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 |
|---|---|---|---|---|---|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
7,962
shares
|
$339,420
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
7,923
shares
|
$337,757
0.03% of portfolio
|
Q2 2024
Reduced 26.93%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
7,685
shares
|
$327,611
0.01% of portfolio
|
Q2 2025
Reduced 13.51%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
7,669
shares
|
$326,929
0.02% of portfolio
|
Q1 2025
Reduced 47.18%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
7,660
shares
|
$326,545
0.12% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
7,520
shares
|
$320,577
0.06% of portfolio
|
Q1 2025
Reduced 14.88%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
7,494
shares
|
$319,469
0.02% of portfolio
|
Q1 2025
Added 13.65%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
7,268
shares
|
$309,834
0.04% of portfolio
|
Q2 2025
Reduced 35.87%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
7,128
shares
|
$303,866
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
7,061
shares
|
$301,010
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
7,055
shares
|
$300,754
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
6,967
shares
|
$297,003
0.03% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
6,865
shares
|
$292,654
0.08% of portfolio
|
Q1 2025
Added 8.11%
|
|
|
First City Capital Management, Inc.
|
Jul 15, 2025 Q2 2025 |
6,750
shares
|
$287,752
0.17% of portfolio
|
Q3 2024
Reduced 28.91%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
6,443
shares
|
$274,665
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
6,352
shares
|
$270,785
0.28% of portfolio
|
Q1 2024
Reduced 30.07%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
6,300
shares
|
$268,569
0.2% of portfolio
|
Q1 2025
Reduced 8.7%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
6,223
shares
|
$265,286
0.0% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
6,170
shares
|
$263,027
0.17% of portfolio
|
Q3 2024
Reduced 20.59%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,133
shares
|
$261,449
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
6,108
shares
|
$260,384
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
5,675
shares
|
$241,925
0.02% of portfolio
|
Q1 2025
Reduced 5.02%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
5,605
shares
|
$238,941
0.0% of portfolio
|
Q1 2025
Reduced 8.7%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
5,550
shares
|
$236,596
0.28% of portfolio
|
Q3 2021
New holding
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
5,367
shares
|
$228,795
0.05% of portfolio
|
Q1 2025
New holding
|