Vault-13

INNOVATOR ETFS TRUST POCT

US EQTY PWR BUF · ETP · CUSIP 45782C797

108 institutional holders
10,009,55010.0m shares reported held*
$286.7mreported value*

* 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 ≈ $28.64.

Holders, Q3 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio NASHVILLE, TN 2,428,1332.4m $69.5m $69.5m 0.03% —
2 Brookstone Capital Management 0.61% of their portfolio WHEATON, IL 919,100919.1k $26.2m $26.2m 0.61% —
3 COMMONWEALTH EQUITY SERVICES, LLC 0.05% of their portfolio WALTHAM, MA 728,811728.8k $20.9m $20.9m 0.05% —
4 PERSONAL CFO SOLUTIONS, LLC 3.46% of their portfolio CHESTER, NJ 481,299481.3k $13.8m $13.8m 3.46% —
5 Transform Wealth, LLC 1.67% of their portfolio GREENWOOD VILLAGE, CO 447,544447.5k $12.8m $12.8m 1.67% —
6 Berkshire Money Management, Inc. 2.08% of their portfolio DALTON, MA 423,443423.4k $12.1m $12.1m 2.08% —
7 Penserra Capital Management LLC 0.34% of their portfolio ORINDA, CA 417,946417.9k $12.0m $12.0m 0.34% —
8 AE Wealth Management LLC 0.09% of their portfolio TOPEKA, KS 404,884404.9k $11.6m $11.6m 0.09% —
9 Forvis Mazars Wealth Advisors, LLC 0.40% of their portfolio Springfield, MO 350,186350.2k $10.0m $10.0m 0.40% —
10 Frisch Financial Group, Inc. 3.93% of their portfolio MELVILLE, NY 323,885323.9k $9.3m $9.3m 3.93% —
11 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 234,822234.8k $6.7m $6.7m 0.02% —
12 Global Strategic Investment Solutions, LLC 0.18% of their portfolio Scottsdale, AZ 131,413131.4k $3.8m $3.8m 0.18% —
13 Soltis Investment Advisors LLC 0.52% of their portfolio ST. GEORGE, UT 120,610120.6k $3.5m $3.5m 0.52% —
14 GILL CAPITAL PARTNERS, LLC 1.64% of their portfolio DENVER, CO 109,275109.3k $3.1m $3.1m 1.64% —
15 Crown Wealth Group, LLC 3.20% of their portfolio Charlotte, NC 108,877108.9k $3.1m $3.1m 3.20% —
16 LINCOLN NATIONAL CORP 0.07% of their portfolio RADNOR, PA 104,964105.0k $3.0m $3.0m 0.07% —
17 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 89,76589.8k $2.6m $2.6m 0.00% —
18 Elmwood Wealth Management, Inc. 1.20% of their portfolio BERKELEY, CA 83,98684.0k $2.4m $2.4m 1.20% —
19 Pillar Wealth Advisors, LLC 2.25% of their portfolio WESTTOWN, PA 78,95179.0k $2.3m $2.3m 2.25% —
20 Better Money Decisions, LLC 2.15% of their portfolio Santa Fe, NM 77,21277.2k $2.2m $2.2m 2.15% —
21 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 71,90271.9k $2.1m $2.1m 0.00% —
22 CITY HOLDING CO 0.39% of their portfolio CHARLESTON, WV 68,56068.6k $2.0m $2.0m 0.39% —
23 Cetera Advisor Networks LLC 0.02% of their portfolio EL SEGUNDO, CA 63,26163.3k $1.8m $1.8m 0.02% —
24 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 60,94960.9k $1.7m $1.7m 0.00% —
25 Advisory Alpha, LLC 0.13% of their portfolio HOLLAND, MI 60,57260.6k $1.7m $1.7m 0.13% —
26 CoreCap Advisors, LLC 0.15% of their portfolio SOUTHFIELD, MI 60,50360.5k $1.7m $1.7m 0.15% —
27 Beacon Pointe Advisors, LLC 0.04% of their portfolio NEWPORT BEACH, CA 58,33858.3k $1.7m $1.7m 0.04% —
28 RETIREMENT INCOME SOLUTIONS, INC 0.58% of their portfolio ANN ARBOR, MI 55,96356.0k $1.6m $1.6m 0.58% —
29 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 54,08354.1k $1.5m $1.5m 0.02% —
30 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 51,23651.2k $1.5m $1.5m 0.01% —
31 MTM FINANCIAL GROUP, LLC 1.24% of their portfolio BETHLEHEM, PA 48,04848.0k $1.4m $1.4m 1.24% —
32 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 46,84146.8k $1.3m $1.3m 0.01% —
33 InterOcean Capital Group, LLC 0.05% of their portfolio NASHVILLE, TN 44,17344.2k $1.3m $1.3m 0.05% —
