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 203 institutions that hold shares in the stock, with a total of 11.6 Million shares, which have been reported (via 13F filing form) to have a value of $492 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
89,038
shares
|
$3.77 Million
0.97% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
88,174
shares
|
$3.73 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
87,739
shares
|
$3.71 Million
0.03% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
83,894
shares
|
$3.55 Million
0.42% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
82,011
shares
|
$3.47 Million
0.02% of portfolio
|
Q1 2025
Added 10.51%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
77,257
shares
|
$3.27 Million
0.01% of portfolio
|
Q1 2025
Added 8.29%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
75,296
shares
|
$3.19 Million
0.08% of portfolio
|
Q1 2025
Reduced 20.32%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 15, 2025 Q1 2025 |
67,588
shares
|
$2.86 Million
1.81% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
66,595
shares
|
$2.82 Million
0.29% of portfolio
|
Q1 2025
Reduced 16.2%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
65,615
shares
|
$2.78 Million
0.81% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
59,697
shares
|
$2.53 Million
0.35% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
59,388
shares
|
$2.51 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.56%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
59,117
shares
|
$2.5 Million
0.61% of portfolio
|
Q1 2025
Reduced 16.37%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
56,407
shares
|
$2.39 Million
0.41% of portfolio
|
Q1 2025
Added 118.45%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
56,157
shares
|
$2.38 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
|
$2.34 Million
0.01% of portfolio
|
Q1 2025
Added 34.17%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
54,498
shares
|
$2.31 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
54,475
shares
|
$2.3 Million
0.07% of portfolio
|
Q1 2025
Added 131.21%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
54,170
shares
|
$2.29 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
54,036
shares
|
$2.29 Million
0.01% of portfolio
|
Q1 2025
Added 78.3%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
51,892
shares
|
$2.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
May 01, 2025 Q1 2025 |
50,904
shares
|
$2.15 Million
1.85% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
47,685
shares
|
$2.02 Million
0.02% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
46,429
shares
|
$1.96 Million
0.4% of portfolio
|
Q1 2025
Added 13.21%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
46,000
shares
|
$1.95 Million
0.51% of portfolio
|
Q1 2025
Reduced 2.27%
|