Vault-13

INNOVATOR ETFS TRUST POCT

US EQTY PWR BUF · ETP · CUSIP 45782C797

203 institutional holders -13 vs Q2 2025
17,259,85017.3m shares reported held*
$743.3mreported value*
16 new 52 added 73 reduced 27 sold out net bought ≈ $89.8m (+2.1m 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 ≈ $43.07.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 108Q4 22: 146Q1 23: 147Q2 23: 136Q3 23: 128Q4 23: 168Q1 24: 170Q2 24: 176Q3 24: 175Q4 24: 218Q1 25: 221Q2 25: 216Q3 25: 203203Q3 22Q2 23Q1 24Q4 24Q3 25
Numbers
QuarterHolders
Q3 2022108
Q4 2022146
Q1 2023147
Q2 2023136
Q3 2023128
Q4 2023168
Q1 2024170
Q2 2024176
Q3 2024175
Q4 2024218
Q1 2025221
Q2 2025216
Q3 2025203

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q4 23: 108 bought or addedQ4 23: 32 cut or sold outQ1 24: 37 bought or addedQ1 24: 88 cut or sold outQ1 24Q2 24: 37 bought or addedQ2 24: 92 cut or sold outQ3 24: 67 bought or addedQ3 24: 78 cut or sold outQ3 24Q4 24: 117 bought or addedQ4 24: 56 cut or sold outQ1 25: 77 bought or addedQ1 25: 107 cut or sold outQ1 25Q2 25: 58 bought or addedQ2 25: 113 cut or sold outQ3 25: 68 bought or addedQ3 25: 100 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 202310832
Q1 20243788
Q2 20243792
Q3 20246778
Q4 202411756
Q1 202577107
Q2 202558113
Q3 202568100

Biggest buyers

Steward Partners Investment Advisory, LLC Added +1,451,406+1.5m
Cerity Partners LLC Added +1,114,989+1.1m
ALLIANCEBERNSTEIN L.P. Added +190,348+190.3k
COMMONWEALTH EQUITY SERVICES, LLC Added +179,773+179.8k
NorthCoast Asset Management LLC Added +117,539+117.5k
MERCER GLOBAL ADVISORS INC /ADV Added +113,583+113.6k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +97,149+97.1k
ENVESTNET ASSET MANAGEMENT INC Added +52,683+52.7k
Triad Wealth Partners, LLC Added +39,460+39.5k
Atria Investments, Inc New +38,303+38.3k

