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Disclosery

POCT INNOVATOR ETFS TRUST

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US EQTY PWR BUF (fund)

204 managers (204 13F filers) reported a position in POCT shares at 2025-09-30, 17,254,715 shares in all. 16 filers opened a position and 27 filers sold out during the quarter.

Managers
204
13F filers
204
New
16
Added
52
Reduced
73
Sold out
27
Shares held by filers
17,254,715

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.1,983,829$85.5M0.03%+190,34813F-HRTimeline
Steward Partners Investment Advisory, L…1,459,109$62.9M0.36%+1,451,40613F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…1,443,745$62.2M0.74%+23,59013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC1,157,588$49.9M0.08%+1,114,98913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.703,423$30.1M0.04%-40,91913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC659,239$28.4M0.04%+179,77313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC562,177$24.2M0.01%+52,68313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC362,426$15.6M0.01%-336,96313F-HRTimelineGroup
LPL Financial LLC350,720$15.1M<0.01%+24,39713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…323,382$14M0.02%+97,14913F-HRTimeline
NorthCoast Asset Management LLC310,793$13.4M0.05%+117,53913F-HRTimeline
Janney Montgomery Scott LLC262,416$11.3M0.03%+18,46913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…251,280$10.8M0.14%-9,86213F-HRTimelineGroup
CoreCap Advisors, LLC245,516$10.6M0.38%+11,67313F-HRTimeline
HighTower Advisors, LLC244,270$10.5M0.01%+15,65413F-HRTimeline
CWM, LLCin group CWM, LLC220,291$9.49M0.03%+13,62513F-HRTimelineGroup
AA Financial Advisors, LLC203,129$8.75M1.72%+1,12813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management202,684$8.74M0.1%-9,82113F-HRTimelineGroup
Orion Porfolio Solutions, LLC202,161$8.71M0.07%+26,76813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS200,898$8.66M0.02%-28213F-HRTimeline
Cetera Investment Advisers199,763$8.61M0.01%+36,30913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC197,899$8.53M0.04%-24,82513F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC197,448$8.51M0.17%-30,33013F-HRTimeline
Motiv8 Investments LLC173,893$7.49M3.99%-3,46513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV164,359$7.08M0.01%+113,58313F-HRTimeline
Beacon Pointe Advisors, LLC148,984$6.42M0.05%-19,73513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP148,671$6.41M0.01%-8,10513F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth138,285$5.96M0.01%-8,43313F-HRTimelineGroup
KFG WEALTH MANAGEMENT, LLC131,664$5.67M0.82%-49913F-HRTimeline
WPWealth LLP129,315$5.57M0.91%+16,83213F-HRTimeline
MML INVESTORS SERVICES, LLC127,259$5.48M0.01%-20,84313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC123,814$5.34M0.09%-87613F-HRTimelineGroup
Cresset Asset Management, LLC119,755$5.16M0.02%013F-HR/ATimeline
Certified Advisory Corp109,218$4.71M0.45%-8,77813F-HRTimeline
Advisory Services Network, LLC99,362$4.28M0.06%-50913F-HRTimeline
Trek Financial, LLC99,067$4.27M0.25%+48113F-HRTimeline
Triad Wealth Partners, LLC95,427$4.11M0.53%+39,46013F-HRTimeline
Southland Equity Partners LLC92,452$3.98M0.81%+22713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC92,318$3.98M0.1%-65913F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC82,210$3.54M0.54%-6,67613F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …77,556$3.34M0.56%013F-HRTimelineGroup