34 Bellwether Advisors, LLC 0.40% of their portfolio LINCOLN, NE 42,24642.2k $1.2m $1.2m 0.40% —
35 Bedel Financial Consulting, Inc. 0.33% of their portfolio INDIANAPOLIS, IN 42,03942.0k $1.2m $1.2m 0.33% —
36 MAS Advisors LLC 1.06% of their portfolio Miami, FL 38,24038.2k $1.1m $1.1m 1.06% —
37 Financial Architects, Inc 0.18% of their portfolio MARLTON, NJ 36,76936.8k $1.1m $1.1m 0.18% —
38 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.37% of their portfolio BLUE BELL, PA 35,94435.9k $1.0m $1.0m 0.37% —
39 Covington Capital Management 0.04% of their portfolio LOS ANGELES, CA 34,99535.0k $1.0m $1.0m 0.04% —
40 Diligent Investors, LLC 0.35% of their portfolio REDLANDS, CA 34,23134.2k $980.0k $980.0k 0.35% —
41 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 33,72033.7k $965.0k $965.0k 0.01% —
42 Spire Wealth Management 0.06% of their portfolio MCLEAN, VA 32,41032.4k $928.0k $928.0k 0.06% —
43 Epic Trust Investment Advisors, LLC 1.25% of their portfolio RICHLAND, WA 31,63331.6k $906.0k $906.0k 1.25% —
44 Sugarloaf Wealth Management, LLC 0.23% of their portfolio DULUTH, GA 30,68130.7k $879.0k $879.0k 0.23% —
45 Stratos Wealth Advisors, LLC 0.09% of their portfolio BEACHWOOD, OH 29,59929.6k $847.0k $847.0k 0.09% —
46 Koshinski Asset Management, Inc. 0.10% of their portfolio DECATUR, IL 28,82928.8k $825.0k $825.0k 0.10% —
47 Cornerstone Wealth Group, LLC 0.18% of their portfolio HUNTERSVILLE, NC 28,63328.6k $820.0k $820.0k 0.18% —
48 Cetera Advisors LLC 0.02% of their portfolio DENVER, CO 28,32928.3k $811.0k $811.0k 0.02% —
49 BCS Wealth Management 0.36% of their portfolio JOHNSON CITY, TN 26,52526.5k $759.0k $759.0k 0.36% —
50 THOROUGHBRED FINANCIAL SERVICES, LLC 0.14% of their portfolio BRENTWOOD, TN 26,00626.0k $744.0k $744.0k 0.14% —
51 Valmark Advisers, Inc. 0.01% of their portfolio AKRON, OH 24,34024.3k $697.0k $697.0k 0.01% —
52 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 23,82223.8k $684.0k $684.0k 0.00% —
53 Beacon Financial Advisory LLC 0.46% of their portfolio CLEVELAND, OH 22,41022.4k $642.0k $642.0k 0.46% —
54 First Commonwealth Financial Corp /PA/ 0.25% of their portfolio Indiana, PA 20,48220.5k $586.0k $586.0k 0.25% —
55 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 20,21520.2k $579.0k $579.0k 0.01% —
56 Clay Northam Wealth Management, LLC 0.70% of their portfolio HUNTINGTON BEACH, CA 19,51319.5k $559.0k $559.0k 0.70% —
57 CRA Financial Services, LLC 0.20% of their portfolio NORTHFIELD, NJ 19,46519.5k $557.0k $557.0k 0.20% —
58 Kingsview Wealth Management, LLC 0.03% of their portfolio GRANTS PASS, OR 18,58918.6k $532.0k $532.0k 0.03% —
59 WEALTH ALLIANCE, LLC 0.10% of their portfolio MELLVILLE, NY 18,04018.0k $516.0k $516.0k 0.10% —
60 SIGNATUREFD, LLC 0.02% of their portfolio ATLANTA, GA 17,04117.0k $488.0k $488.0k 0.02% —
61 Betterment LLC 0.00% of their portfolio NEW YORK, NY 16,72716.7k $470.0k $470.0k 0.00% —
62 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 16,37816.4k $468.4k $468.4k 0.01% —
63 Visionary Wealth Advisors 0.05% of their portfolio O'FALLON, IL 15,75015.8k $451.0k $451.0k 0.05% —
64 Valtinson Bruner Financial Planning LLC 0.26% of their portfolio NEW BRIGHTON, MN 14,68314.7k $420.0k $420.0k 0.26% —
65 Lineweaver Wealth Advisors, LLC 0.21% of their portfolio VALLEY VIEW, OH 14,39414.4k $650.0k $650.0k 0.21% —
66 Arax Advisory Partners 0.06% of their portfolio NEW YORK, NY 13,56313.6k $388.0k $388.0k 0.06% —
67 Mutual Advisors, LLC 0.02% of their portfolio OMAHA, NE 13,42313.4k $384.0k $384.0k 0.02% —
