Vault-13

INNOVATOR ETFS TRUST POCT

US EQTY PWR BUF · ETP · CUSIP 45782C797

254 institutional holders +3 vs Q4 2025
18,881,74018.9m shares reported held*
$816.3mreported value*
15 new 39 added 126 reduced 16 sold out net sold ≈ $73.3m (-1.7m 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 ($2.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $43.23.

Trends to Q1 2026

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: 251Q1 26: 254254Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026254

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 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 25Q4 25: 147 bought or addedQ4 25: 64 cut or sold outQ1 26: 54 bought or addedQ1 26: 142 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20243792
Q3 20246778
Q4 202411756
Q1 202577107
Q2 202558113
Q3 202568100
Q4 202514764
Q1 202654142

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +131,178+131.2k
Rockefeller Capital Management L.P. Added +104,228+104.2k
Penserra Capital Management LLC Added +85,050+85.0k
Kestra Advisory Services, LLC Added +42,469+42.5k
Beacon Pointe Advisors, LLC Added +37,908+37.9k
Patriot Financial Group Insurance Agency, LLC Added +33,342+33.3k
Triad Wealth Partners, LLC Added +30,655+30.7k
GLENMEDE TRUST CO NA New +30,071+30.1k
Signal Advisors Wealth, LLC Added +23,870+23.9k
BFI Wealth Solutions, LLC Added +18,774+18.8k

