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 224 institutions that hold shares in the stock, with a total of 18.8 Million shares, which have been reported (via 13F filing form) to have a value of $810 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
37,010
shares
|
$1.6 Million
0.24% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
36,135
shares
|
$1.56 Million
0.38% of portfolio
|
Q3 2025
Reduced 14.25%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
35,708
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
34,995
shares
|
$1.51 Million
0.0% of portfolio
|
Q3 2022
Reduced 5.41%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
34,959
shares
|
$1.51 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
33,871
shares
|
$1.46 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
33,345
shares
|
$1.44 Million
0.38% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
32,372
shares
|
$1.4 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
30,202
shares
|
$1.3 Million
1.36% of portfolio
|
Q4 2023
Reduced 0.9%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
27,990
shares
|
$1.21 Million
0.03% of portfolio
|
Q3 2025
Added 187.99%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
27,949
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
27,911
shares
|
$1.21 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
|
$1.2 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
|
$1.2 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
27,371
shares
|
$1.18 Million
0.29% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
27,071
shares
|
$1.17 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
26,515
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.34%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
26,483
shares
|
$1.14 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 27, 2025 Q3 2025 |
26,044
shares
|
$1.12 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
25,884
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Oct 29, 2025 Q3 2025 |
25,372
shares
|
$1.1 Million
0.89% of portfolio
|
Q3 2025
Reduced 9.52%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Nov 12, 2025 Q3 2025 |
25,208
shares
|
$1.09 Million
0.86% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
24,895
shares
|
$1.08 Million
0.07% of portfolio
|
Q4 2025
Added 32.25%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
24,832
shares
|
$1.07 Million
0.2% of portfolio
|
Q4 2024
Added 16.89%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
24,512
shares
|
$1.06 Million
0.38% of portfolio
|
Q2 2025
Reduced 1.66%
|
|