Innovator U.S. Equity PowerPOCTETF

13F holders, Q1 2025 (March 31)
220holders +3
17new positions
13sold out
2famous investors
$38.85avg. 13F price*

At the end of Q1 2025, 220 institutions reported holding Innovator U.S. Equity Power (POCT) in their 13F filings, up 3 from Q4 2024. 17 opened new positions and 13 sold out. The largest holders were Alliancebernstein L.P. ($71.2M), Penserra Capital Management LLC ($47.5M) and Brookstone Capital Management ($37.8M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and 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

0100200300 Q1 2024: 169Q1 2024Q2 2024: 175Q2 2024Q3 2024: 175Q3 2024Q4 2024: 217Q4 2024Q1 2025: 220Q1 2025Q2 2025: 215Q2 2025Q3 2025: 203Q3 2025Q4 2025: 253Q4 2025Q1 2026: 256Q1 2026Q2 2026: 253Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions17$10.6M
Exits13$3.4M

All 13F filers, Q4 2024 → Q1 2025: 962,651 shares bought and 1,285,832 shares sold, net −323,181 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 220 holders

Alliancebernstein L.P. 0.03% Reduce -2.6% 1,833,447 $71.2M
Penserra Capital Management LLC 0.85% Add +3.6% 1,222,857 $47.5M
Brookstone Capital Management 0.54% Add +2.2% 973,543 $37.8M
Wealth Enhancement Advisory Services, LLC 0.06% Reduce -1.1% 803,543 $31.2M
Osaic Holdings, Inc. 0.07% Add +3.2% 752,524 $29.2M
Raymond James Financial Inc. 0.01% Reduce -4.7% 739,084 $28.7M
Commonwealth Equity Services, LLC 0.03% Add +5.7% 476,760 $18.5M
Envestnet Asset Management Inc. 0.01% Add +20.7% 409,693 $15.9M
LPL Financial LLC 0.00% Add +50.8% 302,473 $11.8M
Stephens Inc. 0.15% Add +1.5% 263,892 $10.3M
Forvis Mazars Wealth Advisors, LLC 0.22% Reduce -9.6% 240,368 $9.3M
HighTower Advisors, LLC 0.01% Reduce -2.9% 232,231 $9.0M
Janney Montgomery Scott LLC 0.03% Add +8.5% 226,516 $8.8M
Kestra Advisory Services, LLC 0.04% Reduce -12.0% 207,654 $8.1M
AA Financial Advisors, LLC 1.93% Add +0.1% 203,102 $7.9M
Captrust Financial Advisors 0.02% Reduce -1.7% 200,910 $7.8M
NorthCoast Asset Management LLC 0.04% Reduce -0.7% 199,851 $7.8M
Beacon Pointe Advisors, LLC 0.08% Reduce -9.4% 186,556 $7.2M
Motiv8 Investments LLC 4.66% Add +0.4% 180,731 $7.0M
Cwm, LLC 0.03% Add +81.3% 161,445 $6.3M
Cetera Investment Advisers 0.01% Reduce -0.5% 161,379 $6.3M
Truist Financial Corp. 0.01% Add +1.3% 153,446 $6.0M
MML Investors Services, LLC 0.02% Reduce -16.0% 151,974 $5.9M
Focus Partners Wealth 0.01% Reduce -53.3% 149,680 $5.8M
Global Strategic Investment Solutions, LLC 0.64% Reduce -18.0% 141,646 $5.5M
Siligmueller & Norvid Wealth Advisors LLC 2.22% Reduce -1.6% 134,806 $5.2M
KFG Wealth Management, LLC 0.95% Reduce -6.6% 134,331 $5.2M
Principal Securities, Inc. 0.11% No change 127,414 $5.0M
Blair William & Co. 0.01% No change 125,277 $4.9M