Biggest sellers

RAYMOND JAMES FINANCIAL INC Reduced -336,963-337.0k
Soltis Investment Advisors LLC Sold out -236,401-236.4k
Siligmueller & Norvid Wealth Advisors LLC Sold out -136,746-136.7k
SageView Advisory Group, LLC Reduced -125,576-125.6k
Advisory Alpha, LLC Reduced -77,495-77.5k
OLD MISSION CAPITAL LLC Sold out -61,337-61.3k
CORRADO ADVISORS, LLC Reduced -58,303-58.3k
Global Strategic Investment Solutions, LLC Reduced -48,558-48.6k
OSAIC HOLDINGS, INC. Reduced -40,919-40.9k
Frisch Financial Group, Inc. Sold out -36,497-36.5k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio NASHVILLE, TN 1,983,8292.0m $85.5m $85.5m 0.03% Added +190.3k +190,348
2 Steward Partners Investment Advisory, LLC 0.36% of their portfolio STAMFORD, CT 1,459,1091.5m $62.9m $62.9m 0.36% Added +1.5m +1,451,406
3 Penserra Capital Management LLC 0.74% of their portfolio ORINDA, CA 1,443,7451.4m $62.2m $62.2m 0.74% Added +23.6k +23,590
4 Cerity Partners LLC 0.08% of their portfolio NEW YORK, NY 1,157,5881.2m $49.9m $49.9m 0.08% Added +1.1m +1,114,989
5 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 703,423703.4k $30.1m $30.1m 0.04% Reduced -40.9k -40,919
6 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 659,239659.2k $28.4m $28.4m 0.04% Added +179.8k +179,773
7 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 562,177562.2k $24.2m $24.2m 0.01% Added +52.7k +52,683
8 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 362,426362.4k $15.6m $15.6m 0.01% Reduced -337.0k -336,963
9 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 350,720350.7k $15.1m $15.1m 0.00% Added +24.4k +24,397
10 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 323,382323.4k $14.0m $14.0m 0.02% Added +97.1k +97,149
11 NorthCoast Asset Management LLC 0.05% of their portfolio STAMFORD, CT 310,793310.8k $13.4m $13.4m 0.05% Added +117.5k +117,539
12 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 262,416262.4k $11.3m $11.3m 0.03% Added +18.5k +18,469
13 STEPHENS INC /AR/ 0.14% of their portfolio LITTLE ROCK, AR 251,280251.3k $10.8m $10.8m 0.14% Reduced -9.9k -9,862
14 CoreCap Advisors, LLC 0.38% of their portfolio SOUTHFIELD, MI 245,516245.5k $10.6m $10.6m 0.38% Added +11.7k +11,673
15 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 244,270244.3k $10.5m $10.5m 0.01% Added +15.7k +15,654
16 CWM, LLC 0.03% of their portfolio OMAHA, NE 220,291220.3k $9.5m $9.5m 0.03% Added +13.6k +13,625
17 AA Financial Advisors, LLC 1.72% of their portfolio Columbus, OH 203,129203.1k $8.8m $8.8m 1.72% Added +1.1k +1,128
18 Brookstone Capital Management 0.10% of their portfolio WHEATON, IL 202,684202.7k $8.7m $8.7m 0.10% Reduced -9.8k -9,821
19 Orion Porfolio Solutions, LLC 0.07% of their portfolio OMAHA, NE 202,161202.2k $8.7m $8.7m 0.07% Added +26.8k +26,768
20 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 200,898200.9k $8.7m $8.7m 0.02% Reduced -282 -282
21 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 199,763199.8k $8.6m $8.6m 0.01% Added +36.3k +36,309
22 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 197,899197.9k $8.5m $8.5m 0.04% Reduced -24.8k -24,825
23 Forvis Mazars Wealth Advisors, LLC 0.17% of their portfolio Springfield, MO 197,448197.4k $8.5m $8.5m 0.17% Reduced -30.3k -30,330
24 Motiv8 Investments LLC 3.99% of their portfolio PORT ST. LUCIE, FL 173,893173.9k $7.5m $7.5m 3.99% Reduced -3.5k -3,465
25 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 164,359164.4k $7.1m $7.1m 0.01% Added +113.6k +113,583
26 Beacon Pointe Advisors, LLC 0.05% of their portfolio NEWPORT BEACH, CA 148,984149.0k $6.4m $6.4m 0.05% Reduced -19.7k -19,735
27 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 148,671148.7k $6.4m $6.4m 0.01% Reduced -8.1k -8,105
28 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 138,285138.3k $6.0m $6.0m 0.01% Reduced -8.4k -8,433
29 KFG WEALTH MANAGEMENT, LLC 0.82% of their portfolio GRANGER, IN 131,664131.7k $5.7m $5.7m 0.82% Reduced -499 -499
30 WPWealth LLP 0.91% of their portfolio FORT WORTH, TX 129,315129.3k $5.6m $5.6m 0.91% Added +16.8k +16,832
