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 |
|---|---|---|---|---|---|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
17,086
shares
|
$746,658
0.27% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
16,632
shares
|
$726,818
0.0% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
16,062
shares
|
$701,909
0.09% of portfolio
|
Q2 2025
Added 7.78%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
15,881
shares
|
$693,999
0.01% of portfolio
|
Q2 2025
Added 68.2%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
15,665
shares
|
$684,560
0.26% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
15,661
shares
|
$684,385
0.12% of portfolio
|
Q1 2025
Added 17.84%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
15,556
shares
|
$679,797
0.0% of portfolio
|
Q1 2025
Added 80.74%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
15,411
shares
|
$673,460
0.01% of portfolio
|
Q1 2024
Reduced 42.07%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
14,135
shares
|
$617,699
0.03% of portfolio
|
Q2 2025
Added 47.36%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
13,971
shares
|
$610,532
0.03% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Jul 15, 2025 Q2 2025 |
13,893
shares
|
$607,124
0.37% of portfolio
|
Q1 2025
Added 179.03%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
13,800
shares
|
$603,060
0.0% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Jul 30, 2025 Q2 2025 |
13,755
shares
|
$601,093
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
12,928
shares
|
$564,953
0.56% of portfolio
|
Q1 2025
Added 12.65%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 14, 2025 Q2 2025 |
12,896
shares
|
$563,555
0.13% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
12,833
shares
|
$560,802
0.02% of portfolio
|
Q2 2025
Added 7.31%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
12,732
shares
|
$556,388
0.16% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
12,581
shares
|
$549,789
0.07% of portfolio
|
Q2 2025
Reduced 31.61%
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
Jul 31, 2025 Q2 2025 |
12,313
shares
|
$538,078
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
12,200
shares
|
$533,140
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
12,132
shares
|
$530,168
0.02% of portfolio
|
Q1 2024
Added 26.35%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
11,600
shares
|
$506,920
0.09% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
11,465
shares
|
$501,020
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
11,130
shares
|
$486,381
0.06% of portfolio
|
Q2 2025
Reduced 7.62%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
11,128
shares
|
$486,293
0.06% of portfolio
|
Q1 2023
New holding
|