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Disclosery

POCT INNOVATOR ETFS TRUST

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US EQTY PWR BUF (fund)

222 managers (222 13F filers) reported a position in POCT shares at 2025-03-31, 16,399,481 shares in all. 17 filers opened a position and 13 filers sold out during the quarter.

Managers
222
13F filers
222
New
17
Added
60
Reduced
93
Sold out
13
Shares held by filers
16,399,481

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ALLIANCEBERNSTEIN L.P.1,833,447$71.2M0.03%-49,03413F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…1,222,857$47.5M0.85%+42,32713F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management973,543$37.8M0.54%+20,72313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…803,543$31.2M0.06%-8,63013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.752,524$29.2M0.07%+23,17313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC739,084$28.7M0.01%-36,39013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC476,760$18.5M0.03%+25,72113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC409,693$15.9M0.01%+70,24713F-HRTimelineGroup
LPL Financial LLC302,473$11.8M<0.01%+101,82513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…263,892$10.3M0.15%+3,82013F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC240,368$9.34M0.22%-25,54313F-HRTimeline
HighTower Advisors, LLC232,231$9.02M0.01%-6,82513F-HRTimeline
Janney Montgomery Scott LLC226,516$8.8M0.02%+17,77813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC207,654$8.07M0.04%-28,32013F-HRTimelineGroup
AA Financial Advisors, LLC203,102$7.89M1.92%+22213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS200,910$7.81M0.02%-3,40013F-HRTimeline
NorthCoast Asset Management LLC199,851$7.76M0.04%-1,37113F-HR/ATimeline
Beacon Pointe Advisors, LLC186,556$7.25M0.08%-19,31313F-HRTimeline
Motiv8 Investments LLC180,731$7.02M4.66%+66613F-HRTimeline
CWM, LLCin group CWM, LLC161,445$6.27M0.03%+72,40013F-HRTimelineGroup
Cetera Investment Advisers161,379$6.27M0.01%-82413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP153,446$5.96M0.01%+1,99513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC151,974$5.9M0.02%-28,89013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth149,680$5.82M0.01%-170,67413F-HR/ATimelineGroup
Global Strategic Investment Solutions, …141,646$5.5M0.64%-31,01413F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…134,806$5.24M2.22%-2,19713F-HRTimeline
KFG WEALTH MANAGEMENT, LLC134,331$5.22M0.95%-9,46213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC127,414$5.04M0.11%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL125,277$4.87M0.01%013F-HRTimeline
Certified Advisory Corp122,163$4.75M0.54%-2,48513F-HRTimeline
Cresset Asset Management, LLC121,066$4.7M0.02%-2,04913F-HRTimeline
CoreCap Advisors, LLC116,676$4.53M0.2%+57813F-HRTimeline
Orion Porfolio Solutions, LLC114,232$4.44M0.04%+30,21713F-HRTimeline
Orion Portfolio Solutions, LLC114,232$4.44M0.04%+30,21713F-HR/ATimeline
WPWealth LLP112,483$4.37M0.86%-30,99113F-HRTimeline
Trek Financial, LLC104,945$4.08M0.29%-15,67713F-HRTimeline
Advisory Services Network, LLC100,529$3.91M0.08%-1,73113F-HRTimeline
Stuart Chaussee & Associates, Inc.96,465$3.75M0.93%-7,54013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …95,587$3.71M0.87%013F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC93,739$3.64M0.11%-17,09213F-HRTimelineGroup
