Innovator U.S. Equity PowerPOCTETF
13F holders, Q4 2024 (December 31)217holders +42
34new positions
11sold out
1famous investor
$39.57avg. 13F price*
At the end of Q4 2024, 217 institutions reported holding Innovator U.S. Equity Power (POCT) in their 13F filings, up 42 from Q3 2024. 34 opened new positions and 11 sold out. The largest holders were Alliancebernstein L.P. ($74.5M), Penserra Capital Management LLC ($46.7M) and Brookstone Capital Management ($37.7M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $35.4M |
| Exits | 11 | $3.7M |
All 13F filers, Q3 2024 → Q4 2024: 4,692,528 shares bought and 454,654 shares sold, net +4,237,874 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 217 holders
| Alliancebernstein L.P. | 0.03% | Add +3.2% | 1,882,481 | $74.5M |
| Penserra Capital Management LLC | 0.86% | Add +18.4% | 1,180,530 | $46.7M |
| Brookstone Capital Management | 0.55% | Add +509.6% | 952,820 | $37.7M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +418.1% | 812,173 | $32.1M |
| Raymond James Financial Inc. | 0.01% | — | 775,474 | $30.7M |
| Osaic Holdings, Inc. | 0.06% | Add +116.2% | 729,351 | $28.9M |
| Commonwealth Equity Services, LLC | 0.03% | Add +3.1% | 451,039 | $17.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +31.5% | 339,446 | $13.4M |
| Focus Partners Wealth | 0.03% | Add +129.2% | 320,354 | $12.7M |
| Forvis Mazars Wealth Advisors, LLC | 0.24% | Reduce -7.5% | 265,911 | $10.5M |
| Stephens Inc. | 0.14% | Reduce -0.6% | 260,072 | $10.3M |
| HighTower Advisors, LLC | 0.01% | Add +14.8% | 239,056 | $9.5M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -37.9% | 235,974 | $9.3M |
| MAI Capital Management | 0.07% | Add +600.1% | 221,977 | $8.8M |
| Janney Montgomery Scott LLC | 0.02% | Add +21.4% | 208,738 | $8.3M |
| Beacon Pointe Advisors, LLC | 0.09% | Add +13.3% | 205,869 | $8.1M |
| Captrust Financial Advisors | 0.02% | Add +0.5% | 204,310 | $8.1M |
| AA Financial Advisors, LLC | 2.14% | Add +9.8% | 202,880 | $8.0M |
| NorthCoast Asset Management LLC | 0.04% | Add +13.4% | 201,222 | $8.0M |
| LPL Financial LLC | 0.00% | Add +1.0% | 200,648 | $7.9M |
| Bullseye Investment Management, LLC | 5.37% | New | 195,593 | $7.7M |
| MML Investors Services, LLC | 0.02% | Add +30.8% | 180,864 | $7.2M |
| Motiv8 Investments LLC | 5.00% | Reduce -22.5% | 180,065 | $7.1M |
| Global Strategic Investment Solutions, LLC | 0.80% | Reduce -19.6% | 172,660 | $6.8M |
| Cetera Investment Advisers | 0.01% | Add +5.7% | 162,203 | $6.4M |
| Truist Financial Corp. | 0.01% | Add +8.3% | 151,451 | $6.0M |
| Valtinson Bruner Financial Planning LLC | 2.00% | Reduce -2.4% | 144,652 | $5.7M |
| KFG Wealth Management, LLC | 1.06% | Add +82.8% | 143,793 | $5.7M |
| WPWealth LLP | 1.16% | Reduce -1.7% | 143,474 | $5.7M |
| Siligmueller & Norvid Wealth Advisors LLC | 2.31% | — | 137,003 | $5.4M |
| Principal Securities, Inc. | 0.11% | Add +2278.9% | 127,414 | $5.0M |
| Blair William & Co. | 0.01% | Add +39.9% | 125,277 | $5.0M |
| Certified Advisory Corp | 0.54% | New | 124,648 | $4.9M |
