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 198 institutions that hold shares in the stock, with a total of 10.9 Million shares, which have been reported (via 13F filing form) to have a value of $434 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
9,384
shares
|
$373,764
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
9,074
shares
|
$361,417
0.05% of portfolio
|
Q1 2024
Reduced 5.34%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
9,047
shares
|
$360,342
0.02% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
8,955
shares
|
$356,677
0.01% of portfolio
|
Q4 2024
Reduced 8.67%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
8,891
shares
|
$354,128
0.11% of portfolio
|
Q3 2024
Reduced 79.94%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
8,835
shares
|
$351,898
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Schnieders Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
8,700
shares
|
$346,521
0.07% of portfolio
|
Q1 2024
Added 2.35%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
8,607
shares
|
$342,816
0.0% of portfolio
|
Q4 2024
Reduced 47.02%
|
|
|
Smith Shellnut Wilson LLC
|
Mar 04, 2025 Q4 2024 |
8,500
shares
|
$338,555
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
8,491
shares
|
$338,196
0.0% of portfolio
|
Q4 2024
Reduced 71.67%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
8,312
shares
|
$331,066
0.0% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
8,311
shares
|
$331,027
0.02% of portfolio
|
Q4 2024
Reduced 22.42%
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
8,287
shares
|
$330,071
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
8,052
shares
|
$320,711
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
Feb 19, 2025 Q4 2024 |
8,014
shares
|
$319,197
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
7,923
shares
|
$315,573
0.03% of portfolio
|
Q2 2024
Reduced 26.93%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
7,900
shares
|
$314,657
0.12% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
7,494
shares
|
$298,486
0.03% of portfolio
|
Q1 2025
Added 13.65%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
7,319
shares
|
$291,515
0.01% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Cypress Financial Planning LLC
|
Apr 09, 2025 Q1 2025 |
7,246
shares
|
$288,608
0.1% of portfolio
|
Q1 2025
Added 15.14%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
7,159
shares
|
$285,142
0.0% of portfolio
|
Q4 2024
Added 71.56%
|
|
|
Global Strategic Investment Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
7,137
shares
|
$284,266
0.03% of portfolio
|
Q4 2024
Reduced 17.28%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
7,128
shares
|
$283,908
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
7,103
shares
|
$282,912
0.1% of portfolio
|
Q4 2024
Reduced 17.38%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
7,061
shares
|
$281,239
0.0% of portfolio
|
Q3 2024
New holding
|