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 |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
2,102
shares
|
$90,785
0.0% of portfolio
|
Q1 2025
Reduced 57.18%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
2,000
shares
|
$86,380
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
1,735
shares
|
$74,934
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
1,000
shares
|
$43,190
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
761
shares
|
$32,867
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
745
shares
|
$32,176
0.01% of portfolio
|
Q3 2024
Reduced 50.33%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
666
shares
|
$28,764
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
623
shares
|
$26,907
0.0% of portfolio
|
Q1 2025
Reduced 49.18%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Oct 22, 2025 Q3 2025 |
610
shares
|
$26,345
0.01% of portfolio
|
Q2 2025
Reduced 99.37%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
555
shares
|
$23,970
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
508
shares
|
$21,940
0.03% of portfolio
|
Q3 2022
Added 49.41%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
500
shares
|
$21,595
0.0% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
353
shares
|
$15,246
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
344
shares
|
$14,857
0.01% of portfolio
|
Q3 2025
Reduced 86.86%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
318
shares
|
$13,734
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
179
shares
|
$7,731
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
107
shares
|
$4,621
0.0% of portfolio
|
Q1 2023
Reduced 96.73%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
105
shares
|
$4,534
0.0% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
94
shares
|
$4,059
0.0% of portfolio
|
Q3 2025
Reduced 97.64%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
60
shares
|
$2,591
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
54
shares
|
$2,332
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|