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 230 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 $683 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
143,474
shares
|
$5.92 Million
1.16% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Global Strategic Investment Solutions, LLC
|
Apr 28, 2025 Q1 2025 |
141,646
shares
|
$5.85 Million
0.66% of portfolio
|
Q1 2025
Reduced 17.96%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
137,895
shares
|
$5.69 Million
0.13% of portfolio
|
Q4 2023
Added 1.71%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Apr 21, 2025 Q1 2025 |
134,806
shares
|
$5.56 Million
2.22% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
132,163
shares
|
$5.45 Million
1.26% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
127,414
shares
|
$5.26 Million
0.11% of portfolio
|
Q4 2024
Added 2278.9%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
125,277
shares
|
$5.17 Million
0.02% of portfolio
|
Q4 2024
Added 39.87%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
122,163
shares
|
$5.04 Million
0.54% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
121,066
shares
|
$5 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
116,676
shares
|
$4.82 Million
0.21% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
114,232
shares
|
$4.71 Million
0.05% of portfolio
|
Q1 2025
Added 35.97%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
112,038
shares
|
$4.62 Million
0.57% of portfolio
|
Q2 2023
Reduced 1.66%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
104,945
shares
|
$4.33 Million
0.32% of portfolio
|
Q1 2025
Reduced 13.0%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
100,529
shares
|
$4.15 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
96,465
shares
|
$3.98 Million
1.62% of portfolio
|
Q1 2025
Reduced 7.25%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
95,587
shares
|
$3.94 Million
0.94% of portfolio
|
Q4 2024
Added 265.25%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
93,739
shares
|
$3.87 Million
0.12% of portfolio
|
Q1 2025
Reduced 15.42%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
92,697
shares
|
$3.83 Million
0.12% of portfolio
|
Q1 2025
Added 14.9%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
92,225
shares
|
$3.81 Million
0.84% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
90,852
shares
|
$3.75 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
89,241
shares
|
$3.68 Million
0.69% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
85,568
shares
|
$3.53 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
81,530
shares
|
$3.36 Million
0.07% of portfolio
|
Q2 2025
Added 65.8%
|
|
|
Bullseye Investment Management, LLC
|
May 15, 2025 Q1 2025 |
78,638
shares
|
$3.25 Million
5.18% of portfolio
|
Q1 2025
Reduced 59.8%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
78,036
shares
|
$3.22 Million
0.13% of portfolio
|
Q1 2025
Added 45.1%
|