Advisory Alpha, LLC92,697$3.6M0.12%+12,01813F-HR/ATimeline
Southland Equity Partners LLC91,280$3.55M0.83%-9313F-HRTimeline
Cambridge Investment Research Advisors,…90,852$3.53M0.01%-3,62513F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC89,241$3.47M0.66%-34313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…85,568$3.32M0.01%new13F-HRTimelineGroup
Bullseye Investment Management, LLC78,638$3.06M1.86%-116,95513F-HRTimeline
SageView Advisory Group, LLC78,036$3.03M0.13%+24,25613F-HRTimeline
WEALTH ALLIANCE, LLC72,904$2.83M0.34%013F-HRTimeline
CORRADO ADVISORS, LLC71,581$2.78M1.86%-48113F-HRTimeline
Capasso Planning Partners LLC71,044$2.76M1.16%+24513F-HRTimeline
Jacobi Capital Management LLC70,199$2.73M0.2%-22,79013F-HRTimeline
Elmwood Wealth Management, Inc.68,018$2.64M1.08%-5,13013F-HRTimeline
MTM FINANCIAL GROUP, LLC67,335$2.62M1.53%-42613F-HRTimeline
Ausdal Financial Partners, Inc.61,471$2.39M0.18%+54,55713F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC60,632$2.36M2.25%-39713F-HRTimeline
MAI Capital Management59,840$2.32M0.02%-162,13713F-HRTimeline
RFG Advisory, LLC59,325$2.3M0.06%+14,33813F-HRTimeline
Three Seasons Wealth, LLC59,100$2.3M1.14%013F-HRTimeline
Atria Wealth Solutions, Inc.56,785$2.21M0.03%-5,73113F-HRTimeline
Tradition Wealth Management, LLC56,581$2.2M0.19%-1,05013F-HRTimeline
NewEdge Advisors, LLC55,418$2.15M0.01%-16,24113F-HRTimeline
Maridea Wealth Management LLC53,339$2.07M0.68%+23,44913F-HRTimeline
IFP Advisors, Inc53,339$2.07M0.06%+64013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV51,910$2.02M<0.01%-1,13913F-HRTimeline
Diligent Investors, LLC51,558$2M0.49%+1,50013F-HRTimeline
Chris Bulman Inc51,504$2M1.26%-15613F-HRTimeline
Talon Private Wealth, LLC50,912$1.98M0.27%+9,31113F-HRTimeline
AE Wealth Management LLC50,577$1.96M0.02%-6,55813F-HRTimeline
Farther Finance Advisors, LLC49,175$1.92M0.05%+14,25813F-HRTimeline
BCS Wealth Management48,236$1.87M0.48%-10,38313F-HRTimeline
Cape Investment Advisory, Inc.42,940$1.67M0.66%-25013F-HRTimeline
CENTAURUS FINANCIAL, INC.42,281$1.64M0.1%-59813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC42,221$1.64M<0.01%-9,17713F-HRTimelineGroup
RETIREMENT INCOME SOLUTIONS, INC41,308$1.6M0.34%013F-HRTimeline
WorthPointe, LLC40,917$1.59M0.73%-6413F-HRTimeline
Encompass More Asset Management40,425$1.57M0.47%+9,32313F-HRTimeline
Bedel Financial Consulting, Inc.40,086$1.56M0.22%-5213F-HRTimeline
CRA Financial Services, LLC36,680$1.43M0.24%-1,68913F-HRTimeline
Frisch Financial Group, Inc.36,497$1.42M0.4%-44,78213F-HRTimeline
O'Connor Financial Group LLC35,907$1.39M0.73%+3413F-HRTimeline
OneDigital Investment Advisors LLC35,828$1.39M0.02%+6,84013F-HRTimeline
Bellwether Advisors, LLC35,076$1.36M0.28%+2,26813F-HRTimeline
Beacon Financial Advisory LLC33,945$1.32M0.4%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED33,966$1.32M0.12%+9113F-HR/ATimeline
TOWNSQUARE CAPITAL LLC33,120$1.29M0.01%-3,04813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC32,881$1.27M0.11%+19,16713F-HRTimeline
Patriot Financial Group Insurance Agenc…32,661$1.27M0.17%-19813F-HRTimeline
Bison Wealth, LLC31,075$1.21M0.11%+1,49913F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC30,885$1.2M1.13%+46313F-HRTimeline
U.S. Capital Wealth Advisors, LLC29,596$1.15M0.04%+1,56813F-HRTimeline
Sugar Maple Asset Management, LLC29,418$1.14M0.9%-5,12513F-HRTimeline
Triad Wealth Partners, LLC29,382$1.14M0.35%+16,40213F-HRTimeline
Castle Rock Wealth Management, LLC28,312$1.1M0.3%013F-HRTimeline
