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 |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
6,459
shares
|
$278,964
0.0% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
6,324
shares
|
$273,133
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
6,253
shares
|
$270,067
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
6,242
shares
|
$269,591
0.06% of portfolio
|
Q3 2025
Reduced 6.39%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
6,238
shares
|
$269,419
0.02% of portfolio
|
Q3 2025
Added 358.68%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Nov 05, 2025 Q3 2025 |
6,132
shares
|
$264,841
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
6,013
shares
|
$259,701
0.02% of portfolio
|
Q3 2025
Reduced 7.18%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
5,952
shares
|
$257,066
0.01% of portfolio
|
Q1 2025
Reduced 8.37%
|
|
|
Crown Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
5,881
shares
|
$254,000
0.09% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
5,746
shares
|
$248,169
0.07% of portfolio
|
Q3 2025
Added 10.12%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
5,543
shares
|
$239,402
0.0% of portfolio
|
Q3 2025
Reduced 18.62%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
5,299
shares
|
$228,863
0.0% of portfolio
|
Q3 2025
Added 5.98%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
5,285
shares
|
$228,259
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Fsa Investment Group, LLC
Pensacola, FL |
Oct 30, 2025 Q3 2025 |
5,158
shares
|
$222,774
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
5,079
shares
|
$219,362
0.0% of portfolio
|
Q3 2025
Reduced 8.04%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
5,015
shares
|
$216,597
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
5,000
shares
|
$215,950
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
4,828
shares
|
$208,521
0.01% of portfolio
|
Q3 2025
Reduced 18.86%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
4,666
shares
|
$201,524
0.0% of portfolio
|
Q1 2024
Added 43.22%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
4,019
shares
|
$173,580
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
3,912
shares
|
$168,959
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
3,896
shares
|
$168,268
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
3,594
shares
|
$155,224
0.06% of portfolio
|
Q4 2024
Added 5.03%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
3,116
shares
|
$134,580
0.05% of portfolio
|
Q1 2023
Added 11.48%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
2,592
shares
|
$111,948
0.01% of portfolio
|
Q4 2024
Added 13.09%
|
|