Vault-13

INNOVATOR ETFS TRUST DDFJ

EQUI DU DI JANU · ETP · CUSIP 45784N544

52 institutional holders +7 vs Q1 2026
2,383,9112.4m shares reported held*
$47.1mreported value*
11 new 12 added 9 reduced 3 sold out net sold ≈ $34.6m (-1.7m 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 ≈ $19.76.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q1 26: 45Q2 26: 5252Q1 26Q2 26
Numbers
QuarterHolders
Q1 202645
Q2 202652

Biggest buyers

Welch Financial Planning, LLC Added +138,315+138.3k
Archer Investment Corp Added +107,065+107.1k
Composition Wealth, LLC New +100,329+100.3k
JDM Financial Group LLC New +95,040+95.0k
IMA Advisory Services, Inc. New +75,750+75.8k
Cambridge Investment Research Advisors, Inc. Added +59,850+59.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +35,588+35.6k
Elmwood Wealth Management, Inc. Added +31,030+31.0k
HRT FINANCIAL LP New +24,742+24.7k
INDEPENDENT FINANCIAL GROUP, LLC New +17,615+17.6k

Biggest sellers

Allworth Financial LP Reduced -2,334,792-2.3m
HARBOUR INVESTMENTS, INC. Reduced -111,731-111.7k
STEPHENS INC /AR/ Sold out -13,895-13.9k
SILVER OAK SECURITIES, INCORPORATED Sold out -12,460-12.5k
Straight Path Wealth Management Sold out -10,328-10.3k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -8,533-8.5k
RED CRANE WEALTH MANAGEMENT, LLC Reduced -1,250-1.2k
CORRADO ADVISORS, LLC Reduced -1,239-1.2k
Range Financial Group LLC Reduced -733-733
ACT Advisors, LLC. Reduced -471-471