Cambridge Investment Research Advisors,…75,649$3.26M0.01%-6,00413F-HRTimeline
Global Strategic Investment Solutions, …74,308$3.2M0.32%-48,55813F-HRTimeline
WEALTH ALLIANCE, LLC72,904$3.14M0.32%013F-HRTimeline
Bullseye Investment Management, LLC78,638$3.06M1.86%013F-HRTimeline
Elmwood Wealth Management, Inc.68,379$2.95M1.04%+1,03013F-HRTimeline
MTM FINANCIAL GROUP, LLC66,245$2.86M1.41%-81713F-HRTimeline
OneDigital Investment Advisors LLC60,526$2.61M0.03%-6,53713F-HRTimeline
Three Seasons Wealth, LLC59,100$2.55M0.25%013F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC58,745$2.53M2.14%013F-HRTimeline
CENTAURUS FINANCIAL, INC.56,825$2.45M0.11%+16,04813F-HRTimeline
NewEdge Advisors, LLC54,612$2.35M0.01%-4413F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC53,968$2.33M0.16%+10,88013F-HRTimeline
Diligent Investors, LLC53,948$2.33M0.59%+2,99213F-HRTimeline
Ausdal Financial Partners, Inc.53,863$2.32M0.11%+8,30813F-HRTimeline
Tradition Wealth Management, LLC51,249$2.21M0.16%-2,93213F-HRTimeline
Chris Bulman Inc50,416$2.17M1.09%+5,77813F-HRTimeline
Encompass More Asset Management47,890$2.06M0.4%-46013F-HRTimeline
RFG Advisory, LLC47,002$2.03M0.04%+10013F-HRTimeline
AE Wealth Management LLC46,836$2.02M0.01%+80613F-HRTimeline
Farther Finance Advisors, LLC45,405$1.96M0.03%-36,12513F-HRTimeline
IFP Advisors, Inc44,386$1.91M0.05%-7,86613F-HR/ATimeline
Bellwether Advisors, LLC43,537$1.88M0.31%+10013F-HRTimeline
Advyzon Investment Management, LLC40,235$1.73M0.3%-35,42013F-HRTimeline
MAI Capital Management39,668$1.71M0.01%+15,64313F-HRTimeline
ARS Wealth Advisors Group, LLC39,659$1.71M0.17%+19,69113F-HRTimeline
WorthPointe, LLC39,625$1.71M0.64%-1,29213F-HRTimeline
Bedel Financial Consulting, Inc.39,213$1.69M0.22%-87313F-HRTimeline
Atria Investments, Inc38,303$1.65M0.02%new13F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC37,599$1.62M0.28%-2,32113F-HRTimeline
CRA Financial Services, LLC37,010$1.6M0.22%+42013F-HRTimeline
BCS Wealth Management36,135$1.56M0.35%-6,00513F-HRTimeline
BLAIR WILLIAM & CO/IL35,708$1.54M<0.01%-39013F-HRTimeline
Jacobi Capital Management LLC34,959$1.51M0.09%-71613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED33,871$1.46M0.11%-9513F-HRTimeline
Beacon Financial Advisory LLC33,345$1.44M0.33%013F-HRTimeline
Patriot Financial Group Insurance Agenc…32,372$1.4M0.18%-5513F-HRTimeline
IHT Wealth Management, LLC27,990$1.21M0.03%+18,27113F-HRTimeline
SIGNATUREFD, LLC27,949$1.2M0.02%013F-HRTimeline
Castle Rock Wealth Management, LLC27,371$1.18M0.26%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC27,071$1.17M0.03%-54713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…27,911$1.15M0.09%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC26,515$1.14M0.01%-2,73313F-HRTimelineGroup
Cornerstone Wealth Group, LLC26,483$1.14M0.08%-11613F-HRTimeline
GILL CAPITAL PARTNERS, LLC26,044$1.12M0.34%013F-HRTimeline
Valmark Advisers, Inc.25,884$1.12M0.01%-44513F-HRTimeline
Sugar Maple Asset Management, LLC25,372$1.09M0.78%-2,67113F-HRTimeline
FSA Advisors, Inc.25,208$1.09M0.86%+69413F-HRTimeline
Orion Capital Management LLC24,512$1.06M0.37%013F-HRTimeline
Strategic Blueprint, LLC24,366$1.05M0.05%-44213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC22,196$957K0.01%013F-HRTimeline
HFG Wealth Management, LLC21,507$927K0.5%+3,97613F-HR/ATimeline
