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
Independent Financial Group, LLC 0.03% Add +40.4% 27,025 $1.2M
FSA Advisors, Inc. 0.82% Add +6.8% 26,916 $1.2M
Foundations Investment Advisors, LLC 0.02% Add +64.6% 26,810 $1.2M
Valmark Advisers, Inc. 0.01% Add +1.3% 26,217 $1.2M
Blue Water Asset Management 0.41% — 25,778 $1.1M
Cornerstone Wealth Group, LLC 0.08% Reduce -4.0% 25,427 $1.1M
Sugar Maple Asset Management, LLC 0.75% No change 25,372 $1.1M
Merit Financial Group, LLC 0.01% Add +112.2% 24,933 $1.1M
Sound View Wealth Advisors Group, LLC 0.07% Add +32.3% 24,895 $1.1M
WealthPLAN Partners, LLC 0.16% Add +67.4% 24,541 $1.1M
WorthPointe, LLC 0.28% Reduce -38.5% 24,387 $1.1M
WealthPlan Investment Management, LLC 0.07% New 23,409 $1.0M
Rothschild Wealth LLC 0.10% New 22,682 $996K
Coldstream Capital Management Inc. 0.01% No change 22,196 $975K
Ascent Wealth Partners, LLC 0.11% Add +97.6% 21,866 $960K
Berger Financial Group, Inc 0.05% Add +0.8% 21,546 $946K
Pinnacle Wealth Management Group, Inc. 0.46% Add +90.1% 20,990 $922K
HFG Wealth Management, LLC 0.51% Reduce -2.8% 20,896 $918K
Integrity Advisory Solutions, LLC 0.13% New 20,456 $898K
Wood Tarver Financial Group, LLC 0.25% Add +10.5% 20,296 $891K
Strategic Blueprint, LLC 0.05% Reduce -17.2% 20,172 $886K
PTM Wealth Management, LLC 0.49% No change 19,672 $867K
Harbour Investments, Inc. 0.02% Reduce -8.5% 19,333 $849K
Focus Financial Network, Inc. 0.03% Reduce -0.6% 19,198 $843K
Liberty Atlantic Advisors LLC 0.83% — 19,154 $841K
Weaver Consulting Group 0.20% Add +9.0% 18,815 $826K
Outlook Wealth Advisors, LLC 0.19% Reduce -10.2% 18,746 $823K
Continuum Advisory, LLC 0.08% Add +59.7% 18,697 $821K
Dakota Wealth Management 0.01% Add +11.8% 18,434 $810K
Capital Analysts, LLC 0.02% Reduce -1.5% 17,918 $787K
Krilogy Financial LLC 0.03% Reduce -16.0% 17,160 $759K
HRT Financial LP 0.00% New 17,231 $756K
Fragasso Financial Advisors Inc 0.05% No change 17,199 $755K
AdvisorNet Financial, Inc 0.04% Add +7.2% 17,158 $754K
City Center Advisors, LLC 0.69% Add +7.4% 17,150 $753K
Mutual Advisors, LLC 0.02% Add +31.1% 17,134 $753K
Advisory Alpha, LLC 0.02% Reduce -3.4% 16,102 $707K
Pacific Park Financial, Inc. 0.44% — 16,045 $705K
IHT Wealth Management, LLC 0.02% Reduce -43.6% 15,771 $695K
Vantage Point Financial LLC 0.25% Add +37.7% 15,770 $693K
Nikulski Financial, Inc. 0.16% Add +28.6% 15,696 $689K
Mma Asset Management LLC 0.24% New 15,604 $685K
Per Stirling Capital Management, LLC. 0.08% Add +2.4% 15,223 $669K
SageView Advisory Group, LLC 0.02% Add +32.8% 14,927 $656K
City Holding Co. 0.08% Reduce -9.1% 14,862 $653K
Compass Advisory Group LLC 0.18% Add +2.9% 14,847 $652K
Arete Wealth Advisors, LLC 0.04% Add +3.9% 14,338 $630K
Valtinson Bruner Financial Planning LLC 0.18% Add +0.0% 14,302 $628K
BCGM Wealth Management, LLC 0.15% Add +9.3% 13,587 $597K
