Innovator U.S. Equity PowerPOCTETF
13F holders, Q1 2026 (March 31)256holders +3
15new positions
16sold out
1famous investor
$43.23avg. 13F price*
At the end of Q1 2026, 256 institutions reported holding Innovator U.S. Equity Power (POCT) in their 13F filings, up 3 from Q4 2025. 15 opened new positions and 16 sold out. The largest holders were Alliancebernstein L.P. ($80.6M), Cerity Partners LLC ($66.7M) and Penserra Capital Management LLC ($64.8M). 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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $5.6M |
| Exits | 16 | $12.7M |
All 13F filers, Q4 2025 → Q1 2026: 734,626 shares bought and 2,501,275 shares sold, net −1,766,649 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 256 holders
| Alliancebernstein L.P. | 0.03% | Reduce -4.2% | 1,834,811 | $80.6M |
| Cerity Partners LLC | 0.09% | Reduce -1.9% | 1,547,282 | $66.7M |
| Penserra Capital Management LLC | 0.76% | Add +6.0% | 1,502,834 | $64.8M |
| Brookstone Capital Management | 0.43% | Reduce -2.2% | 873,271 | $37.6M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -5.9% | 735,174 | $31.7M |
| Osaic Holdings, Inc. | 0.04% | Reduce -14.6% | 679,829 | $29.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +28.9% | 585,699 | $25.2M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -42.9% | 474,940 | $20.6M |
| Focus Partners Wealth | 0.02% | Reduce -1.8% | 416,304 | $17.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -7.8% | 389,687 | $16.8M |
| LPL Financial LLC | 0.00% | Reduce -2.6% | 374,206 | $16.1M |
| Blair William & Co. | 0.05% | Reduce -0.1% | 371,462 | $16.0M |
| Janney Montgomery Scott LLC | 0.03% | Add +3.7% | 280,834 | $12.1M |
| Cetera Investment Advisers | 0.01% | Reduce -1.9% | 263,887 | $11.4M |
| Kestra Advisory Services, LLC | 0.04% | Add +20.0% | 254,520 | $11.0M |
| CoreCap Advisors, LLC | 0.37% | Reduce -0.8% | 250,360 | $10.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.9% | 246,221 | $10.6M |
| Cwm, LLC | 0.03% | Reduce -4.6% | 234,311 | $10.1M |
| Orion Porfolio Solutions, LLC | 0.08% | Reduce -5.5% | 230,591 | $9.9M |
| US Bancorp \de | 0.01% | Reduce -1.8% | 215,953 | $9.3M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +21.9% | 210,695 | $9.1M |
| Captrust Financial Advisors | 0.01% | Reduce -3.7% | 191,465 | $8.3M |
| Rockefeller Capital Management L.P. | 0.01% | Add +120.3% | 190,888 | $8.2M |
| Cornerstone Wealth, LLC | 4.62% | — | 181,597 | $8.2M |
| AA Financial Advisors, LLC | 1.15% | Reduce -2.1% | 189,401 | $8.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.13% | Reduce -11.3% | 162,659 | $7.0M |
| Triad Wealth Partners, LLC | 0.50% | Add +26.4% | 146,583 | $6.3M |
| Talon Private Wealth, LLC | 0.83% | — | 144,195 | $6.2M |
| Truist Financial Corp. | 0.01% | Reduce -6.4% | 143,618 | $6.2M |
| Cresset Asset Management, LLC | 0.03% | Reduce -2.8% | 134,810 | $5.8M |
| Certified Advisory Corp | 0.51% | Reduce -4.0% | 132,540 | $5.7M |
| MML Investors Services, LLC | 0.01% | Reduce -37.0% | 124,176 | $5.4M |
| Signal Advisors Wealth, LLC | 0.35% | Add +25.7% | 116,840 | $5.0M |
