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 209 institutions that hold shares in the stock, with a total of 11.8 Million shares, which have been reported (via 13F filing form) to have a value of $516 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
10,745
shares
|
$470,523
0.03% of portfolio
|
Q3 2024
Added 47.37%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
10,710
shares
|
$468,990
0.01% of portfolio
|
Q2 2025
Reduced 13.71%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
10,403
shares
|
$455,547
0.11% of portfolio
|
Q2 2023
Reduced 13.16%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
10,386
shares
|
$454,802
0.05% of portfolio
|
Q3 2024
Reduced 34.89%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
10,138
shares
|
$443,943
0.08% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
9,941
shares
|
$435,316
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
9,884
shares
|
$432,820
0.01% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
9,639
shares
|
$422,091
0.13% of portfolio
|
Q1 2025
Added 35.7%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
9,574
shares
|
$419,245
0.03% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
9,414
shares
|
$412,239
0.01% of portfolio
|
Q3 2025
Reduced 59.03%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
9,384
shares
|
$410,925
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Providence First Trust CO
|
Oct 29, 2025 Q3 2025 |
9,330
shares
|
$408,560
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
9,320
shares
|
$408,122
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
9,187
shares
|
$402,298
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
9,074
shares
|
$397,350
0.05% of portfolio
|
Q1 2024
Reduced 5.34%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
8,847
shares
|
$387,410
0.02% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
8,484
shares
|
$371,514
0.1% of portfolio
|
Q2 2025
Reduced 11.65%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Oct 16, 2025 Q3 2025 |
8,470
shares
|
$370,901
0.21% of portfolio
|
Q3 2025
Reduced 39.03%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
8,287
shares
|
$362,887
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Oct 27, 2025 Q3 2025 |
7,986
shares
|
$349,706
0.21% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
7,962
shares
|
$348,655
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
7,904
shares
|
$346,116
0.06% of portfolio
|
Q3 2025
Reduced 82.98%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Oct 03, 2025 Q3 2025 |
7,891
shares
|
$345,546
0.18% of portfolio
|
Q3 2025
Reduced 71.85%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
7,808
shares
|
$341,912
0.03% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
7,685
shares
|
$336,526
0.01% of portfolio
|
Q2 2025
Reduced 13.51%
|