Clay Northam Wealth Management, LLC 0.33% Reduce -3.5% 13,565 $596K
Maridea Wealth Management LLC 0.09% Reduce -18.6% 13,105 $576K
McAdam, LLC 0.03% Add +55.9% 12,965 $569K
Central Valley Advisors, LLC 0.16% No change 12,476 $548K
Galvin, Gaustad & Stein, LLC 0.04% New 12,415 $545K
PNC Financial Services Group, Inc. 0.00% No change 12,181 $535K
Concurrent Investment Advisors, LLC 0.01% Add +46.6% 11,953 $525K
Fort Washington Investment Advisors Inc. 0.00% New 11,850 $520K
Quest 10 Wealth Builders, Inc. 0.45% No change 11,495 $505K
Thoroughbred Financial Services, LLC 0.03% Reduce -0.5% 11,410 $501K
Goldstein Advisors, LLC 0.06% Add +35.7% 11,394 $500K
Lakeridge Wealth Management LLC 0.23% New 11,270 $495K
Blue Sky Capital Consultants Group, Inc. 0.21% New 11,110 $488K
Navis Wealth Advisors, LLC 0.21% No change 11,047 $485K
Lineweaver Wealth Advisors, LLC 0.07% New 10,981 $482K
Triumph Capital Management 0.10% Add +12.7% 10,815 $475K
GWN Securities Inc. 0.09% Add +32.0% 10,444 $459K
MBL Wealth, LLC 0.04% Add +54.8% 10,224 $449K
Old Port Advisors 0.11% New 10,090 $443K
Weaver Capital Management LLC 0.09% No change 9,546 $419K
Long Island Wealth Management, Inc. 0.20% Reduce -20.8% 9,525 $418K
BIP Wealth, LLC 0.01% New 9,203 $404K
Helium Advisors LLC 0.41% No change 9,135 $401K
Rothschild Investment LLC 0.02% Add +16733.3% 9,090 $399K
Retirement Planning Group, LLC 0.01% No change 9,010 $396K
Riverchase Wealth Management, LLC 0.21% No change 8,675 $381K
Capital Square, LLC 0.19% New 8,652 $380K
Sigma Planning Corp 0.01% New 8,542 $375K
Certuity, LLC 0.02% No change 8,530 $375K
First Heartland Consultants, Inc. 0.03% Add +41.5% 8,509 $374K
Koshinski Asset Management, Inc. 0.02% No change 8,484 $373K
Atticus Wealth Management, LLC 0.09% No change 8,461 $372K
Atala Financial Inc 0.24% No change 8,409 $369K
Ashton Thomas Private Wealth, LLC 0.01% Add +9.6% 8,368 $368K
XML Financial, LLC 0.03% No change 7,989 $351K
Vestment Financial LLC 0.18% New 7,815 $346K
Ballast Rock Private Wealth LLC 0.22% — 7,855 $345K
Kingsview Wealth Management, LLC 0.00% Add +39.9% 7,755 $341K
Steward Partners Investment Advisory, LLC 0.00% Reduce -99.5% 7,703 $338K
Cypress Financial Planning LLC 0.09% Reduce -32.3% 7,672 $338K
DHJJ Financial Advisors, Ltd. 0.11% Add +912.8% 7,545 $331K
Phoenix Financial Ltd. 0.00% New 7,075 $311K
Berkshire Money Management, Inc. 0.03% New 7,046 $309K
American Asset Management Inc. 0.26% No change 6,960 $306K
Financial Network Wealth Advisors LLC 0.32% Reduce -1.1% 6,944 $305K
Yarger Wealth Strategies, LLC 0.13% New 6,907 $303K
Mariner, LLC 0.00% New 6,878 $302K
Savvy Advisors, Inc. 0.01% Reduce -28.9% 6,818 $299K
Garden State Investment Advisory Services LLC 0.07% Reduce -1.9% 6,800 $299K
Silverlake Wealth Management LLC 0.07% Add +8.7% 6,798 $299K
Midwest Financial Network, LLC 0.23% Reduce -14.2% 6,793 $298K
