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
Coldstream Capital Management Inc. 0.01% No change 22,196 $917K
Avantax Advisory Services, Inc. 0.00% Reduce -6.4% 21,269 $878K
Harbour Investments, Inc. 0.02% Reduce -22.2% 21,094 $871K
Outlook Wealth Advisors, LLC 0.22% No change 20,882 $862K
ARS Wealth Advisors Group, LLC 0.10% Reduce -5.6% 19,968 $825K
PTM Wealth Management, LLC 0.54% Reduce -0.4% 19,712 $820K
Focus Financial Network, Inc. 0.03% No change 19,313 $798K
Nations Financial Group Inc, /Ia/ 0.05% Reduce -0.0% 19,095 $789K
Wood Tarver Financial Group, LLC 0.23% Add +20.9% 18,582 $767K
Independent Financial Group, LLC 0.02% No change 18,254 $754K
Capital Analysts, LLC 0.03% No change 18,195 $752K
Sound View Wealth Advisors Group, LLC 0.05% No change 17,323 $715K
AdvisorNet Financial, Inc 0.05% Add +11.9% 17,305 $715K
Weaver Consulting Group 0.20% No change 17,266 $713K
Fragasso Financial Advisors Inc 0.05% Reduce -5.8% 17,199 $710K
City Holding Co. 0.09% Reduce -9.1% 16,692 $689K
HFG Wealth Management, LLC 0.42% Reduce -12.3% 17,531 $681K
Dakota Wealth Management 0.01% No change 16,488 $681K
Citadel Advisors 0.00% Add +118.2% 16,410 $678K
Helium Advisors LLC 0.39% No change 15,044 $621K
WealthPLAN Partners, LLC 0.10% No change 14,664 $606K
Compass Advisory Group LLC 0.19% Reduce -1.7% 14,567 $602K
Valtinson Bruner Financial Planning LLC 0.19% No change 14,297 $590K
Clay Northam Wealth Management, LLC 0.37% No change 14,065 $581K
Per Stirling Capital Management, LLC. 0.07% Add +2.0% 13,004 $537K
Arete Wealth Advisors, LLC 0.04% Reduce -3.7% 12,936 $534K
Central Valley Advisors, LLC 0.18% No change 12,476 $515K
BCGM Wealth Management, LLC 0.14% No change 12,425 $513K
Nikulski Financial, Inc. 0.14% Reduce -0.2% 12,335 $509K
PNC Financial Services Group, Inc. 0.00% New 12,181 $503K
Cypress Financial Planning LLC 0.16% Add +1.3% 12,044 $497K
Long Island Wealth Management, Inc. 0.26% Reduce -5.9% 12,025 $497K
City Center Advisors, LLC 0.52% Reduce -7.4% 11,851 $489K
Continuum Advisory, LLC 0.06% Add +59.2% 11,713 $484K
Quest 10 Wealth Builders, Inc. 0.46% No change 11,495 $475K
Thoroughbred Financial Services, LLC 0.03% Reduce -11.6% 11,471 $473K
Vantage Point Financial LLC 0.21% Add +37.2% 11,413 $471K
Merit Financial Group, LLC 0.01% New 11,089 $458K
Ascent Wealth Partners, LLC 0.06% No change 11,065 $457K
Navis Wealth Advisors, LLC 0.38% No change 11,047 $456K
Pinnacle Wealth Management Group, Inc. 0.26% No change 11,040 $456K
Vishria Bird Financial Group, LLC 0.15% Reduce -1.7% 11,031 $456K
Savvy Advisors, Inc. 0.03% No change 10,480 $433K
IHT Wealth Management, LLC 0.01% No change 9,719 $401K
GWN Securities Inc. 0.07% Reduce -3.0% 9,650 $399K
Weaver Capital Management LLC 0.10% No change 9,546 $394K
Retirement Planning Group, LLC 0.02% No change 9,325 $385K
Ashton Thomas Private Wealth, LLC 0.01% Add +18.0% 8,958 $370K
Summit Wealth Partners, LLC 0.07% No change 8,610 $356K
Certuity, LLC 0.03% No change 8,530 $352K
Atticus Wealth Management, LLC 0.09% No change 8,461 $349K
Atala Financial Inc 0.24% No change 8,409 $347K
Goldstein Advisors, LLC 0.05% No change 8,398 $347K
McAdam, LLC 0.02% No change 8,317 $343K
Koshinski Asset Management, Inc. 0.03% Reduce -8.2% 8,250 $341K
Mutual Advisors, LLC 0.01% Reduce -14.6% 8,000 $336K
