INNOVATOR ETFS TRUST (POCT)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
243
Reporting holders
$652.5M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | $78.1M | 1,812,590 | 0.03% | 20q | -1.2%-$957.9K |
| OSAIC HOLDINGS, INC. | $31.2M | 671,775 | 0.04% | 26q | -1.2%-$373.8K |
| ENVESTNET ASSET MANAGEMENT INC | $25.9M | 558,490 | 0.01% | 20q | -4.6%-$1.3M |
| Cerity Partners LLC | $22.6M | 487,450 | 0.03% | 15q | -68.5%-$49.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | $20.2M | 435,826 | 0.03% | 31q | -40.7%-$13.9M |
| Kestra Advisory Services, LLC | $19.5M | 419,254 | 0.06% | 24q | +64.7%+$7.6M |
| Focus Partners Wealth | $18.5M | 398,999 | 0.02% | 9q | -4.2%-$803.1K |
| RAYMOND JAMES FINANCIAL INC | $17.4M | 374,536 | 0.00% | 7q | -3.9%-$703.2K |
| LPL Financial LLC | $17.3M | 371,721 | 0.00% | 26q | -0.7%-$115.3K |
| BLAIR WILLIAM & CO/IL | $17.0M | 366,562 | 0.04% | 13q | -1.3%-$227.4K |
| CoreCap Advisors, LLC | $11.4M | 245,994 | 0.34% | 18q | -1.7%-$202.6K |
| Orion Porfolio Solutions, LLC | $11.2M | 241,564 | 0.09% | 11q | +4.8%+$509.3K |
| HighTower Advisors, LLC | $11.1M | 239,528 | 0.01% | 27q | -2.7%-$310.6K |
| Cetera Investment Advisers | $10.4M | 224,780 | 0.01% | 16q | -14.8%-$1.8M |
| MERCER GLOBAL ADVISORS INC /ADV | $9.4M | 203,508 | 0.01% | 11q | +90.8%+$4.5M |
| Beacon Pointe Advisors, LLC | $9.0M | 194,313 | 0.04% | 24q | -7.8%-$760.3K |
| CAPTRUST FINANCIAL ADVISORS | $8.9M | 191,415 | 0.01% | 14q | HELD |
| MML INVESTORS SERVICES, LLC | $8.8M | 189,404 | 0.02% | 20q | +52.5%+$3.0M |
| Cornerstone Wealth, LLC/TN | $8.6M | 183,665 | 4.34% | 2q | +1.1%+$96.6K |
| Rockefeller Capital Management L.P. | $8.5M | 184,205 | 0.01% | 4q | -3.5%-$310.2K |
| AA Financial Advisors, LLC | $8.5M | 182,430 | 1.02% | 11q | -3.7%-$323.5K |
| Brookstone Capital Management | $8.3M | 178,076 | 0.08% | 16q | -79.6%-$32.3M |
| US BANCORP \DE\ | $8.2M | 176,078 | 0.01% | 4q | -18.5%-$1.9M |
| Triad Wealth Partners, LLC | $7.2M | 152,974 | 0.42% | 7q | +4.4%+$300.0K |
| Forvis Mazars Wealth Advisors, LLC | $7.0M | 150,515 | 0.12% | 17q | -7.5%-$563.6K |
| TRUIST FINANCIAL CORP | $6.5M | 140,402 | 0.01% | 25q | -2.2%-$149.3K |
| PRINCIPAL SECURITIES, INC. | $6.4M | 138,564 | 0.08% | 11q | +119.5%+$3.5M |
| Cresset Asset Management, LLC | $6.3M | 135,349 | 0.02% | 12q | HELD |
| Certified Advisory Corp | $5.9M | 127,938 | 0.48% | 7q | -3.5%-$213.6K |
