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 222 institutions that hold shares in the stock, with a total of 18.2 Million shares, which have been reported (via 13F filing form) to have a value of $786 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
22,196
shares
|
$958,645
0.01% of portfolio
|
Q1 2025
Added 110.69%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Nov 14, 2025 Q3 2025 |
21,507
shares
|
$928,887
0.5% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
21,377
shares
|
$923,272
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
21,269
shares
|
$918,608
0.0% of portfolio
|
Q2 2025
Reduced 6.44%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
21,123
shares
|
$912,302
0.02% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
20,882
shares
|
$901,893
0.27% of portfolio
|
Q2 2024
Reduced 58.67%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
20,428
shares
|
$882,285
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Oct 27, 2025 Q3 2025 |
19,672
shares
|
$849,633
0.51% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
19,313
shares
|
$834,128
0.03% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 10, 2025 Q3 2025 |
18,824
shares
|
$813,008
0.06% of portfolio
|
Q3 2025
Added 8.66%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
18,369
shares
|
$793,357
0.23% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
18,195
shares
|
$785,842
0.02% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,983
shares
|
$776,685
0.0% of portfolio
|
Q3 2024
Reduced 49.9%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
17,266
shares
|
$745,718
0.25% of portfolio
|
Q1 2025
Added 20.55%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
17,199
shares
|
$742,824
0.06% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 05, 2026 Q4 2025 |
17,150
shares
|
$740,708
0.69% of portfolio
|
Q4 2025
Added 7.38%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
16,662
shares
|
$719,631
0.02% of portfolio
|
Q3 2025
Reduced 82.3%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
16,488
shares
|
$712,116
0.01% of portfolio
|
Q4 2024
Added 189.26%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
16,342
shares
|
$705,810
0.09% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
16,286
shares
|
$703,392
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Nov 07, 2025 Q3 2025 |
16,093
shares
|
$695,056
0.11% of portfolio
|
Q3 2025
Reduced 66.04%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
16,004
shares
|
$691,212
0.04% of portfolio
|
Q3 2025
Reduced 7.52%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
14,873
shares
|
$642,364
0.08% of portfolio
|
Q3 2025
Added 14.37%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
14,664
shares
|
$633,338
0.11% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Compass Advisory Group LLC
|
Nov 06, 2025 Q3 2025 |
14,427
shares
|
$623,102
0.2% of portfolio
|
Q3 2025
Reduced 0.96%
|
|