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 16.5 Million shares, which have been reported (via 13F filing form) to have a value of $682 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
1,833,447
shares
|
$75.7 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
1,222,857
shares
|
$50.5 Million
0.85% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
973,543
shares
|
$40.2 Million
0.62% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
752,524
shares
|
$31.1 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
739,084
shares
|
$30.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
476,760
shares
|
$19.7 Million
0.03% of portfolio
|
Q1 2025
Added 5.7%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
409,693
shares
|
$16.9 Million
0.01% of portfolio
|
Q1 2025
Added 20.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
302,473
shares
|
$12.5 Million
0.0% of portfolio
|
Q1 2025
Added 50.75%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
298,027
shares
|
$12.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
263,892
shares
|
$10.9 Million
0.16% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
240,368
shares
|
$9.92 Million
0.23% of portfolio
|
Q1 2025
Reduced 9.61%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
232,231
shares
|
$9.58 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
226,516
shares
|
$9.35 Million
0.02% of portfolio
|
Q1 2025
Added 8.52%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
226,233
shares
|
$9.34 Million
0.02% of portfolio
|
Q2 2025
Reduced 71.85%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
207,654
shares
|
$8.57 Million
0.04% of portfolio
|
Q1 2025
Reduced 12.0%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
202,001
shares
|
$8.34 Million
1.8% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
200,910
shares
|
$8.29 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
199,851
shares
|
$8.25 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
186,556
shares
|
$7.7 Million
0.08% of portfolio
|
Q1 2025
Reduced 9.38%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Apr 23, 2025 Q1 2025 |
180,731
shares
|
$7.46 Million
4.66% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
166,626
shares
|
$6.88 Million
0.73% of portfolio
|
Q1 2024
Reduced 2.65%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
161,445
shares
|
$6.66 Million
0.03% of portfolio
|
Q1 2025
Added 81.31%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
161,379
shares
|
$6.66 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
153,446
shares
|
$6.33 Million
0.01% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
151,974
shares
|
$6.27 Million
0.02% of portfolio
|
Q1 2025
Reduced 15.97%
|