SIGNATUREFD, LLC27,949$1.09M0.02%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…27,911$1.08M0.1%-1,69313F-HRTimeline
Virtue Capital Management, LLC27,702$1.08M0.13%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.27,103$1.05M0.03%+2,29113F-HRTimeline
Triumph Capital Management26,724$1.04M0.35%new13F-HRTimeline
Cornerstone Wealth Group, LLC26,722$1.04M0.09%+11613F-HRTimeline
Valmark Advisers, Inc.26,329$1.02M0.02%-5113F-HRTimeline
GILL CAPITAL PARTNERS, LLC26,248$1.02M0.35%-1,93513F-HRTimeline
Orion Capital Management LLC24,925$968K0.41%-8313F-HRTimeline
Strategic Blueprint, LLC24,100$936K0.05%+3913F-HRTimeline
GTS SECURITIES LLC24,019$933K0.04%new13F-HRTimeline
FSA Advisors, Inc.23,842$926K0.73%+1,80013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.22,734$883K0.01%-66313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC22,196$862K0.02%+11,66113F-HRTimeline
ARS Wealth Advisors Group, LLC21,146$822K0.12%-21,29113F-HRTimeline
Outlook Wealth Advisors, LLC20,882$811K0.23%013F-HRTimeline
HFG Wealth Management, LLC20,002$791K0.48%new13F-HRTimeline
Focus Financial Network, Inc.19,313$750K0.03%-57813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV19,098$742K0.06%+1,22613F-HRTimeline
PTM WEALTH MANAGEMENT, LLC19,794$720K0.76%13F-HRTimeline
CITY HOLDING CO18,372$714K0.1%-86013F-HRTimeline
Fragasso Financial Advisors Inc18,261$709K0.05%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC18,254$709K0.02%-1,00013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC18,195$707K0.03%+97313F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC17,323$673K0.06%-5013F-HRTimeline
Weaver Consulting Group17,266$671K0.2%+2,94313F-HRTimeline
Arkadios Wealth Advisors16,954$659K0.02%new13F-HRTimeline
Dakota Wealth Management16,488$641K0.01%013F-HRTimeline
AdvisorNet Financial, Inc15,465$601K0.04%-1,16813F-HRTimeline
Wood Tarver Financial Group, LLC15,375$597K0.19%+84913F-HRTimeline
Helium Advisors LLC15,044$584K0.43%-12,97013F-HRTimeline
Compass Advisory Group LLC14,817$576K0.2%-38013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC14,779$574K<0.01%013F-HRTimelineGroup
WealthPLAN Partners, LLC14,664$570K0.08%-15213F-HRTimeline
Valtinson Bruner Financial Planning LLC14,297$555K0.19%-130,35513F-HRTimeline
Clay Northam Wealth Management, LLC14,065$546K0.38%013F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC14,000$544K0.11%-5,00013F-HRTimelineGroup
Arete Wealth Advisors, LLC13,436$522K0.04%+50013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC12,971$503K0.03%-513F-HRTimeline
City Center Advisors, LLC12,803$497K0.58%+66713F-HRTimeline
Long Island Wealth Management, Inc.12,785$497K0.3%+76013F-HRTimeline
Per Stirling Capital Management, LLC.12,751$495K0.07%+22313F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC12,476$485K0.18%013F-HRTimeline
BCGM Wealth Management, LLC12,425$483K0.15%013F-HRTimeline
Nikulski Financial, Inc.12,360$480K0.15%013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC11,891$462K0.17%-1,34813F-HRTimeline
Quest 10 Wealth Builders, Inc.11,495$447K0.48%-2,76213F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC11,405$443K0.15%-3,01313F-HRTimeline
Vishria Bird Financial Group, LLC11,224$436K0.15%013F-HRTimeline
Ascent Wealth Partners, LLC11,065$430K0.06%+3,08513F-HRTimeline
Navis Wealth Advisors, LLC11,047$429K0.42%new13F-HRTimeline
Pinnacle Wealth Management Group, Inc.11,040$429K0.3%-1,30013F-HRTimeline
