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 203 institutions that hold shares in the stock, with a total of 11.6 Million shares, which have been reported (via 13F filing form) to have a value of $492 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
15,661
shares
|
$662,616
0.12% of portfolio
|
Q1 2025
Added 17.84%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
15,556
shares
|
$658,174
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
|
$652,039
0.01% of portfolio
|
Q1 2024
Reduced 42.07%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
14,902
shares
|
$630,503
0.1% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
14,790
shares
|
$625,764
0.12% of portfolio
|
Q4 2024
Added 134.87%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
13,977
shares
|
$591,366
0.03% of portfolio
|
Q1 2025
Reduced 15.36%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Apr 15, 2025 Q1 2025 |
13,893
shares
|
$587,812
0.4% of portfolio
|
Q1 2025
Added 179.03%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
13,808
shares
|
$584,216
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
13,800
shares
|
$583,878
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
May 07, 2025 Q1 2025 |
13,755
shares
|
$581,974
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
12,928
shares
|
$546,983
0.56% of portfolio
|
Q1 2025
Added 12.65%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
12,657
shares
|
$535,517
0.14% of portfolio
|
Q1 2025
Added 42.36%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
12,412
shares
|
$525,151
0.02% of portfolio
|
Q1 2025
Added 69.59%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
12,281
shares
|
$519,609
0.19% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
12,200
shares
|
$516,182
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
12,132
shares
|
$513,304
0.02% of portfolio
|
Q1 2024
Added 26.35%
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
12,048
shares
|
$509,750
0.06% of portfolio
|
Q2 2024
Added 3.5%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
11,959
shares
|
$505,985
0.01% of portfolio
|
Q1 2025
Added 11.38%
|
|
|
Schnieders Capital Management LLC
|
May 09, 2025 Q1 2025 |
11,600
shares
|
$490,796
0.1% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
11,421
shares
|
$483,222
0.02% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Apr 10, 2025 Q1 2025 |
11,374
shares
|
$481,233
0.38% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
11,128
shares
|
$470,825
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
11,065
shares
|
$468,160
0.03% of portfolio
|
Q1 2025
Added 73.84%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
10,931
shares
|
$462,490
0.0% of portfolio
|
Q1 2025
Added 52.69%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
10,783
shares
|
$456,228
0.2% of portfolio
|
Q1 2025
Added 7.37%
|