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 183 institutions that hold shares in the stock, with a total of 11.5 Million shares, which have been reported (via 13F filing form) to have a value of $459 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
15,411
shares
|
$616,285
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
14,570
shares
|
$582,654
0.05% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
14,527
shares
|
$580,934
0.13% of portfolio
|
Q2 2024
Added 1.37%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
14,503
shares
|
$579,974
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 31, 2024 Q3 2024 |
13,930
shares
|
$557,060
0.08% of portfolio
|
Q3 2024
Reduced 16.5%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
13,808
shares
|
$552,181
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
13,569
shares
|
$542,624
0.07% of portfolio
|
Q2 2024
Reduced 1.17%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Nov 07, 2024 Q3 2024 |
13,519
shares
|
$540,624
0.47% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
13,380
shares
|
$535,066
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
13,311
shares
|
$532,306
0.06% of portfolio
|
Q3 2024
Added 87.98%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
12,132
shares
|
$485,158
0.02% of portfolio
|
Q1 2024
Added 26.35%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
12,048
shares
|
$481,799
0.05% of portfolio
|
Q2 2024
Added 3.5%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Oct 01, 2024 Q2 2024 |
11,549
shares
|
$461,844
0.16% of portfolio
|
Q2 2024
Reduced 21.48%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
11,439
shares
|
$457,445
0.01% of portfolio
|
Q2 2024
Added 28.72%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
11,128
shares
|
$445,008
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
10,898
shares
|
$435,811
0.02% of portfolio
|
Q1 2024
Reduced 3.03%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
10,745
shares
|
$429,692
0.03% of portfolio
|
Q3 2024
Added 47.37%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
10,737
shares
|
$429,372
0.01% of portfolio
|
Q1 2024
Reduced 0.26%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
10,720
shares
|
$428,692
0.03% of portfolio
|
Q3 2024
Reduced 88.21%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
10,713
shares
|
$428,412
0.03% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
10,682
shares
|
$427,173
0.03% of portfolio
|
Q1 2024
Added 63.33%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
10,403
shares
|
$416,015
0.11% of portfolio
|
Q2 2023
Reduced 13.16%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
10,386
shares
|
$415,336
0.05% of portfolio
|
Q3 2024
Reduced 34.89%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
10,273
shares
|
$410,817
0.08% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
10,218
shares
|
$408,617
0.18% of portfolio
|
Q2 2024
Added 4.07%
|