Innovator Int Dev Power BuffIOCTETF

13F holders, Q1 2025 (March 31)
82holders +15
23new positions
7sold out
1famous investor
$30.61avg. 13F price*

At the end of Q1 2025, 82 institutions reported holding Innovator Int Dev Power Buff (IOCT) in their 13F filings, up 15 from Q4 2024. 23 opened new positions and 7 sold out. The largest holders were Global Strategic Investment Solutions, LLC ($12.5M), Commonwealth Equity Services, LLC ($6.8M) and IFP Advisors, Inc ($6.7M). 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions23$12.2M
Exits7$1.6M

All 13F filers, Q4 2024 → Q1 2025: 503,900 shares bought and 241,989 shares sold, net +261,911 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 82 holders

Global Strategic Investment Solutions, LLC 1.44% Reduce -9.0% 407,210 $12.5M
Commonwealth Equity Services, LLC 0.01% Add +0.5% 220,800 $6.8M
IFP Advisors, Inc 0.21% Reduce -6.7% 219,104 $6.7M
Osaic Holdings, Inc. 0.01% Add +1.6% 126,623 $3.9M
Captrust Financial Advisors 0.01% Add +6.5% 74,995 $2.3M
WPWealth LLP 0.41% Reduce -0.8% 68,476 $2.1M
SageView Advisory Group, LLC 0.09% Add +63.5% 68,101 $2.1M
Principal Securities, Inc. 0.05% No change 69,833 $2.0M
HighTower Advisors, LLC 0.00% Add +2.6% 63,826 $2.0M
First Heartland Consultants, Inc. 0.19% New 59,231 $1.8M
Stuart Chaussee & Associates, Inc. 0.45% New 58,650 $1.8M
NorthCoast Asset Management LLC 0.01% New 55,559 $1.7M
Americana Partners, LLC 0.06% New 52,915 $1.6M
NewEdge Advisors, LLC 0.01% Reduce -54.0% 51,735 $1.6M
Berger Financial Group, Inc 0.11% Add +1.4% 51,201 $1.6M
Lantz Financial LLC 0.41% Reduce -19.8% 49,422 $1.5M
Cwm, LLC 0.01% Add +1.7% 46,245 $1.4M
Kestra Advisory Services, LLC 0.01% Reduce -15.1% 42,914 $1.3M
Cetera Investment Advisers 0.00% Add +14.9% 39,053 $1.2M
Optima Capital LLC 0.62% New 31,512 $966K
Corrado Advisors, LLC 0.59% Reduce -1.1% 28,847 $884K
Advus Financial Partners, LLC 0.25% New 28,616 $877K
Avantax Advisory Services, Inc. 0.00% Reduce -8.5% 26,177 $802K
Envestnet Asset Management Inc. 0.00% Add +2.4% 26,119 $801K
Susquehanna International Group, LLP 0.00% Reduce -47.8% 25,225 $773K
PFG Advisors 0.04% New 22,957 $704K
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -38.4% 22,109 $678K
First Commonwealth Financial Corp 0.16% Add +18.9% 21,590 $662K
Long Island Wealth Management, Inc. 0.40% Add +49.9% 21,581 $661K
Siligmueller & Norvid Wealth Advisors LLC 0.26% Reduce -6.0% 20,433 $626K
Raymond James Financial Inc. 0.00% Reduce -0.8% 19,045 $584K
Fragasso Financial Advisors Inc 0.04% Add +46.5% 18,846 $578K
Focus Partners Wealth 0.00% No change 18,090 $554K
Fiduciary Financial Group, LLC 0.12% Add +155.5% 18,597 $551K
Wealthspire Retirement, LLC 0.04% Reduce -0.3% 17,523 $537K
LPL Financial LLC 0.00% Reduce -9.7% 16,202 $497K
Signaturefd, LLC 0.01% No change 16,079 $493K
Tradition Wealth Management, LLC 0.04% Reduce -0.1% 15,343 $470K
Atlantic Private Wealth, LLC 0.34% Add +381.3% 14,818 $454K
MAI Capital Management 0.00% Add +531.6% 14,754 $452K
Jacobi Capital Management LLC 0.03% Reduce -7.6% 14,124 $433K
Wealthgarden F.S. LLC 0.41% No change 13,851 $425K
Harbour Investments, Inc. 0.01% Add +60.0% 13,321 $408K
Compass Advisory Group LLC 0.14% New 13,289 $407K
BCS Wealth Management 0.10% Reduce -13.9% 13,061 $400K
Founders Financial Securities LLC 0.03% New 12,684 $398K
Truist Financial Corp. 0.00% New 12,939 $397K
Citadel Advisors 0.00% Add +38.1% 12,386 $380K
Allen Capital Group, LLC 0.04% No change 11,883 $364K
Cypress Financial Planning LLC 0.13% Reduce -5.9% 11,576 $355K
Summit Wealth Partners, LLC 0.07% No change 11,503 $353K
Worth Financial Advisory Group, LLC 0.22% Reduce -5.6% 11,337 $347K
Claro Advisors Inc. 0.04% Add +0.9% 10,585 $324K
Triad Wealth Partners, LLC 0.10% New 10,385 $318K
Wealth Alliance, LLC 0.04% No change 9,555 $293K
Sugar Maple Asset Management, LLC 0.22% New 9,150 $280K
Diligent Investors, LLC 0.07% Add +24.7% 9,089 $279K
Steward Partners Investment Advisory, LLC 0.00% Reduce -8.8% 8,890 $272K
Trek Financial, LLC 0.02% Reduce -4.0% 7,715 $236K
WorthPointe, LLC 0.11% Reduce -0.1% 7,602 $233K
Arete Wealth Advisors, LLC 0.02% No change 7,205 $221K
Jane Street Group, LLC 0.00% New 7,190 $220K
Waterloo Capital, L.P. 0.02% New 6,968 $214K
Belpointe Asset Management LLC 0.01% New 6,676 $205K
JPMorgan Chase & Co. 0.00% No change 3,535 $108K
Farther Finance Advisors, LLC 0.00% New 3,529 $108K
Capital Analysts, LLC 0.00% Add +4.8% 2,532 $78K
CoreCap Advisors, LLC 0.00% No change 2,136 $65K
Blue Bell Private Wealth Management, LLC 0.01% No change 2,049 $63K
Stonebridge Financial Group, LLC 0.01% No change 2,047 $63K
Creative Financial Designs Inc. 0.00% New 1,800 $55K
Capital Investment Advisory Services, LLC 0.00% New 1,153 $35K
Sunbelt Securities, Inc. 0.00% Reduce -44.1% 1,140 $35K
Continuum Advisory, LLC 0.00% No change 1,068 $33K
PFG Private Wealth Management, LLC 0.02% New 1,027 $31K
Northwestern Mutual Wealth Management Co. 0.00% New 976 $30K
AdvisorNet Financial, Inc 0.00% No change 959 $29K
PFS Partners, LLC 0.01% New 722 $22K
DHJJ Financial Advisors, Ltd. 0.01% No change 620 $19K
Financial Network Wealth Advisors LLC 0.01% New 294 $9K
Dagco, Inc. 0.00% New 226 $7K
Assetmark, Inc. 0.00% No change 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.