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 176 institutions that hold shares in the stock, with a total of 14.8 Million shares, which have been reported (via 13F filing form) to have a value of $561 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
May 14, 2024 Q1 2024 |
2,034,787
shares
|
$77.2 Million
0.03% of portfolio
|
Q1 2024
Added 20.09%
|
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
1,284,652
shares
|
$48.7 Million
0.59% of portfolio
|
Q1 2024
Added 1902.76%
|
|
|
Brookstone Capital Management
|
Apr 15, 2024 Q1 2024 |
945,269
shares
|
$35.8 Million
0.7% of portfolio
|
Q1 2024
Added 2001.34%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
May 15, 2024 Q1 2024 |
912,888
shares
|
$34.6 Million
0.42% of portfolio
|
Q1 2024
Added 8.29%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
819,899
shares
|
$31.1 Million
0.07% of portfolio
|
Q1 2024
Added 225.67%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 12, 2024 Q1 2024 |
776,869
shares
|
$29.5 Million
8.03% of portfolio
|
Q1 2024
Added 2.14%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
603,097
shares
|
$22.9 Million
0.04% of portfolio
|
Q1 2024
Added 146.11%
|
|
|
Personal Cfo Solutions, LLC
|
May 13, 2024 Q1 2024 |
516,789
shares
|
$19.6 Million
3.17% of portfolio
|
Q1 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
291,055
shares
|
$11 Million
0.03% of portfolio
|
Q1 2024
Added 1271.61%
|
|
|
Mai Capital Management
|
May 08, 2024 Q1 2024 |
253,289
shares
|
$9.6 Million
0.1% of portfolio
|
Q1 2024
Added 188.61%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
232,111
shares
|
$8.8 Million
1.0% of portfolio
|
Q1 2024
Added 272.71%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
May 14, 2024 Q1 2024 |
220,417
shares
|
$8.36 Million
2.73% of portfolio
|
Q1 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
217,411
shares
|
$8.24 Million
0.06% of portfolio
|
Q1 2024
Added 71.0%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
187,486
shares
|
$7.11 Million
0.01% of portfolio
|
Q1 2024
Added 38.34%
|
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
168,630
shares
|
$6.39 Million
0.1% of portfolio
|
Q1 2024
Added 39.53%
|
|
|
Townsquare Capital LLC
|
May 15, 2024 Q1 2024 |
157,773
shares
|
$5.98 Million
0.09% of portfolio
|
Q1 2024
Added 91.47%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
144,261
shares
|
$5.47 Million
0.34% of portfolio
|
Q4 2023
Reduced 0.89%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
143,423
shares
|
$5.44 Million
0.01% of portfolio
|
Q1 2024
Added 71.36%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
131,426
shares
|
$4.98 Million
0.0% of portfolio
|
Q1 2024
Added 124.07%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
129,592
shares
|
$4.91 Million
0.12% of portfolio
|
Q1 2024
Added 27.34%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
124,792
shares
|
$4.73 Million
2.25% of portfolio
|
Q2 2023
Added 4.25%
|
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
120,967
shares
|
$4.59 Million
0.01% of portfolio
|
Q1 2024
Added 138.18%
|
|
|
Forvis Wealth Advisors, LLC
|
Apr 19, 2024 Q1 2024 |
119,426
shares
|
$4.53 Million
0.11% of portfolio
|
Q1 2024
Added 4.79%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
115,455
shares
|
$4.38 Million
0.02% of portfolio
|
Q1 2024
Added 75.94%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 14, 2024 Q1 2024 |
111,388
shares
|
$4.22 Million
0.05% of portfolio
|
Q1 2024
Added 47.96%
|
|