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Innovator U.S. Equity Power Buffer ETF - October (POCT) Institutional Ownership

Innovator U.S. Equity Power Buffer ETF - October logo
$37.66 -1.77 (-4.49%)
Closing price 04/17/2025 03:57 PM Eastern
Extended Trading
$37.68 +0.02 (+0.06%)
As of 04/17/2025 04:05 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Power Buffer ETF - October (BATS:POCT)

Number of
Institutional Buyers
(last 12 months)
147
Total
Institutional Inflows
(last 12 months)
$270.18M
Number of
Institutional Sellers
(last 12 months)
83
Total
Institutional Outflows
(last 12 months)
$72.12M
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POCT Institutional Buying and Selling by Quarter

Innovator U.S. Equity Power Buffer ETF - October Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2025 Janney Montgomery Scott LLC226,516$8.80M0.0%+8.5%1.113%
4/17/2025 Keystone Wealth Services LLC6,671$259K0.1%+24.2%0.033%
4/16/2025 CRA Financial Services LLC36,680$1.43M0.2%-4.4%0.180%
4/16/2025 Wealth Enhancement Advisory Services LLC803,543$31.22M0.1%-1.1%3.949%
4/16/2025 Defined Financial Planning LLC8,161$318K0.3%+16.7%0.040%
4/15/2025 Noble Wealth Management PBC1,000$39K0.0%N/A0.005%
4/15/2025 Focus Financial Network Inc.19,313$750K0.0%-2.9%0.095%
4/14/2025 Farther Finance Advisors LLC49,175$1.92M0.0%+40.8%0.235%
4/14/2025 City Holding Co.18,372$714K0.1%-4.5%0.088%
4/14/2025 BCS Wealth Management48,236$1.87M0.5%-17.7%0.231%
4/14/2025 City Center Advisors LLC12,803$497K0.6%+5.5%0.061%
4/14/2025 ARS Wealth Advisors Group LLC21,146$822K0.1%-50.2%0.101%
4/11/2025 KFG Wealth Management LLC134,331$5.22M0.9%-6.6%0.643%
4/11/2025 Pinnacle Wealth Management Group Inc.11,040$429K0.3%-10.5%0.053%
4/10/2025 Diligent Investors LLC51,558$2.00M0.5%+3.0%0.247%
4/10/2025 Sugar Maple Asset Management LLC29,418$1.14M0.9%-14.8%0.141%
4/9/2025 RFG Advisory LLC59,325$2.31M0.1%+31.9%0.284%
4/9/2025 Cypress Financial Planning LLC11,891$462K0.2%-10.2%0.057%
4/9/2025 Advance Capital Management Inc.5,769$224K0.0%-17.8%0.028%
4/8/2025 HFG Wealth Management LLC20,002$791K0.5%N/A0.096%
4/8/2025 Advisory Alpha LLC92,697$3.60M0.2%+14.9%0.444%
4/7/2025 AdvisorNet Financial Inc15,465$601K0.0%-7.0%0.074%
3/17/2025 Wealth Enhancement Advisory Services LLC812,173$32.14M0.1%+418.1%3.927%
3/12/2025Centaurus Financial Inc.42,879$1.70M0.1%+10.6%0.207%
3/6/2025Wood Tarver Financial Group LLC14,526$574K0.2%N/A0.069%
3/5/2025 Castle Rock Wealth Management LLC28,312$1.15M0.3%-5.1%0.135%
2/27/2025 Bernard Wealth Management Corp.3,594$142K0.1%N/A0.017%
2/25/2025Armis Advisers LLC29,576$1.17M0.1%N/A0.141%
2/18/2025Helium Advisors LLC28,014$1.11M0.9%N/A0.172%
2/18/2025Sunbelt Securities Inc.3,979$158K0.0%-33.5%0.024%
2/18/2025 Retirement Planning Group LLC9,325$369K0.0%-17.7%0.057%
2/18/2025Orion Capital Management LLC25,008$989K0.4%-3.4%0.153%
2/18/2025First Heartland Consultants Inc.8,800$347K0.0%+43.7%0.054%
2/17/2025Stuart Chaussee & Associates Inc.104,005$4.12M1.0%+6.4%0.637%
2/17/2025Global Assets Advisory LLC42,509$1.66M0.9%N/A0.260%
2/17/2025Focus Partners Wealth320,354$12.68M0.0%+129.2%1.962%
2/17/2025CoreCap Advisors LLC116,098$4.59M0.2%-12.2%0.711%
2/17/2025Cresset Asset Management LLC123,115$4.87M0.0%-1.6%0.754%
2/17/2025Cetera Investment Advisers162,203$6.42M0.0%+5.7%0.993%
2/17/2025Captrust Financial Advisors204,310$8.08M0.0%+0.5%1.251%
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2/17/2025Brown Wealth Management LLC14,418$570K0.2%-26.4%0.088%
2/14/2025Mercer Global Advisors Inc. ADV53,049$2.10M0.0%-3.2%0.325%
2/14/2025Jane Street Group LLC53,602$2.12M0.0%N/A0.328%
2/14/2025Bellwether Advisors LLC32,808$1.30M0.2%+71.1%0.201%