Berger Financial Group, Inc21,377$921K0.06%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.21,123$910K0.02%+2913F-HRTimeline
Outlook Wealth Advisors, LLC20,882$900K0.22%013F-HRTimeline
Krilogy Financial LLC20,428$886K0.03%new13F-HRTimeline
PTM WEALTH MANAGEMENT, LLC19,672$850K0.51%-4013F-HRTimeline
Focus Financial Network, Inc.19,313$832K0.03%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC19,254$830K0.02%+1,00013F-HRTimeline
Sound View Wealth Advisors Group, LLC18,824$811K0.06%+1,50113F-HRTimeline
Wood Tarver Financial Group, LLC18,369$791K0.23%-21313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC18,195$784K0.02%013F-HRTimelineGroup
Weaver Consulting Group17,266$744K0.19%013F-HRTimeline
Fragasso Financial Advisors Inc17,199$742K0.05%013F-HRTimeline
Advisory Alpha, LLC16,662$720K0.02%-77,49513F-HRTimeline
Dakota Wealth Management16,488$711K0.01%013F-HR/ATimeline
CITY HOLDING CO16,342$704K0.09%-35013F-HRTimeline
Foundations Investment Advisors, LLC16,286$702K0.01%new13F-HRTimeline
Maridea Wealth Management LLC16,093$697K0.11%-31,29313F-HRTimeline
AdvisorNet Financial, Inc16,004$690K0.04%-1,30113F-HRTimeline
City Center Advisors, LLC15,971$688K0.67%+4,12013F-HRTimeline
Per Stirling Capital Management, LLC.14,873$641K0.08%+1,86913F-HRTimeline
WealthPLAN Partners, LLC14,664$632K0.09%013F-HRTimeline
Compass Advisory Group LLC14,427$622K0.17%-14013F-HRTimeline
Valtinson Bruner Financial Planning LLC14,297$616K0.18%013F-HRTimeline
Clay Northam Wealth Management, LLC14,065$606K0.35%013F-HRTimeline
Arete Wealth Advisors, LLC13,801$595K0.04%+86513F-HRTimeline
Mutual Advisors, LLC13,072$566K0.01%+5,07213F-HRTimeline
CORRADO ADVISORS, LLC13,041$562K0.3%-58,30313F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC12,476$538K0.17%013F-HRTimeline
BCGM Wealth Management, LLC12,425$536K0.14%013F-HRTimeline
Nikulski Financial, Inc.12,210$526K0.13%-12513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…12,181$525K<0.01%013F-HRTimelineGroup
Long Island Wealth Management, Inc.12,025$518K0.25%013F-HRTimeline
Merit Financial Group, LLC11,748$506K<0.01%+65913F-HR/ATimeline
Continuum Advisory, LLC11,710$505K0.05%-313F-HRTimeline
Quest 10 Wealth Builders, Inc.11,495$495K0.46%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC11,468$494K0.03%-313F-HRTimeline
Vantage Point Financial LLC11,455$494K0.19%+4213F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC11,329$488K0.15%-71513F-HRTimeline
SageView Advisory Group, LLC11,242$485K0.02%-125,57613F-HRTimeline
Ascent Wealth Partners, LLC11,065$477K0.06%013F-HRTimeline
Navis Wealth Advisors, LLC11,047$476K0.36%013F-HRTimeline
Pinnacle Wealth Management Group, Inc.11,040$476K0.24%013F-HRTimeline
Vishria Bird Financial Group, LLC11,031$475K0.09%013F-HRTimeline
Triumph Capital Management9,594$414K0.11%-20,21513F-HR/ATimeline
Savvy Advisors, Inc.9,585$413K0.02%-89513F-HRTimeline
Weaver Capital Management LLC9,546$411K0.09%013F-HRTimeline
Helium Advisors LLC9,135$394K0.33%-5,90913F-HRTimeline
Retirement Planning Group, LLC9,010$388K0.01%-31513F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC8,675$374K0.21%new13F-HRTimeline
CERTUITY, LLC8,530$368K0.03%013F-HRTimeline
Koshinski Asset Management, Inc.8,484$366K0.02%+23413F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC8,461$365K0.09%013F-HRTimeline
Atala Financial Inc8,409$362K0.23%013F-HRTimeline
Goldstein Advisors, LLC8,398$362K0.04%013F-HRTimeline