Certified Advisory Corp 0.54% Reduce -2.0% 122,163 $4.7M
Cresset Asset Management, LLC 0.02% Reduce -1.7% 121,066 $4.7M
CoreCap Advisors, LLC 0.20% Add +0.5% 116,676 $4.5M
Orion Porfolio Solutions, LLC 0.04% Add +36.0% 114,232 $4.4M
Orion Portfolio Solutions, LLC 0.04% Add +36.0% 114,232 $4.4M
WPWealth LLP 0.86% Reduce -21.6% 112,483 $4.4M
Trek Financial, LLC 0.29% Reduce -13.0% 104,945 $4.1M
Advisory Services Network, LLC 0.08% Reduce -1.7% 100,529 $3.9M
Stuart Chaussee & Associates, Inc. 0.93% Reduce -7.3% 96,465 $3.7M
First Commonwealth Financial Corp 0.87% No change 95,587 $3.7M
CreativeOne Wealth, LLC 0.11% Reduce -15.4% 93,739 $3.6M
Advisory Alpha, LLC 0.12% Add +14.9% 92,697 $3.6M
Southland Equity Partners LLC 0.83% Reduce -0.1% 91,280 $3.5M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -3.8% 90,852 $3.5M
Blue Bell Private Wealth Management, LLC 0.66% Reduce -0.4% 89,241 $3.5M
Susquehanna International Group, LLP 0.01% New 85,568 $3.3M
Bullseye Investment Management, LLC 1.95% Reduce -59.8% 78,638 $3.1M
SageView Advisory Group, LLC 0.13% Add +45.1% 78,036 $3.0M
Wealth Alliance, LLC 0.34% No change 72,904 $2.8M
Corrado Advisors, LLC 1.86% Reduce -0.7% 71,581 $2.8M
Capasso Planning Partners LLC 1.16% Add +0.3% 71,044 $2.8M
Jacobi Capital Management LLC 0.20% Reduce -24.5% 70,199 $2.7M
Elmwood Wealth Management, Inc. 1.08% Reduce -7.0% 68,018 $2.6M
MTM Financial Group, LLC 1.53% Reduce -0.6% 67,335 $2.6M
Ausdal Financial Partners, Inc. 0.18% Add +789.1% 61,471 $2.4M
Red Crane Wealth Management, LLC 2.25% Reduce -0.7% 60,632 $2.4M
MAI Capital Management 0.02% Reduce -73.0% 59,840 $2.3M
RFG Advisory, LLC 0.06% Add +31.9% 59,325 $2.3M
Three Seasons Wealth, LLC 1.14% No change 59,100 $2.3M
Atria Wealth Solutions, Inc. 0.03% Reduce -9.2% 56,785 $2.2M
Tradition Wealth Management, LLC 0.19% Reduce -1.8% 56,581 $2.2M
NewEdge Advisors, LLC 0.01% Reduce -22.7% 55,418 $2.2M
Maridea Wealth Management LLC 0.68% Add +78.5% 53,339 $2.1M
IFP Advisors, Inc 0.06% Add +1.2% 53,339 $2.1M
Mercer Global Advisors Inc. 0.00% Reduce -2.1% 51,910 $2.0M
Diligent Investors, LLC 0.49% Add +3.0% 51,558 $2.0M
Chris Bulman Inc 1.26% Reduce -0.3% 51,504 $2.0M
Talon Private Wealth, LLC 0.27% Add +22.4% 50,912 $2.0M
AE Wealth Management LLC 0.02% Reduce -11.5% 50,577 $2.0M
Farther Finance Advisors, LLC 0.05% Add +40.8% 49,175 $1.9M
BCS Wealth Management 0.48% Reduce -17.7% 48,236 $1.9M
Cape Investment Advisory, Inc. 0.66% Reduce -0.6% 42,940 $1.7M
Centaurus Financial, Inc. 0.10% Reduce -1.4% 42,281 $1.6M
Cerity Partners LLC 0.00% Reduce -17.9% 42,221 $1.6M
Retirement Income Solutions, Inc. 0.34% No change 41,308 $1.6M
WorthPointe, LLC 0.73% Reduce -0.2% 40,917 $1.6M
