Institutional Ownership Innovator Growth 100 Power Buf (NOCT)
This table provides information about the institutional ownership of Innovator Growth 100 Power Buf (NOCT). We have compiled data on the 86 institutions that hold shares in the stock, with a total of 1.98 Million shares, which have been reported (via 13F filing form) to have a value of $103 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
231,542
shares
|
$12 Million
0.03% of portfolio
|
Q1 2025
Reduced 76.53%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
187,732
shares
|
$9.77 Million
8.41% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
107,307
shares
|
$5.58 Million
0.01% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
98,798
shares
|
$5.14 Million
0.01% of portfolio
|
Q1 2025
Added 24.79%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
87,740
shares
|
$4.57 Million
0.01% of portfolio
|
Q1 2025
Added 10.38%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
82,689
shares
|
$4.3 Million
0.63% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
65,944
shares
|
$3.43 Million
0.08% of portfolio
|
Q4 2024
Added 1596.53%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
61,685
shares
|
$3.21 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
56,729
shares
|
$2.95 Million
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
52,449
shares
|
$2.73 Million
0.0% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
May 09, 2025 Q1 2025 |
51,638
shares
|
$2.69 Million
2.46% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
48,930
shares
|
$2.55 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.57%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
46,693
shares
|
$2.43 Million
0.69% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
38,542
shares
|
$2.01 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
35,462
shares
|
$1.85 Million
0.04% of portfolio
|
Q2 2023
Reduced 4.6%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
33,341
shares
|
$1.73 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
28,615
shares
|
$1.49 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
27,803
shares
|
$1.45 Million
0.16% of portfolio
|
Q1 2025
Reduced 7.78%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
25,054
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
24,635
shares
|
$1.28 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
24,462
shares
|
$1.27 Million
0.01% of portfolio
|
Q1 2025
Reduced 49.8%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
23,578
shares
|
$1.23 Million
0.49% of portfolio
|
Q1 2025
Reduced 33.16%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
22,970
shares
|
$1.2 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
21,357
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Added 7.25%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
20,877
shares
|
$1.09 Million
0.28% of portfolio
|
Q1 2025
Reduced 17.34%
|