McAdam, LLC8,317$358K0.02%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,155$351K0.01%new13F-HRTimelineGroup
Arkadios Wealth Advisors8,131$350K0.01%new13F-HRTimeline
XML Financial, LLC7,989$344K0.03%013F-HRTimeline
Midwest Financial Network, LLC7,921$341K0.28%-9313F-HRTimeline
GWN SECURITIES INC.7,913$341K0.08%-1,73713F-HRTimeline
Ashton Thomas Private Wealth, LLC7,636$329K0.01%-1,32213F-HRTimeline
Sequent Planning LLC7,187$310K0.09%new13F-HRTimeline
Financial Network Wealth Advisors LLC7,022$303K0.33%+97213F-HRTimeline
AMERICAN ASSET MANAGEMENT INC.6,960$300K0.27%013F-HRTimeline
Garden State Investment Advisory Servic…6,930$299K0.08%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC6,701$289K0.01%-1713F-HRTimeline
MBL Wealth, LLC6,606$285K0.02%+55013F-HRTimeline
Sequoia Financial Advisors, LLC6,566$283K<0.01%+25613F-HRTimeline
Waterloo Capital, L.P.6,525$281K0.02%013F-HRTimeline
Compass Ion Advisors, LLC6,508$280K0.03%-3713F-HRTimeline
Betterment LLC6,459$278K<0.01%-4813F-HRTimeline
Global Assets Advisory, LLC6,324$273K0.08%new13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC6,253$269K0.07%013F-HRTimeline
Keystone Wealth Services, LLC6,242$269K0.06%-42613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…6,238$269K0.02%+4,87813F-HRTimelineGroup
Seros Financial, LLC6,132$264K0.16%013F-HR/ATimeline
First Heartland Consultants, Inc.6,013$259K0.02%-46513F-HRTimeline
Avantax Planning Partners, Inc.5,952$257K0.01%013F-HRTimeline
Crown Wealth Group, LLC5,881$253K0.08%-16413F-HRTimeline
Straight Path Wealth Management5,746$248K0.07%+52813F-HRTimeline
Kingsview Wealth Management, LLC5,543$239K<0.01%-1,26813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,299$228K<0.01%new13F-HR/ATimelineGroup
INTEGRAL INVESTMENT ADVISORS, INC.5,285$228K0.06%013F-HRTimeline
FSA Investment Group, LLC5,158$223K0.14%new13F-HRTimeline
World Investment Advisors5,079$219K<0.01%-44413F-HRTimeline
Collaborative Wealth Managment Inc.5,015$216K0.09%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,000$216K<0.01%013F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.4,828$208K0.01%-1,12213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,019$173K<0.01%new13F-HRTimelineGroup
WealthShield Partners, LLC3,912$169K0.02%013F-HRTimeline
Bernard Wealth Management Corp.3,594$155K0.06%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,592$112K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,102$91K<0.01%+1,20213F-HRTimelineGroup
Wagner Wealth Management, LLC2,000$86.2K0.02%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,735$74.8K<0.01%013F-HRTimelineGroup
Noble Wealth Management PBC1,000$43.1K0.02%13F-HRTimeline
Blue Trust, Inc.761$32.8K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.745$32.1K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…666$28.7K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN623$26.9K<0.01%013F-HRTimelineGroup
Stuart Chaussee & Associates, Inc.610$26.3K0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…555$23.9K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV500$21.6K<0.01%013F-HRTimeline
Clearstead Advisors, LLC353$15.2K<0.01%new13F-HRTimeline
Reyes Financial Architecture, Inc.344$14.8K0.01%-2,27413F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…318$13.7K<0.01%013F-HRTimelineGroup
Caitlin John, LLC179$7.71K0.01%new13F-HRTimeline
Bullock Wealth Management Group164$7.08K<0.01%013F-HRTimeline