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 |
|---|---|---|---|---|---|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
166,626
shares
|
$7.2 Million
0.73% of portfolio
|
Q1 2024
Reduced 2.65%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
164,359
shares
|
$7.1 Million
0.01% of portfolio
|
Q3 2025
Added 223.69%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
148,984
shares
|
$6.43 Million
0.06% of portfolio
|
Q3 2025
Reduced 11.7%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
148,671
shares
|
$6.42 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.17%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
137,895
shares
|
$5.96 Million
0.13% of portfolio
|
Q4 2023
Added 1.71%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
131,664
shares
|
$5.69 Million
1.2% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 12, 2025 Q3 2025 |
129,315
shares
|
$5.59 Million
0.91% of portfolio
|
Q3 2025
Added 14.96%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
127,259
shares
|
$5.5 Million
0.02% of portfolio
|
Q3 2025
Reduced 14.07%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
123,814
shares
|
$5.35 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
119,754
shares
|
$5.17 Million
0.02% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
114,232
shares
|
$4.93 Million
0.05% of portfolio
|
Q1 2025
Added 35.97%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
112,038
shares
|
$4.84 Million
0.57% of portfolio
|
Q2 2023
Reduced 1.66%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2025 Q3 2025 |
109,218
shares
|
$4.72 Million
0.46% of portfolio
|
Q3 2025
Reduced 7.44%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
99,362
shares
|
$4.29 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
99,067
shares
|
$4.28 Million
0.28% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
95,427
shares
|
$4.12 Million
0.53% of portfolio
|
Q3 2025
Added 70.51%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
92,452
shares
|
$3.99 Million
0.81% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
92,318
shares
|
$3.99 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
82,210
shares
|
$3.55 Million
0.57% of portfolio
|
Q3 2025
Reduced 7.51%
|
|
|
Bullseye Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
78,638
shares
|
$3.4 Million
5.2% of portfolio
|
Q1 2025
Reduced 59.8%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 19, 2025 Q3 2025 |
77,556
shares
|
$3.35 Million
0.96% of portfolio
|
Q3 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
76,542
shares
|
$3.31 Million
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
75,649
shares
|
$3.27 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.35%
|
|
|
Global Strategic Investment Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
74,308
shares
|
$3.21 Million
0.34% of portfolio
|
Q3 2025
Reduced 39.52%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
72,904
shares
|
$3.15 Million
0.35% of portfolio
|
Q4 2024
Added 22.49%
|
|