| Cresset Asset Management, LLC | 0.02% | Reduce -1.6% | 123,115 | $4.9M |
| Trek Financial, LLC | 0.36% | Add +23.0% | 120,622 | $4.8M |
| CoreCap Advisors, LLC | 0.21% | Reduce -12.2% | 116,098 | $4.6M |
| CreativeOne Wealth, LLC | 0.13% | Add +1.3% | 110,831 | $4.4M |
| Stuart Chaussee & Associates, Inc. | 1.02% | Add +6.4% | 104,005 | $4.1M |
| Advisory Services Network, LLC | 0.08% | New | 102,260 | $4.0M |
| First Commonwealth Financial Corp | 0.89% | Add +265.3% | 95,587 | $3.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -16.8% | 94,477 | $3.7M |
| Jacobi Capital Management LLC | 0.27% | No change | 92,989 | $3.7M |
| Southland Equity Partners LLC | 0.84% | Add +93.4% | 91,373 | $3.6M |
| Blue Bell Private Wealth Management, LLC | 0.68% | Reduce -0.4% | 89,584 | $3.5M |
| Cwm, LLC | 0.01% | Add +67.8% | 89,045 | $3.5M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +95.0% | 84,015 | $3.3M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +95.0% | 84,015 | $3.3M |
| Frisch Financial Group, Inc. | 0.97% | Reduce -0.9% | 81,279 | $3.2M |
| Advisory Alpha, LLC | 0.11% | Add +461.8% | 80,679 | $3.2M |
| Elmwood Wealth Management, Inc. | 1.17% | Add +0.4% | 73,148 | $2.9M |
| Wealth Alliance, LLC | 0.34% | Add +22.5% | 72,904 | $2.9M |
| Corrado Advisors, LLC | 1.86% | Add +68.2% | 72,062 | $2.9M |
| NewEdge Advisors, LLC | 0.02% | Add +20.6% | 71,659 | $2.8M |
| Capasso Planning Partners LLC | 1.12% | New | 70,799 | $2.8M |
| MTM Financial Group, LLC | 1.60% | Add +4.4% | 67,761 | $2.7M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +176.5% | 62,516 | $2.5M |
| Red Crane Wealth Management, LLC | 2.29% | — | 61,029 | $2.4M |
| Three Seasons Wealth, LLC | 1.14% | No change | 59,100 | $2.3M |
| BCS Wealth Management | 0.58% | Add +20.6% | 58,619 | $2.3M |
| Tradition Wealth Management, LLC | 0.20% | Add +776.4% | 57,631 | $2.3M |
| AE Wealth Management LLC | 0.02% | Add +72.1% | 57,135 | $2.3M |
| SageView Advisory Group, LLC | 0.09% | Add +260.2% | 53,780 | $2.1M |
| Jane Street Group, LLC | 0.00% | New | 53,602 | $2.1M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -3.2% | 53,049 | $2.1M |
| IFP Advisors, Inc | 0.07% | Add +49.8% | 52,699 | $2.1M |
| Chris Bulman Inc | 1.30% | Add +23.1% | 51,660 | $2.0M |
| Cerity Partners LLC | 0.00% | Add +1.7% | 51,398 | $2.0M |
| Diligent Investors, LLC | 0.45% | Reduce -0.4% | 50,058 | $2.0M |
| RFG Advisory, LLC | 0.05% | Reduce -6.2% | 44,987 | $1.8M |
| Cape Investment Advisory, Inc. | 0.67% | Reduce -1.0% | 43,190 | $1.7M |
| Centaurus Financial, Inc. | 0.10% | Add +10.6% | 42,879 | $1.7M |
| ARS Wealth Advisors Group, LLC | 0.23% | No change | 42,437 | $1.7M |
| Global Assets Advisory, LLC | 0.92% | New | 42,509 | $1.7M |
| Talon Private Wealth, LLC | 0.34% | New | 41,601 | $1.6M |
| Retirement Income Solutions, Inc. | 0.33% | No change | 41,308 | $1.6M |
| WorthPointe, LLC | 0.67% | Add +65.0% | 40,981 | $1.6M |
| Bedel Financial Consulting, Inc. | 0.22% | No change | 40,138 | $1.6M |
| CRA Financial Services, LLC | 0.26% | Add +253.7% | 38,369 | $1.5M |
