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 205 institutions that hold shares in the stock, with a total of 12.7 Million shares, which have been reported (via 13F filing form) to have a value of $554 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,667,939
shares
|
$72.9 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
1,385,567
shares
|
$60.5 Million
0.82% of portfolio
|
Q2 2025
Added 14.03%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
846,204
shares
|
$37 Million
0.54% of portfolio
|
Q2 2025
Added 360.08%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
730,584
shares
|
$31.9 Million
6.77% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
691,542
shares
|
$30.2 Million
0.06% of portfolio
|
Q2 2025
Added 57.03%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
380,834
shares
|
$16.6 Million
0.02% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
297,489
shares
|
$13 Million
0.06% of portfolio
|
Q4 2024
Reduced 29.09%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
288,179
shares
|
$12.6 Million
0.0% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
272,471
shares
|
$11.9 Million
0.02% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
232,111
shares
|
$10.1 Million
1.0% of portfolio
|
Q1 2024
Added 272.71%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
207,744
shares
|
$9.08 Million
0.05% of portfolio
|
Q2 2025
Added 11.48%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
185,289
shares
|
$8.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
171,387
shares
|
$7.49 Million
0.0% of portfolio
|
Q2 2025
Added 7.2%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
144,261
shares
|
$6.3 Million
0.34% of portfolio
|
Q4 2023
Reduced 0.89%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
142,477
shares
|
$6.23 Million
1.39% of portfolio
|
Q2 2025
Added 8.35%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
137,896
shares
|
$6.03 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.3%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
129,592
shares
|
$5.66 Million
0.12% of portfolio
|
Q1 2024
Added 27.34%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
129,298
shares
|
$5.65 Million
0.23% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
126,825
shares
|
$5.54 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
124,792
shares
|
$5.45 Million
2.25% of portfolio
|
Q2 2023
Added 4.25%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
110,148
shares
|
$4.81 Million
0.0% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
107,754
shares
|
$4.71 Million
0.01% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
104,429
shares
|
$4.56 Million
0.79% of portfolio
|
Q1 2025
Added 21.05%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
89,896
shares
|
$3.93 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
89,536
shares
|
$3.91 Million
1.01% of portfolio
|
Q2 2025
Added 0.56%
|