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Disclosery

POCT INNOVATOR ETFS TRUST

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US EQTY PWR BUF (fund)

217 managers (217 13F filers) reported a position in POCT shares at 2025-06-30, 15,223,960 shares in all. 17 filers opened a position and 20 filers sold out during the quarter.

Managers
217
13F filers
217
New
17
Added
40
Reduced
93
Sold out
20
Shares held by filers
15,223,960

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.1,793,481$74.1M0.02%-39,96613F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…1,420,155$58.7M0.82%+197,29813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.744,342$30.7M0.05%-8,18213F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC699,389$28.9M0.01%-39,69513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC509,494$21M0.01%+99,80113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC479,466$19.8M0.03%+2,70613F-HRTimeline
LPL Financial LLC326,323$13.5M<0.01%+23,85013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…261,142$10.8M0.15%-2,75013F-HRTimelineGroup
Janney Montgomery Scott LLC243,947$10.1M0.03%+17,43113F-HRTimeline
Soltis Investment Advisors LLC236,401$9.76M0.77%new13F-HRTimeline
CoreCap Advisors, LLC233,843$9.66M0.39%+117,16713F-HRTimeline
HighTower Advisors, LLC228,616$9.44M0.01%-3,61513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…226,233$9.41M0.02%-577,31013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC227,778$9.41M0.2%-12,59013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC222,724$9.2M0.04%+15,07013F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management212,505$8.78M0.12%-761,03813F-HRTimelineGroup
CWM, LLCin group CWM, LLC206,666$8.54M0.03%+45,22113F-HRTimelineGroup
AA Financial Advisors, LLC202,001$8.34M1.8%-1,10113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS201,180$8.31M0.02%+27013F-HRTimeline
NorthCoast Asset Management LLC193,254$7.98M0.03%-6,59713F-HRTimeline
Motiv8 Investments LLC177,358$7.32M4.48%-3,37313F-HRTimeline
Orion Porfolio Solutions, LLC175,393$7.24M0.06%+61,16113F-HR/ATimeline
Beacon Pointe Advisors, LLC168,719$6.97M0.07%-17,83713F-HRTimeline
Cetera Investment Advisers163,454$6.75M0.01%+2,07513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP156,776$6.47M0.01%+3,33013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC148,102$6.12M0.02%-3,87213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth146,718$6.06M0.01%-2,96213F-HRTimelineGroup
SageView Advisory Group, LLC136,818$5.75M0.22%+58,78213F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…136,746$5.68M2.21%+1,94013F-HRTimeline
KFG WEALTH MANAGEMENT, LLC132,163$5.46M0.88%-2,16813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC124,690$5.15M0.1%-2,72413F-HRTimelineGroup
Global Strategic Investment Solutions, …122,866$5.07M0.54%-18,78013F-HRTimeline
Cresset Asset Management, LLC119,755$4.95M0.02%-1,31113F-HR/ATimeline
Certified Advisory Corp117,996$4.87M0.51%-4,16713F-HRTimeline
WPWealth LLP112,483$4.65M0.84%013F-HRTimeline
Advisory Services Network, LLC99,871$4.19M0.07%-65813F-HRTimeline
Trek Financial, LLC98,586$4.07M0.27%-6,35913F-HRTimeline
Advisory Alpha, LLC94,157$3.89M0.12%+1,46013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC92,977$3.84M0.1%-76213F-HRTimelineGroup
Southland Equity Partners LLC92,225$3.81M0.84%+94513F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC88,886$3.67M0.61%-35513F-HRTimeline
