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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
7,703
shares
|
$317,902
0.0% of portfolio
|
Q3 2024
Added 8.25%
|
|
|
Mitchell Capital Management CO
|
May 09, 2025 Q1 2025 |
7,700
shares
|
$317,779
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
7,594
shares
|
$313,404
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
7,522
shares
|
$310,432
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
7,398
shares
|
$305,315
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
7,359
shares
|
$303,705
0.04% of portfolio
|
Q1 2025
Reduced 36.82%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
7,287
shares
|
$300,734
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
7,046
shares
|
$290,788
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
American Asset Management Inc.
|
May 07, 2025 Q1 2025 |
6,960
shares
|
$287,239
1.42% of portfolio
|
Q4 2023
Reduced 77.27%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
6,831
shares
|
$281,915
0.01% of portfolio
|
Q4 2024
Added 7.61%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
6,801
shares
|
$280,677
0.02% of portfolio
|
Q1 2025
Reduced 48.07%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
6,718
shares
|
$277,251
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
6,711
shares
|
$276,962
0.02% of portfolio
|
Q1 2025
Reduced 30.51%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,707
shares
|
$276,797
0.0% of portfolio
|
Q1 2025
Reduced 9.69%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
6,668
shares
|
$275,188
0.07% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
6,545
shares
|
$270,112
0.03% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jul 21, 2025 Q2 2025 |
6,132
shares
|
$253,067
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
6,056
shares
|
$249,931
0.03% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Crown Wealth Group, LLC
|
Jul 16, 2025 Q2 2025 |
6,045
shares
|
$249,477
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
5,958
shares
|
$245,886
0.01% of portfolio
|
Q1 2025
Reduced 17.05%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
5,952
shares
|
$245,639
0.01% of portfolio
|
Q1 2025
Reduced 8.37%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
5,769
shares
|
$238,086
0.01% of portfolio
|
Q1 2025
Reduced 17.81%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
5,708
shares
|
$235,569
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
5,285
shares
|
$218,111
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
5,163
shares
|
$213,077
0.0% of portfolio
|
Q1 2025
New holding
|