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 |
|---|---|---|---|---|---|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 11, 2025 Q1 2025 |
11,040
shares
|
$455,620
0.36% of portfolio
|
Q1 2025
Reduced 10.53%
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
11,031
shares
|
$455,249
0.17% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
10,480
shares
|
$432,509
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
10,114
shares
|
$417,404
0.0% of portfolio
|
Q1 2025
Reduced 81.13%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
9,947
shares
|
$410,512
0.02% of portfolio
|
Q1 2025
Added 63.07%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
9,801
shares
|
$404,487
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
9,719
shares
|
$401,103
0.01% of portfolio
|
Q1 2025
Reduced 3.78%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
9,546
shares
|
$393,963
0.1% of portfolio
|
Q1 2025
Reduced 26.61%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
9,369
shares
|
$386,658
0.01% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
9,325
shares
|
$384,842
0.02% of portfolio
|
Q4 2024
Reduced 17.65%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
9,055
shares
|
$373,699
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
8,991
shares
|
$371,058
0.03% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,845
shares
|
$365,033
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
8,800
shares
|
$363,176
0.04% of portfolio
|
Q4 2024
Added 43.67%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
8,610
shares
|
$355,334
0.07% of portfolio
|
Q1 2025
Reduced 14.72%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
8,530
shares
|
$352,033
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
8,461
shares
|
$349,185
0.1% of portfolio
|
Q3 2023
Reduced 68.41%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
8,409
shares
|
$347,039
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
8,398
shares
|
$346,585
0.05% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
8,353
shares
|
$344,728
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
8,320
shares
|
$343,366
0.16% of portfolio
|
Q1 2025
Added 21.8%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
8,317
shares
|
$343,242
0.02% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Apr 15, 2025 Q1 2025 |
8,161
shares
|
$336,804
0.32% of portfolio
|
Q1 2025
Added 16.72%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
8,084
shares
|
$333,626
0.0% of portfolio
|
Q4 2023
Added 28.11%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
7,989
shares
|
$329,706
0.03% of portfolio
|
Q4 2022
Added 1.32%
|