| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Brookstone Capital Management | 3.7% | $35,950,898 | 950,579 | Brookstone Capital Management, LLC | 31 Dec 2024 |
As of 30 Sep 2025, 199 institutional investors reported holding 17,082,493 shares of Innovator ETFs Trust - Innovator US Equity Power Buffer ETF - December (POCT). This represents 66% of the company’s total 25,760,949 outstanding shares.
The largest institutional shareholders of Innovator ETFs Trust - Innovator US Equity Power Buffer ETF - December (POCT) together control 48% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 7.7% | 1,983,829 | +11% | 0.03% | $85,503,030 |
| Steward Partners Investment Advisory, LLC | 5.7% | 1,459,109 | +18842% | 0.36% | $62,887,599 |
| Penserra Capital Management LLC | 5.6% | 1,443,745 | +1.7% | 0.74% | $62,225,000 |
| Cerity Partners LLC | 4.5% | 1,157,588 | +2617% | 0.08% | $49,892,049 |
| OSAIC HOLDINGS, INC. | 2.7% | 703,423 | -5.5% | 0.04% | $30,092,753 |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.6% | 659,239 | +37% | 0.04% | $28,413,000 |
| ENVESTNET ASSET MANAGEMENT INC | 2.2% | 562,177 | +10% | 0.01% | $24,229,829 |
| RAYMOND JAMES FINANCIAL INC | 1.4% | 362,426 | -48% | 0.01% | $15,620,561 |
| LPL Financial LLC | 1.4% | 350,720 | +7.5% | 0% | $15,116,032 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.3% | 323,382 | +43% | 0.02% | $13,957,167 |
| Kovitz Investment Group Partners, LLC | 1.2% | 310,793 | +61% | 0.05% | $13,395,178 |
| Janney Montgomery Scott LLC | 1% | 262,416 | +7.6% | 0.03% | $11,310,000 |
| STEPHENS INC /AR/ | 0.98% | 251,280 | -3.8% | 0.14% | $10,830,168 |
| CoreCap Advisors, LLC | 0.95% | 245,516 | +5% | 0.38% | $10,581,740 |
| HighTower Advisors, LLC | 0.95% | 244,270 | +6.8% | 0.01% | $10,528,037 |
| CWM, LLC | 0.86% | 220,291 | +6.6% | 0.03% | $9,495,000 |
| AA Financial Advisors, LLC | 0.79% | 203,129 | +0.56% | 1.7% | $8,754,860 |
| Brookstone Capital Management | 0.79% | 202,684 | -4.6% | 0.1% | $8,735,680 |
| Orion Porfolio Solutions, LLC | 0.78% | 202,161 | +15% | 0.07% | $8,713,139 |
| CAPTRUST FINANCIAL ADVISORS | 0.78% | 200,898 | -0.14% | 0.02% | $8,658,704 |
| Cetera Investment Advisers | 0.78% | 199,763 | +22% | 0.01% | $8,609,785 |
| Kestra Advisory Services, LLC | 0.77% | 197,899 | -11% | 0.04% | $8,529,453 |
| Forvis Mazars Wealth Advisors, LLC | 0.77% | 197,448 | -13% | 0.17% | $8,510,009 |
| Motiv8 Investments LLC | 0.68% | 173,893 | -2% | 4% | $7,494,788 |
| MERCER GLOBAL ADVISORS INC /ADV | 0.64% | 164,359 | +224% | 0.01% | $7,083,777 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 3,484,742 | $153,290,097 | +$62,799,277 | $43.92 | 55 |
| 2025 Q3 | 17,082,493 | $736,022,563 | +$90,848,548 | $43.10 | 199 |
| 2025 Q2 | 15,130,464 | $624,952,830 | -$43,225,522 | $41.30 | 212 |
| 2025 Q1 | 16,305,376 | $633,522,820 | -$12,543,385 | $38.85 | 216 |
| 2024 Q4 | 16,151,842 | $638,925,222 | +$149,200,027 | $39.57 | 210 |
| 2024 Q3 | 11,281,787 | $439,424,741 | -$10,092,224 | $38.95 | 168 |
| 2024 Q2 | 11,734,760 | $449,356,960 | -$108,716,489 | $38.29 | 165 |
| 2024 Q1 | 14,903,512 | $558,723,418 | -$64,589,625 | $37.49 | 163 |
| 2023 Q4 | 68,361 | $2,469,199 | +$2,469,199 | $36.12 | 2 |
| 2023 Q3 | 9,685,126 | $328,896,813 | +$1,546,477 | $33.96 | 125 |
| 2023 Q2 | 9,715,542 | $325,135,970 | -$68,691,100 | $33.47 | 133 |
| 2023 Q1 | 11,691,677 | $369,927,865 | -$139,620,665 | $31.63 | 143 |
| 2022 Q4 | 16,268,324 | $489,321,036 | +$180,247,099 | $30.07 | 140 |
| 2022 Q3 | 9,934,013 | $284,298,399 | +$130,529,898 | $28.63 | 104 |
| 2022 Q2 | 5,434,112 | $152,873,663 | +$57,983,169 | $28.07 | 86 |
| 2022 Q1 | 3,377,537 | $102,069,369 | +$6,728,829 | $30.23 | 84 |
| 2021 Q4 | 3,403,126 | $103,558,244 | +$18,624,558 | $30.45 | 79 |
| 2021 Q3 | 2,317,404 | $68,034,003 | -$2,156,308 | $29.33 | 61 |
| 2021 Q2 | 2,479,553 | $72,189,708 | -$5,097,255 | $29.11 | 63 |
| 2021 Q1 | 2,644,818 | $75,415,052 | -$5,188,386 | $28.50 | 66 |
| 2020 Q4 | 2,695,049 | $74,982,614 | +$3,503,407 | $27.82 | 67 |
| 2020 Q3 | 2,372,581 | $62,664,000 | -$47,742,748 | $26.41 | 56 |
| 2020 Q2 | 4,169,551 | $105,120,000 | -$4,792,251 | $25.18 | 46 |
| 2020 Q1 | 4,254,169 | $97,237,000 | -$44,878,588 | $22.58 | 43 |
| 2019 Q4 | 6,111,634 | $153,997,000 | +$2,930,615 | $25.20 | 47 |
| 2019 Q3 | 5,867,239 | $146,105,000 | +$29,953,530 | $24.89 | 37 |
| 2019 Q2 | 4,616,766 | $115,562,000 | +$92,475,152 | $25.03 | 30 |
| 2019 Q1 | 922,270 | $22,582,000 | +$789,951 | $24.45 | 19 |
| 2018 Q4 | 1,064,422 | $24,841,000 | +$20,232,994 | $22.84 | 13 |