Innovator U.S. Equity PowerPOCTETF

13F holders, Q2 2025 (June 30)
215holders −5
17new positions
20sold out
1famous investor
$41.30avg. 13F price*

At the end of Q2 2025, 215 institutions reported holding Innovator U.S. Equity Power (POCT) in their 13F filings, down 5 from Q1 2025. 17 opened new positions and 20 sold out. The largest holders were Alliancebernstein L.P. ($74.1M), Penserra Capital Management LLC ($58.7M) and Osaic Holdings, Inc. ($30.7M). 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

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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions17$19.8M
Exits20$10.7M

All 13F filers, Q1 2025 → Q2 2025: 1,279,261 shares bought and 2,339,550 shares sold, net −1,060,289 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 215 holders

Alliancebernstein L.P. 0.02% Reduce -2.2% 1,793,481 $74.1M
Penserra Capital Management LLC 0.82% Add +16.1% 1,420,155 $58.7M
Osaic Holdings, Inc. 0.05% Reduce -1.1% 744,342 $30.7M
Raymond James Financial Inc. 0.01% Reduce -5.4% 699,389 $28.9M
Envestnet Asset Management Inc. 0.01% Add +24.4% 509,494 $21.0M
Commonwealth Equity Services, LLC 0.03% Add +0.6% 479,466 $19.8M
LPL Financial LLC 0.00% Add +7.9% 326,323 $13.5M
Stephens Inc. 0.15% Reduce -1.0% 261,142 $10.8M
Janney Montgomery Scott LLC 0.03% Add +7.7% 243,947 $10.1M
Soltis Investment Advisors LLC 0.77% New 236,401 $9.8M
CoreCap Advisors, LLC 0.39% Add +100.4% 233,843 $9.7M
HighTower Advisors, LLC 0.01% Reduce -1.6% 228,616 $9.4M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -71.8% 226,233 $9.4M
Forvis Mazars Wealth Advisors, LLC 0.20% Reduce -5.2% 227,778 $9.4M
Kestra Advisory Services, LLC 0.04% Add +7.3% 222,724 $9.2M
Brookstone Capital Management 0.12% Reduce -78.2% 212,505 $8.8M
Cwm, LLC 0.03% Add +28.0% 206,666 $8.5M
AA Financial Advisors, LLC 1.80% Reduce -0.5% 202,001 $8.3M
Captrust Financial Advisors 0.02% Add +0.1% 201,180 $8.3M
NorthCoast Asset Management LLC 0.03% Reduce -3.3% 193,254 $8.0M
Motiv8 Investments LLC 4.48% Reduce -1.9% 177,358 $7.3M
Orion Porfolio Solutions, LLC 0.06% Add +53.5% 175,393 $7.2M
Beacon Pointe Advisors, LLC 0.07% Reduce -9.6% 168,719 $7.0M
Cetera Investment Advisers 0.01% Add +1.3% 163,454 $6.8M
Truist Financial Corp. 0.01% Add +2.2% 156,776 $6.5M
MML Investors Services, LLC 0.02% Reduce -2.5% 148,102 $6.1M
Focus Partners Wealth 0.01% Reduce -2.0% 146,718 $6.1M
SageView Advisory Group, LLC 0.22% Add +75.3% 136,818 $5.8M
Siligmueller & Norvid Wealth Advisors LLC 2.21% Add +1.4% 136,746 $5.7M
KFG Wealth Management, LLC 0.88% Reduce -1.6% 132,163 $5.5M
Principal Securities, Inc. 0.10% Reduce -2.1% 124,690 $5.1M
Global Strategic Investment Solutions, LLC 0.54% Reduce -13.3% 122,866 $5.1M
Cresset Asset Management, LLC 0.02% Reduce -1.1% 119,755 $4.9M
Certified Advisory Corp 0.51% Reduce -3.4% 117,996 $4.9M
WPWealth LLP 0.84% No change 112,483 $4.6M
Advisory Services Network, LLC 0.07% Reduce -0.7% 99,871 $4.2M
Trek Financial, LLC 0.27% Reduce -6.1% 98,586 $4.1M
Advisory Alpha, LLC 0.12% Add +1.6% 94,157 $3.9M
CreativeOne Wealth, LLC 0.10% Reduce -0.8% 92,977 $3.8M
Southland Equity Partners LLC 0.84% Add +1.0% 92,225 $3.8M
Blue Bell Private Wealth Management, LLC 0.61% Reduce -0.4% 88,886 $3.7M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -10.1% 81,653 $3.4M
Farther Finance Advisors, LLC 0.07% Add +65.8% 81,530 $3.4M
