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 235 institutions that hold shares in the stock, with a total of 19.7 Million shares, which have been reported (via 13F filing form) to have a value of $850 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
5,015
shares
|
$216,597
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
5,000
shares
|
$215,950
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
4,828
shares
|
$208,521
0.01% of portfolio
|
Q3 2025
Reduced 18.86%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
4,666
shares
|
$201,524
0.0% of portfolio
|
Q1 2024
Added 43.22%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jan 15, 2026 Q4 2025 |
4,229
shares
|
$182,650
0.08% of portfolio
|
Q4 2025
Added 17.67%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
4,190
shares
|
$180,966
0.01% of portfolio
|
Q4 2025
Added 3815.89%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
4,019
shares
|
$173,580
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
3,912
shares
|
$168,959
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
3,896
shares
|
$168,268
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
3,116
shares
|
$134,580
0.05% of portfolio
|
Q1 2023
Added 11.48%
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
3,055
shares
|
$131,945
0.0% of portfolio
|
Q4 2025
Added 2809.52%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
2,592
shares
|
$111,948
0.01% of portfolio
|
Q4 2024
Added 13.09%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
2,450
shares
|
$105,815
0.08% of portfolio
|
Q4 2025
Added 145.0%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
2,114
shares
|
$91,303
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
2,102
shares
|
$90,785
0.0% of portfolio
|
Q1 2025
Reduced 57.18%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
2,000
shares
|
$86,380
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Optima Capital LLC
Portland, OR |
Jan 23, 2026 Q4 2025 |
1,967
shares
|
$84,954
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
1,735
shares
|
$74,934
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Stone House Investment Management, LLC
|
Jan 21, 2026 Q4 2025 |
1,623
shares
|
$70,097
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
761
shares
|
$32,867
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
666
shares
|
$28,764
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
623
shares
|
$26,907
0.0% of portfolio
|
Q1 2025
Reduced 49.18%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Oct 22, 2025 Q3 2025 |
610
shares
|
$26,345
0.01% of portfolio
|
Q2 2025
Reduced 99.37%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
555
shares
|
$23,970
0.0% of portfolio
|
Q3 2025
New holding
|
|