Innovator U.S. Equity PowerPOCTETF
13F holders, Q3 2024 (September 30)175holders
19new positions
18sold out
1famous investor
$38.95avg. 13F price*
At the end of Q3 2024, 175 institutions reported holding Innovator U.S. Equity Power (POCT) in their 13F filings, unchanged from Q2 2024. 19 opened new positions and 18 sold out. The largest holders were Alliancebernstein L.P. ($71.1M), Penserra Capital Management LLC ($38.8M) and Commonwealth Equity Services, LLC ($17.0M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Innovator U.S. Equity Power
- CUSIP
- 45782C797
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $10.2M |
| Exits | 18 | $12.7M |
All 13F filers, Q2 2024 → Q3 2024: 1,063,898 shares bought and 1,332,188 shares sold, net −268,290 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 175 holders
| Alliancebernstein L.P. | 0.02% | Add +21.7% | 1,824,544 | $71.1M |
| Penserra Capital Management LLC | 0.84% | Add +5.9% | 996,634 | $38.8M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -26.8% | 437,311 | $17.0M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -12.9% | 379,884 | $14.8M |
| Osaic Holdings, Inc. | 0.03% | Reduce -6.1% | 337,345 | $13.1M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -5.2% | 298,027 | $11.6M |
| Forvis Mazars Wealth Advisors, LLC | 0.26% | Reduce -7.3% | 287,452 | $11.2M |
| Stephens Inc. | 0.14% | Reduce -1.1% | 261,612 | $10.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.8% | 258,088 | $10.1M |
| Motiv8 Investments LLC | 6.10% | Add +8.8% | 232,384 | $9.1M |
| Global Strategic Investment Solutions, LLC | 0.98% | Reduce -63.8% | 214,762 | $8.4M |
| HighTower Advisors, LLC | 0.01% | Add +3.9% | 208,212 | $8.1M |
| Captrust Financial Advisors | 0.02% | Reduce -0.1% | 203,210 | $7.9M |
| LPL Financial LLC | 0.00% | Reduce -8.5% | 198,696 | $7.7M |
| AA Financial Advisors, LLC | 2.08% | Add +5.8% | 184,688 | $7.2M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +12.7% | 181,629 | $7.1M |
| NorthCoast Asset Management LLC | 0.05% | Add +13.0% | 177,363 | $6.9M |
| Janney Montgomery Scott LLC | 0.02% | Add +17.0% | 171,897 | $6.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -2.5% | 156,755 | $6.1M |
| Brookstone Capital Management | 0.09% | Reduce -1.6% | 156,297 | $6.1M |
| Cetera Investment Advisers | 0.01% | Add +26.9% | 153,502 | $6.0M |
| Valtinson Bruner Financial Planning LLC | 2.01% | Reduce -2.3% | 148,156 | $5.8M |
| WPWealth LLP | 1.18% | Add +23.3% | 145,921 | $5.7M |
| Focus Partners Wealth | 0.02% | Add +1.4% | 139,795 | $5.4M |
| Truist Financial Corp. | 0.01% | Add +31.4% | 139,774 | $5.4M |
| MML Investors Services, LLC | 0.02% | Add +9.4% | 138,325 | $5.4M |
| CoreCap Advisors, LLC | 0.24% | Add +9.6% | 132,213 | $5.1M |
| Cresset Asset Management, LLC | 0.02% | Reduce -3.5% | 125,057 | $4.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -11.8% | 113,530 | $4.4M |
| CreativeOne Wealth, LLC | 0.14% | Add +3.9% | 109,387 | $4.3M |
| Trek Financial, LLC | 0.29% | Reduce -47.7% | 98,073 | $3.8M |
| Stuart Chaussee & Associates, Inc. | 1.00% | Reduce -1.7% | 97,765 | $3.8M |
| Jacobi Capital Management LLC | 0.27% | Add +193.2% | 92,989 | $3.6M |
