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 |
|---|---|---|---|---|---|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
76,542
shares
|
$3.16 Million
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
72,904
shares
|
$3.01 Million
0.35% of portfolio
|
Q4 2024
Added 22.49%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
May 01, 2025 Q1 2025 |
71,581
shares
|
$2.95 Million
2.53% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2025 Q1 2025 |
71,044
shares
|
$2.93 Million
1.22% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
70,199
shares
|
$2.9 Million
0.21% of portfolio
|
Q1 2025
Reduced 24.51%
|
|
|
Elmwood Wealth Management, Inc.
|
Apr 28, 2025 Q1 2025 |
68,018
shares
|
$2.81 Million
1.19% of portfolio
|
Q1 2025
Reduced 7.01%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
61,471
shares
|
$2.54 Million
0.19% of portfolio
|
Q1 2025
Added 789.08%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
May 09, 2025 Q1 2025 |
60,632
shares
|
$2.5 Million
2.25% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
59,840
shares
|
$2.47 Million
0.02% of portfolio
|
Q1 2025
Reduced 73.04%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
59,325
shares
|
$2.45 Million
0.07% of portfolio
|
Q1 2025
Added 31.87%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Jul 10, 2025 Q2 2025 |
59,100
shares
|
$2.44 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
56,785
shares
|
$2.34 Million
0.03% of portfolio
|
Q1 2025
Reduced 9.17%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
56,581
shares
|
$2.34 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
56,208
shares
|
$2.32 Million
0.61% of portfolio
|
Q3 2023
Reduced 1.44%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
55,967
shares
|
$2.31 Million
0.47% of portfolio
|
Q2 2025
Added 90.48%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
55,418
shares
|
$2.29 Million
0.01% of portfolio
|
Q1 2025
Reduced 22.66%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
53,339
shares
|
$2.2 Million
0.07% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
51,910
shares
|
$2.14 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
51,558
shares
|
$2.13 Million
0.55% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
50,912
shares
|
$2.1 Million
0.27% of portfolio
|
Q1 2025
Added 22.38%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
50,577
shares
|
$2.09 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.48%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
47,386
shares
|
$1.96 Million
0.51% of portfolio
|
Q2 2025
Reduced 11.16%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
44,638
shares
|
$1.84 Million
1.05% of portfolio
|
Q2 2025
Reduced 13.33%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
42,940
shares
|
$1.77 Million
0.66% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
42,281
shares
|
$1.74 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.39%
|