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 227 institutions that hold shares in the stock, with a total of 16 Million shares, which have been reported (via 13F filing form) to have a value of $673 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,793,481
shares
|
$75.5 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
1,420,155
shares
|
$59.8 Million
0.82% of portfolio
|
Q2 2025
Added 16.13%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
699,389
shares
|
$29.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
691,702
shares
|
$29.1 Million
0.06% of portfolio
|
Q2 2025
Reduced 8.08%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
509,494
shares
|
$21.5 Million
0.01% of portfolio
|
Q2 2025
Added 24.36%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
479,466
shares
|
$20.2 Million
0.03% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
326,323
shares
|
$13.7 Million
0.0% of portfolio
|
Q2 2025
Added 7.89%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
298,027
shares
|
$12.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
261,142
shares
|
$11 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
243,947
shares
|
$10.3 Million
0.03% of portfolio
|
Q2 2025
Added 7.7%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
236,401
shares
|
$9.96 Million
0.79% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
233,843
shares
|
$9.85 Million
0.4% of portfolio
|
Q2 2025
Added 100.42%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
228,616
shares
|
$9.63 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
227,778
shares
|
$9.59 Million
0.21% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
226,233
shares
|
$9.53 Million
0.02% of portfolio
|
Q2 2025
Reduced 71.85%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
222,724
shares
|
$9.38 Million
0.05% of portfolio
|
Q2 2025
Added 7.26%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
212,505
shares
|
$8.95 Million
0.13% of portfolio
|
Q2 2025
Reduced 78.17%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
206,666
shares
|
$8.7 Million
0.03% of portfolio
|
Q2 2025
Added 28.01%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
202,001
shares
|
$8.51 Million
1.8% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
201,180
shares
|
$8.47 Million
0.02% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
193,254
shares
|
$8.14 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Jul 22, 2025 Q2 2025 |
177,358
shares
|
$7.47 Million
4.48% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
168,719
shares
|
$7.11 Million
0.07% of portfolio
|
Q2 2025
Reduced 9.56%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
166,626
shares
|
$7.02 Million
0.73% of portfolio
|
Q1 2024
Reduced 2.65%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
163,454
shares
|
$6.88 Million
0.01% of portfolio
|
Q2 2025
Added 1.29%
|