| Blue Bell Private Wealth Management, LLC | 0.67% | Reduce -6.9% | 89,914 | $3.5M |
| Blair William & Co. | 0.01% | No change | 89,569 | $3.5M |
| Frisch Financial Group, Inc. | 0.96% | New | 82,036 | $3.2M |
| KFG Wealth Management, LLC | 0.67% | Reduce -4.1% | 78,638 | $3.1M |
| Elmwood Wealth Management, Inc. | 1.17% | Add +1.4% | 72,878 | $2.8M |
| MTM Financial Group, LLC | 1.54% | Reduce -0.3% | 64,929 | $2.5M |
| Wealth Alliance, LLC | 0.28% | No change | 59,516 | $2.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -25.1% | 59,404 | $2.3M |
| Three Seasons Wealth, LLC | 1.21% | No change | 59,100 | $2.3M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -2.8% | 54,802 | $2.1M |
| Cwm, LLC | 0.01% | Add +1477.3% | 53,061 | $2.1M |
| Cerity Partners LLC | 0.00% | Reduce -1.7% | 50,548 | $2.0M |
| Diligent Investors, LLC | 0.45% | Add +1.1% | 50,258 | $2.0M |
| BCS Wealth Management | 0.81% | Reduce -7.5% | 48,597 | $1.9M |
| Townsquare Capital LLC | 0.02% | Reduce -13.8% | 48,366 | $1.9M |
| RFG Advisory, LLC | 0.06% | Reduce -13.7% | 47,981 | $1.9M |
| Southland Equity Partners LLC | 0.45% | Reduce -4.5% | 47,256 | $1.8M |
| Cape Investment Advisory, Inc. | 0.69% | Reduce -14.9% | 43,615 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +36.9% | 43,076 | $1.7M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +36.9% | 43,076 | $1.7M |
| Corrado Advisors, LLC | 1.05% | Reduce -2.3% | 42,846 | $1.7M |
| ARS Wealth Advisors Group, LLC | 0.20% | Reduce -1.0% | 42,437 | $1.7M |
| Chris Bulman Inc | 1.11% | Reduce -13.1% | 41,976 | $1.6M |
| Retirement Income Solutions, Inc. | 0.37% | Reduce -1.4% | 41,308 | $1.6M |
| Bedel Financial Consulting, Inc. | 0.22% | Reduce -1.4% | 40,138 | $1.6M |
| Centaurus Financial, Inc. | 0.10% | Reduce -0.1% | 38,755 | $1.5M |
| Sugar Maple Asset Management, LLC | 1.20% | Reduce -65.7% | 35,360 | $1.4M |
| IFP Advisors, Inc | 0.05% | Reduce -0.9% | 35,176 | $1.4M |
| Beacon Financial Advisory LLC | 0.45% | Reduce -1.9% | 34,330 | $1.3M |
| AE Wealth Management LLC | 0.01% | Reduce -10.8% | 33,196 | $1.3M |
| MAI Capital Management | 0.01% | Add +7.2% | 31,704 | $1.2M |
| Castle Rock Wealth Management, LLC | 0.28% | Add +2.1% | 29,833 | $1.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.15% | Add +0.4% | 29,446 | $1.1M |
| Fulcrum Equity Management | 0.97% | Reduce -4.2% | 29,384 | $1.1M |
| Signaturefd, LLC | 0.02% | New | 27,949 | $1.1M |
| Gladstone Institutional Advisory LLC | 0.05% | New | 27,900 | $1.1M |
| Valmark Advisers, Inc. | 0.02% | No change | 26,380 | $1.0M |
| First Commonwealth Financial Corp | 0.24% | No change | 26,170 | $1.0M |
| Orion Capital Management LLC | 0.49% | Reduce -6.1% | 25,898 | $1.0M |
| WorthPointe, LLC | 0.41% | Add +5.0% | 24,839 | $967K |
| Cornerstone Wealth Group, LLC | 0.08% | Reduce -1.7% | 23,820 | $928K |
| Focus Financial Network, Inc. | 0.04% | Reduce -8.9% | 23,754 | $925K |
| Strategic Blueprint, LLC | 0.06% | Reduce -0.2% | 23,064 | $898K |
| FSA Advisors, Inc. | 0.88% | Reduce -2.6% | 22,698 | $884K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +28.8% | 22,609 | $881K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -4.0% | 21,529 | $839K |