| Trek Financial, LLC | 0.26% | Reduce -1.2% | 113,792 | $4.9M |
| Advisory Services Network, LLC | 0.06% | Reduce -0.9% | 110,522 | $4.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.1% | 109,935 | $4.7M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -40.8% | 106,681 | $4.6M |
| WPWealth LLP | 0.66% | Reduce -11.5% | 99,835 | $4.3M |
| First Commonwealth Financial Corp | 0.62% | Add +16.3% | 89,951 | $3.9M |
| Southland Equity Partners LLC | 0.75% | Reduce -0.8% | 88,714 | $3.8M |
| MAI Capital Management | 0.02% | Reduce -48.1% | 85,585 | $3.7M |
| Keating Financial Advisory Services, Inc. | 0.55% | Reduce -13.1% | 78,772 | $3.4M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -6.5% | 77,905 | $3.4M |
| Founders Financial Securities LLC | 0.19% | Add +19.1% | 74,859 | $3.3M |
| Wealth Alliance, LLC | 0.32% | No change | 74,988 | $3.2M |
| KFG Wealth Management, LLC | 0.41% | Reduce -9.3% | 73,282 | $3.2M |
| Blue Bell Private Wealth Management, LLC | 0.45% | Reduce -7.4% | 72,029 | $3.1M |
| CRA Financial Services, LLC | 0.40% | Reduce -1.7% | 71,835 | $3.1M |
| Cassady Wealth & Retirement Planning, LLC | 1.59% | Reduce -1.1% | 67,842 | $3.1M |
| MTM Financial Group, LLC | 1.40% | Add +0.5% | 69,222 | $3.0M |
| CreativeOne Wealth, LLC | 0.07% | Reduce -13.4% | 68,858 | $3.0M |
| Chris Bulman Inc | 1.29% | Reduce -0.8% | 68,288 | $2.9M |
| Patriot Financial Group Insurance Agency, LLC | 0.17% | Add +96.6% | 67,864 | $2.9M |
| IFP Advisors, Inc | 0.06% | Reduce -0.1% | 65,180 | $2.8M |
| Global Strategic Investment Solutions, LLC | 0.27% | Reduce -9.2% | 63,712 | $2.7M |
| Principal Securities, Inc. | 0.04% | Reduce -0.6% | 63,137 | $2.7M |
| World Investment Advisors | 0.04% | Add +15.8% | 62,248 | $2.7M |
| Centaurus Financial, Inc. | 0.13% | Reduce -0.7% | 61,007 | $2.6M |
| BFI Wealth Solutions, LLC | 2.42% | Add +47.6% | 58,223 | $2.5M |
| Diligent Investors, LLC | 0.62% | No change | 57,723 | $2.5M |
| Red Crane Wealth Management, LLC | 2.03% | Reduce -2.6% | 57,187 | $2.5M |
| Three Seasons Wealth, LLC | 0.93% | Reduce -5.0% | 56,500 | $2.4M |
| Bellwether Advisors, LLC | 0.40% | Add +20.9% | 55,118 | $2.4M |
| Ausdal Financial Partners, Inc. | 0.11% | Reduce -5.0% | 55,078 | $2.4M |
| Stephens Inc. | 0.03% | Reduce -66.5% | 54,660 | $2.4M |
| NewEdge Advisors, LLC | 0.01% | Reduce -1.8% | 53,693 | $2.3M |
| Advyzon Investment Management, LLC | 0.20% | Reduce -12.3% | 51,789 | $2.2M |
| Fortune Financial Group, Inc. | 1.99% | Add +1.1% | 51,407 | $2.2M |
| Retirement Income Solutions, Inc. | 0.33% | Add +26.1% | 45,195 | $1.9M |
| RFG Advisory, LLC | 0.04% | Reduce -0.5% | 44,525 | $1.9M |
| Gill Capital Partners, LLC | 0.53% | Reduce -5.3% | 43,020 | $1.9M |
| Atlantic Private Wealth, LLC | 1.19% | No change | 42,346 | $1.8M |
| Atria Investments, Inc | 0.02% | Add +2.7% | 42,162 | $1.8M |
| AE Wealth Management LLC | 0.01% | Reduce -7.5% | 39,985 | $1.7M |
| ARS Wealth Advisors Group, LLC | 0.14% | Reduce -0.4% | 39,242 | $1.7M |
| Bedel Financial Consulting, Inc. | 0.19% | No change | 39,213 | $1.7M |