Biggest sellers

Allworth Financial LP Reduced -601,597-601.6k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -357,048-357.0k
WEST MICHIGAN ADVISORS, LLC Sold out -186,976-187.0k
OSAIC HOLDINGS, INC. Reduced -116,035-116.0k
STEPHENS INC /AR/ Reduced -108,715-108.7k
ALLIANCEBERNSTEIN L.P. Reduced -79,982-80.0k
MAI Capital Management Reduced -79,425-79.4k
MERCER GLOBAL ADVISORS INC /ADV Reduced -73,619-73.6k
MML INVESTORS SERVICES, LLC Reduced -73,042-73.0k
Elmwood Wealth Management, Inc. Reduced -59,349-59.3k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio NASHVILLE, TN 1,834,8111.8m $80.6m $80.6m 0.03% Reduced -80.0k -79,982
2 Cerity Partners LLC 0.09% of their portfolio NEW YORK, NY 1,547,2821.5m $66.7m $66.7m 0.09% Reduced -30.7k -30,667
3 Penserra Capital Management LLC 0.76% of their portfolio ORINDA, CA 1,502,8341.5m $64.8m $64.8m 0.76% Added +85.0k +85,050
4 Brookstone Capital Management 0.43% of their portfolio WHEATON, IL 873,271873.3k $37.6m $37.6m 0.43% Reduced -19.9k -19,883
5 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 735,174735.2k $31.7m $31.7m 0.04% Reduced -46.4k -46,399
6 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 679,829679.8k $29.3m $29.3m 0.04% Reduced -116.0k -116,035
7 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 585,699585.7k $25.2m $25.2m 0.01% Added +131.2k +131,178
8 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.05% of their portfolio PLYMOUTH, MN 474,940474.9k $20.6m $20.6m 0.05% Reduced -357.0k -357,048
9 Focus Partners Wealth 0.02% of their portfolio ST LOUIS, MO 416,304416.3k $17.9m $17.9m 0.02% Reduced -7.7k -7,735
10 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 389,687389.7k $16.8m $16.8m 0.01% Reduced -32.9k -32,906
11 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 374,206374.2k $16.1m $16.1m 0.00% Reduced -9.8k -9,833
12 BLAIR WILLIAM & CO/IL 0.05% of their portfolio CHICAGO, IL 371,462371.5k $16.0m $16.0m 0.05% Reduced -464 -464
13 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 280,834280.8k $12.1m $12.1m 0.03% Added +10.1k +10,130
14 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 263,887263.9k $11.4m $11.4m 0.01% Reduced -5.0k -4,966
15 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 254,520254.5k $11.0m $11.0m 0.04% Added +42.5k +42,469
16 CoreCap Advisors, LLC 0.37% of their portfolio SOUTHFIELD, MI 250,360250.4k $10.8m $10.8m 0.37% Reduced -2.0k -2,007
17 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 246,221246.2k $10.6m $10.6m 0.01% Reduced -4.7k -4,662
18 CWM, LLC 0.03% of their portfolio OMAHA, NE 234,311234.3k $10.1m $10.1m 0.03% Reduced -11.3k -11,278
19 Orion Porfolio Solutions, LLC 0.08% of their portfolio OMAHA, NE 230,591230.6k $9.9m $9.9m 0.08% Reduced -13.5k -13,457
20 US BANCORP \DE\ 0.01% of their portfolio MINNEAPOLIS, MN 215,953216.0k $9.3m $9.3m 0.01% Reduced -4.0k -3,962
21 Beacon Pointe Advisors, LLC 0.05% of their portfolio NEWPORT BEACH, CA 210,695210.7k $9.1m $9.1m 0.05% Added +37.9k +37,908
22 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 191,465191.5k $8.3m $8.3m 0.01% Reduced -7.3k -7,350
23 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 190,888190.9k $8.2m $8.2m 0.01% Added +104.2k +104,228
24 AA Financial Advisors, LLC 1.15% of their portfolio Columbus, OH 189,401189.4k $8.2m $8.2m 1.15% Reduced -4.1k -4,096
25 Cornerstone Wealth, LLC/TN 4.62% of their portfolio GREENEVILLE, TN 181,597181.6k $8.2m $8.2m 4.62% First filing
26 Forvis Mazars Wealth Advisors, LLC 0.13% of their portfolio Springfield, MO 162,659162.7k $7.0m $7.0m 0.13% Reduced -20.7k -20,738
27 Triad Wealth Partners, LLC 0.50% of their portfolio LAWRENCE, KS 146,583146.6k $6.3m $6.3m 0.50% Added +30.7k +30,655
28 Talon Private Wealth, LLC 0.83% of their portfolio THE VILLAGES, FL 144,195144.2k $6.2m $6.2m 0.83% First filing
29 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 143,618143.6k $6.2m $6.2m 0.01% Reduced -9.8k -9,803
30 Cresset Asset Management, LLC 0.03% of their portfolio Chicago, IL 134,810134.8k $5.8m $5.8m 0.03% Reduced -3.9k -3,915
