Innovator U.S. Equity PowerPOCTETF
13F holders, Q1 2024 (March 31)169holders
$37.49avg. 13F price*
At the end of Q1 2024, 169 institutions reported holding Innovator U.S. Equity Power (POCT) in their 13F filings. The largest holders were Stuart Chaussee & Associates, Inc. ($97.8M), Alliancebernstein L.P. ($59.1M) and Penserra Capital Management LLC ($33.8M).
- Company
- Innovator U.S. Equity Power
- CUSIP
- 45782C797
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $9.7M |
| Exits | 13 | $2.8M |
Ownership 169 holders
| Stuart Chaussee & Associates, Inc. | 28.11% | Reduce -0.6% | 2,607,535 | $97.8M |
| Alliancebernstein L.P. | 0.02% | Reduce -3.3% | 1,576,690 | $59.1M |
| Penserra Capital Management LLC | 0.42% | Add +8.3% | 901,227 | $33.8M |
| Global Strategic Investment Solutions, LLC | 3.81% | Reduce -4.6% | 869,893 | $32.6M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -35.5% | 610,543 | $22.9M |
| Osaic Holdings, Inc. | 0.04% | Reduce -11.5% | 445,228 | $16.7M |
| Forvis Mazars Wealth Advisors, LLC | 0.32% | Reduce -1.0% | 335,631 | $12.6M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -25.1% | 317,647 | $11.9M |
| Stephens Inc. | 0.15% | Reduce -0.6% | 266,512 | $10.0M |
| Kestra Advisory Services, LLC | 0.06% | Add +71.0% | 250,635 | $9.4M |
| LPL Financial LLC | 0.00% | Add +26.7% | 219,270 | $8.2M |
| HighTower Advisors, LLC | 0.01% | Reduce -7.8% | 207,153 | $7.8M |
| Motiv8 Investments LLC | 5.96% | Add +33.2% | 204,584 | $7.7M |
| Captrust Financial Advisors | 0.03% | Reduce -0.2% | 203,364 | $7.6M |
| Trek Financial, LLC | 0.57% | Reduce -1.6% | 191,767 | $7.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.6% | 190,780 | $7.2M |
| Brookstone Capital Management | 0.13% | Reduce -79.5% | 186,570 | $7.0M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -1.2% | 183,590 | $6.9M |
| WPWealth LLP | 1.76% | Reduce -19.4% | 181,962 | $6.8M |
| AA Financial Advisors, LLC | 2.64% | Reduce -0.1% | 174,267 | $6.5M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -51.8% | 173,514 | $6.5M |
| Beacon Pointe Advisors, LLC | 0.07% | Reduce -11.8% | 170,507 | $6.4M |
| Cetera Investment Advisers | 0.02% | Add +945.3% | 170,232 | $6.4M |
| Strategic Wealth Partners Group, LLC | 0.69% | Reduce -2.6% | 166,626 | $6.2M |
| Valtinson Bruner Financial Planning LLC | 2.44% | Reduce -1.4% | 152,476 | $5.7M |
| InterOcean Capital Group, LLC | 0.12% | No change | 137,895 | $5.2M |
| Cresset Asset Management, LLC | 0.02% | Reduce -0.3% | 129,723 | $4.9M |
| CoreCap Advisors, LLC | 0.25% | Add +24.3% | 123,625 | $4.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +7.7% | 121,490 | $4.6M |
| CreativeOne Wealth, LLC | 0.16% | Add +2.8% | 109,524 | $4.1M |
| Truist Financial Corp. | 0.01% | Reduce -2.1% | 105,514 | $4.0M |
| Blue Bell Private Wealth Management, LLC | 0.81% | Reduce -1.9% | 101,105 | $3.8M |
| Pillar Wealth Advisors, LLC | 2.85% | Reduce -0.1% | 100,723 | $3.8M |
| Sugar Maple Asset Management, LLC | 3.49% | — | 96,501 | $3.6M |
| Blair William & Co. | 0.01% | No change | 89,569 | $3.4M |