| Townsquare Capital LLC | 0.02% | Reduce -25.2% | 36,168 | $1.4M |
| O'Connor Financial Group LLC | 0.74% | New | 35,873 | $1.4M |
| Farther Finance Advisors, LLC | 0.05% | Add +330.1% | 34,917 | $1.4M |
| Sugar Maple Asset Management, LLC | 1.04% | Reduce -2.3% | 34,543 | $1.4M |
| Beacon Financial Advisory LLC | 0.44% | Reduce -1.1% | 33,945 | $1.3M |
| Silver Oak Securities, Incorporated | 0.12% | Add +7107.4% | 33,875 | $1.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.17% | Add +11.6% | 32,859 | $1.3M |
| Bellwether Advisors, LLC | 0.23% | Add +71.0% | 32,808 | $1.3M |
| Encompass More Asset Management | 0.41% | Add +78.4% | 31,102 | $1.2M |
| Macroview Investment Management LLC | 1.22% | New | 30,422 | $1.2M |
| Maridea Wealth Management LLC | 0.38% | — | 29,890 | $1.2M |
| Bison Wealth, LLC | 0.14% | — | 29,576 | $1.2M |
| International Assets Investment Management, LLC | 0.10% | New | 29,604 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Add +34.6% | 28,988 | $1.1M |
| Castle Rock Wealth Management, LLC | 0.27% | Reduce -5.1% | 28,312 | $1.1M |
| Gill Capital Partners, LLC | 0.40% | Add +187.2% | 28,183 | $1.1M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +43.8% | 28,028 | $1.1M |
| Helium Advisors LLC | 0.88% | — | 28,014 | $1.1M |
| Signaturefd, LLC | 0.02% | No change | 27,949 | $1.1M |
| Cornerstone Wealth Group, LLC | 0.09% | Add +11.7% | 26,606 | $1.1M |
| Valmark Advisers, Inc. | 0.02% | No change | 26,380 | $1.0M |
| Orion Capital Management LLC | 0.44% | Reduce -3.4% | 25,008 | $989K |
| Sugarloaf Wealth Management, LLC | 0.19% | Add +16.9% | 24,832 | $983K |
| Harbour Investments, Inc. | 0.03% | Add +103.9% | 24,812 | $982K |
| Strategic Blueprint, LLC | 0.06% | Add +4.3% | 24,061 | $952K |
| Avantax Advisory Services, Inc. | 0.01% | Add +11.9% | 23,397 | $926K |
| FSA Advisors, Inc. | 1.05% | Reduce -2.9% | 22,042 | $859K |
| Outlook Wealth Advisors, LLC | 0.24% | No change | 20,882 | $826K |
| Focus Financial Network, Inc. | 0.03% | Reduce -16.3% | 19,891 | $787K |
| Independent Financial Group, LLC | 0.03% | Add +22.2% | 19,254 | $762K |
| City Holding Co. | 0.11% | Reduce -9.1% | 19,232 | $761K |
| Nicolet Bankshares Inc. | 0.15% | Reduce -11.5% | 19,000 | $752K |
| Fragasso Financial Advisors Inc | 0.06% | Reduce -1.2% | 18,261 | $723K |
| Nations Financial Group Inc, /Ia/ | 0.05% | New | 17,872 | $707K |
| Sound View Wealth Advisors Group, LLC | 0.06% | No change | 17,373 | $687K |
| Capital Analysts, LLC | 0.03% | Reduce -5.6% | 17,222 | $681K |
| AdvisorNet Financial, Inc | 0.06% | Reduce -0.6% | 16,633 | $658K |
| Dakota Wealth Management | 0.01% | Add +189.3% | 16,488 | $652K |
| Ameritas Advisory Services, LLC | 0.02% | New | 16,011 | $633K |
| Compass Advisory Group LLC | 0.22% | Add +18.9% | 15,197 | $601K |
| WealthPLAN Partners, LLC | 0.08% | New | 14,816 | $586K |
| AQR Capital Management | 0.00% | No change | 14,779 | $585K |
| Keystone Financial Group, Inc. | 0.47% | — | 14,596 | $578K |
| Wood Tarver Financial Group, LLC | 0.19% | — | 14,526 | $574K |
| Brown Wealth Management, LLC | 0.20% | Reduce -26.4% | 14,418 | $570K |
