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 183 institutions that hold shares in the stock, with a total of 11.5 Million shares, which have been reported (via 13F filing form) to have a value of $459 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
1,799,451
shares
|
$72 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
1,023,900
shares
|
$40.9 Million
0.87% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
761,329
shares
|
$30.4 Million
7.27% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
753,457
shares
|
$30.1 Million
0.07% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
307,191
shares
|
$12.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 49.08%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
260,529
shares
|
$10.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
232,111
shares
|
$9.28 Million
1.0% of portfolio
|
Q1 2024
Added 272.71%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Oct 04, 2024 Q3 2024 |
221,900
shares
|
$8.87 Million
5.36% of portfolio
|
Q2 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
212,785
shares
|
$8.51 Million
0.06% of portfolio
|
Q3 2024
Reduced 7.27%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
201,683
shares
|
$8.07 Million
0.05% of portfolio
|
Q3 2024
Reduced 12.65%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
190,676
shares
|
$7.63 Million
0.12% of portfolio
|
Q3 2024
Reduced 78.96%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
185,289
shares
|
$7.41 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
162,666
shares
|
$6.51 Million
0.08% of portfolio
|
Q3 2024
Reduced 5.19%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
144,261
shares
|
$5.77 Million
0.34% of portfolio
|
Q4 2023
Reduced 0.89%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
133,646
shares
|
$5.34 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
129,592
shares
|
$5.18 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
|
$4.99 Million
2.25% of portfolio
|
Q2 2023
Added 4.25%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
121,643
shares
|
$4.86 Million
0.26% of portfolio
|
Q3 2024
Reduced 10.13%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
117,302
shares
|
$4.69 Million
0.02% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
113,918
shares
|
$4.56 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.25%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
111,465
shares
|
$4.46 Million
1.27% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
111,080
shares
|
$4.44 Million
0.01% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
110,532
shares
|
$4.42 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
105,375
shares
|
$4.21 Million
0.04% of portfolio
|
Q3 2024
Reduced 28.69%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
104,921
shares
|
$4.2 Million
0.1% of portfolio
|
Q3 2024
Reduced 7.86%
|