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 199 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 $450 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Feb 04, 2025 Q4 2024 |
13,930
shares
|
$554,831
0.08% of portfolio
|
Q3 2024
Reduced 16.5%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
13,808
shares
|
$549,972
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
13,587
shares
|
$541,170
0.06% of portfolio
|
Q4 2024
Reduced 66.73%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
13,423
shares
|
$534,638
0.07% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
13,290
shares
|
$529,340
0.12% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
13,186
shares
|
$525,198
0.01% of portfolio
|
Q4 2024
Reduced 14.44%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
12,407
shares
|
$494,170
0.4% of portfolio
|
Q4 2024
Reduced 8.23%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
12,244
shares
|
$487,678
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
12,205
shares
|
$486,125
0.0% of portfolio
|
Q4 2024
Reduced 41.75%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
12,132
shares
|
$483,217
0.02% of portfolio
|
Q1 2024
Added 26.35%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
12,098
shares
|
$481,863
0.05% of portfolio
|
Q4 2024
Reduced 9.11%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
12,048
shares
|
$479,871
0.05% of portfolio
|
Q2 2024
Added 3.5%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
11,476
shares
|
$457,089
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
11,421
shares
|
$454,898
0.02% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
11,128
shares
|
$443,228
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,062
shares
|
$440,599
0.0% of portfolio
|
Q4 2024
Reduced 80.02%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
10,745
shares
|
$427,973
0.03% of portfolio
|
Q3 2024
Added 47.37%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
10,737
shares
|
$427,654
0.01% of portfolio
|
Q1 2024
Reduced 0.26%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
10,403
shares
|
$414,351
0.11% of portfolio
|
Q2 2023
Reduced 13.16%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
10,386
shares
|
$413,674
0.05% of portfolio
|
Q3 2024
Reduced 34.89%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
10,138
shares
|
$403,796
0.08% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
10,130
shares
|
$403,477
0.04% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
10,043
shares
|
$400,012
0.18% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Mar 04, 2025 Q4 2024 |
10,019
shares
|
$399,056
0.13% of portfolio
|
Q4 2024
Reduced 12.86%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
9,941
shares
|
$395,950
0.05% of portfolio
|
Q2 2024
New holding
|