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

Innovator U.S. Equity Power Buffer ETF - October logo
$45.52 +0.17 (+0.37%)
As of 05/5/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Power Buffer ETF - October (BATS:POCT)

Number of
Institutional Buyers
(last 12 months)
177
Total
Institutional Inflows
(last 12 months)
$399.39M
Number of
Institutional Sellers
(last 12 months)
120
Total
Institutional Outflows
(last 12 months)
$227.79M
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POCT Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Three Seasons Wealth LLC56,500$2.44M0.9%-5.0%0.281%
5/5/2026 Sigma Planning Corp5,694$245K0.0%-33.3%0.028%
5/4/2026 Vantage Point Financial LLC23,253$1.00M0.4%+47.5%0.116%
5/2/2026 Valmark Advisers Inc.25,155$1.08M0.0%-4.1%0.125%
5/2/2026 Vestment Financial LLC7,486$337K0.2%-4.2%0.037%
5/1/2026 Corrado Advisors LLC29,645$1.28M0.7%-3.5%0.148%
4/30/2026 Kestra Advisory Services LLC254,520$10.97M0.0%+20.0%1.268%
4/29/2026 WealthPLAN Partners LLC26,493$1.14M0.2%+8.0%0.132%
4/29/2026 Red Crane Wealth Management LLC57,187$2.47M2.0%-2.7%0.285%
4/29/2026 Global Strategic Investment Solutions LLC63,712$2.75M0.3%-9.2%0.317%
4/28/2026 Stephens Inc. AR54,660$2.36M0.0%-66.5%0.272%
4/28/2026 Berger Financial Group Inc20,862$899K0.1%-3.2%0.104%
4/28/2026 Koshinski Asset Management Inc.6,924$298K0.0%-18.4%0.034%
4/27/2026 World Investment Advisors62,248$2.68M0.0%+15.8%0.310%
4/23/2026 Apollon Wealth Management LLC6,041$260K0.0%+16.3%0.030%
4/22/2026 Patriot Financial Group Insurance Agency LLC67,864$2.93M0.2%+96.6%0.338%
4/22/2026 Janney Montgomery Scott LLC280,834$12.11M0.0%+3.7%1.399%
4/21/2026 Maridea Wealth Management LLC13,389$577K0.1%+2.2%0.067%
4/21/2026 Crown Wealth Group LLC9,330$402K0.1%+58.6%0.046%
4/21/2026 AA Financial Advisors LLC189,401$8.17M1.2%-2.1%0.943%
4/21/2026 KFG Wealth Management LLC73,282$3.16M0.4%-9.2%0.365%
4/20/2026 RFG Advisory LLC44,525$1.92M0.0%-0.5%0.222%
4/18/2026 BCS Wealth Management35,652$1.54M0.3%-50.2%0.178%
4/17/2026 Certified Advisory Corp132,540$5.71M0.5%-4.0%0.660%
4/17/2026 Signal Advisors Wealth LLC116,840$5.04M0.3%+25.7%0.582%
4/17/2026 AdvisorNet Financial Inc12,409$535K0.0%-27.7%0.062%
4/17/2026 Brookstone Capital Management873,271$37.65M0.4%-2.2%4.349%
4/16/2026 Ballast Rock Private Wealth LLC7,165$309K0.2%-8.8%0.036%
4/16/2026 Triad Wealth Partners LLC146,583$6.32M0.5%+26.4%0.730%
4/16/2026 Founders Financial Securities LLC74,859$3.31M0.2%+19.0%0.373%
3/17/2026Forty three Eighteen Advisors LLC37,041$1.63M1.3%N/A0.184%
3/17/2026Rockefeller Capital Management L.P.86,660$3.81M0.0%+15,514.4%0.432%
3/13/2026 World Investment Advisors53,776$2.36M0.0%+958.8%0.268%
2/25/2026Tempo Wealth LLC5,512$242K0.0%N/A0.027%
2/19/2026BFI Wealth Solutions LLC39,449$1.73M1.7%N/A0.196%
2/19/2026 Michels Family Financial LLC4,625$203K0.1%N/A0.023%
2/18/2026First Commonwealth Financial Corp PA 77,315$3.40M0.6%-0.3%0.385%
2/18/2026Mercer Global Advisors Inc. ADV180,300$7.92M0.0%+9.7%0.898%
2/18/2026Beacon Pointe Advisors LLC172,787$7.59M0.1%+16.0%0.860%
2/18/2026Garton & Associates Financial Advisors LLC1,624$71K0.0%N/A0.008%
2/18/2026IHT Wealth Management LLC15,771$695K0.0%-43.7%0.079%
2/18/2026 Clay Northam Wealth Management LLC13,565$596K0.3%-3.6%0.068%
2/17/2026Cetera Investment Advisers268,853$11.81M0.0%+34.6%1.339%
2/17/2026Osaic Holdings Inc.795,864$34.95M0.1%+13.1%3.963%
2/17/2026Advisory Services Network LLC111,554$4.90M0.1%+12.3%0.556%