31 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 127,259127.3k $5.5m $5.5m 0.01% Reduced -20.8k -20,843
32 PRINCIPAL SECURITIES, INC. 0.09% of their portfolio DES MOINES, IA 123,814123.8k $5.3m $5.3m 0.09% Reduced -876 -876
33 Cresset Asset Management, LLC 0.02% of their portfolio Chicago, IL 119,755119.8k $5.2m $5.2m 0.02% Unchanged
34 Certified Advisory Corp 0.45% of their portfolio ALTAMONTE SPRINGS, FL 109,218109.2k $4.7m $4.7m 0.45% Reduced -8.8k -8,778
35 Advisory Services Network, LLC 0.06% of their portfolio ATLANTA, GA 99,36299.4k $4.3m $4.3m 0.06% Reduced -509 -509
36 Trek Financial, LLC 0.25% of their portfolio Scottsdale, AZ 99,06799.1k $4.3m $4.3m 0.25% Added +481 +481
37 Triad Wealth Partners, LLC 0.53% of their portfolio LAWRENCE, KS 95,42795.4k $4.1m $4.1m 0.53% Added +39.5k +39,460
38 Southland Equity Partners LLC 0.81% of their portfolio WILDWOOD, MO 92,45292.5k $4.0m $4.0m 0.81% Added +227 +227
39 CreativeOne Wealth, LLC 0.10% of their portfolio OVERLAND PARK, KS 92,31892.3k $4.0m $4.0m 0.10% Reduced -659 -659
40 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.54% of their portfolio BLUE BELL, PA 82,21082.2k $3.5m $3.5m 0.54% Reduced -6.7k -6,676
41 Bullseye Investment Management, LLC 1.86% of their portfolio CINCINNATI, OH 78,63878.6k $3.1m $3.1m 1.86% Unchanged
42 First Commonwealth Financial Corp /PA/ 0.56% of their portfolio Indiana, PA 77,55677.6k $3.3m $3.3m 0.56% Unchanged
43 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 75,64975.6k $3.3m $3.3m 0.01% Reduced -6.0k -6,004
44 Global Strategic Investment Solutions, LLC 0.32% of their portfolio Scottsdale, AZ 74,30874.3k $3.2m $3.2m 0.32% Reduced -48.6k -48,558
45 WEALTH ALLIANCE, LLC 0.32% of their portfolio MELLVILLE, NY 72,90472.9k $3.1m $3.1m 0.32% Unchanged
46 Elmwood Wealth Management, Inc. 1.04% of their portfolio BERKELEY, CA 68,37968.4k $2.9m $2.9m 1.04% Added +1.0k +1,030
47 MTM FINANCIAL GROUP, LLC 1.41% of their portfolio BETHLEHEM, PA 66,24566.2k $2.9m $2.9m 1.41% Reduced -817 -817
48 OneDigital Investment Advisors LLC 0.03% of their portfolio OVERLAND PARK, KS 60,52660.5k $2.6m $2.6m 0.03% Reduced -6.5k -6,537
49 Three Seasons Wealth, LLC 0.25% of their portfolio SALT LAKE CITY, UT 59,10059.1k $2.5m $2.5m 0.25% Unchanged
50 RED CRANE WEALTH MANAGEMENT, LLC 2.14% of their portfolio SAN FRANCISCO, CA 58,74558.7k $2.5m $2.5m 2.14% Unchanged
51 CENTAURUS FINANCIAL, INC. 0.11% of their portfolio ANAHEIM, CA 56,82556.8k $2.4m $2.4m 0.11% Added +16.0k +16,048
52 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 54,61254.6k $2.4m $2.4m 0.01% Reduced -44 -44
53 FOUNDERS FINANCIAL SECURITIES LLC 0.16% of their portfolio TOWSON, MD 53,96854.0k $2.3m $2.3m 0.16% Added +10.9k +10,880
54 Diligent Investors, LLC 0.59% of their portfolio REDLANDS, CA 53,94853.9k $2.3m $2.3m 0.59% Added +3.0k +2,992
55 Ausdal Financial Partners, Inc. 0.11% of their portfolio Davenport, IA 53,86353.9k $2.3m $2.3m 0.11% Added +8.3k +8,308
56 Tradition Wealth Management, LLC 0.16% of their portfolio EDINA, MN 51,24951.2k $2.2m $2.2m 0.16% Reduced -2.9k -2,932
57 Chris Bulman Inc 1.09% of their portfolio ROSEVILLE, CA 50,41650.4k $2.2m $2.2m 1.09% Added +5.8k +5,778
58 Encompass More Asset Management 0.40% of their portfolio Danville, CA 47,89047.9k $2.1m $2.1m 0.40% Reduced -460 -460
59 RFG Advisory, LLC 0.04% of their portfolio BIRMINGHAM, AL 47,00247.0k $2.0m $2.0m 0.04% Added +100 +100
60 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 46,83646.8k $2.0m $2.0m 0.01% Added +806 +806
61 Farther Finance Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 45,40545.4k $2.0m $2.0m 0.03% Reduced -36.1k -36,125
62 IFP Advisors, Inc 0.05% of their portfolio TAMPA, FL 44,38644.4k $1.9m $1.9m 0.05% Reduced -7.9k -7,866
63 Bellwether Advisors, LLC 0.31% of their portfolio LINCOLN, NE 43,53743.5k $1.9m $1.9m 0.31% Added +100 +100
64 Advyzon Investment Management, LLC 0.30% of their portfolio LISLE, IL 40,23540.2k $1.7m $1.7m 0.30% Reduced -35.4k -35,420
65 MAI Capital Management 0.01% of their portfolio INDEPENDENCE, OH 39,66839.7k $1.7m $1.7m 0.01% Added +15.6k +15,643