Encompass More Asset Management 0.47% Add +30.0% 40,425 $1.6M
Bedel Financial Consulting, Inc. 0.22% Reduce -0.1% 40,086 $1.6M
CRA Financial Services, LLC 0.24% Reduce -4.4% 36,680 $1.4M
Frisch Financial Group, Inc. 0.40% Reduce -55.1% 36,497 $1.4M
O'Connor Financial Group LLC 0.73% Add +0.1% 35,907 $1.4M
OneDigital Investment Advisors LLC 0.02% Add +23.6% 35,828 $1.4M
Bellwether Advisors, LLC 0.28% Add +6.9% 35,076 $1.4M
Beacon Financial Advisory LLC 0.40% No change 33,945 $1.3M
Silver Oak Securities, Incorporated 0.12% Add +0.3% 33,966 $1.3M
Townsquare Capital LLC 0.01% Reduce -8.4% 33,120 $1.3M
Founders Financial Securities LLC 0.11% Add +139.8% 32,881 $1.3M
Patriot Financial Group Insurance Agency, LLC 0.17% Reduce -0.6% 32,661 $1.3M
Bison Wealth, LLC 0.11% Add +5.1% 31,075 $1.2M
Macroview Investment Management LLC 1.13% Add +1.5% 30,885 $1.2M
U.S. Capital Wealth Advisors, LLC 0.04% Add +5.6% 29,596 $1.1M
Sugar Maple Asset Management, LLC 0.90% Reduce -14.8% 29,418 $1.1M
Triad Wealth Partners, LLC 0.35% Add +126.4% 29,382 $1.1M
Castle Rock Wealth Management, LLC 0.30% No change 28,312 $1.1M
Signaturefd, LLC 0.02% No change 27,949 $1.1M
International Assets Investment Management, LLC 0.10% Reduce -5.7% 27,911 $1.1M
Virtue Capital Management, LLC 0.13% New 27,702 $1.1M
Harbour Investments, Inc. 0.03% Add +9.2% 27,103 $1.1M
Triumph Capital Management 0.35% New 26,724 $1.0M
Cornerstone Wealth Group, LLC 0.09% Add +0.4% 26,722 $1.0M
Valmark Advisers, Inc. 0.02% Reduce -0.2% 26,329 $1.0M
Gill Capital Partners, LLC 0.35% Reduce -6.9% 26,248 $1.0M
Orion Capital Management LLC 0.41% Reduce -0.3% 24,925 $968K
Strategic Blueprint, LLC 0.05% Add +0.2% 24,100 $936K
GTS Securities LLC 0.04% New 24,019 $933K
FSA Advisors, Inc. 0.73% Add +8.2% 23,842 $926K
Avantax Advisory Services, Inc. 0.01% Reduce -2.8% 22,734 $883K
Coldstream Capital Management Inc. 0.02% Add +110.7% 22,196 $862K
ARS Wealth Advisors Group, LLC 0.12% Reduce -50.2% 21,146 $822K
Outlook Wealth Advisors, LLC 0.23% No change 20,882 $811K
HFG Wealth Management, LLC 0.48% New 20,002 $791K
Focus Financial Network, Inc. 0.03% Reduce -2.9% 19,313 $750K
Nations Financial Group Inc, /Ia/ 0.06% Add +6.9% 19,098 $742K
PTM Wealth Management, LLC 0.76% — 19,794 $720K
City Holding Co. 0.10% Reduce -4.5% 18,372 $714K
Fragasso Financial Advisors Inc 0.05% No change 18,261 $709K
Independent Financial Group, LLC 0.02% Reduce -5.2% 18,254 $709K
Capital Analysts, LLC 0.03% Add +5.7% 18,195 $707K
Sound View Wealth Advisors Group, LLC 0.06% Reduce -0.3% 17,323 $673K
Weaver Consulting Group 0.20% Add +20.6% 17,266 $671K
Arkadios Wealth Advisors 0.02% New 16,954 $659K
Dakota Wealth Management 0.01% No change 16,488 $641K
AdvisorNet Financial, Inc 0.04% Reduce -7.0% 15,465 $601K
