Innovator U.S. Equity PowerPOCTETF
13F holders, Q2 2024 (June 30)175holders +6
17new positions
11sold out
1famous investor
$38.29avg. 13F price*
At the end of Q2 2024, 175 institutions reported holding Innovator U.S. Equity Power (POCT) in their 13F filings, up 6 from Q1 2024. 17 opened new positions and 11 sold out. The largest holders were Alliancebernstein L.P. ($57.4M), Penserra Capital Management LLC ($36.0M) and Commonwealth Equity Services, LLC ($22.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Innovator U.S. Equity Power
- CUSIP
- 45782C797
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $16.6M |
| Exits | 11 | $7.1M |
All 13F filers, Q1 2024 → Q2 2024: 861,332 shares bought and 3,774,616 shares sold, net −2,913,284 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 175 holders
| Alliancebernstein L.P. | 0.02% | Reduce -4.9% | 1,498,984 | $57.4M |
| Penserra Capital Management LLC | 0.46% | Add +4.5% | 941,474 | $36.0M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -2.2% | 597,208 | $22.9M |
| Global Strategic Investment Solutions, LLC | 2.74% | Reduce -31.8% | 593,003 | $22.7M |
| Kestra Advisory Services, LLC | 0.09% | Add +74.0% | 436,171 | $16.7M |
| Osaic Holdings, Inc. | 0.03% | Reduce -19.3% | 359,398 | $13.8M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -1.0% | 314,385 | $12.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.30% | Reduce -7.6% | 310,253 | $11.9M |
| Stephens Inc. | 0.15% | Reduce -0.8% | 264,412 | $10.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +21.1% | 230,952 | $8.8M |
| LPL Financial LLC | 0.00% | Reduce -0.9% | 217,212 | $8.3M |
| Motiv8 Investments LLC | 6.08% | Add +4.3% | 213,481 | $8.2M |
| Captrust Financial Advisors | 0.03% | No change | 203,364 | $7.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -3.3% | 200,390 | $7.7M |
| Trek Financial, LLC | 0.57% | Reduce -2.3% | 187,401 | $7.2M |
| AA Financial Advisors, LLC | 2.36% | Add +0.2% | 174,593 | $6.7M |
| Beacon Pointe Advisors, LLC | 0.07% | Reduce -5.4% | 161,231 | $6.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -12.5% | 160,691 | $6.2M |
| Brookstone Capital Management | 0.10% | Reduce -14.8% | 158,881 | $6.1M |
| NorthCoast Asset Management LLC | 0.05% | New | 157,012 | $6.0M |
| Valtinson Bruner Financial Planning LLC | 2.30% | Reduce -0.5% | 151,674 | $5.8M |
| Janney Montgomery Scott LLC | 0.02% | Add +20.9% | 146,947 | $5.6M |
| Focus Partners Wealth | 0.02% | New | 137,795 | $5.3M |
| Cresset Asset Management, LLC | 0.02% | Reduce -0.1% | 129,533 | $5.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -25.8% | 128,720 | $4.9M |
| MML Investors Services, LLC | 0.02% | Add +44.6% | 126,452 | $4.8M |
| Cetera Investment Advisers | 0.01% | Reduce -28.9% | 120,988 | $4.6M |
| CoreCap Advisors, LLC | 0.48% | Reduce -2.4% | 120,676 | $4.6M |
| WPWealth LLP | 1.09% | Reduce -35.0% | 118,319 | $4.5M |
| Truist Financial Corp. | 0.01% | Add +0.8% | 106,409 | $4.1M |
| CreativeOne Wealth, LLC | 0.20% | Reduce -3.9% | 105,304 | $4.0M |
| Sugar Maple Asset Management, LLC | 3.82% | Add +6.9% | 103,133 | $3.9M |
| Stuart Chaussee & Associates, Inc. | 1.05% | Reduce -96.2% | 99,446 | $3.8M |