Midwest Financial Network, LLC 0.33% Reduce -3.9% 8,014 $331K
XML Financial, LLC 0.03% No change 7,989 $330K
J Hagan Capital, Inc. 0.22% New 7,839 $327K
Steward Partners Investment Advisory, LLC 0.00% No change 7,703 $318K
Mariner, LLC 0.00% No change 7,398 $306K
Capasso Planning Partners LLC 0.17% Reduce -90.0% 7,134 $295K
Berkshire Money Management, Inc. 0.03% No change 7,046 $291K
American Asset Management Inc. 0.27% No change 6,960 $287K
Garden State Investment Advisory Services LLC 0.08% Reduce -23.5% 6,930 $286K
Kingsview Wealth Management, LLC 0.00% Reduce -0.3% 6,811 $281K
Axxcess Wealth Management, LLC 0.01% No change 6,718 $277K
Keystone Wealth Services, LLC 0.07% Reduce -0.0% 6,668 $275K
Arax Advisory Partners 0.01% Reduce -2.8% 6,610 $273K
Compass Ion Advisors, LLC 0.03% No change 6,545 $270K
Waterloo Capital, L.P. 0.02% Reduce -2.8% 6,525 $269K
Betterment LLC 0.00% Reduce -3.0% 6,507 $269K
First Heartland Consultants, Inc. 0.02% Reduce -26.4% 6,478 $268K
Sequoia Financial Advisors, LLC 0.00% Reduce -21.9% 6,310 $261K
Silverlake Wealth Management LLC 0.08% New 6,253 $258K
Seros Financial, LLC 0.16% No change 6,132 $253K
MBL Wealth, LLC 0.02% No change 6,056 $250K
Financial Network Wealth Advisors LLC 0.30% Add +62.2% 6,050 $250K
Crown Wealth Group, LLC 0.09% New 6,045 $250K
Blue Sky Capital Consultants Group, Inc. 0.13% New 5,994 $248K
Avantax Planning Partners, Inc. 0.01% No change 5,952 $246K
Integrity Alliance, Llc. 0.01% Add +4.2% 5,950 $246K
Advance Capital Management, Inc. 0.01% No change 5,769 $238K
Sigma Planning Corp 0.01% New 5,757 $238K
Mitchell Capital Management Co. 0.04% Reduce -26.6% 5,652 $236K
World Investment Advisors 0.01% Reduce -7.3% 5,523 $228K
Integral Investment Advisors, Inc. 0.06% No change 5,285 $218K
Straight Path Wealth Management 0.07% New 5,218 $216K
Collaborative Wealth Managment Inc. 0.09% New 5,015 $207K
Apollon Wealth Management, LLC 0.00% New 5,000 $207K
Luminist Capital LLC 0.20% New 4,850 $200K
WealthShield Partners, LLC 0.02% No change 3,912 $162K
Sunbelt Securities, Inc. 0.01% Add +2122.9% 3,979 $157K
Bernard Wealth Management Corp. 0.07% No change 3,594 $148K
Barclays PLC 0.00% Reduce -34.5% 3,381 $140K
Reyes Financial Architecture, Inc. 0.09% Add +64.1% 2,618 $108K
EverSource Wealth Advisors, LLC 0.00% No change 2,592 $107K
Wagner Wealth Management, LLC 0.02% No change 2,000 $83K
Brown Brothers Harriman & Co. 0.00% No change 1,735 $72K
Ameritas Advisory Services, LLC 0.00% Reduce -78.0% 1,360 $56K
Royal Bank of Canada 0.00% No change 900 $37K
Blue Trust, Inc. 0.00% No change 761 $31K
DHJJ Financial Advisors, Ltd. 0.01% No change 745 $31K
Capital Investment Advisory Services, LLC 0.00% Reduce -0.6% 704 $29K
Wells Fargo & Company 0.00% No change 623 $26K
Stuart Chaussee & Associates, Inc. 0.01% Reduce -99.4% 610 $25K
Creative Financial Designs Inc. 0.00% Reduce -7.1% 500 $21K
O'shaughnessy Asset Management, LLC 0.00% No change 357 $15K
Anfield Capital Management, LLC 0.00% New 318 $13K
Caldwell Trust Co 0.00% No change 171 $7K
Ameriflex Group, Inc. 0.00% Reduce -85.9% 129 $5K
Spire Wealth Management 0.00% No change 107 $4K
Assetmark, Inc. 0.00% No change 105 $4K
Rothschild Investment LLC 0.00% No change 54 $2K
Brooklyn Investment Group 0.00% New 51 $2K

"% 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.