Savvy Advisors, Inc.10,480$407K0.04%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,114$393K<0.01%-43,48813F-HR/ATimelineGroup
OPTIMA CAPITAL LLC10,036$390K0.25%+19613F-HRTimeline
GWN SECURITIES INC.9,947$386K0.02%+3,84713F-HRTimeline
IHT Wealth Management, LLC9,719$378K0.01%-38213F-HRTimeline
Weaver Capital Management LLC9,546$371K0.1%-3,46213F-HRTimeline
Retirement Planning Group, LLC9,325$362K0.02%013F-HRTimeline
Mutual Advisors, LLC9,369$362K0.01%-26013F-HRTimeline
Garden State Investment Advisory Servic…9,055$352K0.11%013F-HRTimeline
Koshinski Asset Management, Inc.8,991$349K0.03%-17513F-HRTimeline
First Heartland Consultants, Inc.8,800$342K0.04%013F-HRTimeline
Summit Wealth Partners, LLC8,610$334K0.07%-1,48613F-HRTimeline
CERTUITY, LLC8,530$331K0.03%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC8,461$329K0.11%013F-HRTimeline
Atala Financial Inc8,409$327K0.24%013F-HRTimeline
Goldstein Advisors, LLC8,398$326K0.05%+45813F-HRTimeline
UBS Group AGin group UBS Group AG8,353$325K<0.01%new13F-HRTimelineGroup
Midwest Financial Network, LLC8,335$324K0.32%-98913F-HRTimeline
Vantage Point Financial LLC8,320$323K0.16%+1,48913F-HRTimeline
McAdam, LLC8,317$323K0.02%013F-HRTimeline
Defined Financial Planning LLC8,161$318K0.32%+1,16913F-HRTimeline
Sequoia Financial Advisors, LLC8,084$314K<0.01%013F-HRTimeline
XML Financial, LLC7,989$310K0.03%013F-HRTimeline
Steward Partners Investment Advisory, L…7,703$299K<0.01%013F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO7,700$299K0.06%013F-HRTimeline
Ashton Thomas Private Wealth, LLC7,594$295K0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,522$292K<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC7,398$287K<0.01%013F-HRTimelineGroup
Continuum Advisory, LLC7,359$286K0.04%-4,28813F-HRTimeline
Berkshire Money Management, Inc.7,046$274K0.03%013F-HRTimeline
AMERICAN ASSET MANAGEMENT INC.6,960$270K0.27%013F-HRTimeline
Kingsview Wealth Management, LLC6,831$265K0.01%013F-HRTimeline
Arax Advisory Partners6,801$264K0.02%-6,29613F-HRTimeline
Betterment LLC6,707$261K<0.01%-72013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC6,718$261K0.01%new13F-HRTimeline
Waterloo Capital, L.P.6,711$261K0.02%-2,94613F-HRTimeline
Keystone Wealth Services, LLC6,671$259K0.07%+1,30013F-HRTimeline
Leading Edge Financial Planning LLC6,669$259K0.08%+52713F-HRTimeline
Compass Ion Advisors, LLC6,545$254K0.03%-1713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…6,168$243K0.01%-9,84313F-HRTimelineGroup
Seros Financial, LLC6,132$238K0.18%013F-HRTimeline
MBL Wealth, LLC6,056$235K0.02%-113F-HRTimeline
World Investment Advisors5,958$231K0.01%-1,22513F-HRTimeline
Avantax Planning Partners, Inc.5,952$231K0.01%-54413F-HRTimeline
Advance Capital Management, Inc.5,769$224K0.01%-1,25013F-HRTimeline
INTEGRITY ALLIANCE, LLC.5,708$222K0.01%new13F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.5,285$205K0.07%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC5,163$201K<0.01%new13F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,000$194K<0.01%new13F-HRTimelineGroup
WealthShield Partners, LLC3,912$152K0.02%013F-HRTimeline
Financial Network Wealth Advisors LLC3,729$145K0.19%+21813F-HRTimeline
Bernard Wealth Management Corp.3,594$140K0.07%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,592$101K0.01%013F-HRTimelineGroup
Wagner Wealth Management, LLC2,000$77.7K0.02%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,735$67.4K<0.01%013F-HRTimelineGroup