Vault-13

INNOVATOR ETFS TRUST POCT

US EQTY PWR BUF · ETP · CUSIP 45782C797

251 institutional holders +48 vs Q3 2025
20,363,53720.4m shares reported held*
$894.8mreported value*
45 new 102 added 52 reduced 12 sold out net bought ≈ $123.2m (+2.8m 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 ($2.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $43.94.

Trends to Q4 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: 203Q4 25: 251251Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025251

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q1 24: 37 bought or addedQ1 24: 88 cut or sold outQ2 24: 37 bought or addedQ2 24: 92 cut or sold outQ2 24Q3 24: 67 bought or addedQ3 24: 78 cut or sold outQ4 24: 117 bought or addedQ4 24: 56 cut or sold outQ4 24Q1 25: 77 bought or addedQ1 25: 107 cut or sold outQ2 25: 58 bought or addedQ2 25: 113 cut or sold outQ2 25Q3 25: 68 bought or addedQ3 25: 100 cut or sold outQ4 25: 147 bought or addedQ4 25: 64 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20243788
Q2 20243792
Q3 20246778
Q4 202411756
Q1 202577107
Q2 202558113
Q3 202568100
Q4 202514764

Biggest buyers

Brookstone Capital Management Added +690,470+690.5k
Allworth Financial LP New +607,412+607.4k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +508,606+508.6k
Cerity Partners LLC Added +420,361+420.4k
BLAIR WILLIAM & CO/IL Added +336,218+336.2k
Focus Partners Wealth Added +285,754+285.8k
US BANCORP \DE\ Added +215,896+215.9k
WEST MICHIGAN ADVISORS, LLC New +186,976+187.0k
MAI Capital Management Added +125,342+125.3k
COMMONWEALTH EQUITY SERVICES, LLC Added +122,334+122.3k

