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 |
|---|---|---|---|---|---|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
14,297
shares
|
$617,487
0.23% of portfolio
|
Q1 2025
Reduced 90.12%
|
|
|
Clay Northam Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
14,065
shares
|
$607,467
0.36% of portfolio
|
Q4 2024
Reduced 11.86%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
13,801
shares
|
$596,065
0.04% of portfolio
|
Q3 2025
Added 6.69%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
13,072
shares
|
$564,579
0.01% of portfolio
|
Q3 2025
Added 63.4%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 03, 2025 Q3 2025 |
13,041
shares
|
$563,240
0.42% of portfolio
|
Q3 2025
Reduced 81.72%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 09, 2025 Q3 2025 |
12,476
shares
|
$538,838
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Bcgm Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
12,425
shares
|
$536,635
0.15% of portfolio
|
Q4 2024
Added 47.48%
|
|
|
Nikulski Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
12,210
shares
|
$527,349
0.14% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
12,181
shares
|
$526,097
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 06, 2025 Q3 2025 |
12,025
shares
|
$519,359
0.25% of portfolio
|
Q2 2025
Reduced 5.94%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
11,748
shares
|
$507,396
0.01% of portfolio
|
Q3 2025
Added 5.94%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
11,710
shares
|
$505,754
0.06% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
11,495
shares
|
$496,469
0.46% of portfolio
|
Q1 2025
Reduced 19.37%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
11,468
shares
|
$495,302
0.03% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
11,455
shares
|
$494,741
0.19% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Cypress Financial Planning LLC
|
Oct 09, 2025 Q3 2025 |
11,329
shares
|
$489,299
0.15% of portfolio
|
Q3 2025
Reduced 5.94%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
11,242
shares
|
$485,541
0.02% of portfolio
|
Q3 2025
Reduced 91.78%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 21, 2025 Q3 2025 |
11,065
shares
|
$477,897
0.06% of portfolio
|
Q1 2025
Added 38.66%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Nov 14, 2025 Q3 2025 |
11,047
shares
|
$477,119
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 08, 2025 Q3 2025 |
11,040
shares
|
$476,817
0.29% of portfolio
|
Q1 2025
Reduced 10.53%
|
|
|
Vishria Bird Financial Group, LLC
|
Oct 21, 2025 Q3 2025 |
11,031
shares
|
$476,428
0.11% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
9,801
shares
|
$423,305
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
9,594
shares
|
$414,364
0.13% of portfolio
|
Q2 2025
Added 210.7%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
9,585
shares
|
$413,976
0.02% of portfolio
|
Q3 2025
Reduced 8.54%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
9,546
shares
|
$412,291
0.09% of portfolio
|
Q1 2025
Reduced 26.61%
|
|