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 $788 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Helium Advisors LLC
Everett, WA |
Nov 13, 2025 Q3 2025 |
9,135
shares
|
$394,540
0.33% of portfolio
|
Q3 2025
Reduced 39.28%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
9,010
shares
|
$389,141
0.02% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,845
shares
|
$382,015
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
8,675
shares
|
$374,673
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
8,530
shares
|
$368,410
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
8,484
shares
|
$366,423
0.02% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
8,461
shares
|
$365,430
0.1% of portfolio
|
Q3 2023
Reduced 68.41%
|
|
|
Atala Financial Inc
Calabasas, CA |
Nov 04, 2025 Q3 2025 |
8,409
shares
|
$363,184
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
8,398
shares
|
$362,709
0.04% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
8,317
shares
|
$359,211
0.02% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
8,155
shares
|
$352,214
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
8,131
shares
|
$351,177
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
7,989
shares
|
$345,044
0.03% of portfolio
|
Q4 2022
Added 1.32%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
7,913
shares
|
$341,762
0.08% of portfolio
|
Q3 2025
Reduced 18.0%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
7,636
shares
|
$329,798
0.01% of portfolio
|
Q3 2025
Reduced 14.76%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
7,287
shares
|
$314,725
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
7,187
shares
|
$310,406
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
7,022
shares
|
$303,280
0.33% of portfolio
|
Q3 2025
Added 16.07%
|
|
|
American Asset Management Inc.
|
Nov 05, 2025 Q3 2025 |
6,960
shares
|
$300,602
1.39% of portfolio
|
Q4 2023
Reduced 77.27%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
6,930
shares
|
$299,306
0.07% of portfolio
|
Q2 2025
Reduced 23.47%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
6,701
shares
|
$289,416
0.01% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
6,606
shares
|
$285,313
0.03% of portfolio
|
Q3 2025
Added 9.08%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
6,566
shares
|
$283,585
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
6,525
shares
|
$281,814
0.02% of portfolio
|
Q2 2025
Reduced 2.77%
|
|