Institutional Ownership Innovator U.S. Equity Power Bu (PMAR)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PMAR). We have compiled data on the 188 institutions that hold shares in the stock, with a total of 13 Million shares, which have been reported (via 13F filing form) to have a value of $499 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2024 Q2 2024 |
1,812,490
shares
|
$69.5 Million
0.02% of portfolio
|
Q2 2024
Reduced 10.92%
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 13, 2024 Q2 2024 |
967,020
shares
|
$37.1 Million
0.46% of portfolio
|
Q2 2024
Added 5.93%
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
906,253
shares
|
$34.7 Million
0.65% of portfolio
|
Q2 2024
Reduced 4.13%
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 12, 2024 Q2 2024 |
777,262
shares
|
$29.8 Million
8.42% of portfolio
|
Q2 2024
Added 0.05%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
721,119
shares
|
$27.6 Million
0.07% of portfolio
|
Q2 2024
Reduced 12.05%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
603,227
shares
|
$23.1 Million
0.04% of portfolio
|
Q2 2024
Added 0.02%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
275,825
shares
|
$10.6 Million
0.02% of portfolio
|
Q2 2024
Reduced 5.23%
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
232,111
shares
|
$8.9 Million
1.0% of portfolio
|
Q1 2024
Added 272.71%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
230,895
shares
|
$8.85 Million
0.05% of portfolio
|
Q2 2024
Added 6.2%
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2024 Q2 2024 |
229,465
shares
|
$8.8 Million
0.08% of portfolio
|
Q2 2024
New holding
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Aug 20, 2024 Q2 2024 |
221,900
shares
|
$8.51 Million
5.36% of portfolio
|
Q2 2024
New holding
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
191,034
shares
|
$7.32 Million
0.01% of portfolio
|
Q2 2024
Added 1.89%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
171,566
shares
|
$6.58 Million
0.08% of portfolio
|
Q2 2024
Added 385.29%
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
155,886
shares
|
$5.98 Million
0.08% of portfolio
|
Q2 2024
Reduced 1.2%
|
|
Mai Capital Management
|
Aug 12, 2024 Q2 2024 |
147,777
shares
|
$5.67 Million
0.06% of portfolio
|
Q2 2024
Reduced 41.66%
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
144,261
shares
|
$5.53 Million
0.34% of portfolio
|
Q4 2023
Reduced 0.89%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
140,083
shares
|
$5.37 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.33%
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jul 12, 2024 Q2 2024 |
135,349
shares
|
$5.19 Million
0.28% of portfolio
|
Q2 2024
New holding
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
129,592
shares
|
$4.97 Million
0.12% of portfolio
|
Q1 2024
Added 27.34%
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
124,792
shares
|
$4.78 Million
2.25% of portfolio
|
Q2 2023
Added 4.25%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
122,822
shares
|
$4.71 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.55%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
116,275
shares
|
$4.46 Million
0.02% of portfolio
|
Q2 2024
Added 0.71%
|
|
Forvis Wealth Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
113,874
shares
|
$4.37 Million
0.11% of portfolio
|
Q2 2024
Reduced 4.65%
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 19, 2024 Q2 2024 |
113,367
shares
|
$4.35 Million
1.87% of portfolio
|
Q2 2024
Added 5.08%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
111,777
shares
|
$4.29 Million
0.46% of portfolio
|
Q1 2024
Added 7.53%
|