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 |
|---|---|---|---|---|---|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
7,287
shares
|
$314,725
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
7,187
shares
|
$310,406
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
7,022
shares
|
$303,280
0.33% of portfolio
|
Q3 2025
Added 16.07%
|
|
|
American Asset Management Inc.
|
Jan 07, 2026 Q4 2025 |
6,960
shares
|
$300,602
1.45% of portfolio
|
Q4 2023
Reduced 77.27%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
6,930
shares
|
$299,306
0.07% of portfolio
|
Q2 2025
Reduced 23.47%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Jan 20, 2026 Q4 2025 |
6,818
shares
|
$294,469
0.01% of portfolio
|
Q4 2025
Reduced 28.87%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
6,798
shares
|
$293,605
0.07% of portfolio
|
Q4 2025
Added 8.72%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
6,701
shares
|
$289,416
0.01% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 13, 2026 Q4 2025 |
6,685
shares
|
$288,725
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
6,566
shares
|
$283,585
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
6,525
shares
|
$281,814
0.02% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
6,508
shares
|
$281,080
0.03% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
6,459
shares
|
$278,964
0.0% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
6,324
shares
|
$273,133
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
6,242
shares
|
$269,591
0.06% of portfolio
|
Q3 2025
Reduced 6.39%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
6,238
shares
|
$269,419
0.02% of portfolio
|
Q3 2025
Added 358.68%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Nov 05, 2025 Q3 2025 |
6,132
shares
|
$264,841
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
5,952
shares
|
$257,066
0.01% of portfolio
|
Q1 2025
Reduced 8.37%
|
|
|
Crown Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
5,881
shares
|
$254,000
0.09% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
5,746
shares
|
$248,169
0.07% of portfolio
|
Q3 2025
Added 10.12%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
5,543
shares
|
$239,402
0.0% of portfolio
|
Q3 2025
Reduced 18.62%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
5,299
shares
|
$228,863
0.0% of portfolio
|
Q3 2025
Added 5.98%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
5,285
shares
|
$228,259
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Fsa Investment Group, LLC
Pensacola, FL |
Jan 13, 2026 Q4 2025 |
5,211
shares
|
$225,063
0.14% of portfolio
|
Q4 2025
Added 1.03%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
5,079
shares
|
$219,362
0.0% of portfolio
|
Q3 2025
Reduced 8.04%
|
|