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 189 institutions that hold shares in the stock, with a total of 13 Million shares, which have been reported (via 13F filing form) to have a value of $510 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ascent Wealth Partners, LLC
New Hartford, NY |
Jul 31, 2024 Q2 2024 |
16,683
shares
|
$653,139
0.09% of portfolio
|
Q1 2024
New holding
|
|
Orion Capital Management LLC
|
Aug 13, 2024 Q2 2024 |
16,165
shares
|
$632,859
0.33% of portfolio
|
Q2 2024
Reduced 2.05%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
16,064
shares
|
$628,905
0.0% of portfolio
|
Q2 2024
Added 66.45%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
16,022
shares
|
$627,261
0.0% of portfolio
|
Q2 2024
Reduced 30.44%
|
|
Alera Investment Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
15,951
shares
|
$624,481
0.07% of portfolio
|
Q2 2024
Reduced 23.72%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
15,411
shares
|
$603,340
0.01% of portfolio
|
Q1 2024
Reduced 42.07%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
14,626
shares
|
$572,607
0.06% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 31, 2024 Q2 2024 |
14,527
shares
|
$568,732
0.13% of portfolio
|
Q2 2024
Added 1.37%
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
14,503
shares
|
$567,792
0.0% of portfolio
|
Q2 2024
New holding
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Aug 14, 2024 Q2 2024 |
14,019
shares
|
$548,843
0.53% of portfolio
|
Q1 2024
New holding
|
|
Global Strategic Investment Solutions, LLC
|
Aug 14, 2024 Q2 2024 |
13,812
shares
|
$540,739
0.07% of portfolio
|
Q2 2024
Reduced 64.51%
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
13,569
shares
|
$531,226
0.08% of portfolio
|
Q2 2024
Reduced 1.17%
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 17, 2024 Q2 2024 |
13,380
shares
|
$523,827
0.12% of portfolio
|
Q2 2024
New holding
|
|
Chicago Partners Investment Group LLC
|
Jul 31, 2024 Q2 2024 |
12,132
shares
|
$474,967
0.02% of portfolio
|
Q1 2024
Added 26.35%
|
|
Smith Anglin Financial, LLC
|
Jul 10, 2024 Q2 2024 |
12,048
shares
|
$471,679
0.05% of portfolio
|
Q2 2024
Added 3.5%
|
|
Buska Wealth Management, LLC
Wausau, WI |
Oct 01, 2024 Q2 2024 |
11,549
shares
|
$452,143
0.16% of portfolio
|
Q2 2024
Reduced 21.48%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
11,439
shares
|
$447,836
0.01% of portfolio
|
Q2 2024
Added 28.72%
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
11,128
shares
|
$435,661
0.06% of portfolio
|
Q1 2023
New holding
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
10,898
shares
|
$426,656
0.02% of portfolio
|
Q1 2024
Reduced 3.03%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 22, 2024 Q2 2024 |
10,750
shares
|
$420,862
0.02% of portfolio
|
Q4 2022
Reduced 38.55%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
10,737
shares
|
$420,353
0.01% of portfolio
|
Q1 2024
Reduced 0.26%
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Sep 11, 2024 Q2 2024 |
10,709
shares
|
$419,257
0.08% of portfolio
|
Q2 2024
Reduced 15.56%
|
|
Sugarloaf Wealth Management, LLC
|
Jul 08, 2024 Q2 2024 |
10,688
shares
|
$418,435
0.09% of portfolio
|
Q1 2024
Added 69.79%
|
|
Advisor Net Financial, Inc
|
Jul 16, 2024 Q2 2024 |
10,682
shares
|
$418,200
0.04% of portfolio
|
Q1 2024
Added 63.33%
|
|
Arkadios Wealth Advisors
|
Jul 29, 2024 Q2 2024 |
10,572
shares
|
$413,893
0.03% of portfolio
|
Q2 2024
Added 27.27%
|