Innovator U.S. Equity PowerPOCTETF

13F holders, Q4 2025 (December 31)
253holders +50
45new positions
11sold out
1famous investor
$43.94avg. 13F price*

At the end of Q4 2025, 253 institutions reported holding Innovator U.S. Equity Power (POCT) in their 13F filings, up 50 from Q3 2025. 45 opened new positions and 11 sold out. The largest holders were Alliancebernstein L.P. ($84.1M), Cerity Partners LLC ($69.3M) and Penserra Capital Management LLC ($62.3M). 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions45$59.8M
Exits11$16.1M

All 13F filers, Q3 2025 → Q4 2025: 5,232,198 shares bought and 2,414,165 shares sold, net +2,818,033 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 253 holders

Alliancebernstein L.P. 0.03% Reduce -3.5% 1,914,793 $84.1M
Cerity Partners LLC 0.10% Add +36.3% 1,577,949 $69.3M
Penserra Capital Management LLC 0.74% Reduce -1.8% 1,417,784 $62.3M
Brookstone Capital Management 0.45% Add +340.7% 893,154 $39.2M
Wealth Enhancement Advisory Services, LLC 0.05% Add +157.3% 831,988 $36.8M
Osaic Holdings, Inc. 0.05% Add +13.1% 795,864 $35.0M
Commonwealth Equity Services, LLC 0.05% Add +18.6% 781,573 $34.3M
Allworth Financial LP 0.11% New 607,412 $26.7M
Envestnet Asset Management Inc. 0.01% Reduce -19.1% 454,521 $20.0M
Focus Partners Wealth 0.02% Add +206.6% 424,039 $18.6M
Raymond James Financial Inc. 0.01% Add +16.6% 422,593 $18.6M
LPL Financial LLC 0.00% Add +9.5% 384,039 $16.9M
Blair William & Co. 0.04% Add +941.6% 371,926 $16.3M
Janney Montgomery Scott LLC 0.03% Add +3.2% 270,704 $11.9M
Cetera Investment Advisers 0.01% Add +34.6% 268,853 $11.8M
CoreCap Advisors, LLC 0.39% Add +2.8% 252,367 $11.1M
HighTower Advisors, LLC 0.01% Add +2.7% 250,883 $11.0M
Cwm, LLC 0.03% Add +11.5% 245,589 $10.8M
Orion Porfolio Solutions, LLC 0.08% Add +20.7% 244,048 $10.7M
US Bancorp \de 0.01% Add +5371.9% 219,915 $9.7M
Kestra Advisory Services, LLC 0.04% Add +7.2% 212,051 $9.3M
Captrust Financial Advisors 0.02% Reduce -1.0% 198,815 $8.7M
MML Investors Services, LLC 0.02% Add +55.0% 197,218 $8.7M
AA Financial Advisors, LLC 1.57% Reduce -4.7% 193,497 $8.5M
West Michigan Advisors, LLC 1.89% New 186,976 $8.2M
Forvis Mazars Wealth Advisors, LLC 0.15% Reduce -7.1% 183,397 $8.1M
Mercer Global Advisors Inc. 0.01% Add +9.7% 180,300 $7.9M
Beacon Pointe Advisors, LLC 0.05% Add +16.0% 172,787 $7.6M
MAI Capital Management 0.04% Add +316.0% 165,010 $7.2M
Stephens Inc. 0.09% Reduce -35.0% 163,375 $7.2M
Truist Financial Corp. 0.01% Add +3.2% 153,421 $6.7M
Cresset Asset Management, LLC 0.03% Add +15.8% 138,725 $6.1M
Certified Advisory Corp 0.55% Add +26.4% 137,995 $6.1M
Motiv8 Investments LLC 3.15% Reduce -24.4% 131,475 $5.8M
Triad Wealth Partners, LLC 0.48% Add +21.5% 115,928 $5.1M
Trek Financial, LLC 0.29% Add +16.3% 115,188 $5.1M
WPWealth LLP 0.78% Reduce -12.8% 112,812 $5.0M
Advisory Services Network, LLC 0.07% Add +12.3% 111,554 $4.9M
Cambridge Investment Research Advisors, Inc. 0.01% Add +45.2% 109,869 $4.8M
Signal Advisors Wealth, LLC 0.32% New 92,970 $4.1M
Keating Financial Advisory Services, Inc. 0.54% — 90,680 $4.0M
Southland Equity Partners LLC 0.78% Reduce -3.3% 89,424 $3.9M
Rockefeller Capital Management L.P. 0.01% Add +15514.4% 86,660 $3.8M
Bullseye Investment Management, LLC 1.98% Add +10.0% 86,476 $3.8M
