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 |
|---|---|---|---|---|---|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
7,685
shares
|
$335,834
0.01% of portfolio
|
Q2 2025
Reduced 13.51%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
7,647
shares
|
$334,173
0.02% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
7,560
shares
|
$330,372
0.12% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
7,520
shares
|
$328,624
0.05% of portfolio
|
Q1 2025
Reduced 14.88%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
7,494
shares
|
$327,487
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
|
$317,611
0.04% of portfolio
|
Q2 2025
Reduced 35.87%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
7,055
shares
|
$308,303
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
6,967
shares
|
$304,457
0.03% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Nikulski Financial, Inc.
|
Aug 14, 2025 Q2 2025 |
6,865
shares
|
$300,000
0.08% of portfolio
|
Q1 2025
Added 8.11%
|
|
|
First City Capital Management, Inc.
|
Jul 15, 2025 Q2 2025 |
6,750
shares
|
$294,975
0.17% of portfolio
|
Q3 2024
Reduced 28.91%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
6,700
shares
|
$292,790
0.01% of portfolio
|
Q2 2025
Added 31.37%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
6,443
shares
|
$281,559
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
6,424
shares
|
$280,728
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
6,352
shares
|
$277,582
0.28% of portfolio
|
Q1 2024
Reduced 30.07%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
6,223
shares
|
$271,945
0.0% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
6,208
shares
|
$271,289
0.01% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
6,170
shares
|
$269,629
0.17% of portfolio
|
Q3 2024
Reduced 20.59%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
6,133
shares
|
$268,012
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
5,878
shares
|
$256,868
0.05% of portfolio
|
Q2 2025
Added 13.39%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Aug 06, 2025 Q2 2025 |
5,819
shares
|
$254,290
0.13% of portfolio
|
Q2 2025
Reduced 68.74%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
5,605
shares
|
$244,938
0.0% of portfolio
|
Q1 2025
Reduced 8.7%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
5,550
shares
|
$242,535
0.28% of portfolio
|
Q3 2021
New holding
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
5,367
shares
|
$234,537
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
5,361
shares
|
$234,275
0.07% of portfolio
|
Q2 2025
Reduced 26.01%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
5,338
shares
|
$233,270
0.02% of portfolio
|
Q2 2025
Added 4.77%
|