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 211 institutions that hold shares in the stock, with a total of 15 Million shares, which have been reported (via 13F filing form) to have a value of $605 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
1,882,481
shares
|
$75.8 Million
0.03% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
996,634
shares
|
$40.1 Million
0.84% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
952,820
shares
|
$38.3 Million
0.63% of portfolio
|
Q4 2024
Added 509.62%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
775,474
shares
|
$31.2 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
451,039
shares
|
$18.1 Million
0.03% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
333,090
shares
|
$13.4 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
298,027
shares
|
$12 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
265,911
shares
|
$10.7 Million
0.25% of portfolio
|
Q4 2024
Reduced 7.49%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
260,072
shares
|
$10.5 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
258,088
shares
|
$10.4 Million
0.0% of portfolio
|
Q3 2024
Added 11.75%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
239,056
shares
|
$9.62 Million
0.01% of portfolio
|
Q4 2024
Added 14.81%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
235,974
shares
|
$9.5 Million
0.05% of portfolio
|
Q4 2024
Reduced 37.88%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
208,738
shares
|
$8.4 Million
0.02% of portfolio
|
Q4 2024
Added 21.43%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
203,210
shares
|
$8.18 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
202,880
shares
|
$8.16 Million
2.14% of portfolio
|
Q4 2024
Added 9.85%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
200,648
shares
|
$8.07 Million
0.0% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Bullseye Investment Management, LLC
|
Feb 12, 2025 Q4 2024 |
195,593
shares
|
$7.87 Million
13.55% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
181,629
shares
|
$7.31 Million
0.08% of portfolio
|
Q3 2024
Added 12.65%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Feb 05, 2025 Q4 2024 |
180,065
shares
|
$7.25 Million
5.0% of portfolio
|
Q4 2024
Reduced 22.51%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
177,363
shares
|
$7.14 Million
0.05% of portfolio
|
Q3 2024
Added 12.96%
|
|
|
Global Strategic Investment Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
172,660
shares
|
$6.95 Million
0.82% of portfolio
|
Q4 2024
Reduced 19.6%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
166,626
shares
|
$6.71 Million
0.73% of portfolio
|
Q1 2024
Reduced 2.65%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
156,755
shares
|
$6.31 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
153,502
shares
|
$6.18 Million
0.01% of portfolio
|
Q3 2024
Added 26.87%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
151,451
shares
|
$6.09 Million
0.01% of portfolio
|
Q4 2024
Added 8.35%
|