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 72 institutions that hold shares in the stock, with a total of 2.04 Million shares, which have been reported (via 13F filing form) to have a value of $106 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
968,751
shares
|
$50.4 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
84,787
shares
|
$4.41 Million
0.01% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
79,490
shares
|
$4.14 Million
0.01% of portfolio
|
Q4 2024
Added 11.05%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
79,170
shares
|
$4.12 Million
0.01% of portfolio
|
Q4 2024
Added 78.33%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
65,944
shares
|
$3.43 Million
0.08% of portfolio
|
Q4 2024
Added 1596.53%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
51,849
shares
|
$2.7 Million
0.0% of portfolio
|
Q3 2024
Added 10.37%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
42,131
shares
|
$2.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
36,382
shares
|
$1.89 Million
0.78% of portfolio
|
Q2 2024
Reduced 1.36%
|
|
|
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
|
Nov 14, 2024 Q3 2024 |
33,781
shares
|
$1.76 Million
0.13% of portfolio
|
Q3 2024
Added 549.26%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
32,808
shares
|
$1.71 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
31,719
shares
|
$1.65 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
30,150
shares
|
$1.57 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
25,156
shares
|
$1.31 Million
0.32% of portfolio
|
Q1 2024
Reduced 8.21%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
24,872
shares
|
$1.3 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
24,034
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2024
Added 6.56%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
23,927
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
20,347
shares
|
$1.06 Million
0.02% of portfolio
|
Q4 2024
Reduced 17.43%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
20,341
shares
|
$1.06 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
17,935
shares
|
$933,875
0.4% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
17,020
shares
|
$886,231
0.07% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
16,182
shares
|
$842,596
0.0% of portfolio
|
Q3 2024
Reduced 62.71%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Jan 30, 2025 Q4 2024 |
15,211
shares
|
$792,036
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
14,383
shares
|
$748,922
0.05% of portfolio
|
Q3 2024
Reduced 17.87%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
13,754
shares
|
$716,170
0.0% of portfolio
|
Q3 2024
Reduced 8.57%
|