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 |
|---|---|---|---|---|---|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
46,429
shares
|
$2.03 Million
0.38% of portfolio
|
Q1 2025
Added 13.21%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
46,000
shares
|
$2.01 Million
0.51% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
45,654
shares
|
$2 Million
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
45,053
shares
|
$1.97 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
44,465
shares
|
$1.94 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
43,013
shares
|
$1.88 Million
0.06% of portfolio
|
Q2 2025
Added 83.52%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
42,227
shares
|
$1.85 Million
0.03% of portfolio
|
Q2 2025
Added 152.0%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
42,000
shares
|
$1.84 Million
0.59% of portfolio
|
Q2 2025
Added 22.91%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
40,147
shares
|
$1.75 Million
0.3% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
38,432
shares
|
$1.68 Million
0.07% of portfolio
|
Q2 2025
Added 648.87%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
38,180
shares
|
$1.67 Million
0.03% of portfolio
|
Q2 2025
Added 6.69%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jul 31, 2025 Q2 2025 |
37,910
shares
|
$1.66 Million
1.08% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
37,681
shares
|
$1.65 Million
0.12% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
35,971
shares
|
$1.57 Million
0.04% of portfolio
|
Q2 2025
Added 10.4%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
35,895
shares
|
$1.57 Million
0.0% of portfolio
|
Q2 2025
Reduced 53.54%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
35,080
shares
|
$1.53 Million
0.36% of portfolio
|
Q1 2025
Reduced 10.53%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
34,665
shares
|
$1.51 Million
0.83% of portfolio
|
Q2 2025
Added 15.09%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 07, 2025 Q2 2025 |
34,651
shares
|
$1.51 Million
0.67% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
33,301
shares
|
$1.46 Million
0.18% of portfolio
|
Q2 2025
Added 7.07%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
33,281
shares
|
$1.45 Million
0.36% of portfolio
|
Q2 2025
Reduced 8.86%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
32,776
shares
|
$1.43 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
31,319
shares
|
$1.37 Million
0.57% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
30,907
shares
|
$1.35 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.88%
|
|
|
Macroview Investment Management LLC
|
Jul 22, 2025 Q2 2025 |
30,285
shares
|
$1.32 Million
1.07% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
30,056
shares
|
$1.31 Million
0.09% of portfolio
|
Q1 2025
Reduced 8.13%
|