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 $786 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Elmwood Wealth Management, Inc.
|
Nov 06, 2025 Q3 2025 |
68,379
shares
|
$2.95 Million
1.16% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
60,526
shares
|
$2.61 Million
0.03% of portfolio
|
Q3 2025
Reduced 9.75%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Oct 17, 2025 Q3 2025 |
59,100
shares
|
$2.55 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Oct 28, 2025 Q3 2025 |
58,745
shares
|
$2.54 Million
2.14% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
56,825
shares
|
$2.45 Million
0.14% of portfolio
|
Q3 2025
Added 39.36%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
56,208
shares
|
$2.43 Million
0.61% of portfolio
|
Q3 2023
Reduced 1.44%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
54,612
shares
|
$2.36 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
53,968
shares
|
$2.33 Million
0.17% of portfolio
|
Q3 2025
Added 25.25%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
53,948
shares
|
$2.33 Million
0.69% of portfolio
|
Q3 2025
Added 5.87%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
53,863
shares
|
$2.33 Million
0.13% of portfolio
|
Q3 2025
Added 18.24%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
51,249
shares
|
$2.21 Million
0.18% of portfolio
|
Q3 2025
Reduced 5.41%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
50,416
shares
|
$2.18 Million
1.09% of portfolio
|
Q3 2025
Added 12.94%
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
47,890
shares
|
$2.07 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
47,002
shares
|
$2.03 Million
0.08% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
46,836
shares
|
$2.02 Million
0.01% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
45,405
shares
|
$1.96 Million
0.03% of portfolio
|
Q3 2025
Reduced 44.31%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
44,386
shares
|
$1.92 Million
0.05% of portfolio
|
Q3 2025
Reduced 15.05%
|
|
|
Bellwether Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
43,537
shares
|
$1.88 Million
0.33% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
40,235
shares
|
$1.74 Million
0.3% of portfolio
|
Q3 2025
Reduced 46.82%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
39,668
shares
|
$1.71 Million
0.01% of portfolio
|
Q3 2025
Reduced 33.71%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 06, 2025 Q3 2025 |
39,659
shares
|
$1.71 Million
0.17% of portfolio
|
Q3 2025
Added 98.61%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
39,625
shares
|
$1.71 Million
0.66% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
39,213
shares
|
$1.69 Million
0.22% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
38,303
shares
|
$1.65 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
37,599
shares
|
$1.62 Million
0.28% of portfolio
|
Q3 2025
Reduced 5.81%
|
|