| Weaver Consulting Group | 0.17% | Add +64.3% | 14,323 | $567K |
| Quest 10 Wealth Builders, Inc. | 0.56% | — | 14,257 | $564K |
| Clay Northam Wealth Management, LLC | 0.36% | Reduce -11.9% | 14,065 | $557K |
| Founders Financial Securities LLC | 0.05% | Add +34.5% | 13,714 | $543K |
| Cypress Financial Planning LLC | 0.19% | Reduce -0.5% | 13,239 | $524K |
| Arax Advisory Partners | 0.03% | Add +1.5% | 13,097 | $518K |
| Weaver Capital Management LLC | 0.14% | Add +57.8% | 13,008 | $515K |
| Triad Wealth Partners, LLC | 0.19% | New | 12,980 | $514K |
| Thoroughbred Financial Services, LLC | 0.03% | Reduce -0.5% | 12,976 | $513K |
| Arete Wealth Advisors, LLC | 0.04% | Reduce -11.7% | 12,936 | $512K |
| Per Stirling Capital Management, LLC. | 0.07% | Add +11.1% | 12,528 | $496K |
| Central Valley Advisors, LLC | 0.22% | No change | 12,476 | $494K |
| BCGM Wealth Management, LLC | 0.16% | Add +47.5% | 12,425 | $492K |
| Nikulski Financial, Inc. | 0.14% | Add +2.4% | 12,360 | $489K |
| Pinnacle Wealth Management Group, Inc. | 0.30% | Add +102.3% | 12,340 | $488K |
| City Center Advisors, LLC | 0.54% | Add +2.8% | 12,136 | $480K |
| Long Island Wealth Management, Inc. | 0.30% | Reduce -7.7% | 12,025 | $476K |
| Continuum Advisory, LLC | 0.06% | Reduce -0.0% | 11,647 | $461K |
| Vishria Bird Financial Group, LLC | 0.16% | No change | 11,224 | $444K |
| Coldstream Capital Management Inc. | 0.01% | No change | 10,535 | $417K |
| IHT Wealth Management, LLC | 0.01% | New | 10,101 | $400K |
| Summit Wealth Partners, LLC | 0.08% | Reduce -11.7% | 10,096 | $399K |
| Optima Capital LLC | 0.27% | — | 9,840 | $389K |
| Riggs Capital Management LLC | 0.38% | — | 9,801 | $388K |
| Mutual Advisors, LLC | 0.01% | Reduce -2.6% | 9,629 | $383K |
| Waterloo Capital, L.P. | 0.04% | New | 9,657 | $382K |
| Retirement Planning Group, LLC | 0.02% | Reduce -17.6% | 9,325 | $369K |
| Midwest Financial Network, LLC | 0.38% | — | 9,324 | $369K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -11.9% | 9,166 | $363K |
| Garden State Investment Advisory Services LLC | 0.11% | New | 9,055 | $358K |
| ZEGA Investments, LLC | 0.10% | — | 8,781 | $354K |
| First Heartland Consultants, Inc. | 0.04% | Add +43.7% | 8,800 | $347K |
| Certuity, LLC | 0.04% | No change | 8,530 | $338K |
| Atticus Wealth Management, LLC | 0.10% | No change | 8,461 | $335K |
| Atala Financial Inc | 0.23% | — | 8,409 | $333K |
| McAdam, LLC | 0.02% | Add +1.2% | 8,317 | $329K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 8,084 | $320K |
| XML Financial, LLC | 0.03% | No change | 7,989 | $316K |
| Ascent Wealth Partners, LLC | 0.04% | New | 7,980 | $316K |
| Goldstein Advisors, LLC | 0.05% | Add +23.7% | 7,940 | $314K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 7,703 | $305K |
| Mitchell Capital Management Co. | 0.05% | New | 7,700 | $305K |
| Betterment LLC | 0.00% | Reduce -2.2% | 7,427 | $294K |
| Mariner, LLC | 0.00% | New | 7,398 | $293K |
| World Investment Advisors | 0.01% | Add +6.1% | 7,183 | $284K |