66 ARS Wealth Advisors Group, LLC 0.17% of their portfolio St. Petersburg, FL 39,65939.7k $1.7m $1.7m 0.17% Added +19.7k +19,691
67 WorthPointe, LLC 0.64% of their portfolio La Jolla, CA 39,62539.6k $1.7m $1.7m 0.64% Reduced -1.3k -1,292
68 Bedel Financial Consulting, Inc. 0.22% of their portfolio INDIANAPOLIS, IN 39,21339.2k $1.7m $1.7m 0.22% Reduced -873 -873
69 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 38,30338.3k $1.7m $1.7m 0.02% New
70 RETIREMENT INCOME SOLUTIONS, INC 0.28% of their portfolio ANN ARBOR, MI 37,59937.6k $1.6m $1.6m 0.28% Reduced -2.3k -2,321
71 CRA Financial Services, LLC 0.22% of their portfolio NORTHFIELD, NJ 37,01037.0k $1.6m $1.6m 0.22% Added +420 +420
72 BCS Wealth Management 0.35% of their portfolio JOHNSON CITY, TN 36,13536.1k $1.6m $1.6m 0.35% Reduced -6.0k -6,005
73 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 35,70835.7k $1.5m $1.5m 0.00% Reduced -390 -390
74 Jacobi Capital Management LLC 0.09% of their portfolio PITTSTON, PA 34,95935.0k $1.5m $1.5m 0.09% Reduced -716 -716
75 SILVER OAK SECURITIES, INCORPORATED 0.11% of their portfolio JACKSON, TN 33,87133.9k $1.5m $1.5m 0.11% Reduced -95 -95
76 Beacon Financial Advisory LLC 0.33% of their portfolio CLEVELAND, OH 33,34533.3k $1.4m $1.4m 0.33% Unchanged
77 Patriot Financial Group Insurance Agency, LLC 0.18% of their portfolio Westborough, MA 32,37232.4k $1.4m $1.4m 0.18% Reduced -55 -55
78 IHT Wealth Management, LLC 0.03% of their portfolio Chicago, IL 27,99028.0k $1.2m $1.2m 0.03% Added +18.3k +18,271
79 SIGNATUREFD, LLC 0.02% of their portfolio ATLANTA, GA 27,94927.9k $1.2m $1.2m 0.02% Unchanged
80 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.09% of their portfolio ORLANDO, FL 27,91127.9k $1.2m $1.2m 0.09% Unchanged
81 Castle Rock Wealth Management, LLC 0.26% of their portfolio WALNUT CREEK, CA 27,37127.4k $1.2m $1.2m 0.26% Unchanged
82 U.S. Capital Wealth Advisors, LLC 0.03% of their portfolio AUSTIN, TX 27,07127.1k $1.2m $1.2m 0.03% Reduced -547 -547
83 BENJAMIN EDWARDS INC 0.01% of their portfolio Clayton, MO 26,51526.5k $1.1m $1.1m 0.01% Reduced -2.7k -2,733
84 Cornerstone Wealth Group, LLC 0.08% of their portfolio HUNTERSVILLE, NC 26,48326.5k $1.1m $1.1m 0.08% Reduced -116 -116
85 GILL CAPITAL PARTNERS, LLC 0.34% of their portfolio DENVER, CO 26,04426.0k $1.1m $1.1m 0.34% Unchanged
86 Valmark Advisers, Inc. 0.01% of their portfolio AKRON, OH 25,88425.9k $1.1m $1.1m 0.01% Reduced -445 -445
87 Sugar Maple Asset Management, LLC 0.78% of their portfolio SISTER BAY, WI 25,37225.4k $1.1m $1.1m 0.78% Reduced -2.7k -2,671
88 FSA Advisors, Inc. 0.86% of their portfolio TROY, MI 25,20825.2k $1.1m $1.1m 0.86% Added +694 +694
89 Orion Capital Management LLC 0.37% of their portfolio CORONADO, CA 24,51224.5k $1.1m $1.1m 0.37% Unchanged
90 Strategic Blueprint, LLC 0.05% of their portfolio ATLANTA, GA 24,36624.4k $1.1m $1.1m 0.05% Reduced -442 -442
91 COLDSTREAM CAPITAL MANAGEMENT INC 0.01% of their portfolio BELLEVUE, WA 22,19622.2k $956.6k $956.6k 0.01% Unchanged
92 HFG Wealth Management, LLC 0.50% of their portfolio The Woodlands, TX 21,50721.5k $927.0k $927.0k 0.50% Added +4.0k +3,976
93 Berger Financial Group, Inc 0.06% of their portfolio PLYMOUTH, MN 21,37721.4k $921.3k $921.3k 0.06% New
94 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 21,12321.1k $910.4k $910.4k 0.02% Added +29 +29
95 Outlook Wealth Advisors, LLC 0.22% of their portfolio SHENANDOAH, TX 20,88220.9k $900.0k $900.0k 0.22% Unchanged
96 Krilogy Financial LLC 0.03% of their portfolio ST. LOUIS, MO 20,42820.4k $886.0k $886.0k 0.03% New
97 PTM WEALTH MANAGEMENT, LLC 0.51% of their portfolio NORTH WALES, PA 19,67219.7k $850.1k $850.1k 0.51% Reduced -40 -40
98 Focus Financial Network, Inc. 0.03% of their portfolio MINNEAPOLIS, MN 19,31319.3k $832.4k $832.4k 0.03% Unchanged
99 INDEPENDENT FINANCIAL GROUP, LLC 0.02% of their portfolio SAN DIEGO, CA 19,25419.3k $829.8k $829.8k 0.02% Added +1.0k +1,000
100 Sound View Wealth Advisors Group, LLC 0.06% of their portfolio SAVANNAH, GA 18,82418.8k $811.3k $811.3k 0.06% Added +1.5k +1,501