| JPMorgan Chase & Co. | 0.00% | New | 88,360 | $3.3M |
| MML Investors Services, LLC | 0.01% | Add +4.5% | 87,466 | $3.3M |
| KFG Wealth Management, LLC | 1.34% | Add +1.2% | 86,922 | $3.3M |
| Lincoln National Corp. | 0.05% | Add +12.1% | 81,124 | $3.0M |
| NewEdge Advisors, LLC | 0.03% | Reduce -32.4% | 79,137 | $3.0M |
| Elmwood Wealth Management, Inc. | 1.27% | Add +293.1% | 79,125 | $3.0M |
| Townsquare Capital LLC | 0.04% | Reduce -79.1% | 70,674 | $2.6M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -11.7% | 65,729 | $2.5M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -11.7% | 65,729 | $2.5M |
| MTM Financial Group, LLC | 1.62% | Add +0.4% | 65,119 | $2.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -12.2% | 63,628 | $2.4M |
| BCS Wealth Management | 0.74% | Reduce -1.4% | 61,333 | $2.3M |
| Wealth Alliance, LLC | 0.29% | No change | 59,516 | $2.2M |
| Three Seasons Wealth, LLC | 1.55% | No change | 59,100 | $2.2M |
| Cape Investment Advisory, Inc. | 0.90% | Reduce -2.9% | 51,320 | $1.9M |
| Outlook Wealth Advisors, LLC | 0.58% | Add +0.4% | 50,521 | $1.9M |
| RFG Advisory, LLC | 0.06% | New | 50,496 | $1.9M |
| Diligent Investors, LLC | 0.47% | Reduce -1.0% | 49,887 | $1.9M |
| Southland Equity Partners LLC | 0.52% | Add +19.5% | 49,473 | $1.9M |
| Raymond James & Associates | 0.00% | Reduce -11.8% | 47,086 | $1.8M |
| Corrado Advisors, LLC | 1.11% | Reduce -3.2% | 44,953 | $1.7M |
| Sigma Planning Corp | 0.05% | Reduce -15.4% | 43,773 | $1.6M |
| ARS Wealth Advisors Group, LLC | 0.22% | No change | 42,879 | $1.6M |
| Retirement Income Solutions, Inc. | 0.36% | Reduce -3.0% | 42,434 | $1.6M |
| Capital Analysts, LLC | 0.07% | Reduce -1.6% | 42,185 | $1.6M |
| Bedel Financial Consulting, Inc. | 0.24% | Reduce -0.6% | 41,439 | $1.6M |
| Cerity Partners LLC | 0.00% | No change | 41,062 | $1.5M |
| Centaurus Financial, Inc. | 0.10% | Reduce -7.1% | 39,673 | $1.5M |
| AE Wealth Management LLC | 0.02% | Reduce -56.9% | 38,757 | $1.5M |
| Sugarloaf Wealth Management, LLC | 0.29% | No change | 36,741 | $1.4M |
| IFP Advisors, Inc | 0.06% | No change | 35,486 | $1.3M |
| MAI Capital Management | 0.01% | Reduce -3.9% | 32,300 | $1.2M |
| Brown Wealth Management, LLC | 0.49% | Reduce -86.8% | 31,686 | $1.2M |
| International Assets Investment Management, LLC | 0.12% | No change | 31,637 | $1.2M |
| Axxcess Wealth Management, LLC | 0.03% | No change | 31,000 | $1.2M |
| Epic Trust Investment Advisors, LLC | 1.40% | No change | 30,202 | $1.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.18% | Reduce -1.0% | 29,907 | $1.1M |
| Castle Rock Wealth Management, LLC | 0.30% | No change | 29,231 | $1.1M |
| Orion Capital Management LLC | 0.55% | No change | 27,588 | $1.0M |
| First Commonwealth Financial Corp | 0.27% | No change | 26,731 | $1.0M |
| Jane Street Group, LLC | 0.00% | New | 26,495 | $993K |
| Valmark Advisers, Inc. | 0.02% | No change | 26,380 | $989K |
| Focus Financial Network, Inc. | 0.05% | — | 26,638 | $989K |
| City Holding Co. | 0.14% | Reduce -4.9% | 24,882 | $933K |
