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 209 institutions that hold shares in the stock, with a total of 11.8 Million shares, which have been reported (via 13F filing form) to have a value of $517 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
89,250
shares
|
$3.91 Million
0.04% of portfolio
|
Q2 2025
Reduced 17.32%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
87,739
shares
|
$3.84 Million
0.03% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
83,745
shares
|
$3.67 Million
0.42% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
82,011
shares
|
$3.59 Million
0.02% of portfolio
|
Q1 2025
Added 10.51%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
78,662
shares
|
$3.44 Million
0.04% of portfolio
|
Q2 2025
Added 169.19%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
70,554
shares
|
$3.09 Million
0.0% of portfolio
|
Q2 2025
Added 294.0%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
65,615
shares
|
$2.87 Million
0.81% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
63,762
shares
|
$2.79 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
62,897
shares
|
$2.75 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 27, 2025 Q3 2025 |
62,187
shares
|
$2.72 Million
0.92% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
59,068
shares
|
$2.59 Million
0.39% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Nov 03, 2025 Q3 2025 |
58,820
shares
|
$2.58 Million
1.41% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
57,562
shares
|
$2.52 Million
0.62% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
57,345
shares
|
$2.51 Million
0.25% of portfolio
|
Q3 2025
Reduced 10.53%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
56,232
shares
|
$2.46 Million
0.03% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
55,393
shares
|
$2.43 Million
0.01% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
54,753
shares
|
$2.4 Million
0.01% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
54,170
shares
|
$2.37 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
53,104
shares
|
$2.33 Million
0.4% of portfolio
|
Q1 2025
Added 60.04%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
51,162
shares
|
$2.24 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 03, 2025 Q3 2025 |
50,513
shares
|
$2.21 Million
1.67% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
49,254
shares
|
$2.16 Million
0.64% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
47,933
shares
|
$2.1 Million
0.02% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
45,654
shares
|
$2 Million
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
45,224
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.36%
|