| Cape Investment Advisory, Inc. | 0.54% | Reduce -0.8% | 37,450 | $1.6M |
| Forty-three Eighteen Advisors, LLC | 1.20% | No change | 37,041 | $1.6M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Reduce -10.8% | 36,280 | $1.6M |
| BCS Wealth Management | 0.31% | Reduce -50.2% | 35,652 | $1.5M |
| Arkadios Wealth Advisors | 0.03% | Add +21.3% | 35,291 | $1.5M |
| Jacobi Capital Management LLC | 0.08% | No change | 34,959 | $1.5M |
| Beacon Financial Advisory LLC | 0.34% | No change | 34,511 | $1.5M |
| Farther Finance Advisors, LLC | 0.01% | Reduce -14.2% | 34,215 | $1.5M |
| Silver Oak Securities, Incorporated | 0.10% | No change | 32,947 | $1.4M |
| Tradition Wealth Management, LLC | 0.10% | Reduce -31.6% | 32,732 | $1.4M |
| COFG Advisors, LLC | 0.34% | Reduce -0.4% | 32,348 | $1.4M |
| Glenmede Trust Co. NA | 0.01% | New | 30,071 | $1.3M |
| Corrado Advisors, LLC | 0.67% | Reduce -3.5% | 29,645 | $1.3M |
| Signaturefd, LLC | 0.02% | No change | 27,949 | $1.2M |
| Orion Capital Management LLC | 0.41% | Reduce -0.2% | 27,365 | $1.2M |
| Castle Rock Wealth Management, LLC | 0.25% | Reduce -1.1% | 27,134 | $1.2M |
| Foundations Investment Advisors, LLC | 0.01% | Add +1.6% | 27,239 | $1.2M |
| Benjamin Edwards Inc. | 0.01% | Reduce -1.3% | 27,070 | $1.2M |
| Independent Financial Group, LLC | 0.03% | No change | 27,025 | $1.2M |
| FSA Advisors, Inc. | 0.76% | Reduce -0.3% | 26,834 | $1.2M |
| WealthPLAN Partners, LLC | 0.22% | Add +8.0% | 26,493 | $1.1M |
| Cornerstone Wealth Group, LLC | 0.07% | Reduce -0.1% | 25,404 | $1.1M |
| Sugar Maple Asset Management, LLC | 0.66% | No change | 25,372 | $1.1M |
| Valmark Advisers, Inc. | 0.01% | Reduce -4.0% | 25,155 | $1.1M |
| Merit Financial Group, LLC | 0.01% | Reduce -1.5% | 24,555 | $1.1M |
| WealthPlan Investment Management, LLC | 0.06% | Add +4.5% | 24,474 | $1.1M |
| Mgo One Seven LLC | 0.02% | Reduce -19.5% | 23,911 | $1.0M |
| Sound View Wealth Advisors Group, LLC | 0.07% | Reduce -5.1% | 23,631 | $1.0M |
| Vantage Point Financial LLC | 0.35% | Add +47.5% | 23,253 | $1.0M |
| Coldstream Capital Management Inc. | 0.01% | No change | 22,196 | $957K |
| Ascent Wealth Partners, LLC | 0.11% | Reduce -1.0% | 21,640 | $933K |
| Pinnacle Wealth Management Group, Inc. | 0.44% | Reduce -0.3% | 20,925 | $902K |
| Berger Financial Group, Inc | 0.05% | Reduce -3.2% | 20,862 | $899K |
| HFG Wealth Management, LLC | 0.49% | Reduce -2.1% | 20,453 | $882K |
| Wood Tarver Financial Group, LLC | 0.24% | Reduce -0.6% | 20,181 | $870K |
| Strategic Blueprint, LLC | 0.05% | Reduce -0.8% | 20,014 | $863K |
| PTM Wealth Management, LLC | 0.45% | Reduce -1.0% | 19,470 | $845K |
| Focus Financial Network, Inc. | 0.03% | Reduce -0.7% | 19,062 | $822K |
| Bullseye Investment Management, LLC | 0.44% | Reduce -78.2% | 18,829 | $812K |
| Outlook Wealth Advisors, LLC | 0.20% | Reduce -0.0% | 18,742 | $808K |
| Continuum Advisory, LLC | 0.08% | Reduce -0.0% | 18,691 | $806K |
| Liberty Atlantic Advisors LLC | 0.69% | Reduce -2.9% | 18,599 | $802K |
| Dakota Wealth Management | 0.02% | No change | 18,434 | $795K |
