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 206 institutions that hold shares in the stock, with a total of 11.4 Million shares, which have been reported (via 13F filing form) to have a value of $502 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First City Capital Management, Inc.
|
Jan 14, 2026 Q4 2025 |
6,750
shares
|
$298,282
0.17% of portfolio
|
Q3 2024
Reduced 28.91%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
6,690
shares
|
$295,631
0.04% of portfolio
|
Q3 2025
Reduced 11.04%
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
6,685
shares
|
$295,410
0.02% of portfolio
|
Q3 2025
Reduced 28.85%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 20, 2026 Q4 2025 |
6,370
shares
|
$281,490
0.22% of portfolio
|
Q3 2025
Reduced 39.79%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
6,352
shares
|
$280,694
0.28% of portfolio
|
Q1 2024
Reduced 30.07%
|
|
|
Clay Northam Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
6,170
shares
|
$272,652
0.16% of portfolio
|
Q3 2024
Reduced 20.59%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
5,961
shares
|
$263,416
0.01% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
5,924
shares
|
$261,781
0.01% of portfolio
|
Q3 2025
Reduced 7.78%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
5,900
shares
|
$260,721
0.01% of portfolio
|
Q3 2025
Reduced 11.94%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Nov 14, 2025 Q3 2025 |
5,819
shares
|
$257,141
0.13% of portfolio
|
Q2 2025
Reduced 68.74%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
5,605
shares
|
$247,684
0.0% of portfolio
|
Q1 2025
Reduced 8.7%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
5,550
shares
|
$245,254
0.28% of portfolio
|
Q3 2021
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
5,540
shares
|
$244,812
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 26, 2026 Q4 2025 |
5,495
shares
|
$242,824
0.01% of portfolio
|
Q4 2025
Reduced 0.22%
|
|
|
Cwm, LLC
|
Jan 26, 2026 Q4 2025 |
5,474
shares
|
$241,896
0.0% of portfolio
|
Q4 2025
Reduced 15.43%
|
|
|
Marshall Financial Group LLC
|
Jan 08, 2026 Q4 2025 |
5,367
shares
|
$237,167
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
5,199
shares
|
$229,743
0.0% of portfolio
|
Q4 2025
Reduced 0.1%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
5,132
shares
|
$226,783
0.01% of portfolio
|
Q3 2025
Reduced 86.65%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
5,101
shares
|
$225,413
0.0% of portfolio
|
Q3 2025
Reduced 89.36%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
4,996
shares
|
$220,773
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Jan 22, 2026 Q4 2025 |
4,979
shares
|
$220,022
0.12% of portfolio
|
Q4 2025
Reduced 41.22%
|
|
|
Fc Advisory LLC
|
Jan 13, 2026 Q4 2025 |
4,887
shares
|
$215,956
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Cypress Financial Planning LLC
|
Jan 14, 2026 Q4 2025 |
4,665
shares
|
$206,146
0.06% of portfolio
|
Q4 2025
Reduced 12.98%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
4,644
shares
|
$205,218
0.0% of portfolio
|
Q2 2025
Reduced 34.23%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
4,635
shares
|
$204,820
0.01% of portfolio
|
Q3 2025
New holding
|
|