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 |
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
7,398
shares
|
$310,494
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
7,359
shares
|
$308,857
0.04% of portfolio
|
Q1 2025
Reduced 36.82%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
7,287
shares
|
$305,835
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Aug 06, 2025 Q2 2025 |
7,134
shares
|
$299,413
0.17% of portfolio
|
Q2 2025
Reduced 89.96%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
7,046
shares
|
$295,720
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
American Asset Management Inc.
|
May 07, 2025 Q1 2025 |
6,960
shares
|
$292,111
1.42% of portfolio
|
Q4 2023
Reduced 77.27%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
6,831
shares
|
$286,697
0.01% of portfolio
|
Q4 2024
Added 7.61%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
6,801
shares
|
$285,437
0.02% of portfolio
|
Q1 2025
Reduced 48.07%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
6,718
shares
|
$281,954
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
6,711
shares
|
$281,660
0.02% of portfolio
|
Q1 2025
Reduced 30.51%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,707
shares
|
$281,492
0.0% of portfolio
|
Q1 2025
Reduced 9.69%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
6,668
shares
|
$279,855
0.07% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
6,545
shares
|
$274,693
0.03% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Sequoia Financial Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
6,310
shares
|
$264,830
0.0% of portfolio
|
Q2 2025
Reduced 21.94%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jul 21, 2025 Q2 2025 |
6,132
shares
|
$257,360
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
6,056
shares
|
$254,170
0.03% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Crown Wealth Group, LLC
|
Jul 16, 2025 Q2 2025 |
6,045
shares
|
$253,708
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
Jul 31, 2025 Q2 2025 |
5,994
shares
|
$251,568
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
5,952
shares
|
$249,805
0.01% of portfolio
|
Q1 2025
Reduced 8.37%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
5,950
shares
|
$249,721
0.01% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
5,769
shares
|
$242,124
0.01% of portfolio
|
Q1 2025
Reduced 17.81%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
5,757
shares
|
$241,621
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mitchell Capital Management CO
|
Jul 25, 2025 Q2 2025 |
5,652
shares
|
$237,214
0.05% of portfolio
|
Q2 2025
Reduced 26.6%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
5,523
shares
|
$231,800
0.01% of portfolio
|
Q2 2025
Reduced 7.3%
|
|
|
Integral Investment Advisors, Inc.
|
Aug 01, 2025 Q2 2025 |
5,285
shares
|
$221,811
0.06% of portfolio
|
Q2 2024
New holding
|