IOCT institutional holders

Innovator International Developed Power Buffer ETF - October · 100 reporting institutions · $144.1M reported value

Funds that can replace IOCT · IOCT return decomposition

Institutional holdings

Institutions reporting IOCT, largest first
InstitutionReported positionAdvisors at firmReport period
Commonwealth Equity Services, LLC$15.8M2,8632026-06-30
Broussard Financial Group LLC$14.1M12026-06-30
Global Strategic Investment Solutions, LLC$8.4M42026-06-30
Creative Planning$8.1M1,1712026-06-30
Sageview Advisory Group, LLC$8M942026-06-30
Ifp Advisors, Inc$8M3182026-06-30
US Bancorp$5.3M02026-06-30
Osaic Holdings, Inc.$4.7M02026-06-30
Advus Financial Partners, LLC$3.7M102026-06-30
Pfg Advisors$3.4M832026-06-30
Focus Partners Wealth$3.3M1,0482026-06-30
Captrust Financial Advisors$2.9M9622026-06-30
Cetera Investment Advisers$2.6M10,3702026-06-30
Principal Securities, Inc.$2.6M1,4632026-06-30
Hightower Advisors, LLC$2.2M1,0462026-06-30
Wpwealth LLP$2M152026-06-30
Signal Advisors Wealth, LLC$2M452026-06-30
Bfi Wealth Solutions, LLC$1.9M12026-06-30
Corrado Advisors, LLC$1.9M52026-06-30
Berger Financial Group, Inc$1.9M512026-06-30
Talon Private Wealth, LLC$1.9M02026-03-31
Red Crane Wealth Management, LLC$1.8M22026-06-30
Cwm, LLC$1.8M6672026-03-31
Kestra Advisory Services, LLC$1.7M1,4792026-06-30
Envestnet Pmc$1.6M602026-06-30
Triad Wealth Partners, LLC$1.6M492026-06-30
Raymond James Financial Inc$1.6M02026-06-30
Lpl Financial LLC$1.5M23,4582026-06-30
Newedge Advisors$1.4M6012026-06-30
Gill Capital Partners$1.2M102026-06-30
Founders Financial Securities LLC$1.2M1172026-06-30
Fiduciary Financial Group, LLC$1.1M92026-06-30
Old Mission Capital LLC$1.1M02026-06-30
Wealthgarden F.S. LLC$974.3K52026-06-30
World Investment Advisors$928.4K3592026-06-30
Long Island Wealth Management, Inc.$765.7K12026-06-30
Jane Street Group, LLC$675.7K02026-06-30
Access Financial Services, Inc.$663.6K32026-06-30
Fragasso Financial Advisors Inc$663K252026-06-30
Cornerstone Wealth, Llc/tn$658K02026-06-30
Signaturefd, LLC$594.8K492026-06-30
Mma Asset Management LLC$584.1K202026-06-30
Jacobi Capital Management LLC$522.4K322026-06-30
Tradition Wealth Management, LLC$514.8K232026-06-30
Susquehanna International Group, LLP$514.2K02026-06-30
Mai Capital Management$508.6K3082026-06-30
Beacon Pointe Advisors, LLC$495.7K4662026-06-30
First Commonwealth Financial Corp /PA$490.1K02026-06-30
Freedom Investment Management, Inc.$481.5K32026-06-30
Simplicity Wealth, LLC$481.5K02026-06-30
Rothschild Wealth LLC$481.2K312026-06-30
Truist Financial Corp$478.6K02026-06-30
Bcs Wealth Management, LLC$458.8K82026-06-30
The Wealth Alliance, LLC$450.5K122026-06-30
Liberty Atlantic Advisors$442K72026-06-30
Allen Capital Group, LLC$439.6K222026-06-30
Wealthplan Investment Management, LLC$421.7K292026-06-30
Cypress Financial Planning LLC$413.4K72026-06-30
Forvis Mazars Wealth Advisors, LLC$408.6K832026-06-30
Compass Advisors$408.3K52026-06-30
Diligent Investors, LLC$403.9K32026-06-30
Trustbank$398.2K02026-06-30
Caliber Wealth Management, LLC / Ks$382.5K142026-06-30
Vantage Point Financial LLC$362.4K162026-06-30
Claro Advisors Inc.$340.9K202026-06-30
Advisor Os, LLC$334.9K22026-06-30
Americana Partners, LLC$331.9K532026-06-30
Sound View Wealth Advisors Group, LLC$322.9K92026-06-30
Advisornet Wealth Partners$322.8K582026-06-30
Newcorp Financial Services, Inc.$317.1K22026-06-30
Benjamin Edwards Inc$310.3K02026-06-30
Private Advisor Group, LLC$287.1K9272026-06-30
Summit Wealth Partners, LLC$279.5K122026-06-30
Sequoia Financial Group, LLC$265.4K2582026-06-30
Trek Financial, LLC$236.9K632026-06-30
Capital Investment Advisory Services, LLC$224.4K1032026-06-30
Straight Path Wealth Management$216.4K102026-06-30
Waterloo Capital, LP$207.8K572026-06-30
Pfs Partners, LLC$207.2K102026-06-30
D.B. Root & Company, LLC$205.6K152026-06-30
Sunbelt Securities, Inc.$164.5K632026-03-31
Ae Wealth Management LLC$96K4712026-06-30
Dhjj Financial Advisors, Ltd.$94.4K72026-06-30
Corecap Advisors, LLC$85.6K1182026-06-30
Steward Partners Investment Advisory, LLC$76.3K4812026-06-30
Blue Bell Private Wealth Management, LLC$75.8K112026-06-30
Creative Financial Designs Inc /adv$64.7K02026-06-30
Pinnacle Wealth Planning Services, Inc.$43.4K202026-06-30
Harbour Investments, Inc.$43.1K2472026-06-30
Continuum Advisory, LLC$39.5K402026-06-30
Financial Network Wealth Advisors LLC$32.3K72026-06-30
Planvest Financial, Inc$19.7K62026-06-30
Farther Finance Advisors, LLC$18.5K3342026-06-30
O'Shaughnessy Asset Management, LLC$11.2K582026-06-30
Ashton Thomas Private Wealth, LLC$8.2K962026-06-30
Northwestern Mutual Wealth Management Co$4.4K02026-06-30
Assetmark, Inc$3.4K2202026-06-30
Hrt Financial LP$29502026-06-30
Cambridge Investment Research Advisors, Inc.$2263,9402026-03-31
Capital Analysts, LLC$946082026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2026-03-31 to 2026-06-30