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 |
---|---|---|---|---|---|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
39,210
shares
|
$1.56 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 11, 2025 Q1 2025 |
38,210
shares
|
$1.52 Million
1.28% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
38,054
shares
|
$1.52 Million
0.0% of portfolio
|
Q4 2024
Added 8.42%
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
36,549
shares
|
$1.46 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
36,518
shares
|
$1.45 Million
0.42% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
36,402
shares
|
$1.45 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
35,451
shares
|
$1.41 Million
0.04% of portfolio
|
Q1 2025
Added 499.14%
|
|
Brown Wealth Management, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
34,432
shares
|
$1.37 Million
0.49% of portfolio
|
Q4 2024
Added 17.88%
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
34,172
shares
|
$1.36 Million
0.88% of portfolio
|
Q2 2023
Reduced 89.38%
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
33,451
shares
|
$1.33 Million
0.67% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
33,327
shares
|
$1.33 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
|
$1.31 Million
0.04% of portfolio
|
Q4 2024
Added 2.24%
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
32,715
shares
|
$1.3 Million
0.1% of portfolio
|
Q4 2024
Reduced 9.75%
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
32,234
shares
|
$1.28 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
Worth Pointe, LLC
La Jolla, CA |
Feb 11, 2025 Q4 2024 |
31,306
shares
|
$1.25 Million
0.52% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
31,101
shares
|
$1.24 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
30,307
shares
|
$1.21 Million
0.0% of portfolio
|
Q4 2024
Reduced 43.89%
|
|
Chris Bulman Inc
Roseville, CA |
Apr 15, 2025 Q1 2025 |
30,121
shares
|
$1.2 Million
0.76% of portfolio
|
Q1 2025
Added 38.08%
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
29,975
shares
|
$1.19 Million
0.49% of portfolio
|
Q1 2023
Reduced 3.42%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
29,567
shares
|
$1.18 Million
0.03% of portfolio
|
Q1 2025
Reduced 21.94%
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
28,815
shares
|
$1.15 Million
0.09% of portfolio
|
Q4 2024
Reduced 12.21%
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Apr 08, 2025 Q1 2025 |
28,679
shares
|
$1.14 Million
0.7% of portfolio
|
Q1 2025
Reduced 88.79%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
27,317
shares
|
$1.09 Million
0.01% of portfolio
|
Q4 2024
Reduced 83.21%
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
26,658
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
First Commonwealth Financial Corp
Indiana, PA |
Feb 13, 2025 Q4 2024 |
26,158
shares
|
$1.04 Million
0.26% of portfolio
|
Q3 2024
Reduced 9.07%
|