Innovator Int Dev Power BuffIOCTETF
13F holders, Q2 2024 (June 30)56holders +1
5new positions
4sold out
$29.28avg. 13F price*
At the end of Q2 2024, 56 institutions reported holding Innovator Int Dev Power Buff (IOCT) in their 13F filings, up 1 from Q1 2024. 5 opened new positions and 4 sold out. The largest holders were Global Strategic Investment Solutions, LLC ($23.4M), IFP Advisors, Inc ($11.3M) and NewEdge Advisors, LLC ($5.3M).
- Company
- Innovator Int Dev Power Buff
- CUSIP
- 45782C631
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.3M |
| Exits | 4 | $3.0M |
All 13F filers, Q1 2024 → Q2 2024: 105,664 shares bought and 261,370 shares sold, net −155,706 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 56 holders
| Global Strategic Investment Solutions, LLC | 2.83% | Reduce -2.5% | 798,695 | $23.4M |
| IFP Advisors, Inc | 0.45% | Reduce -0.6% | 384,650 | $11.3M |
| NewEdge Advisors, LLC | 0.04% | Reduce -12.9% | 181,561 | $5.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.6% | 169,640 | $5.0M |
| Osaic Holdings, Inc. | 0.01% | Add +20.0% | 123,965 | $3.6M |
| WPWealth LLP | 0.78% | Reduce -29.3% | 110,146 | $3.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.05% | Reduce -20.0% | 72,514 | $2.1M |
| Captrust Financial Advisors | 0.01% | Reduce -0.6% | 72,238 | $2.1M |
| Lantz Financial LLC | 0.56% | Reduce -0.4% | 61,750 | $1.8M |
| Cwm, LLC | 0.01% | Add +4.5% | 39,558 | $1.2M |
| SageView Advisory Group, LLC | 0.05% | Add +585.3% | 29,844 | $874K |
| Berger Financial Group, Inc | 0.07% | No change | 29,052 | $851K |
| Cetera Investment Advisers | 0.00% | Add +9.4% | 27,552 | $807K |
| Focus Partners Wealth | 0.00% | New | 25,930 | $759K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.5% | 24,635 | $721K |
| HighTower Advisors, LLC | 0.00% | Reduce -4.2% | 22,881 | $667K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.2% | 21,315 | $624K |
| Avantax Advisory Services, Inc. | 0.00% | No change | 21,150 | $619K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +0.1% | 18,548 | $543K |
| First Commonwealth Financial Corp | 0.14% | Reduce -3.3% | 18,163 | $532K |
| Tradition Wealth Management, LLC | 0.04% | No change | 15,377 | $450K |
| Corrado Advisors, LLC | 0.29% | Reduce -10.1% | 15,337 | $449K |
| Old Mission Capital LLC | 0.01% | Reduce -59.7% | 14,990 | $439K |
| LPL Financial LLC | 0.00% | Add +47.9% | 14,305 | $419K |
| Kestra Advisory Services, LLC | 0.00% | Add +19.4% | 14,083 | $412K |
| Wealthgarden F.S. LLC | 0.43% | — | 13,851 | $406K |
| BCS Wealth Management | 0.19% | No change | 13,290 | $389K |
| Townsquare Capital LLC | 0.00% | Reduce -2.3% | 12,046 | $353K |
| Allen Capital Group, LLC | 0.05% | No change | 11,883 | $348K |
| Cypress Financial Planning LLC | 0.14% | No change | 11,549 | $338K |
| Pillar Wealth Advisors, LLC | 0.40% | Reduce -48.7% | 11,407 | $334K |
| Claro Advisors Inc. | 0.05% | Reduce -15.6% | 10,903 | $319K |
| Jacobi Capital Management LLC | 0.03% | New | 10,839 | $317K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -1.0% | 10,511 | $308K |
| Brown Wealth Management, LLC | 0.12% | Reduce -2.0% | 10,448 | $306K |
| D.B. Root & Company, LLC | 0.10% | Reduce -12.0% | 10,280 | $301K |
| Arq Wealth Advisors, LLC | 0.13% | Add +13.9% | 10,141 | $297K |
| Trek Financial, LLC | 0.02% | Add +4.0% | 9,291 | $272K |
| Diligent Investors, LLC | 0.06% | No change | 8,294 | $243K |
| Arlington Capital Management, Inc. | 0.19% | Reduce -3.6% | 7,432 | $218K |
| Arete Wealth Advisors, LLC | 0.02% | New | 7,205 | $211K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -1.9% | 7,062 | $207K |
| Sunbelt Securities, Inc. | 0.02% | No change | 5,507 | $161K |
| JPMorgan Chase & Co. | 0.00% | No change | 5,361 | $157K |
| Global Trust Asset Management, LLC | 0.04% | No change | 3,000 | $88K |
| Harbour Investments, Inc. | 0.00% | No change | 2,261 | $66K |
| CoreCap Advisors, LLC | 0.01% | Reduce -10.4% | 2,136 | $63K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 2,049 | $60K |
| Capital Analysts, LLC | 0.00% | No change | 1,765 | $52K |
| Financial Network Wealth Advisors LLC | 0.04% | New | 1,598 | $47K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 1,500 | $44K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 1,030 | $30K |
| AdvisorNet Financial, Inc | 0.00% | No change | 959 | $28K |
| Morgan Stanley | 0.00% | New | 262 | $8K |
| UBS Group AG | 0.00% | Reduce -67.1% | 208 | $6K |
| Clear Point Advisors Inc. | 0.00% | No change | 11 | $322 |
"% of holder's portfolio" is IOCT's weight in each manager's 13F, not the share of Innovator Int Dev Power Buff the manager owns.