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 |
|---|---|---|---|---|---|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 21, 2026 Q4 2025 |
10,224
shares
|
$441,574
0.04% of portfolio
|
Q4 2025
Added 54.77%
|
|
|
Old Port Advisors
|
Jan 08, 2026 Q4 2025 |
10,090
shares
|
$435,787
0.11% of portfolio
|
Q4 2025
New holding
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
9,801
shares
|
$423,305
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
9,594
shares
|
$414,364
0.13% of portfolio
|
Q2 2025
Added 210.7%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
9,546
shares
|
$412,291
0.09% of portfolio
|
Q1 2025
Reduced 26.61%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Jan 20, 2026 Q4 2025 |
9,525
shares
|
$411,384
0.2% of portfolio
|
Q4 2025
Reduced 20.79%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
9,203
shares
|
$397,477
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Helium Advisors LLC
Everett, WA |
Nov 13, 2025 Q3 2025 |
9,135
shares
|
$394,540
0.33% of portfolio
|
Q3 2025
Reduced 39.28%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
9,010
shares
|
$389,141
0.02% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,845
shares
|
$382,015
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
8,675
shares
|
$374,673
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
8,530
shares
|
$368,410
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
8,509
shares
|
$367,503
0.03% of portfolio
|
Q4 2025
Added 41.51%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
8,484
shares
|
$366,423
0.02% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
8,461
shares
|
$365,430
0.1% of portfolio
|
Q3 2023
Reduced 68.41%
|
|
|
Atala Financial Inc
Calabasas, CA |
Jan 23, 2026 Q4 2025 |
8,409
shares
|
$363,184
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
8,398
shares
|
$362,709
0.04% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
8,317
shares
|
$359,211
0.02% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
8,155
shares
|
$352,214
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
8,131
shares
|
$351,177
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
7,989
shares
|
$345,044
0.03% of portfolio
|
Q4 2022
Added 1.32%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
7,913
shares
|
$341,762
0.08% of portfolio
|
Q3 2025
Reduced 18.0%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Jan 22, 2026 Q4 2025 |
7,815
shares
|
$337,529
0.18% of portfolio
|
Q4 2025
New holding
|
|
|
Cypress Financial Planning LLC
|
Jan 14, 2026 Q4 2025 |
7,672
shares
|
$331,353
0.1% of portfolio
|
Q4 2025
Reduced 32.28%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
7,636
shares
|
$329,798
0.01% of portfolio
|
Q3 2025
Reduced 14.76%
|
|