| Integrity Advisory Solutions, LLC | 0.10% | Reduce -11.5% | 18,107 | $781K |
| Krilogy Financial LLC | 0.02% | No change | 17,160 | $770K |
| Weaver Consulting Group | 0.18% | Reduce -5.7% | 17,737 | $765K |
| City Center Advisors, LLC | 0.69% | Add +1.0% | 17,319 | $747K |
| Encompass More Asset Management | 0.13% | Reduce -64.0% | 17,307 | $746K |
| Fragasso Financial Advisors Inc | 0.04% | Reduce -2.5% | 16,775 | $728K |
| Mutual Advisors, LLC | 0.02% | Reduce -2.9% | 16,645 | $718K |
| Advisory Alpha, LLC | 0.02% | No change | 16,102 | $694K |
| Nikulski Financial, Inc. | 0.17% | No change | 15,696 | $677K |
| Mma Asset Management LLC | 0.24% | No change | 15,604 | $673K |
| Creative Planning | 0.00% | New | 15,596 | $672K |
| Per Stirling Capital Management, LLC. | 0.07% | Reduce -1.4% | 15,015 | $647K |
| Pacific Park Financial, Inc. | 0.42% | Reduce -6.6% | 14,983 | $646K |
| SageView Advisory Group, LLC | 0.02% | No change | 14,927 | $644K |
| City Holding Co. | 0.08% | Reduce -0.5% | 14,782 | $637K |
| Compass Advisory Group LLC | 0.17% | Reduce -0.9% | 14,707 | $634K |
| Harbour Investments, Inc. | 0.01% | Reduce -24.9% | 14,511 | $626K |
| Valtinson Bruner Financial Planning LLC | 0.17% | No change | 14,302 | $617K |
| BCGM Wealth Management, LLC | 0.15% | No change | 13,587 | $586K |
| Clay Northam Wealth Management, LLC | 0.33% | No change | 13,565 | $585K |
| Maridea Wealth Management LLC | 0.08% | Add +2.2% | 13,389 | $577K |
| IHT Wealth Management, LLC | 0.01% | Reduce -15.4% | 13,345 | $575K |
| Envision Financial Transparency, LLC | 0.55% | — | 13,220 | $570K |
| McAdam, LLC | 0.03% | No change | 12,965 | $559K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +5.8% | 12,646 | $545K |
| Susquehanna International Group, LLP | 0.00% | New | 12,630 | $544K |
| Central Valley Advisors, LLC | 0.15% | No change | 12,476 | $538K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -27.7% | 12,409 | $535K |
| Elmwood Wealth Management, Inc. | 0.15% | Reduce -82.9% | 12,205 | $526K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 12,181 | $525K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 11,850 | $511K |
| Advisor OS, LLC | 0.04% | New | 11,633 | $501K |
| Goldstein Advisors, LLC | 0.05% | No change | 11,394 | $491K |
| Thoroughbred Financial Services, LLC | 0.03% | Reduce -0.0% | 11,408 | $491K |
| Triumph Capital Management | 0.10% | Add +4.8% | 11,337 | $489K |
| Lakeridge Wealth Management LLC | 0.21% | No change | 11,270 | $486K |
| Blue Sky Capital Consultants Group, Inc. | 0.23% | Reduce -0.1% | 11,095 | $478K |
| Blue Water Asset Management | 0.17% | Reduce -57.0% | 11,073 | $477K |
| LeClair Wealth Partners LLC | 0.17% | New | 11,073 | $477K |
| MBL Wealth, LLC | 0.04% | Add +8.1% | 11,049 | $476K |
| Navis Wealth Advisors, LLC | 0.24% | No change | 11,047 | $476K |
| Lineweaver Wealth Advisors, LLC | 0.06% | No change | 10,981 | $473K |
| Quest 10 Wealth Builders, Inc. | 0.41% | Reduce -5.6% | 10,851 | $468K |
| Galvin, Gaustad & Stein, LLC | 0.04% | Reduce -14.6% | 10,603 | $457K |
| Old Port Advisors | 0.10% | No change | 10,090 | $435K |