68 Capital Analysts, LLC 0.03% of their portfolio FORT WASHINGTON, PA 13,25913.3k $380.0k $380.0k 0.03% —
69 Orion Capital Management LLC 0.30% of their portfolio CORONADO, CA 13,15013.2k $376.0k $376.0k 0.30% —
70 INDEPENDENT FINANCIAL GROUP, LLC 0.03% of their portfolio SAN DIEGO, CA 13,09513.1k $374.9k $374.9k 0.03% —
71 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.05% of their portfolio CEDAR RAPIDS, IA 12,91912.9k $370.0k $370.0k 0.05% —
72 DHJJ Financial Advisors, Ltd. 0.21% of their portfolio NAPERVILLE, IL 12,70012.7k $364.0k $364.0k 0.21% —
73 V Wealth Advisors LLC 0.07% of their portfolio Overland Park, KS 12,58212.6k $360.0k $360.0k 0.07% —
74 Patriot Financial Group Insurance Agency, LLC 0.09% of their portfolio Westborough, MA 12,56212.6k $360.0k $360.0k 0.09% —
75 Vishria Bird Financial Group, LLC 0.23% of their portfolio MEMPHIS, TN 12,03612.0k $345.0k $345.0k 0.23% —
76 Retirement Planning Group, LLC 0.04% of their portfolio LEAWOOD, KS 12,03312.0k $345.0k $345.0k 0.04% —
77 Keystone Wealth Services, LLC 0.16% of their portfolio PALM DESERT, CA 11,78511.8k $337.0k $337.0k 0.16% —
78 Fragasso Financial Advisors Inc 0.05% of their portfolio SEWICKLEY, PA 11,70611.7k $335.0k $335.0k 0.05% —
79 AdvisorNet Financial, Inc 0.03% of their portfolio MINNETONKA, MN 11,51011.5k $330.0k $330.0k 0.03% —
80 Ausdal Financial Partners, Inc. 0.05% of their portfolio Davenport, IA 10,66510.7k $305.0k $305.0k 0.05% —
81 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 10,54510.5k $302.0k $302.0k 0.02% —
82 Weaver Consulting Group 0.17% of their portfolio HUNTINGTON BEACH, CA 10,17510.2k $291.0k $291.0k 0.17% —
83 Nikulski Financial, Inc. 0.15% of their portfolio BETTENDORF, IA 10,00010.0k $286.0k $286.0k 0.15% —
84 CYPRESS FINANCIAL PLANNING LLC 0.20% of their portfolio HADDON HEIGHTS, NJ 9,9179.9k $284.0k $284.0k 0.20% —
85 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 9,5699.6k $274.0k $274.0k 0.00% —
86 Compass Advisory Group LLC 0.15% of their portfolio MELVILLE, NY 9,3109.3k $267.0k $267.0k 0.15% —
87 Strategic Blueprint, LLC 0.03% of their portfolio ATLANTA, GA 9,2819.3k $266.0k $266.0k 0.03% —
88 Applied Capital LLC 0.18% of their portfolio LITTLE ROCK, AR 9,1699.2k $263.0k $263.0k 0.18% —
89 American Portfolios Advisors 0.01% of their portfolio HOLBROOK, NY 8,8458.8k $253.2k $253.2k 0.01% —
90 Cypress Wealth Services, LLC 0.09% of their portfolio PALM DESERT, CA 8,7238.7k $251.0k $251.0k 0.09% —
91 BCGM Wealth Management, LLC 0.12% of their portfolio LAFAYETTE, IN 8,4258.4k $247.0k $247.0k 0.12% —
92 Pinnacle Wealth Management Group, Inc. 0.21% of their portfolio PLYMOUTH, MI 8,3508.3k $239.0k $239.0k 0.21% —
93 Castle Rock Wealth Management, LLC 0.12% of their portfolio WALNUT CREEK, CA 8,1508.2k $233.0k $233.0k 0.12% —
94 Marcum Wealth, LLC 0.03% of their portfolio CLEVELAND, OH 8,0328.0k $230.0k $230.0k 0.03% —
95 XML Financial, LLC 0.03% of their portfolio BETHESDA, MD 7,8857.9k $226.0k $226.0k 0.03% —
96 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 7,2157.2k $207.0k $207.0k 0.00% —
97 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 6,4496.4k $159.0k $159.0k 0.00% —
98 BENJAMIN F. EDWARDS & COMPANY, INC. 0.01% of their portfolio ST. LOUIS, MO 5,0405.0k $144.0k $144.0k 0.01% —
99 Clearstead Advisors, LLC 0.01% of their portfolio CLEVELAND, OH 2,3302.3k $67.0k $67.0k 0.01% —
100 EverSource Wealth Advisors, LLC 0.02% of their portfolio BIRMINGHAM, AL 2,2922.3k $66.0k $66.0k 0.02% —