Cambridge Investment Research Advisors,…81,653$3.37M0.01%-9,19913F-HRTimeline
Farther Finance Advisors, LLC81,530$3.37M0.07%+32,35513F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …77,556$3.2M0.69%-18,03113F-HRTimelineGroup
Advyzon Investment Management, LLC75,655$3.12M0.69%new13F-HRTimeline
Bullseye Investment Management, LLC78,638$3.06M1.86%013F-HRTimeline
WEALTH ALLIANCE, LLC72,904$3.01M0.34%013F-HRTimeline
CORRADO ADVISORS, LLC71,344$2.95M1.8%-23713F-HRTimeline
Elmwood Wealth Management, Inc.67,349$2.78M1.1%-66913F-HRTimeline
OneDigital Investment Advisors LLC67,063$2.77M0.03%+31,23513F-HRTimeline
MTM FINANCIAL GROUP, LLC67,062$2.77M1.5%-27313F-HRTimeline
OLD MISSION CAPITAL LLC61,337$2.53M0.07%new13F-HRTimeline
Three Seasons Wealth, LLC59,100$2.44M0.28%013F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC58,745$2.43M2.21%-1,88713F-HRTimeline
Triad Wealth Partners, LLC55,967$2.31M0.47%+26,58513F-HRTimeline
NewEdge Advisors, LLC54,656$2.26M0.01%-76213F-HRTimeline
Tradition Wealth Management, LLC54,181$2.24M0.18%-2,40013F-HRTimeline
IFP Advisors, Inc52,252$2.16M0.06%-1,08713F-HRTimeline
Diligent Investors, LLC50,956$2.1M0.5%-60213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV50,776$2.1M<0.01%-1,13413F-HRTimeline
Encompass More Asset Management48,350$2M0.47%+7,92513F-HRTimeline
Maridea Wealth Management LLC47,386$1.96M0.51%-5,95313F-HRTimeline
RFG Advisory, LLC46,902$1.94M0.05%-12,42313F-HRTimeline
AE Wealth Management LLC46,030$1.9M0.01%-4,54713F-HRTimeline
Ausdal Financial Partners, Inc.45,555$1.88M0.13%-15,91613F-HRTimeline
Chris Bulman Inc44,638$1.84M1.05%-6,86613F-HRTimeline
Bellwether Advisors, LLC43,437$1.79M0.31%+8,36113F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC43,088$1.78M0.14%+10,20713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC42,599$1.76M<0.01%+37813F-HRTimelineGroup
BCS Wealth Management42,140$1.74M0.37%-6,09613F-HRTimeline
WorthPointe, LLC40,917$1.69M0.71%013F-HRTimeline
CENTAURUS FINANCIAL, INC.40,777$1.68M0.1%-1,50413F-HRTimeline
Bedel Financial Consulting, Inc.40,086$1.66M0.23%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC39,920$1.65M0.3%-1,38813F-HRTimeline
CRA Financial Services, LLC36,590$1.51M0.23%-9013F-HRTimeline
Frisch Financial Group, Inc.36,497$1.51M0.37%013F-HRTimeline
O'Connor Financial Group LLC35,955$1.5M0.66%+4813F-HRTimeline
BLAIR WILLIAM & CO/IL36,098$1.49M<0.01%-89,17913F-HRTimeline
Jacobi Capital Management LLC35,675$1.47M0.1%-34,52413F-HRTimeline
Cape Investment Advisory, Inc.35,600$1.47M0.54%-7,34013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED33,966$1.4M0.12%013F-HRTimeline
Beacon Financial Advisory LLC33,345$1.38M0.36%-60013F-HRTimeline
Patriot Financial Group Insurance Agenc…32,427$1.34M0.15%-23413F-HRTimeline
Bison Wealth, LLC31,481$1.3M0.1%+40613F-HRTimeline
Triumph Capital Management29,809$1.23M0.37%+3,08513F-HR/ATimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC29,248$1.21M0.02%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,637$1.18M<0.01%-56,93113F-HRTimelineGroup
Sugar Maple Asset Management, LLC28,043$1.16M0.9%-1,37513F-HRTimeline
SIGNATUREFD, LLC27,949$1.15M0.02%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…27,911$1.15M0.09%013F-HRTimeline
Atria Wealth Solutions, Inc.27,820$1.15M0.03%-28,96513F-HRTimeline
Castle Rock Wealth Management, LLC27,371$1.14M0.27%-94113F-HRTimeline
