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 $474 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
1,715,451
shares
|
$69.8 Million
0.03% of portfolio
|
Q1 2025
Added 14.63%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
1,215,102
shares
|
$49.5 Million
0.86% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
735,726
shares
|
$29.9 Million
6.84% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
656,244
shares
|
$26.7 Million
0.06% of portfolio
|
Q1 2025
Reduced 10.19%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
369,942
shares
|
$15.1 Million
0.02% of portfolio
|
Q1 2025
Added 33.77%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
288,172
shares
|
$11.7 Million
0.06% of portfolio
|
Q1 2025
Added 36.61%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
282,510
shares
|
$11.5 Million
0.0% of portfolio
|
Q1 2025
Added 21.8%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
246,508
shares
|
$10 Million
0.02% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
232,111
shares
|
$9.45 Million
1.0% of portfolio
|
Q1 2024
Added 272.71%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
186,350
shares
|
$7.58 Million
0.04% of portfolio
|
Q1 2025
Reduced 16.26%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
185,289
shares
|
$7.54 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
183,924
shares
|
$7.49 Million
0.12% of portfolio
|
Q1 2025
Added 32.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
159,870
shares
|
$6.51 Million
0.0% of portfolio
|
Q1 2025
Added 255.89%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
157,230
shares
|
$6.4 Million
0.01% of portfolio
|
Q1 2025
Added 25.79%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
144,261
shares
|
$5.87 Million
0.34% of portfolio
|
Q4 2023
Reduced 0.89%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
131,493
shares
|
$5.35 Million
1.34% of portfolio
|
Q1 2025
Added 34.96%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
130,697
shares
|
$5.32 Million
0.01% of portfolio
|
Q1 2025
Added 18.05%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
129,592
shares
|
$5.27 Million
0.12% of portfolio
|
Q1 2024
Added 27.34%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
125,004
shares
|
$5.09 Million
0.23% of portfolio
|
Q1 2025
Added 22.1%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
124,792
shares
|
$5.08 Million
2.25% of portfolio
|
Q2 2023
Added 4.25%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
107,944
shares
|
$4.39 Million
0.05% of portfolio
|
Q1 2025
Added 44.02%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
107,713
shares
|
$4.38 Million
0.0% of portfolio
|
Q1 2025
Added 28.07%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
107,181
shares
|
$4.36 Million
0.01% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
104,429
shares
|
$4.25 Million
0.91% of portfolio
|
Q1 2025
Added 21.05%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
90,581
shares
|
$3.69 Million
0.22% of portfolio
|
Q1 2025
Reduced 9.15%
|