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 |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
42,221
shares
|
$1.74 Million
0.0% of portfolio
|
Q1 2025
Reduced 17.85%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
42,140
shares
|
$1.74 Million
0.37% of portfolio
|
Q2 2025
Reduced 12.64%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
40,917
shares
|
$1.69 Million
0.73% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
40,425
shares
|
$1.67 Million
0.47% of portfolio
|
Q1 2025
Added 29.98%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
40,086
shares
|
$1.65 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
39,920
shares
|
$1.65 Million
0.31% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
36,590
shares
|
$1.51 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
36,497
shares
|
$1.51 Million
0.4% of portfolio
|
Q1 2025
Reduced 55.1%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jul 07, 2025 Q2 2025 |
35,955
shares
|
$1.48 Million
0.66% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
35,828
shares
|
$1.48 Million
0.02% of portfolio
|
Q1 2025
Added 23.6%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
35,076
shares
|
$1.45 Million
0.3% of portfolio
|
Q1 2025
Added 6.91%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
34,995
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2022
Reduced 5.41%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
33,966
shares
|
$1.4 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
33,945
shares
|
$1.4 Million
0.44% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
33,120
shares
|
$1.37 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.43%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
32,881
shares
|
$1.36 Million
0.11% of portfolio
|
Q1 2025
Added 139.76%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
32,427
shares
|
$1.34 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
31,481
shares
|
$1.3 Million
0.1% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Macroview Investment Management LLC
|
Apr 29, 2025 Q1 2025 |
30,885
shares
|
$1.27 Million
1.16% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
30,202
shares
|
$1.25 Million
1.36% of portfolio
|
Q4 2023
Reduced 0.9%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
29,809
shares
|
$1.23 Million
0.41% of portfolio
|
Q2 2025
Added 11.54%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Apr 10, 2025 Q1 2025 |
29,418
shares
|
$1.21 Million
0.97% of portfolio
|
Q1 2025
Reduced 14.84%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
28,312
shares
|
$1.17 Million
0.32% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
27,949
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
27,911
shares
|
$1.15 Million
0.09% of portfolio
|
Q1 2025
Reduced 5.72%
|