31 Certified Advisory Corp 0.51% of their portfolio ALTAMONTE SPRINGS, FL 132,540132.5k $5.7m $5.7m 0.51% Reduced -5.5k -5,455
32 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 124,176124.2k $5.4m $5.4m 0.01% Reduced -73.0k -73,042
33 Signal Advisors Wealth, LLC 0.35% of their portfolio DETROIT, MI 116,840116.8k $5.0m $5.0m 0.35% Added +23.9k +23,870
34 Trek Financial, LLC 0.26% of their portfolio Scottsdale, AZ 113,792113.8k $4.9m $4.9m 0.26% Reduced -1.4k -1,396
35 Advisory Services Network, LLC 0.06% of their portfolio ATLANTA, GA 110,522110.5k $4.8m $4.8m 0.06% Reduced -1.0k -1,032
36 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 109,935109.9k $4.7m $4.7m 0.01% Added +66 +66
37 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 106,681106.7k $4.6m $4.6m 0.01% Reduced -73.6k -73,619
38 WPWealth LLP 0.66% of their portfolio FORT WORTH, TX 99,83599.8k $4.3m $4.3m 0.66% Reduced -13.0k -12,977
39 First Commonwealth Financial Corp /PA/ 0.62% of their portfolio Indiana, PA 89,95190.0k $3.9m $3.9m 0.62% Added +12.6k +12,636
40 Southland Equity Partners LLC 0.75% of their portfolio WILDWOOD, MO 88,71488.7k $3.8m $3.8m 0.75% Reduced -710 -710
41 MAI Capital Management 0.02% of their portfolio INDEPENDENCE, OH 85,58585.6k $3.7m $3.7m 0.02% Reduced -79.4k -79,425
42 Keating Financial Advisory Services, Inc. 0.55% of their portfolio MANHATTAN, KS 78,77278.8k $3.4m $3.4m 0.55% Reduced -11.9k -11,908
43 OneDigital Investment Advisors LLC 0.03% of their portfolio OVERLAND PARK, KS 77,90577.9k $3.4m $3.4m 0.03% Reduced -5.4k -5,381
44 WEALTH ALLIANCE, LLC 0.32% of their portfolio MELLVILLE, NY 74,98875.0k $3.2m $3.2m 0.32% Unchanged
45 FOUNDERS FINANCIAL SECURITIES LLC 0.19% of their portfolio TOWSON, MD 74,85974.9k $3.3m $3.3m 0.19% Added +12.0k +11,977
46 KFG WEALTH MANAGEMENT, LLC 0.41% of their portfolio GRANGER, IN 73,28273.3k $3.2m $3.2m 0.41% Reduced -7.5k -7,468
47 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.45% of their portfolio BLUE BELL, PA 72,02972.0k $3.1m $3.1m 0.45% Reduced -5.8k -5,792
48 CRA Financial Services, LLC 0.40% of their portfolio NORTHFIELD, NJ 71,83571.8k $3.1m $3.1m 0.40% Reduced -1.2k -1,250
49 MTM FINANCIAL GROUP, LLC 1.40% of their portfolio BETHLEHEM, PA 69,22269.2k $3.0m $3.0m 1.40% Added +354 +354
50 CreativeOne Wealth, LLC 0.07% of their portfolio OVERLAND PARK, KS 68,85868.9k $3.0m $3.0m 0.07% Reduced -10.6k -10,616
51 Chris Bulman Inc 1.29% of their portfolio ROSEVILLE, CA 68,28868.3k $2.9m $2.9m 1.29% Reduced -535 -535
52 Patriot Financial Group Insurance Agency, LLC 0.17% of their portfolio Westborough, MA 67,86467.9k $2.9m $2.9m 0.17% Added +33.3k +33,342
53 Cassady Wealth & Retirement Planning, LLC 1.59% of their portfolio HENDERSON, NV 67,84267.8k $3.1m $3.1m 1.59% Reduced -789 -789
54 IFP Advisors, Inc 0.06% of their portfolio TAMPA, FL 65,18065.2k $2.8m $2.8m 0.06% Reduced -80 -80
55 Global Strategic Investment Solutions, LLC 0.27% of their portfolio Scottsdale, AZ 63,71263.7k $2.7m $2.7m 0.27% Reduced -6.5k -6,483
56 PRINCIPAL SECURITIES, INC. 0.04% of their portfolio DES MOINES, IA 63,13763.1k $2.7m $2.7m 0.04% Reduced -367 -367
57 World Investment Advisors 0.04% of their portfolio LINCROFT, NJ 62,24862.2k $2.7m $2.7m 0.04% Added +8.5k +8,472
58 CENTAURUS FINANCIAL, INC. 0.12% of their portfolio ANAHEIM, CA 61,00761.0k $2.6m $2.6m 0.12% Reduced -417 -417
59 BFI Wealth Solutions, LLC 2.42% of their portfolio DALLAS, TX 58,22358.2k $2.5m $2.5m 2.42% Added +18.8k +18,774
60 Diligent Investors, LLC 0.62% of their portfolio REDLANDS, CA 57,72357.7k $2.5m $2.5m 0.62% Unchanged
61 RED CRANE WEALTH MANAGEMENT, LLC 2.03% of their portfolio SAN FRANCISCO, CA 57,18757.2k $2.5m $2.5m 2.03% Reduced -1.6k -1,558
62 Three Seasons Wealth, LLC 0.93% of their portfolio SALT LAKE CITY, UT 56,50056.5k $2.4m $2.4m 0.93% Reduced -3.0k -3,000
63 Bellwether Advisors, LLC 0.40% of their portfolio LINCOLN, NE 55,11855.1k $2.4m $2.4m 0.40% Added +9.5k +9,533
64 Ausdal Financial Partners, Inc. 0.11% of their portfolio Davenport, IA 55,07855.1k $2.4m $2.4m 0.11% Reduced -2.9k -2,914
