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 |
|---|---|---|---|---|---|
|
Compass Advisory Group LLC
|
Jan 21, 2026 Q4 2025 |
14,847
shares
|
$641,241
0.2% of portfolio
|
Q4 2025
Added 2.91%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
14,664
shares
|
$633,338
0.11% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
14,297
shares
|
$617,487
0.23% of portfolio
|
Q1 2025
Reduced 90.12%
|
|
|
Clay Northam Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
14,065
shares
|
$607,467
0.36% of portfolio
|
Q4 2024
Reduced 11.86%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
13,801
shares
|
$596,065
0.04% of portfolio
|
Q3 2025
Added 6.69%
|
|
|
Bcgm Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
13,587
shares
|
$586,822
0.17% of portfolio
|
Q4 2025
Added 9.35%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
13,105
shares
|
$566,004
0.09% of portfolio
|
Q4 2025
Reduced 18.57%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
13,072
shares
|
$564,579
0.01% of portfolio
|
Q3 2025
Added 63.4%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 03, 2025 Q3 2025 |
13,041
shares
|
$563,240
0.42% of portfolio
|
Q3 2025
Reduced 81.72%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 12, 2026 Q4 2025 |
12,476
shares
|
$538,838
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 23, 2026 Q4 2025 |
12,415
shares
|
$536,203
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
12,181
shares
|
$526,097
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 13, 2026 Q4 2025 |
11,850
shares
|
$511,801
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
11,748
shares
|
$507,396
0.01% of portfolio
|
Q3 2025
Added 5.94%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
11,710
shares
|
$505,754
0.06% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
11,495
shares
|
$496,469
0.46% of portfolio
|
Q1 2025
Reduced 19.37%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
11,468
shares
|
$495,302
0.03% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
11,455
shares
|
$494,741
0.19% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 07, 2026 Q4 2025 |
11,270
shares
|
$486,751
0.22% of portfolio
|
Q4 2025
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
11,242
shares
|
$485,541
0.02% of portfolio
|
Q3 2025
Reduced 91.78%
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
Jan 23, 2026 Q4 2025 |
11,110
shares
|
$479,840
0.21% of portfolio
|
Q4 2025
New holding
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 21, 2025 Q3 2025 |
11,065
shares
|
$477,897
0.06% of portfolio
|
Q1 2025
Added 38.66%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Nov 14, 2025 Q3 2025 |
11,047
shares
|
$477,119
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Vishria Bird Financial Group, LLC
|
Oct 21, 2025 Q3 2025 |
11,031
shares
|
$476,428
0.11% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
10,981
shares
|
$474,269
0.08% of portfolio
|
Q4 2025
New holding
|
|