| Cornerstone Wealth Group, LLC | 0.09% | Add +16.2% | 24,574 | $921K |
| Bellwether Advisors, LLC | 0.20% | No change | 24,080 | $903K |
| Beacon Financial Advisory LLC | 0.44% | No change | 24,012 | $900K |
| Nicolet Bankshares Inc. | 0.19% | New | 23,818 | $893K |
| WorthPointe, LLC | 0.45% | No change | 23,707 | $889K |
| Strategic Blueprint, LLC | 0.06% | Reduce -3.8% | 23,435 | $879K |
| FSA Advisors, Inc. | 0.94% | Reduce -0.5% | 23,399 | $877K |
| OneDigital Investment Advisors LLC | 0.01% | No change | 22,900 | $859K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -14.8% | 22,361 | $838K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -2.9% | 20,758 | $778K |
| SageView Advisory Group, LLC | 0.04% | Add +16.7% | 19,637 | $746K |
| Sound View Wealth Advisors Group, LLC | 0.08% | Reduce -11.1% | 19,462 | $730K |
| Cypress Financial Planning LLC | 0.32% | Add +27.9% | 18,582 | $697K |
| Fragasso Financial Advisors Inc | 0.06% | No change | 18,490 | $693K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -49.1% | 17,750 | $665K |
| Thoroughbred Financial Services, LLC | 0.06% | Reduce -9.5% | 17,272 | $647K |
| Nations Financial Group Inc, /Ia/ | 0.05% | No change | 17,070 | $640K |
| Weaver Capital Management LLC | 0.18% | Reduce -0.1% | 16,626 | $623K |
| Clay Northam Wealth Management, LLC | 0.49% | No change | 16,158 | $606K |
| Independent Financial Group, LLC | 0.03% | Add +6.1% | 15,489 | $581K |
| AdvisorNet Financial, Inc | 0.05% | Reduce -2.8% | 14,163 | $531K |
| Long Island Wealth Management, Inc. | 0.37% | No change | 13,925 | $522K |
| Susquehanna International Group, LLP | 0.00% | New | 13,565 | $509K |
| Arete Wealth Advisors, LLC | 0.04% | No change | 12,936 | $485K |
| Compass Advisory Group LLC | 0.21% | No change | 12,787 | $479K |
| Central Valley Advisors, LLC | 0.24% | No change | 12,476 | $468K |
| Nikulski Financial, Inc. | 0.16% | Reduce -0.8% | 12,475 | $468K |
| City Center Advisors, LLC | 0.53% | — | 12,047 | $452K |
| Advisory Alpha, LLC | 0.02% | Reduce -2.9% | 11,766 | $441K |
| Retirement Planning Group, LLC | 0.03% | Reduce -0.5% | 11,755 | $441K |
| Continuum Advisory, LLC | 0.06% | Reduce -6.8% | 11,373 | $429K |
| WCG Wealth Advisors LLC | 0.04% | No change | 11,281 | $423K |
| Ameritas Advisory Services, LLC | 0.02% | New | 11,270 | $423K |
| Vishria Bird Financial Group, LLC | 0.18% | No change | 11,224 | $421K |
| Mutual Advisors, LLC | 0.01% | No change | 11,127 | $417K |
| Arax Advisory Partners | 0.04% | Reduce -15.6% | 11,026 | $413K |
| Betterment LLC | 0.00% | Reduce -4.5% | 10,751 | $403K |
| CRA Financial Services, LLC | 0.09% | Reduce -15.8% | 10,699 | $401K |
| Visionary Wealth Advisors | 0.03% | Reduce -4.5% | 10,541 | $395K |
| Coldstream Capital Management Inc. | 0.01% | No change | 10,535 | $395K |
| Gill Capital Partners, LLC | 0.15% | Reduce -5.7% | 9,814 | $366K |
| Keystone Wealth Services, LLC | 0.12% | Reduce -0.0% | 9,642 | $361K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -9.3% | 9,498 | $356K |
| My Personal CFO, LLC | 0.20% | Reduce -4.8% | 9,403 | $353K |
