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 |
|---|---|---|---|---|---|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
29,975
shares
|
$1.31 Million
0.49% of portfolio
|
Q1 2023
Reduced 3.42%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Aug 11, 2025 Q2 2025 |
28,157
shares
|
$1.23 Million
0.37% of portfolio
|
Q2 2025
Reduced 22.06%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Aug 12, 2025 Q2 2025 |
28,048
shares
|
$1.23 Million
0.15% of portfolio
|
Q2 2025
Added 7.14%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jul 09, 2025 Q2 2025 |
28,035
shares
|
$1.23 Million
0.68% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
28,033
shares
|
$1.23 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.08%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
26,387
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
25,205
shares
|
$1.1 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
24,201
shares
|
$1.06 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Bullseye Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
23,600
shares
|
$1.03 Million
1.6% of portfolio
|
Q1 2025
Added 16.09%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
22,975
shares
|
$1 Million
0.03% of portfolio
|
Q2 2025
Added 152.03%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
22,952
shares
|
$1 Million
0.02% of portfolio
|
Q2 2025
Reduced 35.26%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
22,317
shares
|
$975,252
0.77% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
21,131
shares
|
$923,424
0.16% of portfolio
|
Q4 2024
Reduced 6.96%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
19,905
shares
|
$869,848
0.05% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Aug 05, 2025 Q2 2025 |
19,643
shares
|
$858,399
0.76% of portfolio
|
Q2 2025
Reduced 4.38%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
19,550
shares
|
$854,335
0.01% of portfolio
|
Q2 2025
Added 248.8%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
19,118
shares
|
$835,456
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Aug 04, 2025 Q2 2025 |
18,515
shares
|
$809,105
0.31% of portfolio
|
Q2 2025
Reduced 10.24%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
18,485
shares
|
$807,794
0.03% of portfolio
|
Q2 2025
Reduced 37.48%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
17,813
shares
|
$778,428
0.01% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
17,782
shares
|
$777,073
0.02% of portfolio
|
Q1 2025
Reduced 74.5%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
17,720
shares
|
$774,364
0.04% of portfolio
|
Q2 2025
Added 4.27%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
17,673
shares
|
$772,310
0.07% of portfolio
|
Q2 2025
Added 86.21%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
17,277
shares
|
$755,004
0.01% of portfolio
|
Q3 2022
Reduced 44.83%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
17,175
shares
|
$750,547
0.28% of portfolio
|
Q1 2025
Added 174.36%
|