| Blue Bell Private Wealth Management, LLC | 0.76% | Reduce -4.5% | 96,599 | $3.7M |
| Blair William & Co. | 0.01% | No change | 89,569 | $3.4M |
| KFG Wealth Management, LLC | 1.24% | Reduce -5.7% | 81,965 | $3.1M |
| NewEdge Advisors, LLC | 0.02% | Add +0.2% | 79,325 | $3.0M |
| Pillar Wealth Advisors, LLC | 3.47% | Reduce -25.1% | 75,454 | $2.9M |
| Elmwood Wealth Management, Inc. | 1.23% | Reduce -9.1% | 71,908 | $2.8M |
| MTM Financial Group, LLC | 1.59% | No change | 65,119 | $2.5M |
| Wealth Alliance, LLC | 0.29% | No change | 59,516 | $2.3M |
| Three Seasons Wealth, LLC | 1.25% | No change | 59,100 | $2.3M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -11.4% | 56,378 | $2.2M |
| Townsquare Capital LLC | 0.03% | Reduce -20.6% | 56,117 | $2.1M |
| RFG Advisory, LLC | 0.07% | Add +10.1% | 55,569 | $2.1M |
| BCS Wealth Management | 0.98% | Reduce -14.4% | 52,511 | $2.0M |
| Cerity Partners LLC | 0.01% | Add +25.2% | 51,412 | $2.0M |
| Cape Investment Advisory, Inc. | 0.88% | Reduce -0.1% | 51,245 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Add +268.9% | 50,047 | $1.9M |
| Diligent Investors, LLC | 0.47% | Reduce -0.4% | 49,687 | $1.9M |
| Southland Equity Partners LLC | 0.54% | No change | 49,473 | $1.9M |
| Chris Bulman Inc | 1.27% | — | 48,312 | $1.8M |
| Corrado Advisors, LLC | 1.08% | Reduce -2.5% | 43,831 | $1.7M |
| ARS Wealth Advisors Group, LLC | 0.21% | No change | 42,879 | $1.6M |
| Retirement Income Solutions, Inc. | 0.39% | Reduce -1.3% | 41,899 | $1.6M |
| Bedel Financial Consulting, Inc. | 0.23% | Reduce -1.7% | 40,728 | $1.6M |
| Jane Street Group, LLC | 0.00% | Add +48.9% | 39,459 | $1.5M |
| Centaurus Financial, Inc. | 0.10% | Reduce -2.3% | 38,779 | $1.5M |
| AE Wealth Management LLC | 0.01% | Reduce -3.9% | 37,229 | $1.4M |
| Raymond James & Associates | 0.00% | Reduce -23.8% | 35,897 | $1.4M |
| IFP Advisors, Inc | 0.05% | No change | 35,486 | $1.4M |
| Beacon Financial Advisory LLC | 0.50% | Add +45.8% | 35,012 | $1.3M |
| Outlook Wealth Advisors, LLC | 0.40% | Reduce -58.7% | 20,882 | $1.3M |
| Jacobi Capital Management LLC | 0.11% | New | 31,714 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -52.1% | 31,459 | $1.2M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -52.1% | 31,459 | $1.2M |
| Brown Wealth Management, LLC | 0.47% | Reduce -2.9% | 30,769 | $1.2M |
| Fulcrum Equity Management | 1.05% | New | 30,676 | $1.2M |
| International Assets Investment Management, LLC | 0.11% | Reduce -3.5% | 30,525 | $1.2M |
| Epic Trust Investment Advisors, LLC | 1.27% | No change | 30,202 | $1.2M |
| MAI Capital Management | 0.01% | Reduce -8.4% | 29,583 | $1.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.17% | Reduce -1.9% | 29,328 | $1.1M |
| Castle Rock Wealth Management, LLC | 0.28% | No change | 29,231 | $1.1M |
| Orion Capital Management LLC | 0.56% | No change | 27,588 | $1.1M |
| Valmark Advisers, Inc. | 0.02% | No change | 26,380 | $1.0M |
| Focus Financial Network, Inc. | 0.04% | Reduce -2.2% | 26,063 | $1.0M |
| First Commonwealth Financial Corp | 0.26% | Reduce -2.1% | 26,170 | $1.0M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -18.1% | 25,400 | $973K |