| Nicolet Bankshares Inc. | 0.17% | No change | 21,468 | $836K |
| Sugarloaf Wealth Management, LLC | 0.14% | No change | 21,243 | $827K |
| City Holding Co. | 0.11% | Reduce -14.3% | 21,147 | $824K |
| Avantax Advisory Services, Inc. | 0.01% | Add +0.9% | 20,917 | $815K |
| Outlook Wealth Advisors, LLC | 0.23% | No change | 20,882 | $813K |
| Brown Wealth Management, LLC | 0.28% | Reduce -36.4% | 19,585 | $763K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +1.5% | 19,492 | $759K |
| Bellwether Advisors, LLC | 0.14% | Reduce -7.6% | 19,180 | $747K |
| Fragasso Financial Advisors Inc | 0.06% | No change | 18,490 | $720K |
| Capital Analysts, LLC | 0.03% | No change | 18,249 | $710K |
| Raymond James & Associates | 0.00% | Reduce -49.9% | 17,983 | $700K |
| Encompass More Asset Management | 0.26% | New | 17,430 | $679K |
| Sound View Wealth Advisors Group, LLC | 0.06% | Reduce -8.7% | 17,373 | $677K |
| AdvisorNet Financial, Inc | 0.05% | Add +18.1% | 16,733 | $652K |
| Clay Northam Wealth Management, LLC | 0.43% | No change | 15,958 | $622K |
| Independent Financial Group, LLC | 0.02% | Add +1.7% | 15,754 | $614K |
| SageView Advisory Group, LLC | 0.03% | Reduce -2.0% | 14,930 | $582K |
| AQR Capital Management | 0.00% | New | 14,779 | $576K |
| Arete Wealth Advisors, LLC | 0.05% | Add +13.2% | 14,649 | $571K |
| Advisory Alpha, LLC | 0.02% | Add +22.1% | 14,361 | $559K |
| Cypress Financial Planning LLC | 0.19% | Reduce -28.3% | 13,299 | $518K |
| Long Island Wealth Management, Inc. | 0.33% | No change | 13,025 | $507K |
| Thoroughbred Financial Services, LLC | 0.03% | No change | 13,037 | $507K |
| Arax Advisory Partners | 0.04% | Add +17.1% | 12,898 | $502K |
| Compass Advisory Group LLC | 0.19% | No change | 12,787 | $498K |
| Central Valley Advisors, LLC | 0.27% | No change | 12,476 | $486K |
| Harbour Investments, Inc. | 0.01% | Add +59.0% | 12,169 | $474K |
| Nikulski Financial, Inc. | 0.14% | Reduce -3.2% | 12,075 | $470K |
| Continuum Advisory, LLC | 0.06% | Add +3.0% | 11,650 | $461K |
| City Center Advisors, LLC | 0.51% | Reduce -2.0% | 11,809 | $460K |
| Summit Wealth Partners, LLC | 0.09% | New | 11,432 | $445K |
| Retirement Planning Group, LLC | 0.02% | No change | 11,324 | $441K |
| Per Stirling Capital Management, LLC. | 0.06% | New | 11,279 | $439K |
| Vishria Bird Financial Group, LLC | 0.17% | No change | 11,224 | $437K |
| CRA Financial Services, LLC | 0.08% | Add +1.4% | 10,849 | $423K |
| Coldstream Capital Management Inc. | 0.01% | New | 10,535 | $410K |
| Koshinski Asset Management, Inc. | 0.04% | Add +16.9% | 10,406 | $405K |
| Founders Financial Securities LLC | 0.04% | New | 10,199 | $397K |
| Mutual Advisors, LLC | 0.01% | Reduce -3.0% | 9,883 | $387K |
| Gill Capital Partners, LLC | 0.14% | No change | 9,814 | $382K |
| Weaver Consulting Group | 0.11% | No change | 8,718 | $340K |
| Certuity, LLC | 0.04% | No change | 8,530 | $332K |
| Atticus Wealth Management, LLC | 0.11% | No change | 8,461 | $330K |
| BCGM Wealth Management, LLC | 0.11% | No change | 8,425 | $328K |
| Weaver Capital Management LLC | 0.10% | No change | 8,241 | $321K |
