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 |
|---|---|---|---|---|---|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
17,199
shares
|
$709,802
0.06% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
16,954
shares
|
$699,691
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
16,692
shares
|
$688,878
0.09% of portfolio
|
Q2 2025
Reduced 9.14%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
16,488
shares
|
$680,459
0.01% of portfolio
|
Q4 2024
Added 189.26%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
15,375
shares
|
$634,526
0.23% of portfolio
|
Q1 2025
Added 5.84%
|
|
|
Helium Advisors LLC
Everett, WA |
May 08, 2025 Q1 2025 |
15,044
shares
|
$620,865
0.43% of portfolio
|
Q1 2025
Reduced 46.3%
|
|
|
Compass Advisory Group LLC
|
May 13, 2025 Q1 2025 |
14,817
shares
|
$611,497
0.27% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
14,779
shares
|
$609,929
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
14,664
shares
|
$605,183
0.08% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
14,297
shares
|
$590,037
0.23% of portfolio
|
Q1 2025
Reduced 90.12%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
14,065
shares
|
$580,462
0.38% of portfolio
|
Q4 2024
Reduced 11.86%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
May 14, 2025 Q1 2025 |
14,000
shares
|
$577,780
0.11% of portfolio
|
Q1 2025
Reduced 26.32%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
13,436
shares
|
$554,503
0.04% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
12,971
shares
|
$535,313
0.03% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
May 13, 2025 Q1 2025 |
12,785
shares
|
$527,636
0.3% of portfolio
|
Q1 2025
Added 6.32%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
12,751
shares
|
$526,233
0.07% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
12,476
shares
|
$514,884
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
12,425
shares
|
$512,779
0.16% of portfolio
|
Q4 2024
Added 47.48%
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
12,360
shares
|
$510,097
0.15% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
12,044
shares
|
$497,055
0.16% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
11,851
shares
|
$489,090
0.52% of portfolio
|
Q2 2025
Reduced 7.44%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
11,495
shares
|
$474,398
0.48% of portfolio
|
Q1 2025
Reduced 19.37%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 07, 2025 Q1 2025 |
11,405
shares
|
$470,684
0.15% of portfolio
|
Q1 2025
Reduced 20.9%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
May 02, 2025 Q1 2025 |
11,065
shares
|
$456,652
0.06% of portfolio
|
Q1 2025
Added 38.66%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
11,047
shares
|
$455,909
0.43% of portfolio
|
Q1 2025
New holding
|