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 |
|---|---|---|---|---|---|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
5,163
shares
|
$213,077
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
5,000
shares
|
$206,350
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
4,666
shares
|
$192,565
0.0% of portfolio
|
Q1 2024
Added 43.22%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
3,912
shares
|
$161,448
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
3,729
shares
|
$153,895
0.19% of portfolio
|
Q1 2025
Added 6.21%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
3,594
shares
|
$148,324
0.07% of portfolio
|
Q4 2024
Added 5.03%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
3,116
shares
|
$128,597
0.05% of portfolio
|
Q1 2023
Added 11.48%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
2,618
shares
|
$108,044
0.09% of portfolio
|
Q2 2025
Added 64.14%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,592
shares
|
$106,971
0.01% of portfolio
|
Q4 2024
Added 13.09%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
2,000
shares
|
$82,540
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
1,735
shares
|
$71,603
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
1,340
shares
|
$55,301
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
1,000
shares
|
$41,270
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
912
shares
|
$37,638
0.01% of portfolio
|
Q1 2025
Added 606.98%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
900
shares
|
$37,143
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
761
shares
|
$31,406
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
745
shares
|
$30,746
0.01% of portfolio
|
Q3 2024
Reduced 50.33%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
708
shares
|
$29,219
0.0% of portfolio
|
Q1 2025
Added 41.6%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
623
shares
|
$25,711
0.0% of portfolio
|
Q1 2025
Reduced 49.18%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
538
shares
|
$22,203
0.0% of portfolio
|
Q1 2025
Added 7.6%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
May 07, 2025 Q1 2025 |
510
shares
|
$21,047
0.01% of portfolio
|
Q1 2025
Reduced 96.51%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
508
shares
|
$20,965
0.03% of portfolio
|
Q3 2022
Added 49.41%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
357
shares
|
$14,733
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
353
shares
|
$14,568
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
179
shares
|
$7,387
0.0% of portfolio
|
Q1 2025
Reduced 95.5%
|