Innovator Int Dev Power BuffIOCTETF

13F holders, Q4 2024 (December 31)
67holders +13
15new positions
5sold out
1famous investor
$29.30avg. 13F price*

At the end of Q4 2024, 67 institutions reported holding Innovator Int Dev Power Buff (IOCT) in their 13F filings, up 13 from Q3 2024. 15 opened new positions and 5 sold out. The largest holders were Global Strategic Investment Solutions, LLC ($13.1M), IFP Advisors, Inc ($6.9M) and Commonwealth Equity Services, LLC ($6.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Innovator Int Dev Power Buff
CUSIP
45782C631
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 55Q1 2024Q2 2024: 56Q2 2024Q3 2024: 54Q3 2024Q4 2024: 67Q4 2024Q1 2025: 82Q1 2025Q2 2025: 75Q2 2025Q3 2025: 76Q3 2025Q4 2025: 104Q4 2025Q1 2026: 101Q1 2026Q2 2026: 98Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions15$7.2M
Exits5$937K

All 13F filers, Q3 2024 → Q4 2024: 459,459 shares bought and 399,653 shares sold, net +59,806 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 67 holders

Global Strategic Investment Solutions, LLC 1.53% Reduce -4.3% 447,610 $13.1M
IFP Advisors, Inc 0.23% Reduce -38.8% 234,762 $6.9M
Commonwealth Equity Services, LLC 0.01% Add +35.9% 219,681 $6.4M
Osaic Holdings, Inc. 0.01% Add +3.0% 124,590 $3.7M
NewEdge Advisors, LLC 0.02% Reduce -29.5% 112,545 $3.3M
Captrust Financial Advisors 0.01% Reduce -2.5% 70,395 $2.1M
Principal Securities, Inc. 0.05% New 69,833 $2.0M
WPWealth LLP 0.41% Reduce -40.9% 69,031 $2.0M
HighTower Advisors, LLC 0.00% Add +171.9% 62,217 $1.8M
Lantz Financial LLC 0.48% Add +1.2% 61,653 $1.8M
Kestra Advisory Services, LLC 0.01% Add +673.4% 50,558 $1.5M
Berger Financial Group, Inc 0.10% Add +91.2% 50,474 $1.5M
Susquehanna International Group, LLP 0.00% New 48,310 $1.4M
Cwm, LLC 0.01% Add +5.2% 45,491 $1.3M
SageView Advisory Group, LLC 0.05% New 41,664 $1.2M
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -43.2% 35,880 $1.1M
Cetera Investment Advisers 0.00% Add +21.4% 33,978 $996K
Corrado Advisors, LLC 0.56% Add +90.3% 29,154 $854K
Avantax Advisory Services, Inc. 0.01% Add +35.2% 28,601 $838K
Envestnet Asset Management Inc. 0.00% Reduce -0.1% 25,516 $748K
Siligmueller & Norvid Wealth Advisors LLC 0.27% — 21,737 $637K
Raymond James Financial Inc. 0.00% — 19,198 $563K
First Commonwealth Financial Corp 0.13% No change 18,163 $532K
Focus Partners Wealth 0.00% No change 18,090 $530K
LPL Financial LLC 0.00% Reduce -38.2% 17,937 $526K
Wealthspire Retirement, LLC 0.04% Add +78.3% 17,569 $515K
Signaturefd, LLC 0.01% No change 16,079 $471K
Tradition Wealth Management, LLC 0.04% Reduce -0.2% 15,358 $450K
Jacobi Capital Management LLC 0.03% Reduce -12.1% 15,292 $448K
BCS Wealth Management 0.11% Add +26.6% 15,178 $445K
Long Island Wealth Management, Inc. 0.26% No change 14,400 $422K
Wealthgarden F.S. LLC 0.38% No change 13,851 $406K
Fragasso Financial Advisors Inc 0.03% New 12,862 $377K
Cypress Financial Planning LLC 0.13% No change 12,304 $361K
Arq Wealth Advisors, LLC 0.14% Add +15.1% 12,120 $355K
Worth Financial Advisory Group, LLC 0.22% New 12,004 $352K
Allen Capital Group, LLC 0.04% No change 11,883 $348K
Summit Wealth Partners, LLC 0.07% Reduce -18.4% 11,503 $337K
Claro Advisors Inc. 0.04% Reduce -7.2% 10,485 $307K
U.S. Capital Wealth Advisors, LLC 0.01% Add +3.8% 10,452 $306K
Wedbush Securities Inc. 0.01% New 10,000 $293K
Steward Partners Investment Advisory, LLC 0.00% New 9,742 $285K
Helium Advisors LLC 0.22% — 9,665 $283K
HRT Financial LP 0.00% New 9,566 $280K
Wealth Alliance, LLC 0.03% New 9,555 $280K
Citadel Advisors 0.00% Reduce -30.1% 8,967 $263K
Harbour Investments, Inc. 0.01% Add +38.1% 8,327 $244K
Trek Financial, LLC 0.02% Reduce -8.3% 8,041 $236K
WorthPointe, LLC 0.09% New 7,613 $223K
Diligent Investors, LLC 0.05% Reduce -12.1% 7,289 $214K
Fiduciary Financial Group, LLC 0.05% New 7,279 $213K
Arete Wealth Advisors, LLC 0.02% No change 7,205 $211K
JPMorgan Chase & Co. 0.00% Reduce -93.5% 3,535 $104K
Atlantic Private Wealth, LLC 0.07% New 3,079 $90K
Global Trust Asset Management, LLC 0.03% No change 3,000 $88K
Capital Analysts, LLC 0.00% Add +36.9% 2,417 $71K
MAI Capital Management 0.00% New 2,336 $68K
CoreCap Advisors, LLC 0.00% No change 2,136 $63K
Blue Bell Private Wealth Management, LLC 0.01% No change 2,049 $60K
Stonebridge Financial Group, LLC 0.01% — 2,047 $60K
Sunbelt Securities, Inc. 0.01% Reduce -63.6% 2,040 $60K
Sugarloaf Wealth Management, LLC 0.01% No change 1,500 $44K
Continuum Advisory, LLC 0.00% No change 1,068 $31K
AdvisorNet Financial, Inc 0.00% No change 959 $28K
DHJJ Financial Advisors, Ltd. 0.01% No change 620 $18K
Empowered Funds, LLC 0.00% New 279 $8K
Assetmark, Inc. 0.00% New 91 $3K

"% 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.