2/14/2025Long Island Wealth Management Inc.12,025$476K0.3%-7.7%0.074%
2/14/2025Beacon Pointe Advisors LLC205,869$8.15M0.1%+13.3%1.261%
2/14/2025Capital Analysts LLC17,222$681K0.0%-5.6%0.105%
2/14/2025Three Seasons Wealth LLC59,100$2.34M1.1%N/A0.362%
2/14/2025Kovitz Investment Group Partners LLC201,222$7.96M0.0%+13.5%1.232%
2/14/2025IHT Wealth Management LLC10,101$400K0.0%N/A0.062%
2/14/2025OneDigital Investment Advisors LLC28,988$1.15M0.0%+34.6%0.178%
2/14/2025WPWealth LLP143,474$5.68M1.2%-1.7%0.879%
2/14/2025Tradition Wealth Management LLC57,631$2.28M0.2%+776.4%0.353%
2/14/2025MML Investors Services LLC180,864$7.16M0.0%+30.8%1.108%
2/14/2025Concourse Financial Group Securities Inc.1,148$46K0.0%+57.7%0.007%
2/13/2025First Commonwealth Financial Corp PA95,587$3.78M0.9%+265.3%0.585%
2/13/2025Garden State Investment Advisory Services LLC9,055$358K0.1%N/A0.055%
2/13/2025NewEdge Advisors LLC71,659$2.84M0.0%+20.6%0.439%
2/13/2025 Defined Financial Planning LLC6,992$277K0.3%N/A0.043%
2/13/2025CreativeOne Wealth LLC110,831$4.39M0.1%+1.3%0.679%
2/13/2025Mariner LLC7,398$293K0.0%N/A0.045%
2/13/2025SageView Advisory Group LLC53,780$2.13M0.1%+260.2%0.329%
2/13/2025Townsquare Capital LLC36,168$1.43M0.0%-25.2%0.221%
2/13/2025Nicolet Bankshares Inc.19,000$752K0.2%-11.5%0.116%
2/13/2025Raymond James Financial Inc.775,474$30.68M0.0%N/A4.749%
2/13/2025Advisory Services Network LLC102,260$4.05M0.1%N/A0.626%
2/13/2025 Bernard Wealth Management Corp.3,422$126K0.1%N/A0.021%
2/13/2025Cerity Partners LLC51,398$2.03M0.0%+1.7%0.315%
2/13/2025Trek Financial LLC120,622$4.77M0.4%+23.0%0.739%
2/13/2025Waterloo Capital L.P.9,657$382K0.0%N/A0.059%
2/13/2025Envestnet Asset Management Inc.339,446$13.43M0.0%+31.5%2.079%
2/13/2025Wells Fargo & Company MN1,226$49K0.0%-74.3%0.008%
2/12/2025Arete Wealth Advisors LLC12,936$512K0.0%-11.7%0.079%
2/12/2025World Investment Advisors7,183$284K0.0%+6.1%0.044%
2/12/2025Riggs Capital Management LLC9,801$388K0.4%N/A0.060%
2/12/2025Alliancebernstein L.P.1,882,481$74.48M0.0%+3.2%11.528%
2/12/2025Bullseye Investment Management LLC195,593$7.72M5.1%N/A1.198%
2/12/2025Maridea Wealth Management LLC29,890$1.18M0.4%N/A0.183%
2/12/2025Orion Portfolio Solutions LLC84,015$3.32M0.0%+95.0%0.514%
2/12/2025Blair William & Co. IL125,277$4.96M0.0%+39.9%0.767%
2/12/2025Ausdal Financial Partners Inc.6,914$274K0.0%N/A0.042%
2/11/2025Signature Estate & Investment Advisors LLC5,117$202K0.0%N/A0.031%
2/11/2025WorthPointe LLC40,981$1.62M0.7%+65.0%0.251%
2/11/2025LPL Financial LLC200,648$7.94M0.0%+1.0%1.229%
2/11/2025ZEGA Investments LLC8,781$354K0.1%N/A0.054%
2/10/2025GWN Securities Inc.6,100$241K0.1%N/A0.037%
2/10/2025Harbour Investments Inc.24,812$982K0.0%+103.9%0.152%
2/10/2025Valtinson Bruner Financial Planning LLC144,652$5.72M2.0%-2.4%0.886%
2/10/2025Atala Financial Inc8,409$333K0.2%N/A0.051%
2/10/2025Commonwealth Equity Services LLC451,039$17.85M0.0%+3.1%2.762%
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2/10/2025Avantax Advisory Services Inc.23,397$926K0.0%+11.9%0.143%
2/10/2025Capasso Planning Partners LLC70,799$2.80M1.1%N/A0.434%
2/10/2025 Farther Finance Advisors LLC34,917$1.38M0.0%+330.1%0.214%
2/10/2025EverSource Wealth Advisors LLC2,592$103K0.0%+13.1%0.016%
2/7/2025HighTower Advisors LLC239,056$9.46M0.0%+14.8%1.464%
2/7/2025Blue Bell Private Wealth Management LLC89,584$3.55M0.7%-0.4%0.549%
2/6/2025Raymond James Financial Inc.775,474$30.68M0.0%N/A4.749%
2/6/2025Triad Wealth Partners LLC12,980$514K0.2%N/A0.079%
2/6/2025Global Strategic Investment Solutions LLC172,660$6.83M0.8%-19.6%1.057%
2/5/2025Cape Investment Advisory Inc.43,190$1.71M0.7%-1.0%0.264%
(Data available from 1/1/2016 forward)

