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 200 institutions that hold shares in the stock, with a total of 11 Million shares, which have been reported (via 13F filing form) to have a value of $438 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
86,565
shares
|
$3.45 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
86,269
shares
|
$3.44 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
84,901
shares
|
$3.38 Million
0.38% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
84,108
shares
|
$3.35 Million
0.0% of portfolio
|
Q4 2024
Reduced 26.17%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
82,609
shares
|
$3.29 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
74,952
shares
|
$2.99 Million
0.03% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
74,213
shares
|
$2.96 Million
0.02% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
71,340
shares
|
$2.84 Million
0.01% of portfolio
|
Q1 2024
Added 275.95%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 15, 2025 Q1 2025 |
67,588
shares
|
$2.69 Million
1.81% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
67,205
shares
|
$2.68 Million
0.92% of portfolio
|
Q1 2024
Added 3.55%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
64,950
shares
|
$2.59 Million
0.01% of portfolio
|
Q1 2025
Added 62.81%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
59,697
shares
|
$2.38 Million
0.35% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
59,117
shares
|
$2.35 Million
0.61% of portfolio
|
Q1 2025
Reduced 16.37%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
56,407
shares
|
$2.25 Million
0.41% of portfolio
|
Q1 2025
Added 118.45%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
54,498
shares
|
$2.17 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
54,170
shares
|
$2.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
53,777
shares
|
$2.14 Million
0.83% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
51,892
shares
|
$2.07 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
50,317
shares
|
$2 Million
0.02% of portfolio
|
Q4 2024
Reduced 23.43%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
47,542
shares
|
$1.89 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
46,429
shares
|
$1.85 Million
0.4% of portfolio
|
Q1 2025
Added 13.21%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
46,000
shares
|
$1.83 Million
0.54% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
44,921
shares
|
$1.79 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
|
$1.64 Million
0.01% of portfolio
|
Q4 2024
Reduced 14.14%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
40,899
shares
|
$1.63 Million
0.33% of portfolio
|
Q4 2024
Reduced 3.91%
|