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 231 institutions that hold shares in the stock, with a total of 16.2 Million shares, which have been reported (via 13F filing form) to have a value of $678 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
76,542
shares
|
$3.21 Million
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
75,655
shares
|
$3.18 Million
0.69% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
72,904
shares
|
$3.06 Million
0.35% of portfolio
|
Q4 2024
Added 22.49%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Aug 01, 2025 Q2 2025 |
71,344
shares
|
$2.99 Million
2.41% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
70,199
shares
|
$2.95 Million
0.21% of portfolio
|
Q1 2025
Reduced 24.51%
|
|
|
Elmwood Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
67,349
shares
|
$2.83 Million
1.22% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
67,063
shares
|
$2.81 Million
0.03% of portfolio
|
Q2 2025
Added 87.18%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
61,471
shares
|
$2.58 Million
0.19% of portfolio
|
Q1 2025
Added 789.08%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
59,840
shares
|
$2.51 Million
0.02% of portfolio
|
Q1 2025
Reduced 73.04%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Jul 10, 2025 Q2 2025 |
59,100
shares
|
$2.48 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Jul 30, 2025 Q2 2025 |
58,745
shares
|
$2.47 Million
2.21% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
56,581
shares
|
$2.37 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
56,208
shares
|
$2.36 Million
0.61% of portfolio
|
Q3 2023
Reduced 1.44%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
55,967
shares
|
$2.35 Million
0.47% of portfolio
|
Q2 2025
Added 90.48%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
55,418
shares
|
$2.33 Million
0.01% of portfolio
|
Q1 2025
Reduced 22.66%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
52,252
shares
|
$2.19 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
51,910
shares
|
$2.18 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
50,956
shares
|
$2.14 Million
0.56% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
50,912
shares
|
$2.14 Million
0.27% of portfolio
|
Q1 2025
Added 22.38%
|
|
|
Encompass More Asset Management
Danville, CA |
Aug 07, 2025 Q2 2025 |
48,350
shares
|
$2.03 Million
0.59% of portfolio
|
Q2 2025
Added 19.6%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
47,386
shares
|
$1.99 Million
0.51% of portfolio
|
Q2 2025
Reduced 11.16%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
46,902
shares
|
$1.97 Million
0.07% of portfolio
|
Q2 2025
Reduced 20.94%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
46,030
shares
|
$1.93 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.99%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
44,638
shares
|
$1.87 Million
1.05% of portfolio
|
Q2 2025
Reduced 13.33%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
43,088
shares
|
$1.81 Million
0.14% of portfolio
|
Q2 2025
Added 31.04%
|