U.S. Capital Wealth Advisors, LLC27,618$1.14M0.03%-1,97813F-HRTimeline
Cornerstone Wealth Group, LLC26,599$1.1M0.08%-12313F-HRTimeline
Valmark Advisers, Inc.26,329$1.09M0.02%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC26,044$1.08M0.35%-20413F-HRTimeline
Strategic Blueprint, LLC24,808$1.02M0.05%+70813F-HRTimeline
FSA Advisors, Inc.24,514$1.01M0.82%+67213F-HRTimeline
Orion Capital Management LLC24,512$1.01M0.39%-41313F-HRTimeline
MAI Capital Management24,025$992K0.01%-35,81513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC22,196$917K0.01%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.21,269$878K<0.01%-1,46513F-HRTimeline
HARBOUR INVESTMENTS, INC.21,094$871K0.02%-6,00913F-HRTimeline
Outlook Wealth Advisors, LLC20,882$862K0.22%013F-HRTimeline
ARS Wealth Advisors Group, LLC19,968$825K0.1%-1,17813F-HRTimeline
PTM WEALTH MANAGEMENT, LLC19,712$820K0.54%-8213F-HRTimeline
Focus Financial Network, Inc.19,313$798K0.03%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV19,095$789K0.05%-313F-HRTimeline
Wood Tarver Financial Group, LLC18,582$767K0.23%+3,20713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC18,254$754K0.02%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC18,195$752K0.03%013F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC17,323$715K0.05%013F-HRTimeline
AdvisorNet Financial, Inc17,305$715K0.05%+1,84013F-HRTimeline
Weaver Consulting Group17,266$713K0.2%013F-HRTimeline
Fragasso Financial Advisors Inc17,199$710K0.05%-1,06213F-HRTimeline
CITY HOLDING CO16,692$689K0.09%-1,68013F-HRTimeline
HFG Wealth Management, LLC17,531$681K0.42%-2,47113F-HRTimeline
Dakota Wealth Management16,488$681K0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,410$678K<0.01%+8,88813F-HRTimelineGroup
Helium Advisors LLC15,044$621K0.39%013F-HRTimeline
WealthPLAN Partners, LLC14,664$606K0.1%013F-HRTimeline
Compass Advisory Group LLC14,567$602K0.19%-25013F-HRTimeline
Valtinson Bruner Financial Planning LLC14,297$590K0.19%013F-HRTimeline
Clay Northam Wealth Management, LLC14,065$581K0.37%013F-HRTimeline
Per Stirling Capital Management, LLC.13,004$537K0.07%+25313F-HRTimeline
Arete Wealth Advisors, LLC12,936$534K0.04%-50013F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC12,476$515K0.18%013F-HRTimeline
BCGM Wealth Management, LLC12,425$513K0.14%013F-HRTimeline
Nikulski Financial, Inc.12,335$509K0.14%-2513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…12,181$503K<0.01%new13F-HRTimelineGroup
CYPRESS FINANCIAL PLANNING LLC12,044$497K0.16%+15313F-HRTimeline
Long Island Wealth Management, Inc.12,025$497K0.26%-76013F-HRTimeline
City Center Advisors, LLC11,851$489K0.52%-95213F-HRTimeline
Continuum Advisory, LLC11,713$484K0.06%+4,35413F-HRTimeline
Quest 10 Wealth Builders, Inc.11,495$475K0.46%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC11,471$473K0.03%-1,50013F-HRTimeline
Vantage Point Financial LLC11,413$471K0.21%+3,09313F-HRTimeline
Merit Financial Group, LLC11,089$458K0.01%new13F-HRTimeline
Ascent Wealth Partners, LLC11,065$457K0.06%013F-HRTimeline
Navis Wealth Advisors, LLC11,047$456K0.38%013F-HRTimeline
Pinnacle Wealth Management Group, Inc.11,040$456K0.26%013F-HRTimeline
Vishria Bird Financial Group, LLC11,031$456K0.15%-19313F-HRTimeline
Savvy Advisors, Inc.10,480$433K0.03%013F-HRTimeline
IHT Wealth Management, LLC9,719$401K0.01%013F-HRTimeline
GWN SECURITIES INC.9,650$399K0.07%-29713F-HRTimeline
Weaver Capital Management LLC9,546$394K0.1%013F-HRTimeline
