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 |
|---|---|---|---|---|---|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
27,786
shares
|
$1.15 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
27,702
shares
|
$1.14 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
27,618
shares
|
$1.14 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.68%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
27,103
shares
|
$1.12 Million
0.03% of portfolio
|
Q1 2025
Added 9.23%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
26,722
shares
|
$1.1 Million
0.09% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
26,329
shares
|
$1.09 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
26,248
shares
|
$1.08 Million
0.39% of portfolio
|
Q1 2025
Reduced 6.87%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
24,925
shares
|
$1.03 Million
0.42% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
24,832
shares
|
$1.02 Million
0.2% of portfolio
|
Q4 2024
Added 16.89%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
24,100
shares
|
$994,607
0.06% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
24,019
shares
|
$991,264
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
23,842
shares
|
$983,959
0.73% of portfolio
|
Q1 2025
Added 8.17%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
22,734
shares
|
$938,232
0.01% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
22,196
shares
|
$916,028
0.02% of portfolio
|
Q1 2025
Added 110.69%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
20,882
shares
|
$861,800
0.27% of portfolio
|
Q2 2024
Reduced 58.67%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
19,968
shares
|
$824,079
0.1% of portfolio
|
Q2 2025
Reduced 5.57%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Jul 08, 2025 Q2 2025 |
19,712
shares
|
$813,514
0.54% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
19,313
shares
|
$797,047
0.03% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
19,098
shares
|
$788,174
0.06% of portfolio
|
Q1 2025
Added 6.86%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
18,195
shares
|
$750,907
0.03% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,983
shares
|
$742,158
0.0% of portfolio
|
Q3 2024
Reduced 49.9%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jul 09, 2025 Q2 2025 |
17,531
shares
|
$723,504
0.42% of portfolio
|
Q2 2025
Reduced 12.35%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
17,323
shares
|
$714,920
0.06% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
17,305
shares
|
$714,177
0.05% of portfolio
|
Q2 2025
Added 11.9%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
17,266
shares
|
$712,567
0.23% of portfolio
|
Q1 2025
Added 20.55%
|