| GWN Securities Inc. | 0.08% | Reduce -3.5% | 10,074 | $434K |
| Weaver Capital Management LLC | 0.09% | No change | 9,546 | $412K |
| Long Island Wealth Management, Inc. | 0.19% | No change | 9,525 | $411K |
| Crown Wealth Group, LLC | 0.12% | Add +58.6% | 9,330 | $402K |
| Capital Analysts, LLC | 0.01% | Reduce -48.1% | 9,295 | $401K |
| FSA Investment Group, LLC | 0.16% | Add +76.7% | 9,205 | $397K |
| BIP Wealth, LLC | 0.02% | Reduce -0.5% | 9,158 | $395K |
| Helium Advisors LLC | 0.38% | No change | 9,135 | $394K |
| Rothschild Investment LLC | 0.02% | No change | 9,090 | $392K |
| Capital Square, LLC | 0.18% | Reduce -0.1% | 8,641 | $391K |
| Retirement Planning Group, LLC | 0.01% | No change | 9,010 | $388K |
| Riverchase Wealth Management, LLC | 0.19% | No change | 8,675 | $374K |
| Certuity, LLC | 0.02% | No change | 8,530 | $368K |
| Atticus Wealth Management, LLC | 0.10% | No change | 8,461 | $365K |
| Atala Financial Inc | 0.24% | No change | 8,409 | $364K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +0.6% | 8,414 | $363K |
| Hidden Cove Wealth Management, LLC | 0.23% | New | 8,349 | $360K |
| Citadel Advisors | 0.00% | Reduce -81.2% | 8,287 | $357K |
| XML Financial, LLC | 0.03% | No change | 7,989 | $344K |
| Vestment Financial LLC | 0.16% | Reduce -4.2% | 7,486 | $337K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 7,703 | $332K |
| Journey Retirement Planning & Investment Management LLC | 0.29% | Reduce -73.9% | 7,557 | $326K |
| Integrated Wealth Concepts LLC | 0.00% | New | 7,393 | $319K |
| DHJJ Financial Advisors, Ltd. | 0.10% | Reduce -3.3% | 7,296 | $315K |
| Ballast Rock Private Wealth LLC | 0.17% | Reduce -8.8% | 7,165 | $309K |
| American Asset Management Inc. | 0.26% | No change | 6,960 | $300K |
| Arax Advisory Partners | 0.01% | Add +2.4% | 6,931 | $299K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -18.4% | 6,924 | $298K |
| Yarger Wealth Strategies, LLC | 0.12% | Add +0.1% | 6,916 | $298K |
| Inspire Advisors, LLC | 0.02% | New | 6,904 | $298K |
| Mariner, LLC | 0.00% | Reduce -0.8% | 6,820 | $294K |
| Financial Network Wealth Advisors LLC | 0.30% | Reduce -2.1% | 6,801 | $293K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -21.4% | 6,686 | $288K |
| KMG Fiduciary Partners, LLC | 0.02% | No change | 6,685 | $288K |
| PlanVest Financial, Inc | 0.22% | — | 6,583 | $284K |
| Waterloo Capital, L.P. | 0.02% | No change | 6,525 | $281K |
| Compass Ion Advisors, LLC | 0.03% | No change | 6,508 | $281K |
| Welch Financial Planning, LLC | 0.20% | No change | 6,433 | $277K |
| Private Advisor Group, LLC | 0.00% | No change | 6,409 | $276K |
| AlphaStar Capital Management, LLC | 0.02% | Reduce -76.7% | 6,347 | $274K |
| Phoenix Financial Ltd. | 0.00% | Reduce -10.6% | 6,325 | $273K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 6,310 | $272K |
| Garden State Investment Advisory Services LLC | 0.07% | Reduce -7.3% | 6,300 | $272K |
| Straight Path Wealth Management | 0.07% | Add +6.3% | 6,265 | $270K |
| Global Assets Advisory, LLC | 0.08% | No change | 6,209 | $268K |
