Vault-13

INNOVATOR ETFS TRUST ACEI

EQUITY AUTOCALLA · ETP · CUSIP 45784N593

25 institutional holders +15 vs Q4 2025
1,013,9301.0m shares reported held*
$23.5mreported value*
14 new 8 added 2 reduced 0 sold out net bought ≈ $12.1m (+522.5k 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 ≈ $23.14.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0102030Q3 25: 4Q4 25: 10Q1 26: 2525Q3 25Q4 25Q1 26
Numbers
QuarterHolders
Q3 20254
Q4 202510
Q1 202625

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q4 25: 10 bought or addedQ4 25: 2 cut or sold outQ4 25Q1 26: 22 bought or addedQ1 26: 2 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q4 2025102
Q1 2026222

Biggest buyers

Signal Advisors Wealth, LLC New +162,139+162.1k
Beacon Pointe Advisors, LLC New +88,631+88.6k
WealthPlan Investment Management, LLC New +55,668+55.7k
Delta Investment Management, LLC Added +48,028+48.0k
Trek Financial, LLC Added +36,950+37.0k
Strategic Blueprint, LLC New +34,367+34.4k
Soltis Investment Advisors LLC Added +26,210+26.2k
CWM, LLC Added +16,601+16.6k
OLD MISSION CAPITAL LLC New +15,911+15.9k
COMMONWEALTH EQUITY SERVICES, LLC Added +11,561+11.6k

Biggest sellers

WINNACLE WEALTH LLC Reduced -17,200-17.2k
Maia Wealth LLC Reduced -1,903-1.9k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Brookstone Capital Management 13G · institution new · filed 2026-01-06 5.2% new 30.6k≈ $708.7k 2026-01-06

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Talon Private Wealth, LLC 0.50% of their portfolio THE VILLAGES, FL 162,168162.2k $3.8m $3.8m 0.50% First filing
2 Signal Advisors Wealth, LLC 0.26% of their portfolio DETROIT, MI 162,139162.1k $3.8m $3.8m 0.26% New
3 Delta Investment Management, LLC 0.66% of their portfolio SAN FRANCISCO, CA 160,520160.5k $3.7m $3.7m 0.66% Added +48.0k +48,028
4 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 88,63188.6k $2.1m $2.1m 0.01% New
5 Trek Financial, LLC 0.10% of their portfolio Scottsdale, AZ 83,45683.5k $1.9m $1.9m 0.10% Added +37.0k +36,950
6 CWM, LLC 0.00% of their portfolio OMAHA, NE 61,27461.3k $1.4m $1.4m 0.00% Added +16.6k +16,601
7 WealthPlan Investment Management, LLC 0.07% of their portfolio OMAHA, NE 55,66855.7k $1.3m $1.3m 0.07% New
8 Soltis Investment Advisors LLC 0.06% of their portfolio ST. GEORGE, UT 39,78639.8k $920.6k $920.6k 0.06% Added +26.2k +26,210
9 Strategic Blueprint, LLC 0.05% of their portfolio ATLANTA, GA 34,36734.4k $795.2k $795.2k 0.05% New
10 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 32,06632.1k $742.0k $742.0k 0.01% Added +1.4k +1,445
11 Maia Wealth LLC 0.10% of their portfolio DENVER, CO 25,98226.0k $601.2k $601.2k 0.10% Reduced -1.9k -1,903
12 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 20,06120.1k $464.2k $464.2k 0.00% Added +11.6k +11,561
13 WINNACLE WEALTH LLC 0.32% of their portfolio WACO, TX 17,87717.9k $413.7k $413.7k 0.32% Reduced -17.2k -17,200
14 SILVER OAK SECURITIES, INCORPORATED 0.03% of their portfolio JACKSON, TN 16,42016.4k $380.0k $380.0k 0.03% Added +6.5k +6,480
15 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 15,91115.9k $368.2k $368.2k 0.01% New
16 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 11,30011.3k $261.5k $261.5k 0.01% New
17 Koshinski Asset Management, Inc. 0.01% of their portfolio DECATUR, IL 9,5779.6k $221.6k $221.6k 0.01% New
18 Diligent Investors, LLC 0.05% of their portfolio REDLANDS, CA 8,9709.0k $207.6k $207.6k 0.05% New
19 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 2,5802.6k $59.7k $59.7k 0.00% New
20 RED REEF ADVISORS LLC 0.05% of their portfolio BOCA RATON, FL 2,2362.2k $51.8k $51.8k 0.05% New
21 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 1,4241.4k $33.0k $33.0k 0.00% New
22 Ashton Thomas Private Wealth, LLC 0.00% of their portfolio SCOTTSDALE, AZ 624624 $14.4k $14.4k 0.00% New
23 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 618618 $14.3k $14.3k 0.00% New
24 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 200200 $4.6k $4.6k 0.00% Added +190 +190
25 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 7575 $1.7k $1.7k 0.00% New