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

Innovator U.S. Equity Power Buffer ETF - October logo
$42.02 +2.60 (+6.58%)
Closing price 07/25/2025 03:57 PM Eastern
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$42.02 0.00 (0.00%)
As of 07/25/2025 04:04 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)
158
Total
Institutional Inflows
(last 12 months)
$283.91M
Number of
Institutional Sellers
(last 12 months)
106
Total
Institutional Outflows
(last 12 months)
$97.46M
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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
7/25/2025 Atria Wealth Solutions Inc.27,820$1.15M0.0%-51.0%0.139%
7/25/2025 Sequoia Financial Advisors LLC6,310$261K0.0%-21.9%0.031%
7/25/2025 Mitchell Capital Management Co.5,652$236K0.0%-26.6%0.028%
7/25/2025 CWM LLC206,666$8.54M0.0%+28.0%1.029%
7/25/2025 Apollon Wealth Management LLC5,000$206K0.0%N/A0.025%
7/24/2025 Vantage Point Financial LLC11,413$471K0.2%+37.2%0.057%
7/24/2025 IFP Advisors Inc52,252$2.16M0.1%-2.0%0.260%
7/24/2025 Blair William & Co. IL36,098$1.49M0.0%-71.2%0.180%
7/23/2025 Castle Rock Wealth Management LLC27,371$1.14M0.3%-3.3%0.136%
7/23/2025 Motiv8 Investments LLC177,358$7.33M4.5%-1.9%0.883%
7/22/2025 Global Strategic Investment Solutions LLC122,866$5.07M0.5%-13.3%0.612%
7/22/2025 Beacon Financial Advisory LLC33,345$1.38M0.4%-1.8%0.166%
7/22/2025 Diligent Investors LLC50,956$2.10M0.5%-1.2%0.254%
7/21/2025 Ameritas Advisory Services LLC1,360$56K0.0%-78.0%0.007%
7/21/2025 Triad Wealth Partners LLC55,967$2.31M0.5%+90.5%0.279%
7/18/2025 Truist Financial Corp156,776$6.48M0.0%+2.2%0.781%
7/17/2025 Janney Montgomery Scott LLC243,947$10.08M0.0%+7.7%1.215%
7/17/2025 City Holding Co.16,692$689K0.1%-9.1%0.083%
7/16/2025 Crown Wealth Group LLC6,045$250K0.1%N/A0.030%
7/16/2025 Maridea Wealth Management LLC47,386$1.96M0.5%-11.2%0.236%
7/15/2025 BCS Wealth Management42,140$1.74M0.4%-12.6%0.210%
7/15/2025 Retirement Income Solutions Inc39,920$1.65M0.3%-3.4%0.199%
7/14/2025 AdvisorNet Financial Inc17,305$715K0.0%+11.9%0.086%
7/14/2025 Chris Bulman Inc44,638$1.84M1.1%-13.3%0.222%
7/14/2025 KFG Wealth Management LLC132,163$5.46M0.9%-1.6%0.658%
7/14/2025 U.S. Capital Wealth Advisors LLC27,618$1.14M0.0%-6.7%0.138%
7/14/2025 Southland Equity Partners LLC92,225$3.81M0.8%+1.0%0.459%
7/11/2025 Farther Finance Advisors LLC81,530$3.37M0.1%+65.8%0.407%
7/11/2025 AA Financial Advisors LLC202,001$8.34M1.8%-0.5%1.008%
7/10/2025 ARS Wealth Advisors Group LLC19,968$825K0.1%-5.6%0.100%
7/10/2025 Wealth Enhancement Advisory Services LLC226,233$9.41M0.0%-71.8%1.129%
7/9/2025 Fragasso Financial Advisors Inc17,199$710K0.0%-5.8%0.086%
7/9/2025 Triumph Capital Management29,809$1.23M0.4%+11.5%0.149%
7/9/2025 HFG Wealth Management LLC17,531$681K0.4%-12.4%0.088%
7/9/2025 Reyes Financial Architecture Inc.2,618$108K0.1%+64.1%0.013%
7/3/2025 City Center Advisors LLC11,851$489K0.5%-7.4%0.059%
5/27/2025Jacobi Capital Management LLC70,199$2.73M0.2%-24.5%0.345%