2/17/2026Captrust Financial Advisors198,815$8.73M0.0%-1.0%0.990%
2/17/2026Royal Bank of Canada1,512$67K0.0%-28.1%0.008%
2/17/2026Blair William & Co. IL371,926$16.34M0.0%+941.6%1.852%
2/17/2026Silver Grove Financial Group Inc.4,778$210K0.2%N/A0.024%
2/17/2026Rothschild Wealth LLC22,682$996K0.1%N/A0.113%
2/17/2026 Beacon Financial Advisory LLC34,511$1.52M0.4%+3.5%0.172%
2/16/2026 MML Investors Services LLC197,218$8.66M0.0%+55.0%0.982%
2/16/2026Mariner LLC6,878$302K0.0%N/A0.034%
2/16/2026Motiv8 Investments LLC131,475$5.77M3.1%-24.4%0.655%
2/16/2026Focus Partners Wealth424,039$18.62M0.0%+206.6%2.112%
2/16/2026Glen Eagle Advisors LLC3,450$152K0.0%N/A0.017%
2/16/2026Arax Advisory Partners6,769$297K0.0%N/A0.034%
2/13/2026Arete Wealth Advisors LLC14,338$630K0.0%+3.9%0.071%
2/13/2026CreativeOne Wealth LLC79,474$3.49M0.1%-13.9%0.396%
2/13/2026 Kestra Advisory Services LLC212,051$9.31M0.0%+7.2%1.056%
2/13/2026Advyzon Investment Management LLC59,061$2.59M0.3%+46.8%0.294%
2/13/2026WPWealth LLP112,812$4.96M0.8%-12.8%0.562%
2/13/2026Arkadios Wealth Advisors29,104$1.28M0.0%+257.9%0.145%
2/13/2026Ausdal Financial Partners Inc.57,992$2.55M0.1%+7.7%0.289%
2/12/2026HRT Financial LP17,231$756K0.0%N/A0.086%
2/12/2026Orion Porfolio Solutions LLC244,048$10.72M0.1%+20.7%1.215%
2/12/2026Triumph Capital Management10,815$475K0.1%+12.7%0.054%
2/12/2026 Commonwealth Equity Services LLC781,573$34.33M0.0%+18.6%3.892%
2/12/2026Wood Tarver Financial Group LLC20,296$891K0.3%+10.5%0.101%
2/12/2026Steward Partners Investment Advisory LLC7,703$338K0.0%-99.5%0.038%
2/12/2026 WealthPLAN Partners LLC24,541$1.08M0.2%+67.4%0.122%
2/12/2026Principal Securities Inc.63,504$2.79M0.0%-48.7%0.316%
2/11/2026 Stirlingshire Investments Inc.5,108$224K0.2%N/A0.025%
2/11/2026Jessup Wealth Management Inc6,301$277K0.1%N/A0.031%
2/11/2026 Fortune Financial Group Inc.50,860$2.46M2.5%N/A0.253%
2/11/2026 Janney Montgomery Scott LLC270,704$11.89M0.0%+3.2%1.348%
2/11/2026GWN Securities Inc.10,444$459K0.1%+32.0%0.052%
2/11/2026Capital Analysts LLC17,918$787K0.0%-1.5%0.089%
2/11/2026 Outlook Wealth Advisors LLC18,746$823K0.2%-10.2%0.093%
2/11/2026Cerity Partners LLC1,577,949$69.30M0.1%+36.3%7.858%
2/11/2026LPL Financial LLC384,039$16.87M0.0%+9.5%1.913%
2/11/2026Tradition Wealth Management LLC47,822$2.10M0.2%-6.7%0.238%
2/11/2026Atlantic Private Wealth LLC42,346$1.86M1.2%N/A0.211%
2/11/2026 Continuum Advisory LLC18,697$821K0.1%+59.7%0.093%
2/10/2026 Goldstein Advisors LLC11,394$500K0.1%+35.7%0.057%
2/10/2026COFG Advisors LLC32,492$1.43M0.4%N/A0.162%
2/10/2026 Gill Capital Partners LLC45,454$2.00M0.6%+74.5%0.226%
2/10/2026Florida Financial Advisors LLC5,424$238K0.1%N/A0.027%
2/10/2026Rothschild Wealth LLC22,682$996K0.1%N/A0.113%
2/10/2026Mitchell Capital Management Co.6,500$285K0.1%N/A0.032%
2/10/2026 Founders Financial Securities LLC62,882$2.76M0.2%+16.5%0.313%
2/10/2026Weaver Consulting Group18,815$826K0.2%+9.0%0.094%
2/10/2026Rothschild Investment LLC9,090$399K0.0%+16,733.3%0.045%
2/10/2026Northwestern Mutual Wealth Management Co.260,328$12.18M0.0%+38,988.3%1.296%
2/10/2026 Corrado Advisors LLC30,715$1.35M0.7%+135.5%0.153%
2/10/2026Foundations Investment Advisors LLC26,810$1.18M0.0%+64.6%0.134%
2/9/2026Kingsview Wealth Management LLC7,755$341K0.0%+39.9%0.039%
2/9/2026 TrustBank6,099$268K0.1%N/A0.030%
2/9/2026Integrity Advisory Solutions LLC20,456$898K0.1%N/A0.102%
2/9/2026Bellwether Advisors LLC45,585$2.00M0.3%+4.7%0.227%