| Berkshire Money Management, Inc. | 0.03% | New | 7,046 | $279K |
| Advance Capital Management, Inc. | 0.01% | New | 7,019 | $278K |
| Defined Financial Planning LLC | 0.30% | — | 6,992 | $277K |
| American Asset Management Inc. | 0.28% | No change | 6,960 | $275K |
| Ausdal Financial Partners, Inc. | 0.02% | New | 6,914 | $274K |
| Vantage Point Financial LLC | 0.15% | — | 6,831 | $270K |
| Kingsview Wealth Management, LLC | 0.01% | Add +7.6% | 6,831 | $270K |
| Compass Ion Advisors, LLC | 0.03% | Reduce -0.1% | 6,562 | $260K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -1.5% | 6,496 | $257K |
| Cardinal Point Capital Management ULC | 0.04% | New | 6,300 | $249K |
| Leading Edge Financial Planning LLC | 0.08% | Add +3.5% | 6,142 | $243K |
| GWN Securities Inc. | 0.06% | — | 6,100 | $241K |
| MBL Wealth, LLC | 0.02% | Add +4.4% | 6,057 | $240K |
| Seros Financial, LLC | 0.21% | — | 6,132 | $235K |
| Stratos Wealth Advisors, LLC | 0.01% | New | 5,826 | $231K |
| Castle Wealth Management LLC | 0.08% | New | 5,390 | $213K |
| Keystone Wealth Services, LLC | 0.06% | Add +2.5% | 5,371 | $213K |
| Crown Wealth Group, LLC | 0.09% | No change | 5,358 | $212K |
| Integral Investment Advisors, Inc. | 0.07% | No change | 5,285 | $209K |
| Lantz Financial LLC | 0.06% | New | 5,249 | $208K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 5,117 | $202K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -33.5% | 3,979 | $158K |
| WealthShield Partners, LLC | 0.02% | New | 3,912 | $155K |
| Bernard Wealth Management Corp. | 0.07% | — | 3,594 | $142K |
| Financial Network Wealth Advisors LLC | 0.26% | Reduce -48.8% | 3,511 | $139K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +13.1% | 2,592 | $103K |
| Wagner Wealth Management, LLC | 0.02% | No change | 2,000 | $79K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,735 | $69K |
| Stonebridge Financial Group, LLC | 0.01% | — | 1,340 | $53K |
| Wells Fargo & Company | 0.00% | Reduce -74.3% | 1,226 | $49K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +57.7% | 1,148 | $46K |
| Royal Bank of Canada | 0.00% | New | 900 | $36K |
| Blue Trust, Inc. | 0.00% | No change | 761 | $30K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 745 | $29K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 500 | $20K |
| Creative Financial Designs Inc. | 0.00% | New | 500 | $20K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 357 | $14K |
| Clearstead Advisors, LLC | 0.00% | New | 353 | $14K |
| Anfield Capital Management, LLC | 0.00% | No change | 318 | $13K |
| Caitlin John, LLC | 0.00% | No change | 179 | $7K |
| Caldwell Trust Co | 0.00% | No change | 171 | $7K |
| Ameriflex Group, Inc. | 0.00% | — | 129 | $5K |
| Assetmark, Inc. | 0.00% | New | 120 | $5K |
| Synergy Asset Management, LLC | 0.00% | New | 115 | $4K |
| Spire Wealth Management | 0.00% | No change | 107 | $4K |
| Runnymede Capital Advisors, Inc. | 0.00% | — | 73 | $3K |
| Rothschild Investment LLC | 0.00% | No change | 54 | $2K |
| FMR LLC | 0.00% | Add +3400.0% | 35 | $1K |
| 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.