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 177 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 $565 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
51,461
shares
|
$1.96 Million
0.02% of portfolio
|
Q1 2024
Added 1375.37%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
47,729
shares
|
$1.82 Million
0.02% of portfolio
|
Q1 2024
Added 6.21%
|
|
Corrado Advisors, LLC
Ramsey, NJ |
May 09, 2024 Q1 2024 |
47,448
shares
|
$1.81 Million
1.36% of portfolio
|
Q1 2024
New holding
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
47,332
shares
|
$1.8 Million
0.01% of portfolio
|
Q1 2024
Added 181.24%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 11, 2024 Q1 2024 |
47,200
shares
|
$1.8 Million
0.06% of portfolio
|
Q1 2024
Added 305.99%
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 15, 2024 Q1 2024 |
45,744
shares
|
$1.74 Million
0.56% of portfolio
|
Q1 2024
New holding
|
|
Blue Bell Private Wealth Management, LLC
|
Apr 24, 2024 Q1 2024 |
44,160
shares
|
$1.68 Million
0.37% of portfolio
|
Q1 2024
Reduced 1.08%
|
|
Weaver Capital Management LLC
Suwanee, GA |
May 15, 2024 Q1 2024 |
43,432
shares
|
$1.66 Million
0.55% of portfolio
|
Q1 2024
Added 15.6%
|
|
Main Street Financial Solutions, LLC
|
Apr 22, 2024 Q1 2024 |
42,555
shares
|
$1.62 Million
0.16% of portfolio
|
Q1 2024
Reduced 1.69%
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 10, 2024 Q1 2024 |
40,843
shares
|
$1.56 Million
0.22% of portfolio
|
Q1 2024
New holding
|
|
Cornerstone Wealth Group, LLC
|
Apr 17, 2024 Q1 2024 |
39,125
shares
|
$1.49 Million
0.13% of portfolio
|
Q1 2024
New holding
|
|
Global Strategic Investment Solutions, LLC
|
Apr 30, 2024 Q1 2024 |
38,919
shares
|
$1.48 Million
0.18% of portfolio
|
Q1 2024
New holding
|
|
Castle Rock Wealth Management, LLC
|
May 13, 2024 Q1 2024 |
37,857
shares
|
$1.44 Million
0.38% of portfolio
|
Q1 2024
New holding
|
|
Bullseye Investment Management, LLC
|
May 20, 2024 Q1 2024 |
37,039
shares
|
$1.41 Million
1.47% of portfolio
|
Q1 2024
New holding
|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 24, 2024 Q1 2024 |
35,710
shares
|
$1.36 Million
1.08% of portfolio
|
Q1 2024
Added 271.98%
|
|
Stratos Wealth Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
35,476
shares
|
$1.35 Million
0.08% of portfolio
|
Q1 2024
Added 70.71%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
35,353
shares
|
$1.35 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
34,673
shares
|
$1.32 Million
0.04% of portfolio
|
Q1 2024
Added 235.43%
|
|
Stuart Chaussee & Associates, Inc.
|
May 08, 2024 Q1 2024 |
34,172
shares
|
$1.3 Million
0.68% of portfolio
|
Q2 2023
Reduced 89.38%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
33,405
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2024
Added 407.98%
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
32,227
shares
|
$1.23 Million
0.05% of portfolio
|
Q1 2024
New holding
|
|
Worth Pointe, LLC
La Jolla, CA |
May 14, 2024 Q1 2024 |
32,049
shares
|
$1.22 Million
0.58% of portfolio
|
Q1 2024
Reduced 1.19%
|
|
Trek Financial, LLC
Scottsdale, AZ |
May 14, 2024 Q1 2024 |
31,736
shares
|
$1.21 Million
0.1% of portfolio
|
Q1 2024
Added 132.94%
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 30, 2024 Q1 2024 |
31,267
shares
|
$1.19 Million
0.19% of portfolio
|
Q1 2024
Added 12.63%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
31,181
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2024
Added 115.64%
|