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 209 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 $517 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
7,685
shares
|
$336,526
0.01% of portfolio
|
Q2 2025
Reduced 13.51%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
7,647
shares
|
$334,862
0.02% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
7,560
shares
|
$331,052
0.12% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
7,520
shares
|
$329,300
0.05% of portfolio
|
Q1 2025
Reduced 14.88%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
7,434
shares
|
$325,534
0.02% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 06, 2025 Q3 2025 |
7,268
shares
|
$318,265
0.03% of portfolio
|
Q2 2025
Reduced 35.87%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
7,055
shares
|
$308,938
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
6,967
shares
|
$305,084
0.03% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Nikulski Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
6,865
shares
|
$300,618
0.08% of portfolio
|
Q1 2025
Added 8.11%
|
|
|
First City Capital Management, Inc.
|
Oct 21, 2025 Q3 2025 |
6,750
shares
|
$295,582
0.16% of portfolio
|
Q3 2024
Reduced 28.91%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
6,685
shares
|
$292,736
0.02% of portfolio
|
Q3 2025
Reduced 28.85%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
6,473
shares
|
$283,452
0.0% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
6,443
shares
|
$282,138
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Oct 29, 2025 Q3 2025 |
6,370
shares
|
$278,942
0.23% of portfolio
|
Q3 2025
Reduced 39.79%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
6,352
shares
|
$278,154
0.28% of portfolio
|
Q1 2024
Reduced 30.07%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
6,208
shares
|
$271,848
0.01% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Clay Northam Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
6,170
shares
|
$270,184
0.16% of portfolio
|
Q3 2024
Reduced 20.59%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
6,133
shares
|
$268,564
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
5,924
shares
|
$259,411
0.01% of portfolio
|
Q3 2025
Reduced 7.78%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
5,900
shares
|
$258,361
0.01% of portfolio
|
Q3 2025
Reduced 11.94%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Aug 06, 2025 Q2 2025 |
5,819
shares
|
$254,814
0.13% of portfolio
|
Q2 2025
Reduced 68.74%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
5,605
shares
|
$245,442
0.0% of portfolio
|
Q1 2025
Reduced 8.7%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
5,550
shares
|
$243,034
0.28% of portfolio
|
Q3 2021
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
5,507
shares
|
$241,151
0.02% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Marshall Financial Group LLC
|
Oct 08, 2025 Q3 2025 |
5,367
shares
|
$235,020
0.05% of portfolio
|
Q1 2025
New holding
|