| Weaver Consulting Group | 0.13% | No change | 9,168 | $344K |
| VitalStone Financial, LLC | 0.26% | New | 9,147 | $343K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -34.5% | 8,546 | $320K |
| Atticus Wealth Management, LLC | 0.10% | No change | 8,461 | $317K |
| BCGM Wealth Management, LLC | 0.11% | No change | 8,425 | $316K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 8,084 | $303K |
| XML Financial, LLC | 0.03% | No change | 7,989 | $300K |
| McAdam, LLC | 0.02% | No change | 7,867 | $295K |
| Harbour Investments, Inc. | 0.01% | No change | 7,651 | $287K |
| Berkshire Money Management, Inc. | 0.03% | New | 7,366 | $276K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 7,116 | $267K |
| American Asset Management Inc. | 0.39% | No change | 6,960 | $261K |
| Tradition Wealth Management, LLC | 0.03% | New | 6,576 | $247K |
| Summit Wealth Partners, LLC | 0.05% | Reduce -29.3% | 6,552 | $246K |
| Apollon Wealth Management, LLC | 0.01% | No change | 6,533 | $245K |
| Mitchell Capital Management Co. | 0.05% | No change | 6,440 | $241K |
| Avantax Planning Partners, Inc. | 0.01% | New | 6,415 | $240K |
| Florida Financial Advisors, LLC | 0.17% | New | 6,312 | $237K |
| Pinnacle Wealth Management Group, Inc. | 0.17% | Reduce -43.5% | 6,100 | $229K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -40.0% | 6,005 | $225K |
| MBL Wealth, LLC | 0.03% | No change | 6,001 | $225K |
| First City Capital Management, Inc. | 0.12% | Reduce -0.0% | 5,819 | $218K |
| First Heartland Consultants, Inc. | 0.02% | New | 5,769 | $216K |
| World Investment Advisors | 0.03% | No change | 5,720 | $214K |
| Dakota Wealth Management | 0.01% | No change | 5,700 | $214K |
| Crown Wealth Group, LLC | 0.10% | Reduce -23.2% | 5,358 | $201K |
| Royal Bank of Canada | 0.00% | Reduce -5.3% | 5,067 | $190K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +43.2% | 4,666 | $175K |
| Clear Point Advisors Inc. | 0.12% | Reduce -0.9% | 3,760 | $141K |
| Principal Securities, Inc. | 0.00% | Add +1.0% | 3,427 | $128K |
| Cwm, LLC | 0.00% | No change | 3,022 | $113K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 2,292 | $86K |
| Wagner Wealth Management, LLC | 0.02% | No change | 2,000 | $75K |
| Brown Brothers Harriman & Co. | 0.00% | New | 1,735 | $65K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 1,500 | $56K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,000 | $37K |
| Morgan Stanley | 0.00% | No change | 838 | $31K |
| Blue Trust, Inc. | 0.00% | No change | 761 | $29K |
| Vima LLC | 0.02% | No change | 468 | $15K |
| CNB Bank | 0.01% | New | 340 | $13K |
| Anfield Capital Management, LLC | 0.01% | New | 318 | $12K |
| Caitlin John, LLC | 0.01% | No change | 179 | $7K |
| Caldwell Trust Co | 0.00% | No change | 171 | $6K |
| Spire Wealth Management | 0.00% | No change | 107 | $4K |
| Rothschild Investment LLC | 0.00% | No change | 54 | $2K |
| Tsfg, LLC | 0.00% | No change | 17 | $1K |
"% of holder's portfolio" is POCT's weight in each manager's 13F, not the share of Innovator U.S. Equity Power the manager owns.