| Signal Advisors Wealth, LLC | $5.4M | 115,886 | 0.27% | 3q | -0.8%-$44.3K |
| Advisory Services Network, LLC | $5.1M | 110,112 | 0.06% | 7q | HELD |
| Trek Financial, LLC | $5.1M | 110,061 | 0.25% | 15q | -3.3%-$173.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.1M | 108,842 | 0.01% | 12q | -77.1%-$17.1M |
| WPWealth LLP | $4.6M | 99,124 | 0.68% | 15q | -0.7%-$33.0K |
| Southland Equity Partners LLC | $4.1M | 88,714 | 0.72% | 15q | HELD |
| FOUNDERS FINANCIAL SECURITIES LLC | $3.9M | 84,949 | 0.20% | 8q | +13.5%+$468.3K |
| Keating Financial Advisory Services, Inc. | $3.6M | 77,729 | 0.47% | 3q | -1.3%-$48.4K |
| OneDigital Investment Advisors LLC | $3.6M | 77,602 | 0.03% | 15q | HELD |
| WEALTH ALLIANCE, LLC | $3.5M | 74,988 | 0.29% | 16q | HELD |
| CRA Financial Services, LLC | $3.3M | 71,835 | 0.38% | 18q | HELD |
| KFG WEALTH MANAGEMENT, LLC | $3.2M | 69,980 | 0.37% | 15q | -4.5%-$153.2K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $3.2M | 69,522 | 0.40% | 24q | -3.5%-$116.3K |
| CreativeOne Wealth, LLC | $3.2M | 69,068 | 0.07% | 13q | HELD |
| First Commonwealth Financial Corp /PA/ | $3.2M | 68,157 | 0.44% | 19q | -24.2%-$1.0M |
| Cassady Wealth & Retirement Planning, LLC | $3.1M | 67,252 | 1.45% | 3q | -0.9%-$27.4K |
| MTM FINANCIAL GROUP, LLC | $3.1M | 67,013 | 1.33% | new | FIRST |
| IFP Advisors, Inc | $3.0M | 65,050 | 0.05% | 28q | HELD |
| Global Strategic Investment Solutions, LLC | $2.9M | 63,043 | 0.26% | 16q | -1.1%-$31.0K |
| OLD MISSION CAPITAL LLC | $2.8M | 60,397 | 0.04% | new | NEW |
| BFI Wealth Solutions, LLC | $2.7M | 59,108 | 2.03% | 3q | +1.5%+$41.1K |
| Chris Bulman Inc | $2.7M | 57,959 | 0.98% | 9q | -15.1%-$479.4K |
| World Investment Advisors | $2.7M | 58,698 | 0.04% | 11q | -5.7%-$162.5K |
| Diligent Investors, LLC | $2.7M | 57,723 | 0.60% | 30q | HELD |
| RED CRANE WEALTH MANAGEMENT, LLC | $2.7M | 57,164 | 1.95% | 7q | HELD |
| NewEdge Advisors, LLC | $2.6M | 56,627 | 0.01% | 15q | +7.5%+$182.6K |
| Three Seasons Wealth, LLC | $2.6M | 56,500 | 0.24% | 11q | HELD |
| FSA Advisors, Inc. | $2.4M | 52,238 | 0.56% | 11q | +94.7%+$1.2M |
| STEPHENS INC /AR/ | $2.4M | 51,310 | 0.03% | 15q | -6.1%-$155.5K |
| Bellwether Advisors, LLC | $2.4M | 50,797 | 0.35% | 23q | -7.8%-$200.5K |
| Fortune Financial Group, Inc. | $2.3M | 50,590 | 1.84% | 3q | -1.6%-$37.9K |
| Ausdal Financial Partners, Inc. | $2.3M | 50,074 | 0.09% | 7q | -9.1%-$232.2K |