Retirement Planning Group, LLC9,325$385K0.02%013F-HRTimeline
Ashton Thomas Private Wealth, LLC8,958$370K0.01%+1,36413F-HRTimeline
Summit Wealth Partners, LLC8,610$356K0.07%013F-HRTimeline
CERTUITY, LLC8,530$352K0.03%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC8,461$349K0.09%013F-HRTimeline
Atala Financial Inc8,409$347K0.24%013F-HRTimeline
Goldstein Advisors, LLC8,398$347K0.05%013F-HRTimeline
McAdam, LLC8,317$343K0.02%013F-HRTimeline
Koshinski Asset Management, Inc.8,250$341K0.03%-74113F-HRTimeline
Mutual Advisors, LLC8,000$336K0.01%-1,36913F-HRTimeline
Midwest Financial Network, LLC8,014$331K0.33%-32113F-HRTimeline
XML Financial, LLC7,989$330K0.03%013F-HRTimeline
J HAGAN CAPITAL, INC.7,839$327K0.22%new13F-HRTimeline
Steward Partners Investment Advisory, L…7,703$318K<0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC7,398$306K<0.01%013F-HRTimelineGroup
Capasso Planning Partners LLC7,134$295K0.17%-63,91013F-HRTimeline
Berkshire Money Management, Inc.7,046$291K0.03%013F-HRTimeline
AMERICAN ASSET MANAGEMENT INC.6,960$287K0.27%013F-HRTimeline
Garden State Investment Advisory Servic…6,930$286K0.08%-2,12513F-HRTimeline
Kingsview Wealth Management, LLC6,811$281K<0.01%-2013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC6,718$277K0.01%013F-HRTimeline
Keystone Wealth Services, LLC6,668$275K0.07%-313F-HRTimeline
Arax Advisory Partners6,610$273K0.01%-19113F-HRTimeline
Compass Ion Advisors, LLC6,545$270K0.03%013F-HRTimeline
Waterloo Capital, L.P.6,525$269K0.02%-18613F-HRTimeline
Betterment LLC6,507$269K<0.01%-20013F-HRTimeline
First Heartland Consultants, Inc.6,478$268K0.02%-2,32213F-HRTimeline
Sequoia Financial Advisors, LLC6,310$261K<0.01%-1,77413F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC6,253$258K0.08%new13F-HRTimeline
Seros Financial, LLC6,132$253K0.16%013F-HRTimeline
MBL Wealth, LLC6,056$250K0.02%013F-HRTimeline
Financial Network Wealth Advisors LLC6,050$250K0.3%+2,32113F-HRTimeline
Crown Wealth Group, LLC6,045$250K0.09%new13F-HRTimeline
Blue Sky Capital Consultants Group, Inc.5,994$248K0.13%new13F-HRTimeline
Avantax Planning Partners, Inc.5,952$246K0.01%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.5,950$246K0.01%+24213F-HRTimeline
Advance Capital Management, Inc.5,769$238K0.01%013F-HRTimeline
Sigma Planning Corp5,757$238K0.01%new13F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO5,652$236K0.04%-2,04813F-HRTimeline
World Investment Advisors5,523$228K0.01%-43513F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.5,285$218K0.06%013F-HRTimeline
Straight Path Wealth Management5,218$216K0.07%new13F-HRTimeline
Collaborative Wealth Managment Inc.5,015$207K0.09%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,000$206K<0.01%new13F-HRTimelineGroup
Luminist Capital LLC4,850$200K0.2%new13F-HRTimeline
WealthShield Partners, LLC3,912$162K0.02%013F-HRTimeline
Sunbelt Securities, Inc.3,979$157K0.01%+3,80013F-HRTimeline
Bernard Wealth Management Corp.3,594$148K0.07%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC3,381$140K<0.01%-1,78213F-HR/ATimelineGroup
Reyes Financial Architecture, Inc.2,618$108K0.09%+1,02313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,592$107K<0.01%013F-HRTimelineGroup
Wagner Wealth Management, LLC2,000$82.6K0.02%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,735$71.7K<0.01%013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,360$56.2K<0.01%-4,80813F-HRTimelineGroup