| Silverlake Wealth Management LLC | 0.06% | Reduce -9.4% | 6,162 | $266K |
| Seros Financial, LLC | 0.17% | No change | 6,132 | $264K |
| Sequent Planning LLC | 0.06% | Reduce -0.4% | 6,116 | $264K |
| Midwest Financial Network, LLC | 0.21% | Reduce -10.9% | 6,053 | $261K |
| Apollon Wealth Management, LLC | 0.00% | Add +16.3% | 6,041 | $260K |
| Keystone Wealth Services, LLC | 0.06% | New | 6,000 | $259K |
| TrustBank | 0.10% | Reduce -2.3% | 5,959 | $257K |
| WorthPointe, LLC | 0.07% | Reduce -76.0% | 5,862 | $253K |
| Allworth Financial LP | 0.00% | Reduce -99.0% | 5,815 | $251K |
| Jessup Wealth Management, Inc | 0.09% | Reduce -7.9% | 5,801 | $250K |
| Sigma Planning Corp | 0.01% | Reduce -33.3% | 5,694 | $245K |
| Cypress Wealth Services, LLC | 0.03% | New | 5,525 | $238K |
| Tempo Wealth, LLC | 0.04% | No change | 5,512 | $238K |
| Savvy Advisors, Inc. | 0.01% | Reduce -20.6% | 5,416 | $233K |
| Integral Investment Advisors, Inc. | 0.06% | No change | 5,135 | $221K |
| Triton Financial Group Inc | 0.38% | New | 5,071 | $221K |
| Goldman Sachs Group Inc. | 0.00% | New | 4,908 | $212K |
| Silver Grove Financial Group, Inc. | 0.17% | Add +0.1% | 4,782 | $206K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -38.7% | 4,755 | $205K |
| AssuredPartners Investment Advisors, LLC | 0.02% | No change | 4,630 | $201K |
| Barclays PLC | 0.00% | Add +3673.1% | 4,490 | $194K |
| Bernard Wealth Management Corp. | 0.08% | Reduce -0.0% | 4,228 | $182K |
| Spire Wealth Management | 0.01% | No change | 4,190 | $181K |
| JPMorgan Chase & Co. | 0.00% | Reduce -37.3% | 4,191 | $178K |
| TopTier Wealth Management, LLC | 0.11% | New | 3,994 | $172K |
| WealthShield Partners, LLC | 0.02% | No change | 3,912 | $169K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 3,450 | $149K |
| Assetmark, Inc. | 0.00% | No change | 3,055 | $132K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 2,592 | $112K |
| Noble Wealth Management PBC | 0.05% | No change | 2,450 | $106K |
| Wagner Wealth Management, LLC | 0.02% | No change | 2,000 | $86K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,735 | $75K |
| Stone House Investment Management, LLC | 0.01% | No change | 1,623 | $70K |
| Royal Bank of Canada | 0.00% | Reduce -40.5% | 900 | $39K |
| Blue Trust, Inc. | 0.00% | No change | 761 | $33K |
| Wellington Grp LLC | 0.01% | New | 627 | $27K |
| Reyes Financial Architecture, Inc. | 0.02% | Add +8.4% | 518 | $22K |
| Creative Financial Designs Inc. | 0.00% | No change | 500 | $22K |
| Clearstead Advisors, LLC | 0.00% | No change | 353 | $15K |
| Anfield Capital Management, LLC | 0.00% | No change | 318 | $14K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 316 | $14K |
| Caitlin John, LLC | 0.00% | No change | 179 | $8K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 171 | $7K |
| Capital Advisor Network LLC | 0.01% | — | 166 | $7K |
| Bullock Wealth Management Group | 0.00% | No change | 164 | $7K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -95.8% | 88 | $4K |
| Global Wealth Strategies & Associates | 0.00% | No change | 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.