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 196 institutions that hold shares in the stock, with a total of 11.2 Million shares, which have been reported (via 13F filing form) to have a value of $455 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
1,652
shares
|
$67,550
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
1,572
shares
|
$64,279
0.04% of portfolio
|
Q4 2022
Reduced 50.0%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,555
shares
|
$63,583
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,500
shares
|
$61,335
0.0% of portfolio
|
Q3 2022
Added 200.0%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,230
shares
|
$50,294
0.02% of portfolio
|
Q4 2024
Reduced 13.99%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
864
shares
|
$35,328
0.0% of portfolio
|
Q4 2024
Reduced 95.31%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
800
shares
|
$32,712
0.01% of portfolio
|
Q3 2024
Reduced 76.64%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
734
shares
|
$30,013
0.0% of portfolio
|
Q2 2024
Added 25.68%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
516
shares
|
$21,099
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
428
shares
|
$17,500
0.01% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
313
shares
|
$12,798
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
300
shares
|
$12,267
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
233
shares
|
$9,527
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
100
shares
|
$4,089
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
100
shares
|
$4,089
0.0% of portfolio
|
Q4 2024
Reduced 97.54%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
71
shares
|
$2,903
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
68
shares
|
$2,780
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
51
shares
|
$2,085
0.0% of portfolio
|
Q4 2021
Reduced 40.7%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
47
shares
|
$1,921
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
12
shares
|
$490
0.0% of portfolio
|
Q3 2023
Reduced 62.5%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|