth Services, LLC New +11,870+11.9k

Biggest sellers

JANE STREET GROUP, LLC Sold out -15,296-15.3k
BARCLAYS PLC Sold out -3,467-3.5k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Elmwood Wealth Management, Inc. 1.06% of their portfolio BERKELEY, CA 159,075159.1k $4.2m $4.2m 1.06% Added +21.9k +21,889
2 DAYMARK WEALTH PARTNERS, LLC 0.08% of their portfolio CINCINNATI, OH 122,965123.0k $3.3m $3.3m 0.08% Added +16.9k +16,878
3 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 94,56694.6k $2.5m $2.5m 0.00% Added +6.1k +6,147
4 Visionary Wealth Advisors 0.08% of their portfolio O'FALLON, IL 71,58571.6k $1.9m $1.9m 0.08% Added +47.7k +47,736
5 Brookstone Capital Management 0.02% of their portfolio WHEATON, IL 57,95058.0k $1.5m $1.5m 0.02% New
6 WINNACLE WEALTH LLC 0.87% of their portfolio WACO, TX 47,81447.8k $1.3m $1.3m 0.87% Added +2.9k +2,859
7 First Commonwealth Financial Corp /PA/ 0.14% of their portfolio Indiana, PA 38,70038.7k $1.0m $1.0m 0.14% New
8 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 34,90134.9k $929.2k $929.2k 0.00% New
9 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 33,38633.4k $888.9k $888.9k 0.02% Added +11.1k +11,132
10 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 24,39024.4k $649.4k $649.4k 0.00% New
11 Arlington Capital Management, Inc. 0.38% of their portfolio ARLINGTON HEIGHTS, IL 23,16623.2k $616.8k $616.8k 0.38% Added +541 +541
12 VESTIA PERSONAL WEALTH ADVISORS 0.17% of their portfolio FORT WAYNE, IN 16,62216.6k $442.5k $442.5k 0.17% New
13 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 12,55712.6k $334.3k $334.3k 0.00% New
14 Keystone Wealth Services, LLC 0.06% of their portfolio PALM DESERT, CA 11,87011.9k $316.0k $316.0k 0.06% New
15 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 8,2728.3k $220.2k $220.2k 0.00% New
16 GILPIN WEALTH MANAGEMENT, LLC 0.14% of their portfolio DENVER, CO 7,5257.5k $200.3k $200.3k 0.14% Added +2.9k +2,915
17 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 2,0002.0k $53.2k $53.2k 0.00% New
18 RED REEF ADVISORS LLC 0.02% of their portfolio BOCA RATON, FL 909909 $24.2k $24.2k 0.02% New
19 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 596596 $15.9k $15.9k 0.00% New
20 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 275275 $7.3k $7.3k 0.00% Added +35 +35