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 206 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 $498 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
89,536
shares
|
$3.82 Million
1.01% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
88,174
shares
|
$3.76 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
87,739
shares
|
$3.74 Million
0.03% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
83,894
shares
|
$3.58 Million
0.42% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
82,011
shares
|
$3.5 Million
0.02% of portfolio
|
Q1 2025
Added 10.51%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
77,257
shares
|
$3.29 Million
0.01% of portfolio
|
Q1 2025
Added 8.29%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
75,296
shares
|
$3.21 Million
0.08% of portfolio
|
Q1 2025
Reduced 20.32%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 15, 2025 Q1 2025 |
67,588
shares
|
$2.88 Million
1.81% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
65,615
shares
|
$2.8 Million
0.81% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
64,095
shares
|
$2.73 Million
0.29% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
60,018
shares
|
$2.56 Million
0.55% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
59,388
shares
|
$2.53 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.56%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
59,382
shares
|
$2.53 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
58,032
shares
|
$2.47 Million
0.4% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
56,157
shares
|
$2.39 Million
0.85% of portfolio
|
Q1 2025
Added 4.43%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
55,273
shares
|
$2.36 Million
0.01% of portfolio
|
Q1 2025
Added 34.17%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
54,498
shares
|
$2.32 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
54,475
shares
|
$2.32 Million
0.07% of portfolio
|
Q1 2025
Added 131.21%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
54,170
shares
|
$2.31 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
54,036
shares
|
$2.3 Million
0.01% of portfolio
|
Q1 2025
Added 78.3%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
May 01, 2025 Q1 2025 |
50,904
shares
|
$2.17 Million
1.85% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
50,452
shares
|
$2.15 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
47,685
shares
|
$2.03 Million
0.02% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
46,429
shares
|
$1.98 Million
0.4% of portfolio
|
Q1 2025
Added 13.21%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
46,000
shares
|
$1.96 Million
0.51% of portfolio
|
Q1 2025
Reduced 2.27%
|