INNOVATOR U.S. EQUITY POWER (POCT) Institutional Ownership Changes & 13F Activity

INNOVATOR U.S. EQUITY POWER (POCT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Alliancebernstein L.P., Osaic Holdings, Inc., Raymond James Financial Inc, Blair William & Co/Il, and Cetera Investment Advisers.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Dakota Wealth ManagementBuy+1,946+11.8%18,434$809.62KQ4 2025Aug 26, 2026
Arete Wealth Advisors, LlcBuy+14,338—14,338$629.72KQ4 2025Aug 11, 2026
Independent Financial Group, LlcBuy+7,771+40.4%27,025$1.19MQ4 2025May 15, 2026
Journey Retirement Planning & Investment Management LlcBuy+28,908—28,908$1.27MQ4 2025Apr 29, 2026
Cassady Wealth & Retirement Planning, LlcBuy+68,631—68,631$3.01MQ4 2025Apr 02, 2026
Forty-Three Eighteen Advisors, LlcBuy+37,041—37,041$1.63MQ4 2025Mar 17, 2026
Tempo Wealth, LlcBuy+5,512—5,512$242.09KQ4 2025Feb 25, 2026
Bfi Wealth Solutions, LlcBuy+39,449—39,449$1.73MQ4 2025Feb 19, 2026
Michels Family Financial, LlcBuy+4,625—4,625$203.13KQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+422,593—422,593$18.56MQ4 2025Feb 18, 2026
Mercer Global Advisors IncBuy+180,300—180,300$7.92MQ4 2025Feb 18, 2026
Beacon Pointe Advisors, LlcBuy+172,787—172,787$7.59MQ4 2025Feb 18, 2026
First Commonwealth Financial CorpBuy+77,315—77,315$3.40MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+54,700—54,700$2.40MQ4 2025Feb 18, 2026
Garton & Associates Financial Advisors LlcBuy+1,624—1,624$71.33KQ4 2025Feb 18, 2026
Caitlin John, LlcBuy+179—179$7.86KQ4 2025Feb 18, 2026
Alliancebernstein L.P.Buy+1,914,793—1,914,793$84.10MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+795,864—795,864$34.95MQ4 2025Feb 17, 2026
Blair William & Co/IlBuy+371,926—371,926$16.33MQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+268,853—268,853$11.81MQ4 2025Feb 17, 2026
Captrust Financial AdvisorsBuy+198,815—198,815$8.73MQ4 2025Feb 17, 2026
Cresset Asset Management, LlcBuy+138,725—138,725$6.09MQ4 2025Feb 17, 2026
Advisory Services Network, LlcBuy+111,554—111,554$4.90MQ4 2025Feb 17, 2026
Rockefeller Capital Management L.P.Buy+86,660—86,660$3.81MQ4 2025Feb 17, 2026
Citadel Advisors LlcBuy+44,093—44,093$1.94MQ4 2025Feb 17, 2026
Cape Investment Advisory, Inc.Buy+37,755—37,755$1.66MQ4 2025Feb 17, 2026
Beacon Financial Advisory LlcBuy+34,511—34,511$1.52MQ4 2025Feb 17, 2026
Iht Wealth Management, LlcBuy+15,771—15,771$695.06KQ4 2025Feb 17, 2026
Per Stirling Capital Management, Llc.Buy+15,223—15,223$668.59KQ4 2025Feb 17, 2026
Clay Northam Wealth Management, LlcBuy+13,565—13,565$595.77KQ4 2025Feb 17, 2026
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Frequently asked questions about POCT activity

  • Which institutional owners are buying POCT?

    Institutional owners buying POCT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in POCT activity?

    "Buy" means an investor increased their reported position in POCT compared to the prior reporting period. This reflects growing exposure to INNOVATOR U.S. EQUITY POWER (POCT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in POCT increasing?

    Institutional interest in POCT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.