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 220 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 $647 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
80,679
shares
|
$3.26 Million
0.11% of portfolio
|
Q4 2024
Added 461.79%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
76,542
shares
|
$3.1 Million
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
73,148
shares
|
$2.96 Million
1.27% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
72,904
shares
|
$2.95 Million
0.36% of portfolio
|
Q4 2024
Added 22.49%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Feb 04, 2025 Q4 2024 |
72,062
shares
|
$2.91 Million
2.41% of portfolio
|
Q4 2024
Added 68.19%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
71,659
shares
|
$2.9 Million
0.02% of portfolio
|
Q4 2024
Added 20.63%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
70,799
shares
|
$2.86 Million
1.19% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
62,516
shares
|
$2.53 Million
0.03% of portfolio
|
Q4 2024
Added 176.51%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Feb 04, 2025 Q4 2024 |
61,029
shares
|
$2.47 Million
2.29% of portfolio
|
Q4 2024
New holding
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Feb 14, 2025 Q4 2024 |
59,100
shares
|
$2.39 Million
1.14% of portfolio
|
Q4 2024
New holding
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
58,619
shares
|
$2.37 Million
0.58% of portfolio
|
Q4 2024
Added 20.62%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
57,631
shares
|
$2.33 Million
0.22% of portfolio
|
Q4 2024
Added 776.38%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
57,135
shares
|
$2.31 Million
0.02% of portfolio
|
Q4 2024
Added 72.11%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
56,208
shares
|
$2.27 Million
0.61% of portfolio
|
Q3 2023
Reduced 1.44%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
53,780
shares
|
$2.17 Million
0.09% of portfolio
|
Q4 2024
Added 260.21%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
53,602
shares
|
$2.17 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
53,049
shares
|
$2.15 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
52,699
shares
|
$2.13 Million
0.07% of portfolio
|
Q4 2024
Added 49.82%
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
51,660
shares
|
$2.09 Million
1.3% of portfolio
|
Q4 2024
Added 23.07%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
51,398
shares
|
$2.08 Million
0.0% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
50,058
shares
|
$2.02 Million
0.51% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
44,987
shares
|
$1.82 Million
0.05% of portfolio
|
Q4 2024
Reduced 6.24%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
43,190
shares
|
$1.75 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
42,509
shares
|
$1.72 Million
0.92% of portfolio
|
Q4 2024
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
42,437
shares
|
$1.72 Million
0.24% of portfolio
|
Q3 2024
Reduced 1.03%
|