INNOVATOR U.S. EQUITY POWER POCT
$46.37
-0.0% 52w: $40.40 – $46.46
Latest 13F among current holders filed 12 days ago (Jun 23, 2026)
Price — last 12 months
research preview data40.4043.4346.46
Jun 20, 2025 Jul 2, 2026
Institutional holders
253
+2 QoQ
13F value
$817.9M
-8.8% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns POCT?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | Long only active | 1.8M | $80.6M | 0.0% | -4.2% |
| Cerity Partners LLC | Diversified mechanical | 1.5M | $66.7M | 0.1% | -1.9% |
| Penserra Capital Management LLC | Diversified mechanical | 1.5M | $64.8M | 0.8% | +6.0% |
| Brookstone Capital Management | Wealth advisor | 873.3K | $37.6M | 0.4% | -2.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 735.2K | $31.7M | 0.0% | -5.9% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 679.8K | $29.3M | 0.0% | -14.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 585.7K | $25.2M | 0.0% | +28.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 474.9K | $20.6M | 0.0% | -42.9% |
| Focus Partners Wealth | Wealth advisor | 416.3K | $17.9M | 0.0% | -1.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 389.7K | $16.8M | 0.0% | -7.8% |
| LPL Financial LLC | Bank broker | 374.2K | $16.1M | 0.0% | -2.6% |
| BLAIR WILLIAM & CO/IL | Diversified mechanical | 371.5K | $16.0M | 0.0% | -0.1% |
| Janney Montgomery Scott LLC | Diversified mechanical | 280.8K | $12.1M | 0.0% | +3.7% |
| Cetera Investment Advisers | Wealth advisor | 263.9K | $11.4M | 0.0% | -1.8% |
| Kestra Advisory Services, LLC | Wealth advisor | 254.5K | $11.0M | 0.0% | +20.0% |
| CoreCap Advisors, LLC | Wealth advisor | 250.4K | $10.8M | 0.4% | -0.8% |
| HighTower Advisors, LLC | Diversified mechanical | 246.2K | $10.6M | 0.0% | -1.9% |
| CWM, LLC | Wealth advisor | 234.3K | $10.1M | 0.0% | -4.6% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 230.6K | $9.9M | 0.1% | -5.5% |
| US BANCORP \DE\ | Wealth advisor | 216.0K | $9.3M | 0.0% | -1.8% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 210.7K | $9.1M | 0.0% | +21.9% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 191.5K | $8.3M | 0.0% | -3.7% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 190.9K | $8.2M | 0.0% | +120.3% |
| Cornerstone Wealth, LLC/TN | Wealth advisor | 181.6K | $8.2M | 4.6% | — |
| AA Financial Advisors, LLC | Wealth advisor | 189.4K | $8.2M | 1.2% | -2.1% |
| Forvis Mazars Wealth Advisors, LLC | Wealth advisor | 162.7K | $7.0M | 0.1% | -11.3% |
| Triad Wealth Partners, LLC | Wealth advisor | 146.6K | $6.3M | 0.5% | +26.4% |
| Talon Private Wealth, LLC | Wealth advisor | 144.2K | $6.2M | 0.8% | — |
| TRUIST FINANCIAL CORP | Diversified mechanical | 143.6K | $6.2M | 0.0% | -6.4% |
| Cresset Asset Management, LLC | Wealth advisor | 134.8K | $5.8M | 0.0% | -2.8% |
| Certified Advisory Corp | Wealth advisor | 132.5K | $5.7M | 0.5% | -4.0% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 124.2K | $5.4M | 0.0% | -37.0% |
| Signal Advisors Wealth, LLC | Wealth advisor | 116.8K | $5.0M | 0.3% | +25.7% |
| Trek Financial, LLC | Wealth advisor | 113.8K | $4.9M | 0.3% | -1.2% |
| Advisory Services Network, LLC | Diversified mechanical | 110.5K | $4.8M | 0.1% | -0.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 109.9K | $4.7M | 0.0% | +0.1% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 106.7K | $4.6M | 0.0% | -40.8% |
| WPWealth LLP | Wealth advisor | 99.8K | $4.3M | 0.7% | -11.5% |
| First Commonwealth Financial Corp /PA/ | Wealth advisor | 90.0K | $3.9M | 0.6% | +16.3% |
| Southland Equity Partners LLC | Wealth advisor | 88.7K | $3.8M | 0.7% | -0.8% |
| MAI Capital Management | Wealth advisor | 85.6K | $3.7M | 0.0% | -48.1% |
| Keating Financial Advisory Services, Inc. | Wealth advisor | 78.8K | $3.4M | 0.5% | -13.1% |
| OneDigital Investment Advisors LLC | Wealth advisor | 77.9K | $3.4M | 0.0% | -6.5% |
| FOUNDERS FINANCIAL SECURITIES LLC | Wealth advisor | 74.9K | $3.3M | 0.2% | +19.0% |
| WEALTH ALLIANCE, LLC | Wealth advisor | 75.0K | $3.2M | 0.3% | Held |
| KFG WEALTH MANAGEMENT, LLC | Wealth advisor | 73.3K | $3.2M | 0.4% | -9.2% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | Wealth advisor | 72.0K | $3.1M | 0.4% | -7.4% |
| CRA Financial Services, LLC | Wealth advisor | 71.8K | $3.1M | 0.4% | -1.7% |
| Cassady Wealth & Retirement Planning, LLC | Wealth advisor | 67.8K | $3.1M | 1.6% | -1.1% |
| MTM FINANCIAL GROUP, LLC | Wealth advisor | 69.2K | $3.0M | 1.4% | +0.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.