POCT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of POCT shares?

During the previous two years, 223 institutional investors and hedge funds held shares of Innovator U.S. Equity Power Buffer ETF - October. The most heavily invested institutionals were Alliancebernstein L.P. ($74.48M), Penserra Capital Management LLC ($38.82M), Brookstone Capital Management ($37.70M), Wealth Enhancement Advisory Services LLC ($31.22M), Raymond James Financial Inc. ($30.68M), Commonwealth Equity Services LLC ($17.85M), and Osaic Holdings Inc. ($16.69M).Learn more on POCT's institutional investors.

Which institutional investors have been buying Innovator U.S. Equity Power Buffer ETF - October stock?

Of the 193 institutional investors that purchased Innovator U.S. Equity Power Buffer ETF - October stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Stuart Chaussee & Associates Inc. ($2.63M), Raymond James Financial Inc. ($1.55M), Brookstone Capital Management ($1.38M), International Assets Investment Management LLC ($1.20M), Global Strategic Investment Solutions LLC ($700.70K), Wealth Enhancement Advisory Services LLC ($655.42K), and Cambridge Investment Research Advisors Inc. ($409.08K).

How much institutional buying is happening at Innovator U.S. Equity Power Buffer ETF - October?

Institutional investors have bought a total of 14,821,613 shares in the last 24 months. This purchase volume represents approximately $554.57M in transactions.

Which Innovator U.S. Equity Power Buffer ETF - October major shareholders have been selling company stock?

Of the 114 institutional investors that sold Innovator U.S. Equity Power Buffer ETF - October stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brookstone Capital Management ($783.78K), AE Wealth Management LLC ($762.21K), Commonwealth Equity Services LLC ($725.77K), Berkshire Money Management Inc. ($438.74K), Global Strategic Investment Solutions LLC ($426.35K), Cambridge Investment Research Advisors Inc. ($351.66K), and WPWealth LLP ($216.71K).

How much institutional selling is happening at Innovator U.S. Equity Power Buffer ETF - October?

Institutional investors have sold a total of 5,826,054 shares in the last 24 months. This volume of shares sold represents approximately $205.36M in transactions.



This page (BATS:POCT) was last updated on 4/20/2025 by MarketBeat.com Staff
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