POCT Institutional Ownership & Shareholders
INNOVATOR U.S. EQUITY POWER (POCT) is currently held by 248 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $753.14M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Alliancebernstein L.P. is currently the largest disclosed institutional shareholder of POCT tracked by InsiderSet, reporting ownership valued at approximately $78.14M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $86.33M, representing an estimated gain of +10.48% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 43% of the total disclosed POCT value among the investors covered in this analysis. Major shareholders include Alliancebernstein L.P., Penserra Capital Management Llc, Osaic Holdings, Inc., and several other long-term asset managers with concentrated positions in INNOVATOR U.S. EQUITY POWER (POCT).
This page ranks the largest institutional POCT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
248
Total Reported Value
$753.14M
Largest Holder
Alliancebernstein L.P.
Largest Position
$78.14M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
29
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Alliancebernstein L.P. | 0.03% | 1,812,590 | $78,140,755 | $86,333,662 | +$8,192,907 | +10.48% | |
| Penserra Capital Management Llc | 0.57% | 1,590,682 | $73,823,000 | $75,764,184 | +$1,941,184 | +2.63% | |
| Osaic Holdings, Inc. | 0.04% | 671,775 | $31,176,991 | $31,996,643 | +$819,652 | +2.63% | |
| Envestnet Asset Management Inc | 0.01% | 558,490 | $25,919,536 | $26,600,879 | +$681,343 | +2.63% | |
| Cerity Partners Llc | 0.03% | 487,450 | $22,622,561 | $23,217,244 | +$594,683 | +2.63% | |
| Kestra Advisory Services, Llc | 0.06% | 409,410 | $19,606,652 | $19,500,198 | -$106,454 | -0.54% | |
| Focus Partners Wealth | 0.02% | 398,999 | $18,517,544 | $19,004,322 | +$486,778 | +2.63% | |
| Raymond James Financial Inc | 0.00% | 374,536 | $17,382,215 | $17,839,150 | +$456,935 | +2.63% | |
| Lpl Financial Llc | 0.00% | 371,721 | $17,251,572 | $17,705,071 | +$453,499 | +2.63% | |
| Blair William & Co/Il | 0.04% | 366,562 | $17,012,142 | $17,459,348 | +$447,206 | +2.63% | |
| Commonwealth Equity Services, Llc | 0.02% | 335,293 | $16,057,192 | $15,970,006 | -$87,186 | -0.54% | |
| Janney Montgomery Scott Llc | 0.03% | 285,994 | $13,273,000 | $13,621,894 | +$348,894 | +2.63% | |
| Corecap Advisors, Llc | 0.34% | 245,061 | $11,735,971 | $11,672,255 | -$63,716 | -0.54% | |
| Orion Porfolio Solutions, Llc | 0.09% | 241,564 | $11,210,985 | $11,505,693 | +$294,708 | +2.63% | |
| Cetera Investment Advisers | 0.01% | 224,780 | $10,432,040 | $10,706,271 | +$274,231 | +2.63% | |
| Cwm, Llc | 0.03% | 234,311 | $10,101,158 | $11,160,233 | +$1,059,075 | +10.48% | |
| Aa Financial Advisors, Llc | 1.16% | 203,163 | $9,729,465 | $9,676,654 | -$52,811 | -0.54% | |
| Triad Wealth Partners, Llc | 0.50% | 188,366 | $9,020,848 | $8,971,873 | -$48,975 | -0.54% | |
| Beacon Pointe Advisors, Llc | 0.04% | 194,313 | $9,018,044 | $9,255,128 | +$237,084 | +2.63% | |
| Captrust Financial Advisors | 0.01% | 191,415 | $8,883,570 | $9,117,096 | +$233,526 | +2.63% | |
| Mml Investors Services, Llc | 0.02% | 189,404 | $8,790,255 | $9,021,313 | +$231,058 | +2.63% | |
| Cornerstone Wealth, Llc/Tn | 4.15% | 180,765 | $8,655,936 | $8,609,837 | -$46,099 | -0.53% | |
| Rockefeller Capital Management L.P. | 0.01% | 184,205 | $8,548,954 | $8,773,684 | +$224,730 | +2.63% | |
| Brookstone Capital Management | 0.08% | 172,443 | $8,258,295 | $8,213,460 | -$44,835 | -0.54% | |
| Us Bancorp \De\ | 0.01% | 176,078 | $8,171,780 | $8,386,595 | +$214,815 | +2.63% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 172,187 | $7,532,312 | $8,201,267 | +$668,955 | +8.88% | |
| Forvis Mazars Wealth Advisors, Llc | 0.11% | 136,444 | $6,534,304 | $6,498,828 | -$35,476 | -0.54% | |