5/20/2025Focus Partners Wealth149,680$5.82M0.0%-53.3%0.736%
5/20/2025Integrity Alliance LLC.5,708$222K0.0%N/A0.028%
5/19/2025Jane Street Group LLC10,114$393K0.0%-81.1%0.050%
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5/19/2025SageView Advisory Group LLC78,036$3.03M0.1%+45.1%0.384%
5/19/2025Advisory Alpha LLC92,697$3.60M0.1%+14.9%0.456%
5/16/2025Stuart Chaussee & Associates Inc.96,465$3.75M0.9%-7.2%0.474%
5/16/2025Arete Wealth Advisors LLC13,436$522K0.0%+3.9%0.066%
5/16/2025Ashton Thomas Private Wealth LLC7,594$295K0.0%N/A0.037%
5/16/2025Cape Investment Advisory Inc.42,940$1.67M0.7%-0.6%0.211%
5/16/2025Talon Private Wealth LLC50,912$1.98M0.3%+22.4%0.250%
5/16/2025NewEdge Advisors LLC55,418$2.15M0.0%-22.7%0.273%
5/16/2025Alliancebernstein L.P.1,833,447$71.23M0.0%-2.6%9.018%
5/15/2025Betterment LLC6,707$261K0.0%-9.7%0.033%
5/15/2025MAI Capital Management59,840$2.33M0.0%-73.0%0.294%
5/14/2025 Triad Wealth Partners LLC29,382$1.14M0.4%+126.4%0.145%
5/14/2025CreativeOne Wealth LLC93,739$3.64M0.1%-15.4%0.461%
5/14/2025Nicolet Bankshares Inc.14,000$544K0.1%-26.3%0.069%
5/14/2025Kestra Advisory Services LLC207,654$8.07M0.0%-12.0%1.021%
5/14/2025Frisch Financial Group Inc.36,497$1.42M0.4%-55.1%0.180%
5/14/2025Capital Analysts LLC18,195$707K0.0%+5.6%0.089%
5/14/2025Tradition Wealth Management LLC56,581$2.20M0.2%-1.8%0.278%
5/13/2025Raymond James Financial Inc.739,084$28.71M0.0%-4.7%3.635%
5/13/2025Cresset Asset Management LLC121,066$4.70M0.0%-1.7%0.596%
5/13/2025Forvis Mazars Wealth Advisors LLC240,368$9.34M0.2%-9.6%1.182%
5/13/2025Nations Financial Group Inc. IA ADV19,098$742K0.1%+6.9%0.094%
5/13/2025Compass Advisory Group LLC14,817$576K0.2%-2.5%0.073%
5/13/2025Long Island Wealth Management Inc.12,785$497K0.3%+6.3%0.063%
5/13/2025Kovitz Investment Group Partners LLC199,851$7.76M0.0%-0.7%0.983%
5/13/2025HighTower Advisors LLC232,231$9.02M0.0%-2.9%1.142%
5/12/2025Townsquare Capital LLC33,120$1.29M0.0%-8.4%0.163%
5/12/2025Savvy Advisors Inc.10,480$407K0.0%N/A0.052%
5/12/2025Red Crane Wealth Management LLC60,632$2.36M2.3%-0.7%0.298%
5/9/2025 Atria Wealth Solutions Inc.56,785$2.21M0.0%-9.2%0.279%
5/9/2025Encompass More Asset Management40,425$1.57M0.5%+30.0%0.199%
5/9/2025Gill Capital Partners LLC26,248$1.02M0.4%-6.9%0.129%
5/9/2025Commonwealth Equity Services LLC476,760$18.52M0.0%+5.7%2.345%
5/8/2025Helium Advisors LLC15,044$584K0.4%-46.3%0.074%
5/8/2025Certified Advisory Corp122,163$4.75M0.5%-2.0%0.601%
5/8/2025Harbour Investments Inc.27,103$1.05M0.0%+9.2%0.133%
5/8/2025Arkadios Wealth Advisors16,954$659K0.0%N/A0.083%
5/8/2025FSA Advisors Inc.23,842$926K0.7%+8.2%0.117%
5/7/2025 PTM Wealth Management LLC19,794$720K0.7%N/A0.097%
5/7/2025 Maridea Wealth Management LLC53,339$2.07M0.7%+78.5%0.262%
5/7/2025Bellwether Advisors LLC35,076$1.36M0.3%+6.9%0.173%
5/7/2025LPL Financial LLC302,473$11.75M0.0%+50.7%1.488%
5/7/2025Brown Wealth Management LLC11,405$443K0.2%-20.9%0.056%
5/6/2025Cetera Investment Advisers161,379$6.27M0.0%-0.5%0.793%
