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

Innovator U.S. Equity Power Buffer ETF - October logo
$46.37 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
176
Total
Institutional Inflows
(last 12 months)
$405.72M
Number of
Institutional Sellers
(last 12 months)
109
Total
Institutional Outflows
(last 12 months)
$202.13M
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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
6/23/2026MTM Financial Group LLC69,222$2.98M1.4%+0.5%0.345%
6/4/2026Midwest Financial Network LLC6,053$261K0.2%-10.9%0.030%
6/3/2026NewEdge Advisors LLC53,693$2.32M0.0%-1.8%0.267%
5/26/2026Glenmede Trust Co. NA30,071$1.30M0.0%N/A0.150%
5/22/2026Wellington Grp LLC627$27K0.0%N/A0.003%
5/19/2026Cornerstone Wealth LLC TN181,597$8.22M4.7%N/A0.904%
5/19/2026NewEdge Advisors LLC52,693$2.27M0.0%-3.7%0.262%
5/19/2026Cassady Wealth & Retirement Planning LLC67,842$3.08M1.5%-1.1%0.338%
5/19/2026Centaurus Financial Inc.61,007$2.63M0.1%-0.7%0.304%
5/19/2026Arkadios Wealth Advisors35,291$1.52M0.0%+21.3%0.176%
5/18/2026Talon Private Wealth LLC144,195$6.22M0.8%N/A0.718%
5/18/2026Royal Bank of Canada900$39K0.0%-40.5%0.004%
5/16/2026Jessup Wealth Management Inc5,801$250K0.1%-7.9%0.029%
5/13/2026Cetera Investment Advisers263,887$11.38M0.0%-1.8%1.314%
5/13/2026Envision Financial Transparency LLC13,220$570K0.6%N/A0.066%
5/12/2026Bellwether Advisors LLC55,118$2.38M0.4%+20.9%0.274%
5/7/2026Ascent Wealth Partners LLC21,640$933K0.1%-1.0%0.108%
5/6/2026Independent Financial Group LLC25,131$1.08M0.0%N/A0.125%
5/5/2026Three Seasons Wealth LLC56,500$2.44M0.9%-5.0%0.281%
5/5/2026Sigma Planning Corp5,694$245K0.0%-33.3%0.028%
5/4/2026Vantage Point Financial LLC23,253$1.00M0.4%+47.5%0.116%
5/2/2026Valmark Advisers Inc.25,155$1.08M0.0%-4.1%0.125%
5/2/2026Vestment Financial LLC7,486$337K0.2%-4.2%0.037%
5/1/2026Corrado Advisors LLC29,645$1.28M0.7%-3.5%0.148%
4/30/2026Kestra Advisory Services LLC254,520$10.97M0.0%+20.0%1.268%
4/29/2026WealthPLAN Partners LLC26,493$1.14M0.2%+8.0%0.132%
4/29/2026Red Crane Wealth Management LLC57,187$2.47M2.0%-2.7%0.285%
4/29/2026Global Strategic Investment Solutions LLC63,712$2.75M0.3%-9.2%0.317%
4/28/2026Stephens Inc. AR54,660$2.36M0.0%-66.5%0.272%
4/28/2026Berger Financial Group Inc20,862$899K0.1%-3.2%0.104%
4/28/2026Koshinski Asset Management Inc.6,924$298K0.0%-18.4%0.034%
4/27/2026World Investment Advisors62,248$2.68M0.0%+15.8%0.310%
4/23/2026Apollon Wealth Management LLC6,041$260K0.0%+16.3%0.030%
4/22/2026Patriot Financial Group Insurance Agency LLC67,864$2.93M0.2%+96.6%0.338%
4/22/2026Janney Montgomery Scott LLC280,834$12.11M0.0%+3.7%1.399%
4/21/2026Maridea Wealth Management LLC13,389$577K0.1%+2.2%0.067%
4/21/2026Crown Wealth Group LLC9,330$402K0.1%+58.6%0.046%
4/21/2026AA Financial Advisors LLC189,401$8.17M1.2%-2.1%0.943%
4/21/2026KFG Wealth Management LLC73,282$3.16M0.4%-9.2%0.365%
4/20/2026RFG Advisory LLC44,525$1.92M0.0%-0.5%0.222%
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4/18/2026BCS Wealth Management35,652$1.54M0.3%-50.2%0.178%
4/17/2026Certified Advisory Corp132,540$5.71M0.5%-4.0%0.660%
4/17/2026Signal Advisors Wealth LLC116,840$5.04M0.3%+25.7%0.582%
4/17/2026AdvisorNet Financial Inc12,409$535K0.0%-27.7%0.062%
4/17/2026Brookstone Capital Management873,271$37.65M0.4%-2.2%4.349%
4/16/2026Ballast Rock Private Wealth LLC7,165$309K0.2%-8.8%0.036%
4/16/2026Triad Wealth Partners LLC146,583$6.32M0.5%+26.4%0.730%
4/16/2026Founders 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%
3/13/2026World 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%
2/19/2026Michels 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%
2/18/2026Clay 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%
2/17/2026Beacon Financial Advisory LLC34,511$1.52M0.4%+3.5%0.172%
2/16/2026MML 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%
2/13/2026Kestra 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%
2/12/2026Commonwealth 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%
2/12/2026WealthPLAN Partners LLC24,541$1.08M0.2%+67.4%0.122%
2/12/2026Principal Securities Inc.63,504$2.79M0.0%-48.7%0.316%
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2/11/2026Stirlingshire Investments Inc.5,108$224K0.2%N/A0.025%
2/11/2026Jessup Wealth Management Inc6,301$277K0.1%N/A0.031%
2/11/2026Fortune Financial Group Inc.50,860$2.46M2.5%N/A0.253%
2/11/2026Janney 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%
2/11/2026Outlook 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%


POCT Institutional Ownership - Frequently Asked Questions

During the previous two years, 291 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.

Of the 254 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).

Institutional investors have bought a total of 9,351,914 shares in the last 24 months. This purchase volume represents approximately $405.72M in transactions.

Of the 109 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. ($376.66K), Stephens Inc. AR ($209.23K), Stuart Chaussee & Associates Inc. ($95.86K), and Blair William & Co. IL ($89.57K).

Institutional investors have sold a total of 4,740,948 shares in the last 24 months. This volume of shares sold represents approximately $202.13M in transactions.



This page (BATS:POCT) was last updated on 7/5/2026 by MarketBeat.com Staff.
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