13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
PJUL

Innovator S&P 500 Power Buffer

278 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 45782c813·278 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 1.8%
vs prior quarter
13F value held
$404M
61.0% inst. owned
of float
Holders
278
-33 QoQ
filers reporting
Activity
+27 / −102
+927 added · −925 reduced
this quarter
Concentration
36.32%
ALLIANCEBERNSTEIN L.P. #1
top holder share
AI Holders Summary · Q1 2026

278 institutions reported PJUL in Q1 2026. ALLIANCEBERNSTEIN L.P. leads at 36.3% of the visible book. -33 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
$147M3.2M0.05%Q1 202602
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$32M700K0.04%Q1 202603
BLAIR WILLIAM & CO/IL
CIK 0000902367
$28M611K0.08%Q1 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$21M456K0.01%Q1 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$19M404K0.01%Q1 202606
Focus Partners Wealth
CIK 0001542153
$17M366K0.02%Q4 202507
HighTower Advisors, LLC
CIK 0001462245
$16M341K0.02%Q1 202608
OSAIC HOLDINGS, INC.
CIK 0001677044
$15M322K0.02%Q1 202609
Cetera Investment Advisers
CIK 0001666741
$13M273K0.01%Q1 202610
LPL Financial LLC
CIK 0001403438
$12M270K0.00%Q1 202611
CWM, LLC
CIK 0001535847
$11M250K0.03%Q1 202612
World Investment Advisors
CIK 0001652594
$10M220K0.16%Q1 202613
Kestra Advisory Services, LLC
CIK 0001830819
$10M213K0.04%Q1 202614
CoreCap Advisors, LLC
CIK 0001902501
$9M190K0.30%Q1 202615
Orion Porfolio Solutions, LLC
CIK 0001360533
$9M187K0.07%Q1 202616
AA Financial Advisors, LLC
CIK 0002016899
$8M177K1.15%Q1 202617
Beacon Pointe Advisors, LLC
CIK 0001744317
$8M168K0.04%Q1 202618
Southland Equity Partners LLC
CIK 0002006517
$7M149K1.34%Q1 202619
MBL Wealth, LLC
CIK 0001845785
$7M148K0.52%Q1 202620
MML INVESTORS SERVICES, LLC
CIK 0000701059
$7M147K0.02%Q1 2026
Page 1 of 14
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