Wood Tarver Financial Group, LLC 0.19% Add +5.8% 15,375 $597K
Helium Advisors LLC 0.43% Reduce -46.3% 15,044 $584K
Compass Advisory Group LLC 0.20% Reduce -2.5% 14,817 $576K
AQR Capital Management 0.00% No change 14,779 $574K
WealthPLAN Partners, LLC 0.08% Reduce -1.0% 14,664 $570K
Valtinson Bruner Financial Planning LLC 0.19% Reduce -90.1% 14,297 $555K
Clay Northam Wealth Management, LLC 0.38% No change 14,065 $546K
Nicolet Bankshares Inc. 0.11% Reduce -26.3% 14,000 $544K
Arete Wealth Advisors, LLC 0.04% Add +3.9% 13,436 $522K
Thoroughbred Financial Services, LLC 0.03% Reduce -0.0% 12,971 $503K
City Center Advisors, LLC 0.58% Add +5.5% 12,803 $497K
Long Island Wealth Management, Inc. 0.30% Add +6.3% 12,785 $497K
Per Stirling Capital Management, LLC. 0.07% Add +1.8% 12,751 $495K
Central Valley Advisors, LLC 0.18% No change 12,476 $485K
BCGM Wealth Management, LLC 0.15% No change 12,425 $483K
Nikulski Financial, Inc. 0.15% No change 12,360 $480K
Cypress Financial Planning LLC 0.17% Reduce -10.2% 11,891 $462K
Quest 10 Wealth Builders, Inc. 0.48% Reduce -19.4% 11,495 $447K
Brown Wealth Management, LLC 0.15% Reduce -20.9% 11,405 $443K
Vishria Bird Financial Group, LLC 0.15% No change 11,224 $436K
Ascent Wealth Partners, LLC 0.06% Add +38.7% 11,065 $430K
Navis Wealth Advisors, LLC 0.42% New 11,047 $429K
Pinnacle Wealth Management Group, Inc. 0.30% Reduce -10.5% 11,040 $429K
Savvy Advisors, Inc. 0.04% New 10,480 $407K
Jane Street Group, LLC 0.00% Reduce -81.1% 10,114 $393K
Optima Capital LLC 0.25% Add +2.0% 10,036 $390K
GWN Securities Inc. 0.02% Add +63.1% 9,947 $386K
IHT Wealth Management, LLC 0.01% Reduce -3.8% 9,719 $378K
Weaver Capital Management LLC 0.10% Reduce -26.6% 9,546 $371K
Retirement Planning Group, LLC 0.02% No change 9,325 $362K
Mutual Advisors, LLC 0.01% Reduce -2.7% 9,369 $362K
Garden State Investment Advisory Services LLC 0.11% No change 9,055 $352K
Koshinski Asset Management, Inc. 0.03% Reduce -1.9% 8,991 $349K
First Heartland Consultants, Inc. 0.04% No change 8,800 $342K
Summit Wealth Partners, LLC 0.07% Reduce -14.7% 8,610 $334K
Certuity, LLC 0.03% No change 8,530 $331K
Atticus Wealth Management, LLC 0.11% No change 8,461 $329K
Atala Financial Inc 0.24% No change 8,409 $327K
Goldstein Advisors, LLC 0.05% Add +5.8% 8,398 $326K
UBS Group AG 0.00% New 8,353 $325K
Midwest Financial Network, LLC 0.32% Reduce -10.6% 8,335 $324K
Vantage Point Financial LLC 0.16% Add +21.8% 8,320 $323K
McAdam, LLC 0.02% No change 8,317 $323K
Defined Financial Planning LLC 0.32% Add +16.7% 8,161 $318K
Sequoia Financial Advisors, LLC 0.00% No change 8,084 $314K
XML Financial, LLC 0.03% No change 7,989 $310K
Steward Partners Investment Advisory, LLC 0.00% No change 7,703 $299K
