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 |
|---|---|---|---|---|---|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
28,188
shares
|
$1.23 Million
0.62% of portfolio
|
Q3 2025
Reduced 18.68%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 04, 2025 Q3 2025 |
28,157
shares
|
$1.23 Million
0.35% of portfolio
|
Q2 2025
Reduced 22.06%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 21, 2025 Q3 2025 |
28,048
shares
|
$1.23 Million
0.15% of portfolio
|
Q2 2025
Added 7.14%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
28,033
shares
|
$1.23 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.08%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
26,387
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
25,205
shares
|
$1.1 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
24,201
shares
|
$1.06 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Bullseye Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
23,600
shares
|
$1.03 Million
1.6% of portfolio
|
Q1 2025
Added 16.09%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
22,592
shares
|
$989,303
0.01% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
22,317
shares
|
$977,261
0.77% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
19,550
shares
|
$856,094
0.01% of portfolio
|
Q2 2025
Added 248.8%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
19,450
shares
|
$851,715
0.03% of portfolio
|
Q3 2025
Added 5.22%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
19,101
shares
|
$836,432
0.04% of portfolio
|
Q3 2025
Reduced 4.04%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Oct 23, 2025 Q3 2025 |
18,496
shares
|
$809,939
0.3% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
18,348
shares
|
$803,458
0.14% of portfolio
|
Q3 2025
Reduced 13.17%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
17,813
shares
|
$780,031
0.01% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
17,782
shares
|
$778,673
0.02% of portfolio
|
Q1 2025
Reduced 74.5%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
17,720
shares
|
$775,958
0.04% of portfolio
|
Q2 2025
Added 4.27%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
17,277
shares
|
$756,559
0.01% of portfolio
|
Q3 2022
Reduced 44.83%
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
17,175
shares
|
$752,093
0.2% of portfolio
|
Q1 2025
Added 174.36%
|
|
|
Vishria Bird Financial Group, LLC
|
Oct 21, 2025 Q3 2025 |
17,086
shares
|
$748,195
0.17% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
16,656
shares
|
$729,366
0.06% of portfolio
|
Q3 2025
Reduced 5.75%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
16,632
shares
|
$728,315
0.0% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
16,062
shares
|
$703,354
0.09% of portfolio
|
Q2 2025
Added 7.78%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
15,983
shares
|
$699,895
0.01% of portfolio
|
Q3 2025
New holding
|