| City Holding Co. | 0.14% | Reduce -0.8% | 24,672 | $945K |
| Cornerstone Wealth Group, LLC | 0.08% | Reduce -1.4% | 24,230 | $928K |
| WorthPointe, LLC | 0.41% | Reduce -0.2% | 23,661 | $906K |
| FSA Advisors, Inc. | 0.93% | Reduce -0.4% | 23,311 | $892K |
| Strategic Blueprint, LLC | 0.06% | Reduce -1.4% | 23,110 | $885K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -2.1% | 22,425 | $859K |
| Nicolet Bankshares Inc. | 0.17% | Reduce -9.9% | 21,468 | $822K |
| Sugarloaf Wealth Management, LLC | 0.15% | Reduce -42.2% | 21,243 | $813K |
| Bellwether Advisors, LLC | 0.17% | Reduce -13.8% | 20,753 | $795K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -0.1% | 20,739 | $794K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -14.1% | 19,205 | $735K |
| Sound View Wealth Advisors Group, LLC | 0.08% | Reduce -2.2% | 19,030 | $729K |
| Cypress Financial Planning LLC | 0.30% | Reduce -0.2% | 18,537 | $710K |
| Fragasso Financial Advisors Inc | 0.06% | No change | 18,490 | $708K |
| Capital Analysts, LLC | 0.03% | Reduce -56.7% | 18,249 | $699K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -1.1% | 17,550 | $672K |
| Clay Northam Wealth Management, LLC | 0.46% | Reduce -1.2% | 15,958 | $611K |
| Independent Financial Group, LLC | 0.02% | No change | 15,489 | $593K |
| SageView Advisory Group, LLC | 0.04% | Reduce -22.4% | 15,229 | $583K |
| JPMorgan Chase & Co. | 0.00% | Reduce -82.8% | 15,202 | $582K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Reduce -16.8% | 14,195 | $544K |
| AdvisorNet Financial, Inc | 0.05% | No change | 14,163 | $542K |
| Old Mission Capital LLC | 0.01% | New | 13,880 | $531K |
| Long Island Wealth Management, Inc. | 0.35% | Reduce -6.5% | 13,025 | $499K |
| Thoroughbred Financial Services, LLC | 0.03% | Reduce -24.5% | 13,037 | $499K |
| Arete Wealth Advisors, LLC | 0.04% | No change | 12,936 | $495K |
| Citadel Advisors | 0.00% | New | 12,793 | $490K |
| Compass Advisory Group LLC | 0.22% | No change | 12,787 | $490K |
| Nikulski Financial, Inc. | 0.15% | No change | 12,475 | $478K |
| City Center Advisors, LLC | 0.53% | No change | 12,047 | $452K |
| Advisory Alpha, LLC | 0.02% | No change | 11,766 | $451K |
| Ameritas Advisory Services, LLC | 0.02% | Add +1.1% | 11,388 | $436K |
| Retirement Planning Group, LLC | 0.03% | Reduce -3.7% | 11,324 | $434K |
| Continuum Advisory, LLC | 0.06% | Reduce -0.5% | 11,316 | $433K |
| Vishria Bird Financial Group, LLC | 0.18% | No change | 11,224 | $430K |
| Arax Advisory Partners | 0.04% | Reduce -0.1% | 11,011 | $422K |
| CRA Financial Services, LLC | 0.08% | No change | 10,699 | $410K |
| Betterment LLC | 0.00% | Reduce -0.8% | 10,660 | $408K |
| Visionary Wealth Advisors | 0.03% | No change | 10,541 | $404K |
| Mutual Advisors, LLC | 0.01% | Reduce -8.4% | 10,194 | $392K |
| Gill Capital Partners, LLC | 0.15% | No change | 9,814 | $376K |
| M Holdings Securities, Inc. | 0.05% | New | 9,107 | $349K |
| Koshinski Asset Management, Inc. | 0.03% | Add +4.2% | 8,901 | $342K |
| My Personal CFO, LLC | 0.18% | Reduce -5.2% | 8,915 | $341K |
| Weaver Consulting Group | 0.12% | Reduce -4.9% | 8,718 | $334K |
