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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
86,565
shares
|
$3.54 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
86,269
shares
|
$3.53 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
84,901
shares
|
$3.47 Million
0.38% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
84,108
shares
|
$3.44 Million
0.0% of portfolio
|
Q4 2024
Reduced 26.17%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
82,609
shares
|
$3.38 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
77,903
shares
|
$3.19 Million
0.8% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
74,952
shares
|
$3.06 Million
0.03% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
74,213
shares
|
$3.03 Million
0.02% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
71,340
shares
|
$2.92 Million
0.01% of portfolio
|
Q1 2024
Added 275.95%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
70,691
shares
|
$2.89 Million
0.71% of portfolio
|
Q4 2024
Reduced 6.77%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
69,740
shares
|
$2.85 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
67,205
shares
|
$2.75 Million
0.92% of portfolio
|
Q1 2024
Added 3.55%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jan 15, 2025 Q4 2024 |
64,859
shares
|
$2.65 Million
1.7% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
59,347
shares
|
$2.43 Million
0.35% of portfolio
|
Q4 2024
Reduced 4.81%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
54,498
shares
|
$2.23 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
54,170
shares
|
$2.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
53,777
shares
|
$2.2 Million
0.83% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
53,673
shares
|
$2.19 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
50,317
shares
|
$2.06 Million
0.02% of portfolio
|
Q4 2024
Reduced 23.43%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
47,542
shares
|
$1.94 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
47,067
shares
|
$1.92 Million
0.54% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
44,921
shares
|
$1.84 Million
0.0% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
41,195
shares
|
$1.68 Million
0.01% of portfolio
|
Q4 2024
Reduced 14.14%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
41,011
shares
|
$1.68 Million
0.35% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
40,899
shares
|
$1.67 Million
0.33% of portfolio
|
Q4 2024
Reduced 3.91%
|