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 196 institutions that hold shares in the stock, with a total of 11.2 Million shares, which have been reported (via 13F filing form) to have a value of $455 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
1,496,555
shares
|
$61.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 16.83%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
1,173,045
shares
|
$48 Million
0.86% of portfolio
|
Q4 2024
Added 14.57%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
754,463
shares
|
$30.8 Million
7.06% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
730,681
shares
|
$29.9 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Feb 14, 2025 Q4 2024 |
277,311
shares
|
$11.3 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
276,543
shares
|
$11.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.98%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jan 13, 2025 Q4 2024 |
255,829
shares
|
$10.5 Million
6.51% of portfolio
|
Q4 2024
Added 15.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
244,292
shares
|
$9.99 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.23%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
232,111
shares
|
$9.49 Million
1.0% of portfolio
|
Q1 2024
Added 272.71%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
231,949
shares
|
$9.48 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
222,527
shares
|
$9.1 Million
0.05% of portfolio
|
Q4 2024
Added 10.34%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
210,939
shares
|
$8.63 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
185,289
shares
|
$7.58 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
144,261
shares
|
$5.9 Million
0.34% of portfolio
|
Q4 2023
Reduced 0.89%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
138,955
shares
|
$5.68 Million
0.09% of portfolio
|
Q4 2024
Reduced 27.13%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
129,592
shares
|
$5.3 Million
0.12% of portfolio
|
Q1 2024
Added 27.34%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
124,999
shares
|
$5.11 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.47%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
124,792
shares
|
$5.1 Million
2.25% of portfolio
|
Q2 2023
Added 4.25%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
110,711
shares
|
$4.53 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
105,803
shares
|
$4.33 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.8%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
102,378
shares
|
$4.19 Million
0.19% of portfolio
|
Q4 2024
Reduced 7.38%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
99,703
shares
|
$4.08 Million
0.22% of portfolio
|
Q4 2024
Reduced 18.04%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
97,434
shares
|
$3.98 Million
1.02% of portfolio
|
Q4 2024
Reduced 12.59%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
94,493
shares
|
$3.86 Million
0.09% of portfolio
|
Q4 2024
Reduced 9.94%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
91,585
shares
|
$3.74 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.16%
|