Arax Advisory Partners 0.01% New 6,769 $297K
KMG Fiduciary Partners, LLC 0.02% New 6,685 $294K
JPMorgan Chase & Co. 0.00% Add +26.1% 6,683 $294K
Waterloo Capital, L.P. 0.02% No change 6,525 $287K
Compass Ion Advisors, LLC 0.03% No change 6,508 $286K
Mitchell Capital Management Co. 0.05% New 6,500 $285K
Axxcess Wealth Management, LLC 0.01% Reduce -3.3% 6,483 $285K
Welch Financial Planning, LLC 0.21% — 6,433 $283K
Private Advisor Group, LLC 0.00% New 6,409 $281K
Sequoia Financial Advisors, LLC 0.00% Reduce -3.9% 6,310 $277K
Jessup Wealth Management, Inc 0.09% New 6,301 $277K
Global Assets Advisory, LLC 0.08% Reduce -1.8% 6,209 $273K
Sequent Planning LLC 0.07% Reduce -14.6% 6,140 $270K
Seros Financial, LLC 0.16% No change 6,132 $269K
TrustBank 0.11% — 6,099 $268K
Straight Path Wealth Management 0.07% Add +2.6% 5,893 $259K
Crown Wealth Group, LLC 0.07% No change 5,881 $258K
Tempo Wealth, LLC 0.04% — 5,512 $242K
Florida Financial Advisors, LLC 0.06% New 5,424 $238K
FSA Investment Group, LLC 0.14% Add +1.0% 5,211 $229K
Apollon Wealth Management, LLC 0.00% Add +3.9% 5,196 $228K
Integral Investment Advisors, Inc. 0.06% Reduce -2.8% 5,135 $226K
Stirlingshire Investments, Inc. 0.20% — 5,108 $224K
Silver Grove Financial Group, Inc. 0.18% New 4,778 $210K
AssuredPartners Investment Advisors, LLC 0.03% New 4,630 $203K
Michels Family Financial, LLC 0.15% New 4,625 $203K
Bernard Wealth Management Corp. 0.08% Add +17.7% 4,229 $186K
Spire Wealth Management 0.01% Add +3815.9% 4,190 $184K
WealthShield Partners, LLC 0.02% No change 3,912 $172K
Glen Eagle Advisors, LLC 0.02% New 3,450 $152K
Assetmark, Inc. 0.00% Add +2809.5% 3,055 $134K
EverSource Wealth Advisors, LLC 0.00% No change 2,592 $114K
Noble Wealth Management PBC 0.05% Add +145.0% 2,450 $108K
Capital Investment Advisory Services, LLC 0.01% New 2,114 $93K
Wagner Wealth Management, LLC 0.02% No change 2,000 $88K
Optima Capital LLC 0.04% New 1,967 $86K
Brown Brothers Harriman & Co. 0.00% No change 1,735 $76K
Garton & Associates Financial Advisors LLC 0.04% — 1,624 $71K
Stone House Investment Management, LLC 0.01% New 1,623 $71K
Royal Bank of Canada 0.00% Reduce -28.1% 1,512 $67K
Key Capital Management, INC 0.05% — 1,054 $46K
UBS Group AG 0.00% New 804 $35K
Blue Trust, Inc. 0.00% No change 761 $33K
Creative Financial Designs Inc. 0.00% No change 500 $22K
Reyes Financial Architecture, Inc. 0.01% Add +39.0% 478 $21K
Tucker Asset Management LLC 0.00% New 385 $17K
Clearstead Advisors, LLC 0.00% No change 353 $16K
Anfield Capital Management, LLC 0.00% No change 318 $14K
Caitlin John, LLC 0.01% No change 179 $8K
Elevated Capital Advisors, LLC 0.00% New 171 $8K
Bullock Wealth Management Group 0.00% — 164 $7K
Barclays PLC 0.00% New 119 $5K
Global Wealth Strategies & Associates 0.00% New 60 $3K

"% 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.