| Simplicity Wealth,LLC | $2.2M | 48,402 | 0.08% | new | NEW |
| Merit Financial Group, LLC | $2.2M | 48,234 | 0.01% | 5q | +96.4%+$1.1M |
| Advyzon Investment Management, LLC | $2.1M | 45,694 | 0.15% | 5q | -11.8%-$282.9K |
| MAI Capital Management | $2.1M | 45,198 | 0.01% | 15q | -47.2%-$1.9M |
| Arax Advisory Partners | $2.0M | 43,283 | 0.01% | 3q | +524.5%+$1.7M |
| RFG Advisory, LLC | $2.0M | 42,869 | 0.03% | 10q | -3.7%-$76.9K |
| Atria Investments, Inc | $2.0M | 42,223 | 0.02% | 4q | HELD |
| RETIREMENT INCOME SOLUTIONS, INC | $1.9M | 45,195 | 0.34% | 30q | HELD |
| GILL CAPITAL PARTNERS, LLC | $1.8M | 38,661 | 0.48% | 27q | -10.1%-$202.3K |
| Bedel Financial Consulting, Inc. | $1.8M | 38,542 | 0.17% | 27q | -1.7%-$31.1K |
| Farther Finance Advisors, LLC | $1.8M | 37,908 | 0.01% | 8q | +10.8%+$171.4K |
| Cape Investment Advisory, Inc. | $1.7M | 37,350 | 0.46% | 3q | HELD |
| Forty-three Eighteen Advisors, LLC | $1.7M | 37,041 | 1.16% | 3q | HELD |
| ARS Wealth Advisors Group, LLC | $1.7M | 36,665 | 0.13% | 12q | -6.6%-$119.6K |
| BCS Wealth Management | $1.6M | 35,359 | 0.30% | 20q | -0.8%-$13.6K |
| Jacobi Capital Management LLC | $1.6M | 34,959 | 0.08% | 9q | HELD |
| Beacon Financial Advisory LLC | $1.6M | 33,911 | 0.31% | 27q | -1.7%-$27.8K |
| Patriot Financial Group Insurance Agency, LLC | $1.6M | 33,870 | 0.16% | 23q | -50.1%-$1.6M |
| AE Wealth Management LLC | $1.5M | 33,055 | 0.01% | 23q | -17.3%-$321.6K |
| SILVER OAK SECURITIES, INCORPORATED | $1.5M | 32,818 | 0.09% | 8q | HELD |
| Tradition Wealth Management, LLC | $1.5M | 31,690 | 0.09% | 10q | -3.2%-$48.4K |
| COFG Advisors, LLC | $1.5M | 31,622 | 0.25% | 3q | -2.2%-$33.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 30,943 | 0.00% | 2q | +145.0%+$849.9K |
| GLENMEDE TRUST CO NA | $1.4M | 30,071 | 0.01% | 2q | HELD |
| CORRADO ADVISORS, LLC | $1.4M | 29,154 | 0.62% | 11q | -1.7%-$22.8K |
| THOR TRADING ADVISORS, LLC | $1.3M | 28,283 | 0.41% | new | NEW |
| Vantage Point Financial LLC | $1.3M | 28,273 | 0.40% | 7q | +21.6%+$233.0K |
| SIGNATUREFD, LLC | $1.3M | 27,949 | 0.02% | 8q | HELD |
| Castle Rock Wealth Management, LLC | $1.3M | 27,074 | 0.25% | 20q | HELD |
| INDEPENDENT FINANCIAL GROUP, LLC | $1.3M | 27,025 | 0.02% | 6q | HELD |
| Orion Capital Management LLC | $1.2M | 26,604 | 0.38% | 16q | -2.8%-$35.3K |
| BENJAMIN EDWARDS INC | $1.2M | 26,599 | 0.01% | 5q | -1.7%-$21.9K |
| WealthPLAN Partners, LLC | $1.2M | 26,516 | 0.24% | 7q | HELD |