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Elmwood Wealth Management, Inc. 1.25% of their portfolio BERKELEY, CA 252,047252.0k $5.0m $5.0m 1.25% Added +31.0k +31,030
2 Archer Investment Corp 0.47% of their portfolio Carmel, IN 243,294243.3k $4.8m $4.8m 0.47% Added +107.1k +107,065
3 BENJAMIN EDWARDS INC 0.04% of their portfolio Clayton, MO 208,114208.1k $4.1m $4.1m 0.04% Added +11.0k +10,975
4 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 157,578157.6k $3.1m $3.1m 0.00% Reduced -8.5k -8,533
5 Welch Financial Planning, LLC 1.77% of their portfolio BOULDER, CO 153,661153.7k $3.0m $3.0m 1.77% Added +138.3k +138,315
6 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 119,202119.2k $2.4m $2.4m 0.00% Added +59.9k +59,850
7 Composition Wealth, LLC 0.02% of their portfolio LOS ANGELES, CA 100,329100.3k $2.0m $2.0m 0.02% New
8 JDM Financial Group LLC 0.64% of their portfolio AUSTIN, TX 95,04095.0k $1.9m $1.9m 0.64% New
9 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 92,99093.0k $1.8m $1.8m 0.00% Reduced -300 -300
10 BlueStem Wealth Partners, LLC 0.16% of their portfolio MINNETONKA, MN 79,98280.0k $1.6m $1.6m 0.16% Unchanged
11 CORRADO ADVISORS, LLC 0.72% of their portfolio RAMSEY, NJ 79,65479.7k $1.6m $1.6m 0.72% Reduced -1.2k -1,239
12 IMA Advisory Services, Inc. 0.09% of their portfolio DENVER, CO 75,75075.8k $1.5m $1.5m 0.09% New
13 ARS Wealth Advisors Group, LLC 0.11% of their portfolio St. Petersburg, FL 71,57771.6k $1.4m $1.4m 0.11% Unchanged
14 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 50,03750.0k $989.2k $989.2k 0.00% Unchanged
15 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 47,93347.9k $947.6k $947.6k 0.00% Added +35.6k +35,588
16 RED CRANE WEALTH MANAGEMENT, LLC 0.66% of their portfolio SAN FRANCISCO, CA 45,37945.4k $897.1k $897.1k 0.66% Reduced -1.2k -1,250
17 KRAEMATON INVESTMENT ADVISORS, INC 0.56% of their portfolio BRAINTREE, MA 37,75037.8k $746.3k $746.3k 0.56% Added +2.6k +2,600
18 Sigma Planning Corp 0.02% of their portfolio ANN ARBOR, MI 31,41031.4k $621.0k $621.0k 0.02% Reduced -50 -50
19 Trek Financial, LLC 0.03% of their portfolio Scottsdale, AZ 30,87030.9k $610.3k $610.3k 0.03% Unchanged
20 Cassady Wealth & Retirement Planning, LLC 0.28% of their portfolio HENDERSON, NV 30,29030.3k $598.8k $598.8k 0.28% Added +237 +237
21 ACT Advisors, LLC. 0.18% of their portfolio ASHEVILLE, NC 27,51527.5k $544.0k $544.0k 0.18% Reduced -471 -471
22 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 24,74224.7k $489.0k $489.0k 0.00% New
23 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 23,45023.4k $463.6k $463.6k 0.00% Unchanged
24 Weaver Capital Management LLC 0.10% of their portfolio SUWANEE, GA 23,39023.4k $438.8k $438.8k 0.10% Unchanged
25 Range Financial Group LLC 0.12% of their portfolio TIGARD, OR 22,11022.1k $437.1k $437.1k 0.12% Reduced -733 -733
26 Cardinal Point Capital Management ULC 0.02% of their portfolio TORONTO, A6 21,20021.2k $419.1k $419.1k 0.02% Unchanged
27 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 18,75018.8k $370.7k $370.7k 0.00% Unchanged
28 GUARDIAN WEALTH ADVISORS, LLC / NC 0.02% of their portfolio RALEIGH, NC 18,75018.8k $370.7k $370.7k 0.02% Unchanged
29 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 17,61517.6k $348.2k $348.2k 0.01% New
30 Keystone Wealth Services, LLC 0.06% of their portfolio PALM DESERT, CA 16,55716.6k $327.3k $327.3k 0.06% Unchanged
31 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 15,86715.9k $313.7k $313.7k 0.00% Reduced -2.3m -2,334,792
32 Soltis Investment Advisors LLC 0.02% of their portfolio ST. GEORGE, UT 15,63215.6k $309.0k $309.0k 0.02% Unchanged
33 DHJJ Financial Advisors, Ltd. 0.08% of their portfolio NAPERVILLE, IL 14,60814.6k $288.8k $288.8k 0.08% Added +435 +435
34 Kingsview Wealth Management, LLC 0.00% of their portfolio GRANTS PASS, OR 14,38014.4k $284.3k $284.3k 0.00% Unchanged
35 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 13,94413.9k $275.7k $275.7k 0.00% Unchanged
36 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 12,87212.9k $254.5k $254.5k 0.00% New
37 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 12,51212.5k $247.4k $247.4k 0.00% Reduced -111.7k -111,731
38 Visionary Wealth Advisors 0.01% of their portfolio O'FALLON, IL 12,18912.2k $241.0k $241.0k 0.01% Unchanged
39 Southland Equity Partners LLC 0.04% of their portfolio WILDWOOD, MO 11,16011.2k $220.6k $220.6k 0.04% Unchanged
40 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 8,6038.6k $170.0k $170.0k 0.01% New
41 Innovative Asset Advisors Group, LLC 0.07% of their portfolio SHELTON, CT 8,0468.0k $159.1k $159.1k 0.07% New
42 Cape Investment Advisory, Inc. 0.04% of their portfolio MCDONOUGH, GA 7,7427.7k $153.1k $153.1k 0.04% New
43 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 5,2005.2k $102.8k $102.8k 0.00% New
44 Physician Wealth Advisors, Inc. 0.01% of their portfolio MIDVALE, UT 5,0005.0k $98.8k $98.8k 0.01% Unchanged
45 UBS Group AG 0.00% of their portfolio ZURICH, V8 4,0754.1k $80.6k $80.6k 0.00% Added +3.4k +3,431
46 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 1,4871.5k $29.4k $29.4k 0.00% Added +646 +646
47 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 1,0461.0k $20.7k $20.7k 0.00% Unchanged
48 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,0001.0k $19.8k $19.8k 0.00% Unchanged
49 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 750750 $14.8k $14.8k 0.00% Unchanged
50 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 431431 $8.5k $8.5k 0.00% Added +11 +11
51 GILPIN WEALTH MANAGEMENT, LLC 0.01% of their portfolio DENVER, CO 400400 $7.9k $7.9k 0.01% Unchanged
52 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 11 $20 $20 0.00% New