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 224 institutions that hold shares in the stock, with a total of 16.8 Million shares, which have been reported (via 13F filing form) to have a value of $657 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
10,096
shares
|
$394,753
0.08% of portfolio
|
Q4 2024
Reduced 11.69%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
9,801
shares
|
$383,219
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
9,657
shares
|
$377,588
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
9,629
shares
|
$376,493
0.01% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
9,325
shares
|
$364,607
0.02% of portfolio
|
Q4 2024
Reduced 17.65%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
9,166
shares
|
$358,390
0.0% of portfolio
|
Q4 2024
Reduced 11.92%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
9,055
shares
|
$354,050
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,845
shares
|
$345,839
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
8,800
shares
|
$344,080
0.04% of portfolio
|
Q4 2024
Added 43.67%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Feb 11, 2025 Q4 2024 |
8,781
shares
|
$343,337
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
8,530
shares
|
$333,523
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
8,461
shares
|
$330,825
0.11% of portfolio
|
Q3 2023
Reduced 68.41%
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
8,409
shares
|
$328,791
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
8,317
shares
|
$325,194
0.02% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
8,084
shares
|
$316,084
0.0% of portfolio
|
Q4 2023
Added 28.11%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
7,989
shares
|
$312,369
0.03% of portfolio
|
Q4 2022
Added 1.32%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Feb 04, 2025 Q4 2024 |
7,980
shares
|
$312,018
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
7,940
shares
|
$310,454
0.05% of portfolio
|
Q4 2024
Added 23.68%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
7,703
shares
|
$301,187
0.0% of portfolio
|
Q3 2024
Added 8.25%
|
|
|
Mitchell Capital Management CO
|
Feb 05, 2025 Q4 2024 |
7,700
shares
|
$301,070
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,427
shares
|
$290,395
0.0% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
7,398
shares
|
$289,261
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
7,287
shares
|
$284,921
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
7,183
shares
|
$280,855
0.01% of portfolio
|
Q4 2024
Added 6.1%
|
|
|
Berkshire Money Management, Inc.
|
Jan 27, 2025 Q4 2024 |
7,046
shares
|
$275,498
0.03% of portfolio
|
Q4 2024
New holding
|