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 |
|---|---|---|---|---|---|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
6,769
shares
|
$269,609
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
First City Capital Management, Inc.
|
Jan 03, 2025 Q4 2024 |
6,750
shares
|
$268,852
0.15% of portfolio
|
Q3 2024
Reduced 28.91%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
6,703
shares
|
$266,980
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
6,493
shares
|
$258,616
0.0% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Feb 04, 2025 Q4 2024 |
6,443
shares
|
$256,624
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
6,365
shares
|
$253,517
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
6,352
shares
|
$253,000
0.28% of portfolio
|
Q1 2024
Reduced 30.07%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
6,350
shares
|
$252,920
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Straight Path Wealth Management
|
Feb 06, 2025 Q4 2024 |
6,260
shares
|
$249,335
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
6,223
shares
|
$247,862
0.0% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Clay Northam Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
6,170
shares
|
$245,751
0.16% of portfolio
|
Q3 2024
Reduced 20.59%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
6,139
shares
|
$244,516
0.0% of portfolio
|
Q4 2024
Reduced 62.71%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
5,975
shares
|
$237,984
0.0% of portfolio
|
Q2 2024
Added 6.22%
|
|
|
Crown Wealth Group, LLC
|
Feb 05, 2025 Q4 2024 |
5,945
shares
|
$236,789
0.11% of portfolio
|
Q2 2024
Reduced 5.51%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
5,917
shares
|
$235,674
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
5,788
shares
|
$230,536
0.01% of portfolio
|
Q4 2024
Reduced 46.89%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
5,550
shares
|
$221,056
0.28% of portfolio
|
Q3 2021
New holding
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Feb 12, 2025 Q4 2024 |
5,486
shares
|
$218,507
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
5,474
shares
|
$218,029
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
5,200
shares
|
$207,116
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Feb 14, 2025 Q4 2024 |
4,979
shares
|
$198,313
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
4,230
shares
|
$168,480
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
3,756
shares
|
$149,601
0.28% of portfolio
|
Q4 2024
Reduced 86.03%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
2,850
shares
|
$113,515
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
2,800
shares
|
$111,524
0.01% of portfolio
|
Q3 2024
Reduced 15.15%
|