Biggest sellers

Steward Partners Investment Advisory, LLC Reduced -1,451,406-1.5m
NorthCoast Asset Management LLC Sold out -310,793-310.8k
ENVESTNET ASSET MANAGEMENT INC Reduced -107,656-107.7k
STEPHENS INC /AR/ Reduced -87,905-87.9k
ALLIANCEBERNSTEIN L.P. Reduced -69,036-69.0k
PRINCIPAL SECURITIES, INC. Reduced -60,310-60.3k
KFG WEALTH MANAGEMENT, LLC Reduced -50,914-50.9k
Motiv8 Investments LLC Reduced -42,418-42.4k
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC Sold out -27,911-27.9k
Penserra Capital Management LLC Reduced -25,961-26.0k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio NASHVILLE, TN 1,914,7931.9m $84.1m $84.1m 0.03% Reduced -69.0k -69,036
2 Cerity Partners LLC 0.10% of their portfolio NEW YORK, NY 1,577,9491.6m $69.3m $69.3m 0.10% Added +420.4k +420,361
3 Penserra Capital Management LLC 0.74% of their portfolio ORINDA, CA 1,417,7841.4m $62.3m $62.3m 0.74% Reduced -26.0k -25,961
4 Brookstone Capital Management 0.45% of their portfolio WHEATON, IL 893,154893.2k $39.2m $39.2m 0.45% Added +690.5k +690,470
5 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.05% of their portfolio PLYMOUTH, MN 831,988832.0k $36.8m $36.8m 0.05% Added +508.6k +508,606
6 OSAIC HOLDINGS, INC. 0.05% of their portfolio SCOTTSDALE, AZ 795,864795.9k $35.0m $35.0m 0.05% Added +92.4k +92,441
7 COMMONWEALTH EQUITY SERVICES, LLC 0.05% of their portfolio WALTHAM, MA 781,573781.6k $34.3m $34.3m 0.05% Added +122.3k +122,334
8 Allworth Financial LP 0.11% of their portfolio FOLSOM, CA 607,412607.4k $26.7m $26.7m 0.11% New
9 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 454,521454.5k $20.0m $20.0m 0.01% Reduced -107.7k -107,656
10 Focus Partners Wealth 0.02% of their portfolio ST LOUIS, MO 424,039424.0k $18.6m $18.6m 0.02% Added +285.8k +285,754
11 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 422,593422.6k $18.6m $18.6m 0.01% Added +60.2k +60,167
12 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 384,039384.0k $16.9m $16.9m 0.00% Added +33.3k +33,319
13 BLAIR WILLIAM & CO/IL 0.04% of their portfolio CHICAGO, IL 371,926371.9k $16.3m $16.3m 0.04% Added +336.2k +336,218
14 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 270,704270.7k $11.9m $11.9m 0.03% Added +8.3k +8,288
15 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 268,853268.9k $11.8m $11.8m 0.01% Added +69.1k +69,090
16 CoreCap Advisors, LLC 0.39% of their portfolio SOUTHFIELD, MI 252,367252.4k $11.1m $11.1m 0.39% Added +6.9k +6,851
17 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 250,883250.9k $11.0m $11.0m 0.01% Added +6.6k +6,613
18 CWM, LLC 0.03% of their portfolio OMAHA, NE 245,589245.6k $10.8m $10.8m 0.03% Added +25.3k +25,298
19 Orion Porfolio Solutions, LLC 0.08% of their portfolio OMAHA, NE 244,048244.0k $10.7m $10.7m 0.08% Added +41.9k +41,887
20 US BANCORP \DE\ 0.01% of their portfolio MINNEAPOLIS, MN 219,915219.9k $9.7m $9.7m 0.01% Added +215.9k +215,896
21 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 212,051212.1k $9.3m $9.3m 0.04% Added +14.2k +14,152
22 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 198,815198.8k $8.7m $8.7m 0.02% Reduced -2.1k -2,083
23 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 197,218197.2k $8.7m $8.7m 0.02% Added +70.0k +69,959
24 AA Financial Advisors, LLC 1.57% of their portfolio Columbus, OH 193,497193.5k $8.5m $8.5m 1.57% Reduced -9.6k -9,632
25 WEST MICHIGAN ADVISORS, LLC 1.89% of their portfolio HOLLAND, MI 186,976187.0k $8.2m $8.2m 1.89% New
26 Forvis Mazars Wealth Advisors, LLC 0.15% of their portfolio Springfield, MO 183,397183.4k $8.1m $8.1m 0.15% Reduced -14.1k -14,051
27 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 180,300180.3k $7.9m $7.9m 0.01% Added +15.9k +15,941
28 Beacon Pointe Advisors, LLC 0.05% of their portfolio NEWPORT BEACH, CA 172,787172.8k $7.6m $7.6m 0.05% Added +23.8k +23,803
29 MAI Capital Management 0.04% of their portfolio INDEPENDENCE, OH 165,010165.0k $7.2m $7.2m 0.04% Added +125.3k +125,342
30 STEPHENS INC /AR/ 0.09% of their portfolio LITTLE ROCK, AR 163,375163.4k $7.2m $7.2m 0.09% Reduced -87.9k -87,905