| WealthPlan Investment Management, LLC | $1.2M | 25,441 | 0.06% | 3q | +4.0%+$44.9K |
| Cornerstone Wealth Group, LLC | $1.2M | 25,403 | 0.07% | 27q | HELD |
| Valmark Advisers, Inc. | $1.2M | 25,155 | 0.01% | 20q | HELD |
| Sound View Wealth Advisors Group, LLC | $1.1M | 23,041 | 0.07% | 15q | -2.5%-$27.4K |
| COLDSTREAM CAPITAL MANAGEMENT INC | $1.0M | 22,196 | 0.01% | 8q | HELD |
| Dakota Wealth Management | $1.0M | 21,734 | 0.02% | 11q | +17.9%+$153.2K |
Showing the largest 100 of 251 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 243 | $652.5M | 14,188,525 | 15 | 33 | 96 | 0.0% |
| Q1 2026 | 243 | $726.4M | 16,794,958 | 16 | 33 | 105 | 0.0% |
| Q4 2025 | 238 | $790.2M | 18,001,307 | 44 | 92 | 46 | 0.0% |
| Q3 2025 | 190 | $620.0M | 14,399,227 | 16 | 40 | 58 | 0.0% |
| Q2 2025 | 199 | $511.5M | 12,382,526 | 17 | 34 | 75 | 0.0% |
| Q1 2025 | 204 | $540.1M | 13,898,918 | 17 | 46 | 73 | 0.0% |
| Q4 2024 | 198 | $573.8M | 14,502,124 | 34 | 73 | 34 | 0.0% |
| Q3 2024 | 156 | $359.6M | 9,233,110 | 19 | 38 | 52 | 0.0% |
| Q2 2024 | 153 | $364.4M | 9,503,395 | 16 | 14 | 63 | 0.0% |
| Q1 2024 | 148 | $481.2M | 12,834,833 | 13 | 14 | 58 | 0.0% |
| Q4 2023 | 147 | $503.5M | 13,935,857 | 34 | 57 | 22 | 0.0% |
| Q3 2023 | 109 | $269.7M | 7,941,937 | 9 | 32 | 41 | 0.0% |
| Q2 2023 | 116 | $266.6M | 7,973,049 | 5 | 9 | 54 | 0.0% |
| Q1 2023 | 125 | $303.9M | 9,608,480 | 10 | 15 | 52 | 0.0% |
| Q4 2022 | 119 | $415.7M | 13,805,233 | 38 | 55 | 11 | 0.0% |
| Q3 2022 | 105 | $284.9M | 9,948,407 | 24 | 36 | 18 | 0.0% |
| Q2 2022 | 86 | $152.9M | 5,434,112 | 10 | 22 | 25 | 0.0% |
| Q1 2022 | 87 | $113.6M | 3,653,078 | 13 | 27 | 15 | 0.0% |
| Q4 2021 | 80 | $103.6M | 3,404,126 | 13 | 32 | 9 | 0.0% |
| Q3 2021 | 62 | $68.1M | 2,318,404 | 11 | 16 | 19 | 0.0% |
| Q2 2021 | 64 | $72.2M | 2,480,653 | 4 | 7 | 31 | 0.0% |
| Q1 2021 | 67 | $75.4M | 2,645,918 | 5 | 8 | 28 | 0.0% |
| Q4 2020 | 68 | $77.0M | 2,766,101 | 12 | 21 | 13 | 0.0% |
| Q3 2020 | 58 | $63.2M | 2,373,681 | 17 | 8 | 21 | 0.0% |
| Q2 2020 | 47 | $105.1M | 4,170,651 | 8 | 6 | 20 | 0.0% |
| Q1 2020 | 44 | $97.3M | 4,255,269 | 6 | 11 | 20 | 0.0% |
| Q4 2019 | 49 | $154.0M | 6,112,736 | 13 | 14 | 11 | 0.0% |
| Q3 2019 | 38 | $146.1M | 5,868,339 | 10 | 16 | 7 | 0.0% |
| Q2 2019 | 31 | $116.7M | 4,662,100 | 13 | 13 | 0 | 0.0% |
| Q1 2019 | 20 | $22.6M | 923,370 | 8 | 5 | 1 | 0.0% |
| Q4 2018 | 14 | $24.9M | 1,065,522 | 2 | 0 | 0 | 0.0% |