Institutional Ownership Innovator Growth 100 Power Buf (NOCT)
This table provides information about the institutional ownership of Innovator Growth 100 Power Buf (NOCT). We have compiled data on the 90 institutions that hold shares in the stock, with a total of 2.02 Million shares, which have been reported (via 13F filing form) to have a value of $110 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
2,781
shares
|
$151,342
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
2,692
shares
|
$146,498
0.0% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
2,620
shares
|
$142,580
0.01% of portfolio
|
Q4 2024
Reduced 37.51%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
1,990
shares
|
$108,295
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
1,512
shares
|
$82,283
0.02% of portfolio
|
Q1 2025
Added 101.6%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
961
shares
|
$52,297
0.01% of portfolio
|
Q4 2024
Added 166.2%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
674
shares
|
$36,679
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
512
shares
|
$27,863
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
500
shares
|
$27,210
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
486
shares
|
$26,448
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
200
shares
|
$10,884
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
70
shares
|
$3,809
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
57
shares
|
$3,101
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
9
shares
|
$489
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|