| Principal Securities, Inc. | 0.08% | 138,564 | $6,430,755 | $6,599,803 | +$169,048 | +2.63% | |
| Cresset Asset Management, Llc | 0.02% | 135,349 | $6,281,538 | $6,446,673 | +$165,135 | +2.63% | |
| Certified Advisory Corp | 0.49% | 122,566 | $5,869,666 | $5,837,819 | -$31,847 | -0.54% | |
| Signal Advisors Wealth, Llc | 0.25% | 116,556 | $5,581,867 | $5,551,562 | -$30,305 | -0.54% | |
| Talon Private Wealth, Llc | 0.63% | 115,853 | $5,376,738 | $5,518,078 | +$141,340 | +2.63% | |
| Trek Financial, Llc | 0.25% | 110,439 | $5,288,909 | $5,260,210 | -$28,699 | -0.54% | |
| Truist Financial Corp | 0.01% | 106,832 | $5,116,184 | $5,088,408 | -$27,776 | -0.54% | |
| Advisory Services Network, Llc | 0.06% | 110,112 | $5,110,298 | $5,244,635 | +$134,337 | +2.63% | |
| Founders Financial Securities Llc | 0.23% | 98,826 | $4,732,777 | $4,707,082 | -$25,695 | -0.54% | |
| Mercer Global Advisors Inc | 0.01% | 101,754 | $4,722,403 | $4,846,543 | +$124,140 | +2.63% | |
| Wpwealth Llp | 0.68% | 99,124 | $4,600,345 | $4,721,276 | +$120,931 | +2.63% | |
| Southland Equity Partners Llc | 0.70% | 84,922 | $4,066,915 | $4,044,835 | -$22,080 | -0.54% | |
| Fifth Third Wealth Advisors Llc | 0.10% | 77,341 | $3,703,860 | $3,683,752 | -$20,108 | -0.54% | |
| Keating Financial Advisory Services, Inc. | 0.47% | 77,729 | $3,607,403 | $3,702,232 | +$94,829 | +2.63% | |
| Onedigital Investment Advisors Llc | 0.03% | 77,602 | $3,601,502 | $3,696,183 | +$94,681 | +2.63% | |
| Hrt Financial Lp | 0.01% | 77,021 | $3,574,000 | $3,668,510 | +$94,510 | +2.64% | |
| Wealth Alliance, Llc | 0.29% | 74,988 | $3,480,193 | $3,571,678 | +$91,485 | +2.63% | |
| Cra Financial Services, Llc | 0.38% | 71,650 | $3,431,319 | $3,412,690 | -$18,630 | -0.54% | |
| Corrado Advisors, Llc | 1.61% | 68,417 | $3,276,491 | $3,258,702 | -$17,789 | -0.54% | |
| Creativeone Wealth, Llc | 0.07% | 69,068 | $3,205,446 | $3,289,709 | +$84,263 | +2.63% | |
| Kfg Wealth Management, Llc | 0.34% | 66,363 | $3,178,141 | $3,160,870 | -$17,271 | -0.54% | |
| First Commonwealth Financial Corp | 0.44% | 68,157 | $3,163,166 | $3,246,318 | +$83,152 | +2.63% | |
| Cassady Wealth & Retirement Planning, Llc | 1.45% | 67,252 | $3,121,165 | $3,203,213 | +$82,048 | +2.63% |
Frequently asked questions about POCT
Who are the largest institutional holders of POCT?
The largest institutional holders of POCT reported in the latest SEC Form 13F filings include Alliancebernstein L.P., Penserra Capital Management Llc, Osaic Holdings, Inc., Envestnet Asset Management Inc, and Cerity Partners Llc. InsiderSet ranks institutional holders by their latest reported POCT position.
What is POCT institutional ownership?
This page tracks POCT positions reported by institutional investment managers through SEC Form 13F. INNOVATOR U.S. EQUITY POWER (POCT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own POCT?
InsiderSet currently tracks 248 institutional managers reporting POCT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of POCT shareholders.
How much POCT stock do institutions own?
Institutional investment managers disclosed approximately $753.14M in POCT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was POCT institutional ownership last updated?
The latest POCT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional POCT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its POCT position after the reporting date.
Are institutions buying or selling POCT?
Institutional buying and selling can be analyzed by comparing POCT positions across consecutive 13F reporting periods. InsiderSet's POCT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View POCT ownership changes.
How has POCT institutional ownership changed over time?
InsiderSet tracks POCT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.