Innovator ETFs Trust - Innovator US Equity Power Buffer ETF - December (POCT) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2018 to Q4 2025

Type / Class
Equity / Innovator US Equity Power Buffer ETF - December
Symbol
POCT
Shares outstanding
25,760,949
Price per share
$44.23
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
15,084,530
Total reported value
$662,986,886
% of total 13F portfolios
0%
Share change
+2,329,432
Value change
+$102,555,339
Number of holders
215
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Innovator ETFs Trust - Innovator US Equity Power Buffer ETF - December (POCT) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Brookstone Capital Management 3.7% $36,806,419 950,579 Brookstone Capital Management, LLC 31 Dec 2024

As of 31 Dec 2025, 215 institutional investors reported holding 15,084,530 shares of Innovator ETFs Trust - Innovator US Equity Power Buffer ETF - December (POCT). This represents 59% of the company’s total 25,760,949 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Innovator ETFs Trust - Innovator US Equity Power Buffer ETF - December (POCT) together control 41% 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
Cerity Partners LLC 6.1% 1,577,949 +36% 0.1% $69,303,526
Penserra Capital Management LLC 5.5% 1,417,784 -1.8% 0.74% $62,269,000
Brookstone Capital Management 3.5% 893,154 +341% 0.45% $39,227,324
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3.2% 831,988 +157% 0.05% $36,773,870
COMMONWEALTH EQUITY SERVICES, LLC 3% 781,573 +19% 0.05% $34,326,691
Allworth Financial LP 2.4% 607,412 0.11% $26,677,536
ENVESTNET ASSET MANAGEMENT INC 1.8% 454,521 -19% 0.01% $19,962,562
Focus Partners Wealth 1.6% 424,039 +207% 0.02% $18,623,793
LPL Financial LLC 1.5% 384,039 +9.5% 0% $16,866,993
Janney Montgomery Scott LLC 1.1% 270,704 +3.2% 0.03% $11,889,000
CoreCap Advisors, LLC 0.98% 252,367 +2.8% 0.39% $11,083,959
HighTower Advisors, LLC 0.97% 250,883 +2.7% 0.01% $11,018,781
CWM, LLC 0.95% 245,589 +11% 0.03% $10,786,000
Orion Porfolio Solutions, LLC 0.95% 244,048 +21% 0.08% $10,718,588
US BANCORP \DE\ 0.85% 219,915 +5372% 0.01% $9,658,667
Kestra Advisory Services, LLC 0.82% 212,051 +7.2% 0.04% $9,313,287
MML INVESTORS SERVICES, LLC 0.77% 197,218 +55% 0.02% $8,661,815
AA Financial Advisors, LLC 0.75% 193,497 -4.7% 1.6% $8,498,388
WEST MICHIGAN ADVISORS, LLC 0.73% 186,976 1.9% $8,211,986
Forvis Mazars Wealth Advisors, LLC 0.71% 183,397 -7.1% 0.15% $8,054,797
MAI Capital Management 0.64% 165,010 +316% 0.04% $7,247,230
STEPHENS INC /AR/ 0.63% 163,375 -35% 0.09% $7,175,430
TRUIST FINANCIAL CORP 0.6% 153,421 +3.2% 0.01% $6,738,250
Certified Advisory Corp 0.54% 137,995 +26% 0.55% $6,060,721
Motiv8 Investments LLC 0.51% 131,475 -24% 3.1% $5,774,000

Institutional Holders of Innovator ETFs Trust - Innovator US Equity Power Buffer ETF - December (POCT) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 15,084,530 $662,986,886 +$102,555,339 $43.92 215
2025 Q3 17,161,131 $739,077,644 +$90,848,569 $43.10 200
2025 Q2 15,130,464 $624,952,830 -$43,225,519 $41.30 212
2025 Q1 16,305,376 $633,522,820 -$12,543,379 $38.85 216
2024 Q4 16,843,351 $666,425,873 +$166,497,830 $39.57 214
2024 Q3 11,384,134 $443,411,156 -$9,858,111 $38.95 171
2024 Q2 11,831,372 $453,056,234 -$110,046,960 $38.29 170
2024 Q1 15,028,512 $563,404,349 -$64,915,658 $37.49 166
2023 Q4 16,657,283 $601,753,194 +$241,124,670 $36.12 164
2023 Q3 9,685,126 $328,896,813 +$1,494,476 $33.96 125
2023 Q2 9,715,542 $325,135,970 -$69,014,078 $33.47 133
2023 Q1 11,691,677 $369,927,865 -$140,687,396 $31.63 143
2022 Q4 16,281,245 $489,709,570 +$180,635,665 $30.07 141
2022 Q3 9,934,013 $284,298,399 +$129,167,974 $28.63 104
2022 Q2 5,434,112 $152,873,663 +$55,984,076 $28.07 86
2022 Q1 3,632,727 $109,784,601 +$6,792,579 $30.23 86
2021 Q4 3,404,126 $103,588,697 +$18,624,560 $30.45 80
2021 Q3 2,318,404 $68,063,338 -$2,159,248 $29.34 62
2021 Q2 2,480,653 $72,221,735 -$5,097,258 $29.11 64
2021 Q1 2,645,918 $75,446,402 -$5,188,388 $28.50 67
2020 Q4 2,696,149 $75,013,216 +$3,503,419 $27.82 68
2020 Q3 2,373,681 $62,693,051 -$47,742,764 $26.41 57
2020 Q2 4,170,651 $105,147,702 -$2,208,124 $25.18 47
2020 Q1 4,255,269 $97,261,838 -$44,878,566 $22.58 44
2019 Q4 6,112,734 $154,024,720 +$2,842,602 $25.20 48
2019 Q3 5,868,339 $146,132,379 +$30,041,530 $24.89 38
2019 Q2 4,617,866 $115,589,533 +$92,475,203 $25.03 31
2019 Q1 923,370 $22,608,893 +$1,444,950 $24.45 20
2018 Q4 1,065,522 $24,866,124 +$20,258,124 $22.84 14