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 222 institutions that hold shares in the stock, with a total of 18.2 Million shares, which have been reported (via 13F filing form) to have a value of $788 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,983,829
shares
|
$85.7 Million
0.03% of portfolio
|
Q3 2025
Added 10.61%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,459,109
shares
|
$63 Million
0.38% of portfolio
|
Q3 2025
Added 18842.09%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
1,443,745
shares
|
$62.4 Million
0.81% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
1,157,588
shares
|
$50 Million
0.08% of portfolio
|
Q3 2025
Added 2617.41%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
703,423
shares
|
$30.4 Million
0.05% of portfolio
|
Q3 2025
Reduced 5.5%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
659,239
shares
|
$28.5 Million
0.04% of portfolio
|
Q3 2025
Added 37.49%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
562,177
shares
|
$24.3 Million
0.01% of portfolio
|
Q3 2025
Added 10.34%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
362,426
shares
|
$15.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 48.18%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
350,720
shares
|
$15.1 Million
0.0% of portfolio
|
Q3 2025
Added 7.48%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
323,382
shares
|
$14 Million
0.02% of portfolio
|
Q3 2025
Added 42.94%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
310,793
shares
|
$13.4 Million
0.06% of portfolio
|
Q3 2025
Added 60.82%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
298,027
shares
|
$12.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
262,416
shares
|
$11.3 Million
0.03% of portfolio
|
Q3 2025
Added 7.57%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
251,280
shares
|
$10.9 Million
0.15% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
245,516
shares
|
$10.6 Million
0.4% of portfolio
|
Q3 2025
Added 4.99%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
244,270
shares
|
$10.6 Million
0.01% of portfolio
|
Q3 2025
Added 6.85%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
220,291
shares
|
$9.51 Million
0.03% of portfolio
|
Q3 2025
Added 6.59%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 14, 2025 Q3 2025 |
203,129
shares
|
$8.77 Million
1.72% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
202,684
shares
|
$8.75 Million
0.12% of portfolio
|
Q3 2025
Reduced 4.62%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
202,161
shares
|
$8.73 Million
0.08% of portfolio
|
Q3 2025
Added 15.26%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
200,898
shares
|
$8.68 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
199,763
shares
|
$8.63 Million
0.01% of portfolio
|
Q3 2025
Added 22.21%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
197,899
shares
|
$8.55 Million
0.04% of portfolio
|
Q3 2025
Reduced 11.15%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
197,448
shares
|
$8.53 Million
0.18% of portfolio
|
Q3 2025
Reduced 13.32%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 23, 2025 Q3 2025 |
173,893
shares
|
$7.51 Million
3.99% of portfolio
|
Q3 2025
Reduced 1.95%
|
|