| McAdam, LLC | 0.02% | Add +4.5% | 8,217 | $320K |
| Farther Finance Advisors, LLC | 0.01% | New | 8,118 | $316K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 8,084 | $315K |
| XML Financial, LLC | 0.03% | No change | 7,989 | $311K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +8.3% | 7,703 | $300K |
| Betterment LLC | 0.00% | Reduce -28.8% | 7,594 | $296K |
| VitalStone Financial, LLC | 0.19% | New | 7,287 | $284K |
| Barclays PLC | 0.00% | New | 7,164 | $279K |
| American Asset Management Inc. | 0.29% | No change | 6,960 | $271K |
| Financial Network Wealth Advisors LLC | 0.22% | Add +35.5% | 6,863 | $267K |
| World Investment Advisors | 0.01% | Add +18.4% | 6,770 | $264K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -3.1% | 6,597 | $257K |
| Tradition Wealth Management, LLC | 0.02% | No change | 6,576 | $256K |
| Compass Ion Advisors, LLC | 0.03% | New | 6,567 | $256K |
| Apollon Wealth Management, LLC | 0.01% | No change | 6,533 | $254K |
| Goldstein Advisors, LLC | 0.04% | New | 6,420 | $250K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -0.8% | 6,348 | $247K |
| First Heartland Consultants, Inc. | 0.03% | Add +8.8% | 6,125 | $239K |
| Legacy Capital Group California, Inc. | 0.08% | Reduce -4.2% | 6,123 | $238K |
| Pinnacle Wealth Management Group, Inc. | 0.15% | No change | 6,100 | $238K |
| Sunbelt Securities, Inc. | 0.02% | No change | 5,979 | $233K |
| Leading Edge Financial Planning LLC | 0.08% | New | 5,935 | $231K |
| MBL Wealth, LLC | 0.02% | Add +5.5% | 5,801 | $226K |
| Dakota Wealth Management | 0.01% | No change | 5,700 | $222K |
| Verdence Capital Advisors LLC | 0.02% | New | 5,612 | $219K |
| Crown Wealth Group, LLC | 0.09% | No change | 5,358 | $209K |
| Principal Securities, Inc. | 0.01% | Add +56.3% | 5,356 | $209K |
| Visionary Wealth Advisors | 0.01% | Reduce -49.8% | 5,289 | $206K |
| Integral Investment Advisors, Inc. | 0.06% | No change | 5,285 | $206K |
| Keystone Wealth Services, LLC | 0.06% | No change | 5,242 | $204K |
| Wells Fargo & Company | 0.00% | Add +6.0% | 4,778 | $186K |
| Clear Point Advisors Inc. | 0.11% | No change | 3,760 | $146K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 2,292 | $89K |
| Wagner Wealth Management, LLC | 0.02% | No change | 2,000 | $78K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,735 | $68K |
| Morgan Stanley | 0.00% | No change | 838 | $33K |
| Allworth Financial LP | 0.00% | Add +289.9% | 807 | $31K |
| Blue Trust, Inc. | 0.00% | No change | 761 | $29K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Reduce -50.3% | 745 | $29K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.0% | 728 | $28K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 500 | $19K |
| Silver Oak Securities, Incorporated | 0.00% | New | 470 | $18K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 357 | $14K |
| CNB Bank | 0.01% | No change | 340 | $13K |
| Anfield Capital Management, LLC | 0.00% | No change | 318 | $12K |
| Caitlin John, LLC | 0.00% | 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 |
| FMR LLC | 0.00% | New | 1 | $39 |
"% 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.