31 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 153,421153.4k $6.7m $6.7m 0.01% Added +4.8k +4,750
32 Cresset Asset Management, LLC 0.03% of their portfolio Chicago, IL 138,725138.7k $6.1m $6.1m 0.03% Added +19.0k +18,970
33 Certified Advisory Corp 0.55% of their portfolio ALTAMONTE SPRINGS, FL 137,995138.0k $6.1m $6.1m 0.55% Added +28.8k +28,777
34 Motiv8 Investments LLC 3.15% of their portfolio PORT ST. LUCIE, FL 131,475131.5k $5.8m $5.8m 3.15% Reduced -42.4k -42,418
35 Triad Wealth Partners, LLC 0.48% of their portfolio LAWRENCE, KS 115,928115.9k $5.1m $5.1m 0.48% Added +20.5k +20,501
36 Trek Financial, LLC 0.29% of their portfolio Scottsdale, AZ 115,188115.2k $5.1m $5.1m 0.29% Added +16.1k +16,121
37 WPWealth LLP 0.78% of their portfolio FORT WORTH, TX 112,812112.8k $5.0m $5.0m 0.78% Reduced -16.5k -16,503
38 Advisory Services Network, LLC 0.07% of their portfolio ATLANTA, GA 111,554111.6k $4.9m $4.9m 0.07% Added +12.2k +12,192
39 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 109,869109.9k $4.8m $4.8m 0.01% Added +34.2k +34,220
40 Signal Advisors Wealth, LLC 0.32% of their portfolio DETROIT, MI 92,97093.0k $4.1m $4.1m 0.32% New
41 Keating Financial Advisory Services, Inc. 0.54% of their portfolio MANHATTAN, KS 90,68090.7k $4.0m $4.0m 0.54% First filing
42 Southland Equity Partners LLC 0.78% of their portfolio WILDWOOD, MO 89,42489.4k $3.9m $3.9m 0.78% Reduced -3.0k -3,028
43 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 86,66086.7k $3.8m $3.8m 0.01% Added +86.1k +86,105
44 OneDigital Investment Advisors LLC 0.04% of their portfolio OVERLAND PARK, KS 83,28683.3k $3.7m $3.7m 0.04% Added +22.8k +22,760
45 KFG WEALTH MANAGEMENT, LLC 0.47% of their portfolio GRANGER, IN 80,75080.8k $3.5m $3.5m 0.47% Reduced -50.9k -50,914
46 CreativeOne Wealth, LLC 0.08% of their portfolio OVERLAND PARK, KS 79,47479.5k $3.5m $3.5m 0.08% Reduced -12.8k -12,844
47 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.50% of their portfolio BLUE BELL, PA 77,82177.8k $3.4m $3.4m 0.50% Reduced -4.4k -4,389
48 First Commonwealth Financial Corp /PA/ 0.56% of their portfolio Indiana, PA 77,31577.3k $3.4m $3.4m 0.56% Reduced -241 -241
49 WEALTH ALLIANCE, LLC 0.32% of their portfolio MELLVILLE, NY 74,98875.0k $3.3m $3.3m 0.32% Added +2.1k +2,084
50 CRA Financial Services, LLC 0.42% of their portfolio NORTHFIELD, NJ 73,08573.1k $3.2m $3.2m 0.42% Added +36.1k +36,075
51 Elmwood Wealth Management, Inc. 0.99% of their portfolio BERKELEY, CA 71,55471.6k $3.1m $3.1m 0.99% Added +3.2k +3,175
52 BCS Wealth Management 0.32% of their portfolio JOHNSON CITY, TN 71,53371.5k $3.1m $3.1m 0.32% Added +35.4k +35,398
53 Global Strategic Investment Solutions, LLC 0.30% of their portfolio Scottsdale, AZ 70,19570.2k $3.1m $3.1m 0.30% Reduced -4.1k -4,113
54 MTM FINANCIAL GROUP, LLC 1.44% of their portfolio BETHLEHEM, PA 68,86868.9k $3.0m $3.0m 1.44% Added +2.6k +2,623
55 Chris Bulman Inc 1.34% of their portfolio ROSEVILLE, CA 68,82368.8k $3.0m $3.0m 1.34% Added +18.4k +18,407
56 Cassady Wealth & Retirement Planning, LLC 1.97% of their portfolio HENDERSON, NV 68,63168.6k $3.0m $3.0m 1.97% First filing
57 IFP Advisors, Inc 0.06% of their portfolio TAMPA, FL 65,26065.3k $2.9m $2.9m 0.06% Added +20.9k +20,874
58 PRINCIPAL SECURITIES, INC. 0.04% of their portfolio DES MOINES, IA 63,50463.5k $2.8m $2.8m 0.04% Reduced -60.3k -60,310
59 FOUNDERS FINANCIAL SECURITIES LLC 0.16% of their portfolio TOWSON, MD 62,88262.9k $2.8m $2.8m 0.16% Added +8.9k +8,914
60 CENTAURUS FINANCIAL, INC. 0.12% of their portfolio ANAHEIM, CA 61,42461.4k $2.7m $2.7m 0.12% Added +4.6k +4,599
61 Three Seasons Wealth, LLC 0.25% of their portfolio SALT LAKE CITY, UT 59,50059.5k $2.6m $2.6m 0.25% Added +400 +400
62 Advyzon Investment Management, LLC 0.30% of their portfolio LISLE, IL 59,06159.1k $2.6m $2.6m 0.30% Added +18.8k +18,826
63 RED CRANE WEALTH MANAGEMENT, LLC 2.11% of their portfolio SAN FRANCISCO, CA 58,74558.7k $2.6m $2.6m 2.11% Unchanged
64 Ausdal Financial Partners, Inc. 0.12% of their portfolio Davenport, IA 57,99258.0k $2.5m $2.5m 0.12% Added +4.1k +4,129