| Royal Bank of Canada | 0.00% | Add +70.8% | 8,655 | $331K |
| Certuity, LLC | 0.03% | New | 8,530 | $327K |
| Atticus Wealth Management, LLC | 0.11% | No change | 8,461 | $324K |
| BCGM Wealth Management, LLC | 0.11% | No change | 8,425 | $323K |
| Weaver Capital Management LLC | 0.10% | Reduce -50.4% | 8,241 | $316K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 8,084 | $310K |
| XML Financial, LLC | 0.03% | No change | 7,989 | $306K |
| McAdam, LLC | 0.02% | No change | 7,867 | $301K |
| Harbour Investments, Inc. | 0.01% | No change | 7,651 | $293K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 7,116 | $272K |
| American Asset Management Inc. | 0.32% | No change | 6,960 | $266K |
| Avantax Planning Partners, Inc. | 0.01% | Add +6.1% | 6,806 | $261K |
| Tradition Wealth Management, LLC | 0.02% | No change | 6,576 | $252K |
| Apollon Wealth Management, LLC | 0.01% | No change | 6,533 | $250K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -32.6% | 6,398 | $245K |
| Legacy Capital Group California, Inc. | 0.09% | New | 6,388 | $245K |
| Pinnacle Wealth Management Group, Inc. | 0.16% | No change | 6,100 | $234K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -0.4% | 5,979 | $229K |
| Maia Wealth LLC | 0.07% | — | 5,711 | $220K |
| World Investment Advisors | 0.01% | No change | 5,720 | $219K |
| NWF Advisory Services Inc. | 0.03% | New | 5,703 | $218K |
| Dakota Wealth Management | 0.01% | No change | 5,700 | $218K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -2.4% | 5,628 | $215K |
| MBL Wealth, LLC | 0.02% | Reduce -8.3% | 5,501 | $211K |
| Crown Wealth Group, LLC | 0.10% | No change | 5,358 | $205K |
| Integral Investment Advisors, Inc. | 0.07% | New | 5,285 | $202K |
| Keystone Wealth Services, LLC | 0.06% | Reduce -45.6% | 5,242 | $201K |
| Financial Network Wealth Advisors LLC | 0.14% | New | 5,066 | $194K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 4,666 | $179K |
| Wells Fargo & Company | 0.00% | New | 4,507 | $173K |
| Clear Point Advisors Inc. | 0.12% | No change | 3,760 | $144K |
| Principal Securities, Inc. | 0.00% | No change | 3,427 | $131K |
| Cwm, LLC | 0.00% | Add +11.3% | 3,364 | $129K |
| UBS Group AG | 0.00% | New | 2,420 | $93K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 2,292 | $88K |
| Wagner Wealth Management, LLC | 0.02% | No change | 2,000 | $77K |
| Sound Income Strategies, LLC | 0.01% | New | 1,893 | $72K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,735 | $66K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 1,500 | $57K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,000 | $38K |
| Morgan Stanley | 0.00% | No change | 838 | $32K |
| Blue Trust, Inc. | 0.00% | No change | 761 | $29K |
| Central Valley Advisors, LLC | 0.01% | No change | 12,476 | $23K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 357 | $14K |
| CNB Bank | 0.01% | No change | 340 | $13K |
| Anfield Capital Management, LLC | 0.01% | No change | 318 | $12K |
| Allworth Financial LP | 0.00% | New | 207 | $8K |
| Caitlin John, LLC | 0.01% | No change | 179 | $7K |
| Caldwell Trust Co | 0.00% | No change | 171 | $7K |
| 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.