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 |
|---|---|---|---|---|---|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
9,941
shares
|
$397,540
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
9,805
shares
|
$392,101
0.02% of portfolio
|
Q3 2024
Reduced 8.79%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
9,406
shares
|
$376,145
0.05% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
9,117
shares
|
$364,588
0.02% of portfolio
|
Q1 2024
Reduced 36.15%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
9,074
shares
|
$362,869
0.05% of portfolio
|
Q1 2024
Reduced 5.34%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
8,936
shares
|
$357,350
0.0% of portfolio
|
Q3 2024
Reduced 44.37%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
8,891
shares
|
$355,551
0.1% of portfolio
|
Q3 2024
Reduced 79.94%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
8,835
shares
|
$353,311
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Schnieders Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
8,700
shares
|
$347,913
0.07% of portfolio
|
Q1 2024
Added 2.35%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
8,628
shares
|
$345,033
0.04% of portfolio
|
Q3 2024
Reduced 37.53%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
8,597
shares
|
$343,794
0.12% of portfolio
|
Q3 2024
Reduced 13.85%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
8,500
shares
|
$339,915
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
8,488
shares
|
$339,435
0.01% of portfolio
|
Q2 2024
Added 2.79%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
8,312
shares
|
$332,396
0.0% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
8,287
shares
|
$331,397
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
8,000
shares
|
$319,920
0.13% of portfolio
|
Q1 2024
Added 12.68%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
7,923
shares
|
$316,840
0.02% of portfolio
|
Q2 2024
Reduced 26.93%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
7,770
shares
|
$310,722
0.23% of portfolio
|
Q1 2023
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
7,369
shares
|
$294,686
0.01% of portfolio
|
Q3 2024
Reduced 67.54%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
7,262
shares
|
$290,407
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
7,061
shares
|
$282,369
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First City Capital Management, Inc.
|
Nov 07, 2024 Q3 2024 |
6,750
shares
|
$269,932
0.14% of portfolio
|
Q3 2024
Reduced 28.91%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
6,703
shares
|
$268,052
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Cypress Financial Planning LLC
|
Oct 07, 2024 Q3 2024 |
6,587
shares
|
$263,414
0.1% of portfolio
|
Q3 2024
Added 4.77%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
6,525
shares
|
$260,934
0.0% of portfolio
|
Q3 2024
Reduced 79.1%
|