5/6/2025Avantax Advisory Services Inc.22,734$883K0.0%-2.8%0.112%
5/6/2025AE Wealth Management LLC50,577$1.97M0.0%-11.5%0.249%
5/6/2025Summit Wealth Partners LLC8,610$334K0.1%-14.7%0.042%
5/6/2025 Triumph Capital Management26,724$1.04M0.3%N/A0.131%
5/5/2025Blue Bell Private Wealth Management LLC89,241$3.47M0.7%-0.4%0.439%
5/5/2025 IFP Advisors Inc53,339$2.07M0.1%+1.2%0.262%
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5/2/2025Ascent Wealth Partners LLC11,065$430K0.1%+38.7%0.054%
5/1/2025Corrado Advisors LLC71,581$2.78M1.9%-0.7%0.352%
5/1/2025 Reyes Financial Architecture Inc.1,595$62K0.0%N/A0.008%
5/1/2025 CWM LLC161,445$6.27M0.0%+81.3%0.793%
5/1/2025Stephens Inc. AR263,892$10.25M0.2%+1.5%1.297%
5/1/2025Quest 10 Wealth Builders Inc.11,495$447K0.5%-19.4%0.056%
4/30/2025Cerity Partners LLC42,221$1.64M0.0%-17.9%0.207%
4/30/2025Axxcess Wealth Management LLC6,718$261K0.0%N/A0.033%
4/30/2025Trek Financial LLC104,945$4.08M0.3%-13.0%0.516%
4/29/2025 U.S. Capital Wealth Advisors LLC29,596$1.15M0.0%+5.6%0.145%
(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, 231 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. ($71.23M), Penserra Capital Management LLC ($47.51M), Brookstone Capital Management ($37.82M), Raymond James Financial Inc. ($28.71M), Commonwealth Equity Services LLC ($18.52M), Osaic Holdings Inc. ($16.69M), and Envestnet Asset Management Inc. ($15.92M).Learn more on Innovator U.S. Equity Power Buffer ETF - October's institutional investors.

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

Of the 201 institutional investors that purchased Innovator U.S. Equity Power Buffer ETF - October's 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 ($1.40M), International Assets Investment Management LLC ($1.20M), Global Strategic Investment Solutions LLC ($700.70K), Wealth Enhancement Advisory Services LLC ($655.42K), and Commonwealth Equity Services LLC ($383.41K).

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

Institutional investors have bought a total of 7,185,273 shares in the last 24 months. This purchase volume represents approximately $283.91M in transactions.

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

Of the 105 institutional investors that sold Innovator U.S. Equity Power Buffer ETF - October's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wealth Enhancement Advisory Services LLC ($589.88K), Global Strategic Investment Solutions LLC ($470.14K), Focus Partners Wealth ($170.67K), MAI Capital Management ($162.14K), Blair William & Co. IL ($89.18K), Sugar Maple Asset Management LLC ($73.72K), and WPWealth LLP ($66.09K).

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

Institutional investors have sold a total of 2,457,677 shares in the last 24 months. This volume of shares sold represents approximately $97.46M in transactions.



This page (BATS:POCT) was last updated on 7/27/2025 by MarketBeat.com Staff
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