Invv US SML C 10 B ETF-QRTRBUFETF

13F holders, Q1 2026 (March 31)
38holders +3
9new positions
5sold out
1famous investor
$29.29avg. 13F price*

At the end of Q1 2026, 38 institutions reported holding Invv US SML C 10 B ETF-QRT (RBUF) in their 13F filings, up 3 from Q4 2025. 9 opened new positions and 5 sold out. The largest holders were Pallas Capital Advisors LLC ($7.5M), Centaurus Financial, Inc. ($3.8M) and Raymond James Financial Inc. ($3.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Invv US SML C 10 B ETF-QRT
Filed as
INNOVATOR ETFS TRUST (Q1 2026)
CUSIP
45783Y228
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q2 2024: 1Q2 2024Q3 2024: 7Q3 2024Q4 2024: 15Q4 2024Q1 2025: 24Q1 2025Q2 2025: 27Q2 2025Q3 2025: 29Q3 2025Q4 2025: 35Q4 2025Q1 2026: 38Q1 2026Q2 2026: 38Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions9$8.8M
Exits5$942K

All 13F filers, Q4 2025 → Q1 2026: 379,341 shares bought and 90,544 shares sold, net +288,797 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 38 holders

Pallas Capital Advisors LLC 0.28% Reduce -7.3% 254,736 $7.5M
Centaurus Financial, Inc. 0.18% Add +10.5% 131,366 $3.8M
Raymond James Financial Inc. 0.00% Reduce -0.1% 130,870 $3.8M
Mutual Advisors, LLC 0.08% New 125,523 $3.7M
Captrust Financial Advisors 0.01% Add +1.7% 116,401 $3.4M
Cetera Investment Advisers 0.00% Add +25.1% 116,219 $3.4M
MTM Financial Group, LLC 1.43% Add +14.1% 103,688 $3.0M
Clear Creek Financial Management, LLC 0.19% New 83,127 $2.4M
Signature Estate & Investment Advisors LLC 0.03% Add +2.3% 48,014 $1.4M
Farther Finance Advisors, LLC 0.01% Reduce -5.3% 35,775 $1.0M
Independent Financial Group, LLC 0.02% Reduce -50.5% 31,818 $932K
Brookstone Capital Management 0.01% Add +5.7% 24,912 $730K
NewEdge Wealth, LLC 0.01% New 24,595 $720K
Sugar Maple Asset Management, LLC 0.37% Add +23.1% 20,822 $610K
Beacon Pointe Advisors, LLC 0.00% New 19,220 $563K
AE Wealth Management LLC 0.00% Add +15.2% 18,833 $552K
MML Investors Services, LLC 0.00% Add +19.7% 18,810 $551K
Citadel Advisors 0.00% New 16,329 $478K
Harbour Investments, Inc. 0.01% Add +2.3% 15,757 $462K
Kestra Advisory Services, LLC 0.00% Add +59.9% 14,897 $436K
Arq Wealth Advisors, LLC 0.08% New 14,239 $417K
Keating Financial Advisory Services, Inc. 0.05% Reduce -21.5% 10,768 $315K
Blue Trust, Inc. 0.00% Add +46.0% 9,758 $286K
Envestnet Asset Management Inc. 0.00% New 8,784 $257K
Commonwealth Equity Services, LLC 0.00% Add +23.2% 8,612 $252K
Osaic Holdings, Inc. 0.00% Add +231.5% 8,212 $241K
Crux Wealth Advisors 0.09% Add +5.3% 7,961 $233K
Kingsview Wealth Management, LLC 0.00% No change 7,480 $219K
Cary Street Partners Financial LLC 0.01% New 7,298 $214K
Wealthgarden F.S. LLC 0.14% Reduce -1.1% 7,122 $209K
WealthShield Partners, LLC 0.01% No change 3,800 $111K
Allworth Financial LP 0.00% Add +100.0% 1,600 $47K
Woodard & Co. Asset Management Group Inc. 0.00% No change 1,000 $29K
Caitlin John, LLC 0.01% Reduce -19.7% 732 $21K
IFP Advisors, Inc 0.00% Add +5.2% 403 $12K
Sunbelt Securities, Inc. 0.00% Add +9.2% 393 $12K
Archer Investment Corp 0.00% New 253 $7K
Bullseye Investment Management, LLC 0.00% Reduce -51.4% 169 $5K

"% of holder's portfolio" is RBUF's weight in each manager's 13F, not the share of Invv US SML C 10 B ETF-QRT the manager owns.