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 204 institutions that hold shares in the stock, with a total of 11.7 Million shares, which have been reported (via 13F filing form) to have a value of $480 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
10,745
shares
|
$442,586
0.03% of portfolio
|
Q3 2024
Added 47.37%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
10,403
shares
|
$428,499
0.11% of portfolio
|
Q2 2023
Reduced 13.16%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
10,386
shares
|
$427,799
0.05% of portfolio
|
Q3 2024
Reduced 34.89%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
10,183
shares
|
$419,437
0.0% of portfolio
|
Q1 2025
Reduced 57.94%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
10,150
shares
|
$418,078
0.03% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
10,138
shares
|
$417,584
0.08% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
May 07, 2025 Q1 2025 |
10,067
shares
|
$414,659
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Smith Shellnut Wilson LLC
|
Apr 17, 2025 Q1 2025 |
10,000
shares
|
$411,900
0.19% of portfolio
|
Q1 2025
Added 17.65%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
9,941
shares
|
$409,469
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
9,904
shares
|
$407,945
0.01% of portfolio
|
Q1 2025
Reduced 24.89%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
9,639
shares
|
$397,030
0.13% of portfolio
|
Q1 2025
Added 35.7%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
9,603
shares
|
$395,547
0.03% of portfolio
|
Q1 2025
Added 43.26%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Apr 09, 2025 Q1 2025 |
9,603
shares
|
$395,547
0.12% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
9,592
shares
|
$395,094
0.02% of portfolio
|
Q1 2025
Reduced 41.6%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
9,571
shares
|
$394,229
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
9,491
shares
|
$390,934
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
9,442
shares
|
$388,915
0.01% of portfolio
|
Q1 2025
Added 17.26%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
9,384
shares
|
$386,526
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
9,320
shares
|
$383,890
0.0% of portfolio
|
Q1 2025
Reduced 23.64%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
9,187
shares
|
$378,412
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
9,116
shares
|
$375,488
0.01% of portfolio
|
Q1 2025
Added 9.69%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
9,074
shares
|
$373,758
0.05% of portfolio
|
Q1 2024
Reduced 5.34%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
9,022
shares
|
$371,616
0.02% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
8,885
shares
|
$365,973
0.01% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
8,287
shares
|
$341,341
0.09% of portfolio
|
Q2 2024
New holding
|