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 180 institutions that hold shares in the stock, with a total of 12 Million shares, which have been reported (via 13F filing form) to have a value of $475 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
1,824,544
shares
|
$72.3 Million
0.02% of portfolio
|
Q3 2024
Added 21.72%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
996,634
shares
|
$39.5 Million
0.84% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
437,311
shares
|
$17.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 26.77%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
379,884
shares
|
$15.1 Million
0.09% of portfolio
|
Q3 2024
Reduced 12.9%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
337,345
shares
|
$13.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.14%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
298,027
shares
|
$11.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
287,452
shares
|
$11.4 Million
0.26% of portfolio
|
Q3 2024
Reduced 7.35%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
261,612
shares
|
$10.4 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
258,088
shares
|
$10.2 Million
0.0% of portfolio
|
Q3 2024
Added 11.75%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 24, 2024 Q3 2024 |
232,384
shares
|
$9.21 Million
6.1% of portfolio
|
Q3 2024
Added 8.85%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
214,762
shares
|
$8.51 Million
1.03% of portfolio
|
Q3 2024
Reduced 63.78%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
208,212
shares
|
$8.25 Million
0.01% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
203,210
shares
|
$8.06 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
198,696
shares
|
$7.88 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.52%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
184,688
shares
|
$7.32 Million
2.08% of portfolio
|
Q3 2024
Added 5.78%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
181,629
shares
|
$7.2 Million
0.08% of portfolio
|
Q3 2024
Added 12.65%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
177,363
shares
|
$7.03 Million
0.05% of portfolio
|
Q3 2024
Added 12.96%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
171,897
shares
|
$6.81 Million
0.02% of portfolio
|
Q3 2024
Added 16.98%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
166,626
shares
|
$6.61 Million
0.73% of portfolio
|
Q1 2024
Reduced 2.65%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
156,755
shares
|
$6.21 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
156,297
shares
|
$6.2 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
153,502
shares
|
$6.08 Million
0.01% of portfolio
|
Q3 2024
Added 26.87%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
148,156
shares
|
$5.87 Million
2.5% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
145,921
shares
|
$5.78 Million
1.18% of portfolio
|
Q3 2024
Added 23.33%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
139,774
shares
|
$5.54 Million
0.01% of portfolio
|
Q3 2024
Added 31.36%
|