First Commonwealth Financial Corp 0.69% Reduce -18.9% 77,556 $3.2M
Advyzon Investment Management, LLC 0.69% New 75,655 $3.1M
Bullseye Investment Management, LLC 1.95% No change 78,638 $3.1M
Wealth Alliance, LLC 0.34% No change 72,904 $3.0M
Corrado Advisors, LLC 1.80% Reduce -0.3% 71,344 $2.9M
Elmwood Wealth Management, Inc. 1.10% Reduce -1.0% 67,349 $2.8M
OneDigital Investment Advisors LLC 0.03% Add +87.2% 67,063 $2.8M
MTM Financial Group, LLC 1.50% Reduce -0.4% 67,062 $2.8M
Old Mission Capital LLC 0.07% New 61,337 $2.5M
Three Seasons Wealth, LLC 0.28% No change 59,100 $2.4M
Red Crane Wealth Management, LLC 2.21% Reduce -3.1% 58,745 $2.4M
Triad Wealth Partners, LLC 0.47% Add +90.5% 55,967 $2.3M
NewEdge Advisors, LLC 0.01% Reduce -1.4% 54,656 $2.3M
Tradition Wealth Management, LLC 0.18% Reduce -4.2% 54,181 $2.2M
IFP Advisors, Inc 0.06% Reduce -2.0% 52,252 $2.2M
Diligent Investors, LLC 0.50% Reduce -1.2% 50,956 $2.1M
Mercer Global Advisors Inc. 0.00% Reduce -2.2% 50,776 $2.1M
Encompass More Asset Management 0.47% Add +19.6% 48,350 $2.0M
Maridea Wealth Management LLC 0.51% Reduce -11.2% 47,386 $2.0M
RFG Advisory, LLC 0.05% Reduce -20.9% 46,902 $1.9M
AE Wealth Management LLC 0.01% Reduce -9.0% 46,030 $1.9M
Ausdal Financial Partners, Inc. 0.13% Reduce -25.9% 45,555 $1.9M
Chris Bulman Inc 1.05% Reduce -13.3% 44,638 $1.8M
Bellwether Advisors, LLC 0.31% Add +23.8% 43,437 $1.8M
Founders Financial Securities LLC 0.14% Add +31.0% 43,088 $1.8M
Cerity Partners LLC 0.00% Add +0.9% 42,599 $1.8M
BCS Wealth Management 0.37% Reduce -12.6% 42,140 $1.7M
WorthPointe, LLC 0.71% No change 40,917 $1.7M
Centaurus Financial, Inc. 0.10% Reduce -3.6% 40,777 $1.7M
Bedel Financial Consulting, Inc. 0.23% No change 40,086 $1.7M
Retirement Income Solutions, Inc. 0.30% Reduce -3.4% 39,920 $1.6M
CRA Financial Services, LLC 0.23% Reduce -0.3% 36,590 $1.5M
Frisch Financial Group, Inc. 0.37% No change 36,497 $1.5M
O'Connor Financial Group LLC 0.66% Add +0.1% 35,955 $1.5M
Blair William & Co. 0.00% Reduce -71.2% 36,098 $1.5M
Jacobi Capital Management LLC 0.10% Reduce -49.2% 35,675 $1.5M
Cape Investment Advisory, Inc. 0.54% Reduce -17.1% 35,600 $1.5M
Silver Oak Securities, Incorporated 0.12% No change 33,966 $1.4M
Beacon Financial Advisory LLC 0.36% Reduce -1.8% 33,345 $1.4M
Patriot Financial Group Insurance Agency, LLC 0.15% Reduce -0.7% 32,427 $1.3M
Bison Wealth, LLC 0.10% Add +1.3% 31,481 $1.3M
Triumph Capital Management 0.37% Add +11.5% 29,809 $1.2M
Benjamin Edwards Inc. 0.02% New 29,248 $1.2M
Susquehanna International Group, LLP 0.00% Reduce -66.5% 28,637 $1.2M
Sugar Maple Asset Management, LLC 0.90% Reduce -4.7% 28,043 $1.2M
Signaturefd, LLC 0.02% No change 27,949 $1.2M
International Assets Investment Management, LLC 0.09% No change 27,911 $1.2M
Atria Wealth Solutions, Inc. 0.03% Reduce -51.0% 27,820 $1.2M
Castle Rock Wealth Management, LLC 0.27% Reduce -3.3% 27,371 $1.1M
U.S. Capital Wealth Advisors, LLC 0.03% Reduce -6.7% 27,618 $1.1M
Cornerstone Wealth Group, LLC 0.08% Reduce -0.5% 26,599 $1.1M
Valmark Advisers, Inc. 0.02% No change 26,329 $1.1M
Gill Capital Partners, LLC 0.35% Reduce -0.8% 26,044 $1.1M
Strategic Blueprint, LLC 0.05% Add +2.9% 24,808 $1.0M
FSA Advisors, Inc. 0.82% Add +2.8% 24,514 $1.0M
Orion Capital Management LLC 0.39% Reduce -1.7% 24,512 $1.0M
MAI Capital Management 0.01% Reduce -59.9% 24,025 $992K

"% 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.

Show all 215 holders