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 |
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
42,940
shares
|
$1.8 Million
0.66% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
42,281
shares
|
$1.77 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
42,221
shares
|
$1.77 Million
0.0% of portfolio
|
Q1 2025
Reduced 17.85%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
42,140
shares
|
$1.77 Million
0.37% of portfolio
|
Q2 2025
Reduced 12.64%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
40,917
shares
|
$1.72 Million
0.73% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
40,086
shares
|
$1.68 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
39,920
shares
|
$1.68 Million
0.31% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
36,590
shares
|
$1.54 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
36,497
shares
|
$1.53 Million
0.4% of portfolio
|
Q1 2025
Reduced 55.1%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
36,098
shares
|
$1.52 Million
0.0% of portfolio
|
Q2 2025
Reduced 71.19%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jul 07, 2025 Q2 2025 |
35,955
shares
|
$1.51 Million
0.66% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
35,076
shares
|
$1.47 Million
0.3% of portfolio
|
Q1 2025
Added 6.91%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
34,995
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2022
Reduced 5.41%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
33,966
shares
|
$1.43 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
33,345
shares
|
$1.4 Million
0.4% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
33,120
shares
|
$1.39 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.43%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
32,427
shares
|
$1.36 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
31,481
shares
|
$1.32 Million
0.1% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
30,202
shares
|
$1.27 Million
1.36% of portfolio
|
Q4 2023
Reduced 0.9%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
29,809
shares
|
$1.25 Million
0.41% of portfolio
|
Q2 2025
Added 11.54%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Apr 10, 2025 Q1 2025 |
29,418
shares
|
$1.23 Million
0.97% of portfolio
|
Q1 2025
Reduced 14.84%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
27,949
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
27,911
shares
|
$1.17 Million
0.09% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
27,820
shares
|
$1.17 Million
0.03% of portfolio
|
Q2 2025
Reduced 51.01%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
27,786
shares
|
$1.17 Million
0.04% of portfolio
|
Q4 2023
New holding
|