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 |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
39,622
shares
|
$1.62 Million
0.0% of portfolio
|
Q3 2024
Reduced 55.61%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
39,210
shares
|
$1.6 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
38,610
shares
|
$1.58 Million
1.15% of portfolio
|
Q2 2024
Added 8.12%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
38,054
shares
|
$1.56 Million
0.0% of portfolio
|
Q4 2024
Added 8.42%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
37,879
shares
|
$1.55 Million
0.04% of portfolio
|
Q4 2024
Reduced 22.08%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
36,592
shares
|
$1.5 Million
0.36% of portfolio
|
Q2 2024
Reduced 3.34%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
36,549
shares
|
$1.49 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
36,402
shares
|
$1.49 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
34,951
shares
|
$1.43 Million
0.73% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
34,432
shares
|
$1.41 Million
0.49% of portfolio
|
Q4 2024
Added 17.88%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
34,172
shares
|
$1.4 Million
0.88% of portfolio
|
Q2 2023
Reduced 89.38%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
33,327
shares
|
$1.36 Million
0.83% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
32,922
shares
|
$1.35 Million
0.04% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
32,715
shares
|
$1.34 Million
0.1% of portfolio
|
Q4 2024
Reduced 9.75%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
32,234
shares
|
$1.32 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Feb 11, 2025 Q4 2024 |
31,306
shares
|
$1.28 Million
0.52% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
31,291
shares
|
$1.28 Million
0.18% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
30,307
shares
|
$1.24 Million
0.0% of portfolio
|
Q4 2024
Reduced 43.89%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
29,975
shares
|
$1.23 Million
0.49% of portfolio
|
Q1 2023
Reduced 3.42%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
28,815
shares
|
$1.18 Million
0.09% of portfolio
|
Q4 2024
Reduced 12.21%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
27,317
shares
|
$1.12 Million
0.01% of portfolio
|
Q4 2024
Reduced 83.21%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
26,658
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Feb 13, 2025 Q4 2024 |
26,158
shares
|
$1.07 Million
0.26% of portfolio
|
Q3 2024
Reduced 9.07%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
25,822
shares
|
$1.06 Million
0.19% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
24,209
shares
|
$989,906
0.0% of portfolio
|
Q4 2024
Added 170.92%
|