Mitchell Capital Management Co. 0.06% No change 7,700 $299K
Ashton Thomas Private Wealth, LLC 0.01% New 7,594 $295K
Citadel Advisors 0.00% New 7,522 $292K
Mariner, LLC 0.00% No change 7,398 $287K
Continuum Advisory, LLC 0.04% Reduce -36.8% 7,359 $286K
Berkshire Money Management, Inc. 0.03% No change 7,046 $274K
American Asset Management Inc. 0.27% No change 6,960 $270K
Kingsview Wealth Management, LLC 0.01% No change 6,831 $265K
Arax Advisory Partners 0.02% Reduce -48.1% 6,801 $264K
Betterment LLC 0.00% Reduce -9.7% 6,707 $261K
Axxcess Wealth Management, LLC 0.01% New 6,718 $261K
Waterloo Capital, L.P. 0.02% Reduce -30.5% 6,711 $261K
Keystone Wealth Services, LLC 0.07% Add +24.2% 6,671 $259K
Leading Edge Financial Planning LLC 0.08% Add +8.6% 6,669 $259K
Compass Ion Advisors, LLC 0.03% Reduce -0.3% 6,545 $254K
Ameritas Advisory Services, LLC 0.01% Reduce -61.5% 6,168 $243K
Seros Financial, LLC 0.18% No change 6,132 $238K
MBL Wealth, LLC 0.02% Reduce -0.0% 6,056 $235K
World Investment Advisors 0.01% Reduce -17.1% 5,958 $231K
Avantax Planning Partners, Inc. 0.01% Reduce -8.4% 5,952 $231K
Advance Capital Management, Inc. 0.01% Reduce -17.8% 5,769 $224K
Integrity Alliance, Llc. 0.01% New 5,708 $222K
Integral Investment Advisors, Inc. 0.07% No change 5,285 $205K
Barclays PLC 0.00% New 5,163 $201K
JPMorgan Chase & Co. 0.00% New 5,000 $194K
WealthShield Partners, LLC 0.02% No change 3,912 $152K
Financial Network Wealth Advisors LLC 0.19% Add +6.2% 3,729 $145K
Bernard Wealth Management Corp. 0.07% No change 3,594 $140K
EverSource Wealth Advisors, LLC 0.01% No change 2,592 $101K
Wagner Wealth Management, LLC 0.02% No change 2,000 $78K
Brown Brothers Harriman & Co. 0.00% No change 1,735 $67K
Reyes Financial Architecture, Inc. 0.05% New 1,595 $62K
Stonebridge Financial Group, LLC 0.01% No change 1,340 $52K
Noble Wealth Management PBC 0.03% New 1,000 $39K
Ameriflex Group, Inc. 0.01% Add +607.0% 912 $35K
Royal Bank of Canada 0.00% No change 900 $35K
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% Add +41.6% 708 $28K
Wells Fargo & Company 0.00% Reduce -49.2% 623 $24K
Creative Financial Designs Inc. 0.00% Add +7.6% 538 $21K
Keystone Financial Group, Inc. 0.01% Reduce -96.5% 510 $20K
O'shaughnessy Asset Management, LLC 0.00% No change 357 $14K
Clearstead Advisors, LLC 0.00% No change 353 $14K
Sunbelt Securities, Inc. 0.00% Reduce -95.5% 179 $7K
Caldwell Trust Co 0.00% No change 171 $7K
Spire Wealth Management 0.00% No change 107 $4K
Assetmark, Inc. 0.00% Reduce -12.5% 105 $4K
Rothschild Investment LLC 0.00% No change 54 $2K
Tsfg, LLC 0.00% No change 17 $1K
Runnymede Capital Advisors, Inc. 0.00% Reduce -71.2% 21 $816

"% 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.