POCT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of POCT shares?

During the previous two years, 284 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. ($85.50M), Cerity Partners LLC ($69.30M), Penserra Capital Management LLC ($62.23M), Brookstone Capital Management ($37.65M), Wealth Enhancement Advisory Services LLC ($36.77M), Osaic Holdings Inc. ($34.95M), and Commonwealth Equity Services LLC ($34.33M).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 250 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: Raymond James Financial Inc. ($1.55M), Cerity Partners LLC ($1.54M), Brookstone Capital Management ($1.51M), Wealth Enhancement Advisory Services LLC ($1.26M), Allworth Financial LP ($608.01K), Northwestern Mutual Wealth Management Co. ($519.99K), and Focus Partners Wealth ($466.31K).

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

Institutional investors have bought a total of 9,233,652 shares in the last 24 months. This purchase volume represents approximately $399.39M in transactions.

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

Of the 117 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: Steward Partners Investment Advisory LLC ($1.45M), Brookstone Capital Management ($790.74K), Wealth Enhancement Advisory Services LLC ($577.31K), Raymond James Financial Inc. ($413.05K), Stephens Inc. AR ($209.23K), MAI Capital Management ($197.95K), and Focus Partners Wealth ($179.11K).

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

Institutional investors have sold a total of 5,401,891 shares in the last 24 months. This volume of shares sold represents approximately $227.79M in transactions.


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This page (BATS:POCT) was last updated on 5/6/2026 by MarketBeat.com Staff.
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