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 204 institutions that hold shares in the stock, with a total of 11.7 Million shares, which have been reported (via 13F filing form) to have a value of $480 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
45,203
shares
|
$1.86 Million
0.46% of portfolio
|
Q1 2025
Added 72.81%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
44,533
shares
|
$1.83 Million
0.14% of portfolio
|
Q1 2025
Added 54.55%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
41,192
shares
|
$1.7 Million
0.33% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 11, 2025 Q1 2025 |
38,210
shares
|
$1.57 Million
1.28% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
37,681
shares
|
$1.55 Million
0.13% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
36,518
shares
|
$1.5 Million
0.42% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 07, 2025 Q1 2025 |
36,125
shares
|
$1.49 Million
0.5% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
35,786
shares
|
$1.47 Million
0.03% of portfolio
|
Q1 2025
Added 11.02%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
35,451
shares
|
$1.46 Million
0.04% of portfolio
|
Q1 2025
Added 499.14%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
35,080
shares
|
$1.44 Million
0.37% of portfolio
|
Q1 2025
Reduced 10.53%
|
|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
34,172
shares
|
$1.41 Million
0.59% of portfolio
|
Q2 2023
Reduced 89.38%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
33,451
shares
|
$1.38 Million
0.67% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
33,192
shares
|
$1.37 Million
0.01% of portfolio
|
Q1 2025
Reduced 34.03%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
33,040
shares
|
$1.36 Million
0.04% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
32,583
shares
|
$1.34 Million
0.02% of portfolio
|
Q1 2025
Added 401.82%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
31,338
shares
|
$1.29 Million
0.57% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
31,101
shares
|
$1.28 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
30,899
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
Added 179.33%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
30,833
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Macroview Investment Management LLC
|
Apr 29, 2025 Q1 2025 |
30,285
shares
|
$1.25 Million
1.17% of portfolio
|
Q1 2025
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Apr 15, 2025 Q1 2025 |
30,121
shares
|
$1.24 Million
0.76% of portfolio
|
Q1 2025
Added 38.08%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
30,056
shares
|
$1.24 Million
0.1% of portfolio
|
Q1 2025
Reduced 8.13%
|
|
|
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%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
29,567
shares
|
$1.22 Million
0.03% of portfolio
|
Q1 2025
Reduced 21.94%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
29,222
shares
|
$1.2 Million
0.01% of portfolio
|
Q1 2025
Added 6.97%
|