Institutional Ownership Innovator U.S. Equity Power Bu (POCT)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (POCT). We have compiled data on the 231 institutions that hold shares in the stock, with a total of 19.6 Million shares, which have been reported (via 13F filing form) to have a value of $847 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
24,512
shares
|
$1.06 Million
0.38% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
24,366
shares
|
$1.05 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
22,196
shares
|
$958,645
0.01% of portfolio
|
Q1 2025
Added 110.69%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
21,377
shares
|
$923,272
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
21,269
shares
|
$918,608
0.0% of portfolio
|
Q2 2025
Reduced 6.44%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
21,123
shares
|
$912,302
0.02% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 23, 2026 Q4 2025 |
20,990
shares
|
$906,558
0.57% of portfolio
|
Q4 2025
Added 90.13%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jan 15, 2026 Q4 2025 |
20,896
shares
|
$902,498
0.51% of portfolio
|
Q4 2025
Reduced 2.84%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
20,882
shares
|
$901,893
0.27% of portfolio
|
Q2 2024
Reduced 58.67%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
20,428
shares
|
$882,285
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Jan 09, 2026 Q4 2025 |
19,672
shares
|
$849,633
0.49% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
19,198
shares
|
$829,161
0.03% of portfolio
|
Q4 2025
Reduced 0.6%
|
|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
18,434
shares
|
$796,164
0.01% of portfolio
|
Q4 2025
Added 11.8%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
18,369
shares
|
$793,357
0.23% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
18,195
shares
|
$785,842
0.02% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,983
shares
|
$776,685
0.0% of portfolio
|
Q3 2024
Reduced 49.9%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
17,266
shares
|
$745,718
0.25% of portfolio
|
Q1 2025
Added 20.55%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 07, 2026 Q4 2025 |
17,199
shares
|
$742,824
0.06% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
17,158
shares
|
$741,054
0.04% of portfolio
|
Q4 2025
Added 7.21%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 05, 2026 Q4 2025 |
17,150
shares
|
$740,708
0.69% of portfolio
|
Q4 2025
Added 7.38%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
16,662
shares
|
$719,631
0.02% of portfolio
|
Q3 2025
Reduced 82.3%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
16,342
shares
|
$705,810
0.09% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
16,286
shares
|
$703,392
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Nikulski Financial, Inc.
|
Jan 15, 2026 Q4 2025 |
15,696
shares
|
$677,910
0.17% of portfolio
|
Q4 2025
Added 28.55%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
14,873
shares
|
$642,364
0.08% of portfolio
|
Q3 2025
Added 14.37%
|
|