65 Diligent Investors, LLC 0.62% of their portfolio REDLANDS, CA 57,72357.7k $2.5m $2.5m 0.62% Added +3.8k +3,775
66 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 54,70054.7k $2.4m $2.4m 0.01% Added +88 +88
67 World Investment Advisors 0.04% of their portfolio LINCROFT, NJ 53,77653.8k $2.4m $2.4m 0.04% Added +48.7k +48,697
68 Fortune Financial Group, Inc. 2.42% of their portfolio NAPLES, FL 50,86050.9k $2.5m $2.5m 2.42% First filing
69 Encompass More Asset Management 0.39% of their portfolio Danville, CA 48,03348.0k $2.1m $2.1m 0.39% Added +143 +143
70 Tradition Wealth Management, LLC 0.15% of their portfolio EDINA, MN 47,82247.8k $2.1m $2.1m 0.15% Reduced -3.4k -3,427
71 Bellwether Advisors, LLC 0.32% of their portfolio LINCOLN, NE 45,58545.6k $2.0m $2.0m 0.32% Added +2.0k +2,048
72 GILL CAPITAL PARTNERS, LLC 0.61% of their portfolio DENVER, CO 45,45445.5k $2.0m $2.0m 0.61% Added +19.4k +19,410
73 RFG Advisory, LLC 0.04% of their portfolio BIRMINGHAM, AL 44,75144.8k $2.0m $2.0m 0.04% Reduced -2.3k -2,251
74 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 44,09344.1k $1.9m $1.9m 0.00% New
75 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 43,24043.2k $1.9m $1.9m 0.01% Reduced -3.6k -3,596
76 Atlantic Private Wealth, LLC 1.19% of their portfolio CHAPEL HILL, NC 42,34642.3k $1.9m $1.9m 1.19% New
77 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 41,06141.1k $1.8m $1.8m 0.02% Added +2.8k +2,758
78 U.S. Capital Wealth Advisors, LLC 0.05% of their portfolio AUSTIN, TX 40,65240.7k $1.8m $1.8m 0.05% Added +13.6k +13,581
79 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 39,89139.9k $1.8m $1.8m 0.02% Reduced -5.5k -5,514
80 BFI Wealth Solutions, LLC 1.65% of their portfolio DALLAS, TX 39,44939.4k $1.7m $1.7m 1.65% First filing
81 ARS Wealth Advisors Group, LLC 0.16% of their portfolio St. Petersburg, FL 39,39239.4k $1.7m $1.7m 0.16% Reduced -267 -267
82 Bedel Financial Consulting, Inc. 0.19% of their portfolio INDIANAPOLIS, IN 39,21339.2k $1.7m $1.7m 0.19% Unchanged
83 Cape Investment Advisory, Inc. 0.51% of their portfolio MCDONOUGH, GA 37,75537.8k $1.7m $1.7m 0.51% New
84 Forty-three Eighteen Advisors, LLC 1.26% of their portfolio BENTONVILLE, AR 37,04137.0k $1.6m $1.6m 1.26% First filing
85 RETIREMENT INCOME SOLUTIONS, INC 0.27% of their portfolio ANN ARBOR, MI 35,85035.9k $1.6m $1.6m 0.27% Reduced -1.7k -1,749
86 Jacobi Capital Management LLC 0.09% of their portfolio PITTSTON, PA 34,95935.0k $1.5m $1.5m 0.09% Unchanged
87 Patriot Financial Group Insurance Agency, LLC 0.18% of their portfolio Westborough, MA 34,52234.5k $1.5m $1.5m 0.18% Added +2.1k +2,150
88 Beacon Financial Advisory LLC 0.35% of their portfolio CLEVELAND, OH 34,51134.5k $1.5m $1.5m 0.35% Added +1.2k +1,166
89 SILVER OAK SECURITIES, INCORPORATED 0.10% of their portfolio JACKSON, TN 32,94732.9k $1.5m $1.5m 0.10% Reduced -924 -924
90 COFG Advisors, LLC 0.35% of their portfolio OAK BROOK, IL 32,49232.5k $1.4m $1.4m 0.35% First filing
91 CORRADO ADVISORS, LLC 0.68% of their portfolio RAMSEY, NJ 30,71530.7k $1.3m $1.3m 0.68% Added +17.7k +17,674
92 MGO ONE SEVEN LLC 0.03% of their portfolio Beachwood, OH 29,71129.7k $1.3m $1.3m 0.03% New
93 Arkadios Wealth Advisors 0.03% of their portfolio ATLANTA, GA 29,10429.1k $1.3m $1.3m 0.03% Added +21.0k +20,973
94 JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 0.26% of their portfolio AMMON, ID 28,90828.9k $1.3m $1.3m 0.26% First filing
95 SIGNATUREFD, LLC 0.02% of their portfolio ATLANTA, GA 27,94927.9k $1.2m $1.2m 0.02% Unchanged
96 Castle Rock Wealth Management, LLC 0.26% of their portfolio WALNUT CREEK, CA 27,44527.4k $1.2m $1.2m 0.26% Added +74 +74
97 Orion Capital Management LLC 0.41% of their portfolio CORONADO, CA 27,41527.4k $1.2m $1.2m 0.41% Added +2.9k +2,903
98 BENJAMIN EDWARDS INC 0.01% of their portfolio Clayton, MO 27,41227.4k $1.2m $1.2m 0.01% Added +897 +897
99 AlphaStar Capital Management, LLC 0.09% of their portfolio CORNELIUS, NC 27,22227.2k $1.2m $1.2m 0.09% New
100 INDEPENDENT FINANCIAL GROUP, LLC 0.03% of their portfolio SAN DIEGO, CA 27,02527.0k $1.2m $1.2m 0.03% Added +7.8k +7,771