13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
PAUG

Innovator S&P 500 Power Buffer

219 institutions still hold Innovator S&P 500 Power Buffer as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 45782c680·219 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 7.4%
vs prior quarter
13F value held
$413M
62.0% inst. owned
of float
Holders
219
-129 QoQ
filers reporting
Activity
+54 / −8
+940 added · −797 reduced
this quarter
Concentration
33.22%
ALLIANCEBERNSTEIN L.P. #1
top holder share
AI Holders Summary · Q1 2026

219 institutions reported PAUG in Q1 2026. ALLIANCEBERNSTEIN L.P. leads at 33.2% of the visible book. -129 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
ALLIANCEBERNSTEIN L.P.
CIK 0001109448
$137M3.2M0.04%Q1 202602
OSAIC HOLDINGS, INC.
CIK 0001677044
$34M792K0.05%Q1 202603
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$25M585K0.03%Q1 202604
Focus Partners Wealth
CIK 0001542153
$25M567K0.03%Q4 202505
Cresset Asset Management, LLC
CIK 0001761013
$19M447K0.08%Q1 202606
Kestra Advisory Services, LLC
CIK 0001830819
$17M408K0.07%Q1 202607
BLAIR WILLIAM & CO/IL
CIK 0000902367
$17M404K0.05%Q1 202608
HighTower Advisors, LLC
CIK 0001462245
$17M404K0.02%Q1 202609
Cetera Investment Advisers
CIK 0001666741
$14M319K0.01%Q1 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$13M307K0.00%Q1 202611
Creative Planning
CIK 0001540235
$12M270K0.01%Q1 202612
LPL Financial LLC
CIK 0001403438
$11M254K0.00%Q1 202613
Ascent Wealth Partners, LLC
CIK 0001546865
$10M242K1.21%Q4 202514
SageView Advisory Group, LLC
CIK 0001914558
$10M230K0.34%Q4 202515
Advisory Alpha, LLC
CIK 0001576762
$10M231K0.27%Q1 202616
TRUIST FINANCIAL CORP
CIK 0000092230
$10M229K0.01%Q1 202617
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$9M220K0.00%Q1 202618
Beacon Pointe Advisors, LLC
CIK 0001744317
$8M192K0.04%Q1 202619
Rothschild Wealth LLC
CIK 0001811345
$8M176K0.68%Q1 202620
Brookstone Capital Management
CIK 0001599584
$7M170K0.08%Q1 2026
Page 1 of 11
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