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 206 institutions that hold shares in the stock, with a total of 11.7 Million shares, which have been reported (via 13F filing form) to have a value of $498 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
26,658
shares
|
$1.14 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
May 02, 2025 Q1 2025 |
26,178
shares
|
$1.12 Million
0.14% of portfolio
|
Q1 2025
Added 87.93%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
25,205
shares
|
$1.07 Million
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
24,201
shares
|
$1.03 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Bullseye Investment Management, LLC
|
May 15, 2025 Q1 2025 |
23,600
shares
|
$1.01 Million
1.6% of portfolio
|
Q1 2025
Added 16.09%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
23,438
shares
|
$999,161
0.03% of portfolio
|
Q1 2025
Added 58.72%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
22,952
shares
|
$978,443
0.02% of portfolio
|
Q2 2025
Reduced 35.26%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
22,275
shares
|
$949,583
0.71% of portfolio
|
Q1 2025
Added 35.26%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
21,131
shares
|
$900,814
0.16% of portfolio
|
Q4 2024
Reduced 6.96%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Apr 29, 2025 Q1 2025 |
20,627
shares
|
$879,329
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
20,543
shares
|
$875,748
0.41% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
19,905
shares
|
$848,550
0.05% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
19,118
shares
|
$815,000
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
May 09, 2025 Q1 2025 |
18,614
shares
|
$793,514
0.53% of portfolio
|
Q1 2025
Reduced 44.15%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
18,396
shares
|
$784,221
0.1% of portfolio
|
Q1 2025
Added 37.05%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
17,907
shares
|
$763,375
0.0% of portfolio
|
Q1 2025
Reduced 52.94%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
17,813
shares
|
$759,368
0.01% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
17,782
shares
|
$758,046
0.02% of portfolio
|
Q1 2025
Reduced 74.5%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
17,673
shares
|
$753,399
0.07% of portfolio
|
Q2 2025
Added 86.21%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
17,277
shares
|
$736,518
0.01% of portfolio
|
Q3 2022
Reduced 44.83%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
17,175
shares
|
$732,170
0.31% of portfolio
|
Q1 2025
Added 174.36%
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
17,086
shares
|
$728,376
0.27% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
16,995
shares
|
$724,496
0.04% of portfolio
|
Q1 2025
Reduced 53.5%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
16,757
shares
|
$714,350
0.01% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
16,632
shares
|
$709,022
0.0% of portfolio
|
Q1 2025
Added 6.47%
|