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 |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
89,250
shares
|
$3.9 Million
0.04% of portfolio
|
Q2 2025
Reduced 17.32%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
87,739
shares
|
$3.83 Million
0.03% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
83,745
shares
|
$3.66 Million
0.42% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
82,011
shares
|
$3.58 Million
0.02% of portfolio
|
Q1 2025
Added 10.51%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
78,662
shares
|
$3.44 Million
0.04% of portfolio
|
Q2 2025
Added 169.19%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
70,554
shares
|
$3.08 Million
0.0% of portfolio
|
Q2 2025
Added 294.0%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
65,615
shares
|
$2.87 Million
0.81% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
65,318
shares
|
$2.85 Million
0.06% of portfolio
|
Q2 2025
Reduced 13.25%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
64,095
shares
|
$2.8 Million
0.29% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
63,762
shares
|
$2.79 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jul 30, 2025 Q2 2025 |
63,632
shares
|
$2.78 Million
0.95% of portfolio
|
Q2 2025
Added 13.31%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jul 25, 2025 Q2 2025 |
60,250
shares
|
$2.63 Million
1.55% of portfolio
|
Q2 2025
Reduced 10.86%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
60,018
shares
|
$2.62 Million
0.55% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
59,388
shares
|
$2.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.56%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
59,382
shares
|
$2.59 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
58,032
shares
|
$2.54 Million
0.4% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
55,393
shares
|
$2.42 Million
0.01% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
54,753
shares
|
$2.39 Million
0.01% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
54,498
shares
|
$2.38 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
54,170
shares
|
$2.37 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
53,104
shares
|
$2.32 Million
0.4% of portfolio
|
Q1 2025
Added 60.04%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
51,966
shares
|
$2.27 Million
0.08% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Aug 01, 2025 Q2 2025 |
50,804
shares
|
$2.22 Million
1.76% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
50,452
shares
|
$2.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
47,933
shares
|
$2.09 Million
0.02% of portfolio
|
Q2 2025
Added 0.52%
|