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 184 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 $461 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
16,064
shares
|
$630,672
0.0% of portfolio
|
Q2 2024
Added 66.45%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
16,022
shares
|
$629,023
0.0% of portfolio
|
Q2 2024
Reduced 30.44%
|
|
|
Alera Investment Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
15,951
shares
|
$626,236
0.07% of portfolio
|
Q2 2024
Reduced 23.72%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
15,411
shares
|
$605,035
0.01% of portfolio
|
Q1 2024
Reduced 42.07%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
14,626
shares
|
$574,216
0.06% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
14,527
shares
|
$570,330
0.13% of portfolio
|
Q2 2024
Added 1.37%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
14,503
shares
|
$569,387
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Aug 14, 2024 Q2 2024 |
14,019
shares
|
$550,385
0.53% of portfolio
|
Q1 2024
New holding
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 31, 2024 Q3 2024 |
13,930
shares
|
$546,891
0.08% of portfolio
|
Q3 2024
Reduced 16.5%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
13,569
shares
|
$532,718
0.08% of portfolio
|
Q2 2024
Reduced 1.17%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
13,380
shares
|
$525,298
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
13,311
shares
|
$522,589
0.06% of portfolio
|
Q3 2024
Added 87.98%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
12,132
shares
|
$476,302
0.02% of portfolio
|
Q1 2024
Added 26.35%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
12,048
shares
|
$473,004
0.05% of portfolio
|
Q2 2024
Added 3.5%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Oct 01, 2024 Q2 2024 |
11,549
shares
|
$453,413
0.16% of portfolio
|
Q2 2024
Reduced 21.48%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
11,439
shares
|
$449,095
0.01% of portfolio
|
Q2 2024
Added 28.72%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
11,128
shares
|
$436,885
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
10,898
shares
|
$427,855
0.02% of portfolio
|
Q1 2024
Reduced 3.03%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
10,737
shares
|
$421,534
0.01% of portfolio
|
Q1 2024
Reduced 0.26%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
10,713
shares
|
$420,592
0.03% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
10,682
shares
|
$419,375
0.03% of portfolio
|
Q1 2024
Added 63.33%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
10,403
shares
|
$408,421
0.11% of portfolio
|
Q2 2023
Reduced 13.16%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
10,273
shares
|
$403,317
0.08% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
10,218
shares
|
$401,158
0.18% of portfolio
|
Q2 2024
Added 4.07%
|
|
|
Weaver Consulting Group
|
Jul 12, 2024 Q2 2024 |
9,979
shares
|
$391,775
0.14% of portfolio
|
Q2 2024
Reduced 1.06%
|