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 208 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 |
|---|---|---|---|---|---|
|
Cypress Financial Planning LLC
|
Oct 09, 2025 Q3 2025 |
5,361
shares
|
$234,758
0.07% of portfolio
|
Q2 2025
Reduced 26.01%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
5,300
shares
|
$232,087
0.15% of portfolio
|
Q2 2025
Reduced 15.87%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
5,250
shares
|
$229,897
0.02% of portfolio
|
Q2 2025
Reduced 7.49%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
5,204
shares
|
$227,883
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
4,996
shares
|
$218,774
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fc Advisory LLC
|
Oct 10, 2025 Q3 2025 |
4,887
shares
|
$214,001
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
4,700
shares
|
$205,813
0.01% of portfolio
|
Q2 2025
Added 135.43%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
4,644
shares
|
$203,360
0.0% of portfolio
|
Q2 2025
Reduced 34.23%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
4,593
shares
|
$201,127
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
4,518
shares
|
$197,843
0.22% of portfolio
|
Q1 2025
Added 20.29%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
4,230
shares
|
$185,231
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
3,000
shares
|
$131,370
0.01% of portfolio
|
Q2 2025
Added 14.55%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
2,878
shares
|
$126,027
0.0% of portfolio
|
Q1 2025
Reduced 50.28%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
2,850
shares
|
$124,801
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
2,262
shares
|
$99,052
0.0% of portfolio
|
Q2 2025
Added 208.17%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
2,000
shares
|
$87,580
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
1,990
shares
|
$87,142
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
1,826
shares
|
$79,960
0.01% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
1,572
shares
|
$68,837
0.04% of portfolio
|
Q4 2022
Reduced 50.0%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,500
shares
|
$65,685
0.0% of portfolio
|
Q3 2022
Added 200.0%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
1,329
shares
|
$58,196
0.03% of portfolio
|
Q2 2025
Added 210.51%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
899
shares
|
$39,367
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
800
shares
|
$35,032
0.01% of portfolio
|
Q3 2024
Reduced 76.64%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
655
shares
|
$28,682
0.0% of portfolio
|
Q2 2025
Added 1210.0%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
543
shares
|
$23,777
0.0% of portfolio
|
Q1 2025
Reduced 96.26%
|