OneDigital Investment Advisors LLC 0.04% Add +37.6% 83,286 $3.7M
KFG Wealth Management, LLC 0.47% Reduce -38.7% 80,750 $3.5M
CreativeOne Wealth, LLC 0.08% Reduce -13.9% 79,474 $3.5M
Blue Bell Private Wealth Management, LLC 0.50% Reduce -5.3% 77,821 $3.4M
First Commonwealth Financial Corp 0.56% Reduce -0.3% 77,315 $3.4M
Wealth Alliance, LLC 0.32% Add +2.9% 74,988 $3.3M
CRA Financial Services, LLC 0.42% Add +97.5% 73,085 $3.2M
Elmwood Wealth Management, Inc. 0.99% Add +4.6% 71,554 $3.1M
BCS Wealth Management 0.32% Add +98.0% 71,533 $3.1M
Global Strategic Investment Solutions, LLC 0.30% Reduce -5.5% 70,195 $3.1M
MTM Financial Group, LLC 1.44% Add +4.0% 68,868 $3.0M
Chris Bulman Inc 1.34% Add +36.5% 68,823 $3.0M
Cassady Wealth & Retirement Planning, LLC 1.97% — 68,631 $3.0M
IFP Advisors, Inc 0.06% Add +47.0% 65,260 $2.9M
Principal Securities, Inc. 0.04% Reduce -48.7% 63,504 $2.8M
Founders Financial Securities LLC 0.16% Add +16.5% 62,882 $2.8M
Centaurus Financial, Inc. 0.12% Add +8.1% 61,424 $2.7M
Three Seasons Wealth, LLC 0.25% Add +0.7% 59,500 $2.6M
Advyzon Investment Management, LLC 0.30% Add +46.8% 59,061 $2.6M
Red Crane Wealth Management, LLC 2.11% No change 58,745 $2.6M
Ausdal Financial Partners, Inc. 0.12% Add +7.7% 57,992 $2.5M
Diligent Investors, LLC 0.62% Add +7.0% 57,723 $2.5M
Fortune Financial Group, Inc. 2.42% — 50,860 $2.5M
NewEdge Advisors, LLC 0.01% Add +0.2% 54,700 $2.4M
World Investment Advisors 0.04% Add +958.8% 53,776 $2.4M
Encompass More Asset Management 0.39% Add +0.3% 48,033 $2.1M
Tradition Wealth Management, LLC 0.15% Reduce -6.7% 47,822 $2.1M
Bellwether Advisors, LLC 0.32% Add +4.7% 45,585 $2.0M
Gill Capital Partners, LLC 0.61% Add +74.5% 45,454 $2.0M
RFG Advisory, LLC 0.04% Reduce -4.8% 44,751 $2.0M
Citadel Advisors 0.00% New 44,093 $1.9M
AE Wealth Management LLC 0.01% Reduce -7.7% 43,240 $1.9M
Atlantic Private Wealth, LLC 1.19% New 42,346 $1.9M
Atria Investments, Inc 0.02% Add +7.2% 41,061 $1.8M
U.S. Capital Wealth Advisors, LLC 0.05% Add +50.2% 40,652 $1.8M
Farther Finance Advisors, LLC 0.02% Reduce -12.1% 39,891 $1.8M
BFI Wealth Solutions, LLC 1.65% — 39,449 $1.7M
ARS Wealth Advisors Group, LLC 0.16% Reduce -0.7% 39,392 $1.7M
Bedel Financial Consulting, Inc. 0.19% No change 39,213 $1.7M
Cape Investment Advisory, Inc. 0.51% New 37,755 $1.7M
Forty-three Eighteen Advisors, LLC 1.26% — 37,041 $1.6M
Retirement Income Solutions, Inc. 0.27% Reduce -4.7% 35,850 $1.6M
Jacobi Capital Management LLC 0.09% No change 34,959 $1.5M
Patriot Financial Group Insurance Agency, LLC 0.18% Add +6.6% 34,522 $1.5M
Beacon Financial Advisory LLC 0.35% Add +3.5% 34,511 $1.5M
Silver Oak Securities, Incorporated 0.10% Reduce -2.7% 32,947 $1.5M
COFG Advisors, LLC 0.35% — 32,492 $1.4M
Corrado Advisors, LLC 0.68% Add +135.5% 30,715 $1.3M
Mgo One Seven LLC 0.03% New 29,711 $1.3M
Arkadios Wealth Advisors 0.03% Add +257.9% 29,104 $1.3M
Journey Retirement Planning & Investment Management LLC 0.26% — 28,908 $1.3M
Signaturefd, LLC 0.02% No change 27,949 $1.2M
Castle Rock Wealth Management, LLC 0.26% Add +0.3% 27,445 $1.2M
Orion Capital Management LLC 0.41% Add +11.8% 27,415 $1.2M
Benjamin Edwards Inc. 0.01% Add +3.4% 27,412 $1.2M
AlphaStar Capital Management, LLC 0.09% New 27,222 $1.2M

"% 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 253 holders