65 STEPHENS INC /AR/ 0.03% of their portfolio LITTLE ROCK, AR 54,66054.7k $2.4m $2.4m 0.03% Reduced -108.7k -108,715
66 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 53,69353.7k $2.3m $2.3m 0.01% Reduced -1.0k -1,007
67 Advyzon Investment Management, LLC 0.20% of their portfolio LISLE, IL 51,78951.8k $2.2m $2.2m 0.20% Reduced -7.3k -7,272
68 Fortune Financial Group, Inc. 1.99% of their portfolio NAPLES, FL 51,40751.4k $2.2m $2.2m 1.99% Added +547 +547
69 RETIREMENT INCOME SOLUTIONS, INC 0.33% of their portfolio ANN ARBOR, MI 45,19545.2k $1.9m $1.9m 0.33% Added +9.3k +9,345
70 RFG Advisory, LLC 0.04% of their portfolio BIRMINGHAM, AL 44,52544.5k $1.9m $1.9m 0.04% Reduced -226 -226
71 GILL CAPITAL PARTNERS, LLC 0.53% of their portfolio DENVER, CO 43,02043.0k $1.9m $1.9m 0.53% Reduced -2.4k -2,434
72 Atlantic Private Wealth, LLC 1.19% of their portfolio CHAPEL HILL, NC 42,34642.3k $1.8m $1.8m 1.19% Unchanged
73 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 42,16242.2k $1.8m $1.8m 0.02% Added +1.1k +1,101
74 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 39,98540.0k $1.7m $1.7m 0.01% Reduced -3.3k -3,255
75 ARS Wealth Advisors Group, LLC 0.14% of their portfolio St. Petersburg, FL 39,24239.2k $1.7m $1.7m 0.14% Reduced -150 -150
76 Bedel Financial Consulting, Inc. 0.19% of their portfolio INDIANAPOLIS, IN 39,21339.2k $1.7m $1.7m 0.19% Unchanged
77 Cape Investment Advisory, Inc. 0.54% of their portfolio MCDONOUGH, GA 37,45037.5k $1.6m $1.6m 0.54% Reduced -305 -305
78 Forty-three Eighteen Advisors, LLC 1.20% of their portfolio BENTONVILLE, AR 37,04137.0k $1.6m $1.6m 1.20% Unchanged
79 U.S. Capital Wealth Advisors, LLC 0.04% of their portfolio AUSTIN, TX 36,28036.3k $1.6m $1.6m 0.04% Reduced -4.4k -4,372
80 BCS Wealth Management 0.31% of their portfolio JOHNSON CITY, TN 35,65235.7k $1.5m $1.5m 0.31% Reduced -35.9k -35,881
81 Arkadios Wealth Advisors 0.03% of their portfolio ATLANTA, GA 35,29135.3k $1.5m $1.5m 0.03% Added +6.2k +6,187
82 Jacobi Capital Management LLC 0.08% of their portfolio PITTSTON, PA 34,95935.0k $1.5m $1.5m 0.08% Unchanged
83 Beacon Financial Advisory LLC 0.34% of their portfolio CLEVELAND, OH 34,51134.5k $1.5m $1.5m 0.34% Unchanged
84 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 34,21534.2k $1.5m $1.5m 0.01% Reduced -5.7k -5,676
85 SILVER OAK SECURITIES, INCORPORATED 0.10% of their portfolio JACKSON, TN 32,94732.9k $1.4m $1.4m 0.10% Unchanged
86 Tradition Wealth Management, LLC 0.10% of their portfolio EDINA, MN 32,73232.7k $1.4m $1.4m 0.10% Reduced -15.1k -15,090
87 COFG Advisors, LLC 0.34% of their portfolio OAK BROOK, IL 32,34832.3k $1.4m $1.4m 0.34% Reduced -144 -144
88 GLENMEDE TRUST CO NA 0.01% of their portfolio PHILADELPHIA, PA 30,07130.1k $1.3m $1.3m 0.01% New
89 CORRADO ADVISORS, LLC 0.67% of their portfolio RAMSEY, NJ 29,64529.6k $1.3m $1.3m 0.67% Reduced -1.1k -1,070
90 SIGNATUREFD, LLC 0.02% of their portfolio ATLANTA, GA 27,94927.9k $1.2m $1.2m 0.02% Unchanged
91 Orion Capital Management LLC 0.41% of their portfolio CORONADO, CA 27,36527.4k $1.2m $1.2m 0.41% Reduced -50 -50
92 Foundations Investment Advisors, LLC 0.01% of their portfolio PHOENIX, AZ 27,23927.2k $1.2m $1.2m 0.01% Added +429 +429
93 Castle Rock Wealth Management, LLC 0.25% of their portfolio WALNUT CREEK, CA 27,13427.1k $1.2m $1.2m 0.25% Reduced -311 -311
94 BENJAMIN EDWARDS INC 0.01% of their portfolio Clayton, MO 27,07027.1k $1.2m $1.2m 0.01% Reduced -342 -342
95 INDEPENDENT FINANCIAL GROUP, LLC 0.03% of their portfolio SAN DIEGO, CA 27,02527.0k $1.2m $1.2m 0.03% Unchanged
96 FSA Advisors, Inc. 0.76% of their portfolio TROY, MI 26,83426.8k $1.2m $1.2m 0.76% Reduced -82 -82
97 WealthPLAN Partners, LLC 0.22% of their portfolio OMAHA, NE 26,49326.5k $1.1m $1.1m 0.22% Added +2.0k +1,952
98 Cornerstone Wealth Group, LLC 0.07% of their portfolio HUNTERSVILLE, NC 25,40425.4k $1.1m $1.1m 0.07% Reduced -23 -23
99 Sugar Maple Asset Management, LLC 0.66% of their portfolio SISTER BAY, WI 25,37225.4k $1.1m $1.1m 0.66% Unchanged
100 Valmark Advisers, Inc. 0.01% of their portfolio AKRON, OH 25,15525.2k $1.1m $1.1m 0.01% Reduced -1.1k -1,062