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 |
|---|---|---|---|---|---|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Apr 08, 2025 Q1 2025 |
28,679
shares
|
$1.18 Million
0.7% of portfolio
|
Q1 2025
Reduced 88.79%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
26,658
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
May 02, 2025 Q1 2025 |
26,178
shares
|
$1.08 Million
0.14% of portfolio
|
Q1 2025
Added 87.93%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
25,205
shares
|
$1.04 Million
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
24,201
shares
|
$996,839
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Bullseye Investment Management, LLC
|
May 15, 2025 Q1 2025 |
23,600
shares
|
$972,084
1.6% of portfolio
|
Q1 2025
Added 16.09%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
23,438
shares
|
$965,411
0.03% of portfolio
|
Q1 2025
Added 58.72%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
22,275
shares
|
$917,507
0.71% of portfolio
|
Q1 2025
Added 35.26%
|
|
|
Lineweaver Wealth Advisors, LLC
|
May 02, 2025 Q1 2025 |
21,131
shares
|
$870,385
0.16% of portfolio
|
Q4 2024
Reduced 6.96%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Apr 29, 2025 Q1 2025 |
20,627
shares
|
$849,626
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
20,543
shares
|
$846,166
0.41% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
19,905
shares
|
$819,886
0.05% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
May 09, 2025 Q1 2025 |
18,614
shares
|
$766,710
0.53% of portfolio
|
Q1 2025
Reduced 44.15%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
18,396
shares
|
$757,731
0.1% of portfolio
|
Q1 2025
Added 37.05%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
17,907
shares
|
$737,589
0.0% of portfolio
|
Q1 2025
Reduced 52.94%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
17,813
shares
|
$733,717
0.01% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
17,782
shares
|
$732,440
0.02% of portfolio
|
Q1 2025
Reduced 74.5%
|
|
|
Vishria Bird Financial Group, LLC
|
Apr 28, 2025 Q1 2025 |
17,501
shares
|
$720,866
0.27% of portfolio
|
Q1 2024
Added 8.58%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
17,277
shares
|
$711,639
0.01% of portfolio
|
Q3 2022
Reduced 44.83%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
17,175
shares
|
$707,438
0.31% of portfolio
|
Q1 2025
Added 174.36%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
16,995
shares
|
$700,024
0.04% of portfolio
|
Q1 2025
Reduced 53.5%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
16,757
shares
|
$690,220
0.01% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
16,632
shares
|
$685,072
0.0% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
15,665
shares
|
$645,241
0.27% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
15,661
shares
|
$645,076
0.13% of portfolio
|
Q1 2025
Added 17.84%
|