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 |
|---|---|---|---|---|---|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 05, 2025 Q1 2025 |
5,184
shares
|
$213,528
0.04% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
5,132
shares
|
$211,387
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
5,100
shares
|
$210,069
0.01% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
5,095
shares
|
$209,863
0.02% of portfolio
|
Q1 2025
Reduced 78.07%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
4,996
shares
|
$205,785
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
4,518
shares
|
$186,096
0.24% of portfolio
|
Q1 2025
Added 20.29%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
4,230
shares
|
$174,233
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
2,878
shares
|
$118,544
0.0% of portfolio
|
Q1 2025
Reduced 50.28%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
2,850
shares
|
$117,391
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
2,619
shares
|
$107,876
0.01% of portfolio
|
Q1 2025
Reduced 6.46%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
2,000
shares
|
$82,380
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
1,990
shares
|
$81,968
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
1,652
shares
|
$68,045
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
1,572
shares
|
$64,750
0.04% of portfolio
|
Q4 2022
Reduced 50.0%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
1,507
shares
|
$62,073
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,500
shares
|
$61,785
0.0% of portfolio
|
Q3 2022
Added 200.0%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
800
shares
|
$32,952
0.01% of portfolio
|
Q3 2024
Reduced 76.64%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
766
shares
|
$31,551
0.0% of portfolio
|
Q1 2025
Added 48.45%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
734
shares
|
$30,233
0.0% of portfolio
|
Q2 2024
Added 25.68%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
543
shares
|
$22,366
0.0% of portfolio
|
Q1 2025
Reduced 96.26%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
428
shares
|
$17,629
0.01% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
319
shares
|
$13,139
0.01% of portfolio
|
Q4 2024
Added 578.72%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
236
shares
|
$9,720
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
71
shares
|
$2,924
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
68
shares
|
$2,800
0.0% of portfolio
|
Q4 2024
New holding
|