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 |
|---|---|---|---|---|---|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
5,300
shares
|
$231,610
0.15% of portfolio
|
Q2 2025
Reduced 15.87%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
5,250
shares
|
$229,425
0.02% of portfolio
|
Q2 2025
Reduced 7.49%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
5,204
shares
|
$227,414
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
4,996
shares
|
$218,325
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fc Advisory LLC
|
Aug 14, 2025 Q2 2025 |
4,887
shares
|
$213,561
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
4,644
shares
|
$202,942
0.0% of portfolio
|
Q2 2025
Reduced 34.23%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
4,518
shares
|
$197,436
0.23% of portfolio
|
Q1 2025
Added 20.29%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
4,230
shares
|
$184,851
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
3,000
shares
|
$131,100
0.01% of portfolio
|
Q2 2025
Added 14.55%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
2,878
shares
|
$125,768
0.0% of portfolio
|
Q1 2025
Reduced 50.28%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
2,850
shares
|
$124,545
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
2,262
shares
|
$98,849
0.0% of portfolio
|
Q2 2025
Added 208.17%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,105
shares
|
$91,988
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
2,000
shares
|
$87,400
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
1,990
shares
|
$86,963
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
1,825
shares
|
$79,752
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
1,572
shares
|
$68,696
0.04% of portfolio
|
Q4 2022
Reduced 50.0%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,500
shares
|
$65,550
0.0% of portfolio
|
Q3 2022
Added 200.0%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
1,329
shares
|
$58,077
0.03% of portfolio
|
Q2 2025
Added 210.51%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
800
shares
|
$34,960
0.01% of portfolio
|
Q3 2024
Reduced 76.64%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
655
shares
|
$28,623
0.0% of portfolio
|
Q2 2025
Added 1210.0%
|
|
|
Beacon Capital Management, Inc.
|
Sep 04, 2025 Q2 2025 |
556
shares
|
$24,297
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
543
shares
|
$23,729
0.0% of portfolio
|
Q1 2025
Reduced 96.26%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
500
shares
|
$21,850
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
319
shares
|
$13,940
0.01% of portfolio
|
Q4 2024
Added 578.72%
|