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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
138,325
shares
|
$5.48 Million
0.02% of portfolio
|
Q3 2024
Added 9.39%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
137,895
shares
|
$5.47 Million
0.13% of portfolio
|
Q4 2023
Added 1.71%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
132,213
shares
|
$5.24 Million
0.25% of portfolio
|
Q3 2024
Added 9.56%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
125,057
shares
|
$4.96 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
113,530
shares
|
$4.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 11.8%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
112,038
shares
|
$4.44 Million
0.57% of portfolio
|
Q2 2023
Reduced 1.66%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
109,387
shares
|
$4.34 Million
0.15% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
98,073
shares
|
$3.89 Million
0.31% of portfolio
|
Q3 2024
Reduced 47.67%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
97,765
shares
|
$3.88 Million
1.55% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
92,989
shares
|
$3.69 Million
0.28% of portfolio
|
Q3 2024
Added 193.21%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
89,914
shares
|
$3.56 Million
0.7% of portfolio
|
Q3 2024
Reduced 6.92%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
89,569
shares
|
$3.55 Million
0.01% of portfolio
|
Q4 2023
Added 22866.41%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
82,036
shares
|
$3.25 Million
0.96% of portfolio
|
Q3 2024
New holding
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
78,638
shares
|
$3.12 Million
0.89% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
76,542
shares
|
$3.03 Million
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
Elmwood Wealth Management, Inc.
|
Oct 11, 2024 Q3 2024 |
72,878
shares
|
$2.89 Million
1.28% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
59,516
shares
|
$2.36 Million
0.28% of portfolio
|
Q3 2023
Added 10.97%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
59,404
shares
|
$2.35 Million
0.02% of portfolio
|
Q3 2024
Reduced 25.11%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
56,208
shares
|
$2.23 Million
0.61% of portfolio
|
Q3 2023
Reduced 1.44%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
54,802
shares
|
$2.17 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
53,061
shares
|
$2.1 Million
0.01% of portfolio
|
Q3 2024
Added 1477.32%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
50,548
shares
|
$2 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
50,258
shares
|
$1.99 Million
0.5% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
48,597
shares
|
$1.93 Million
0.81% of portfolio
|
Q3 2024
Reduced 7.45%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
48,366
shares
|
$1.92 Million
0.02% of portfolio
|
Q3 2024
Reduced 13.81%
|