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 11.5 Million shares, which have been reported (via 13F filing form) to have a value of $450 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
1,496,555
shares
|
$58.8 Million
0.02% of portfolio
|
Q4 2024
Reduced 16.83%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
1,215,102
shares
|
$47.7 Million
0.86% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
735,726
shares
|
$28.9 Million
6.84% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
730,681
shares
|
$28.7 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Feb 14, 2025 Q4 2024 |
277,311
shares
|
$10.9 Million
0.24% of portfolio
|
Q4 2024
Reduced 97.51%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
276,543
shares
|
$10.9 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.98%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
246,508
shares
|
$9.68 Million
0.02% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
232,111
shares
|
$9.11 Million
1.0% of portfolio
|
Q1 2024
Added 272.71%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
231,949
shares
|
$9.11 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
222,527
shares
|
$8.74 Million
0.05% of portfolio
|
Q4 2024
Added 10.34%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
210,939
shares
|
$8.28 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
185,289
shares
|
$7.28 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
183,924
shares
|
$7.22 Million
0.12% of portfolio
|
Q1 2025
Added 32.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
159,870
shares
|
$6.28 Million
0.0% of portfolio
|
Q1 2025
Added 255.89%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
144,261
shares
|
$5.67 Million
0.34% of portfolio
|
Q4 2023
Reduced 0.89%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
131,493
shares
|
$5.16 Million
1.34% of portfolio
|
Q1 2025
Added 34.96%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
130,697
shares
|
$5.13 Million
0.01% of portfolio
|
Q1 2025
Added 18.05%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
129,592
shares
|
$5.09 Million
0.12% of portfolio
|
Q1 2024
Added 27.34%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
124,999
shares
|
$4.91 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.47%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
124,792
shares
|
$4.9 Million
2.25% of portfolio
|
Q2 2023
Added 4.25%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
107,713
shares
|
$4.23 Million
0.0% of portfolio
|
Q1 2025
Added 28.07%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
107,181
shares
|
$4.21 Million
0.01% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
104,429
shares
|
$4.1 Million
0.91% of portfolio
|
Q1 2025
Added 21.05%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
102,378
shares
|
$4.02 Million
0.19% of portfolio
|
Q4 2024
Reduced 7.38%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
94,493
shares
|
$3.71 Million
0.09% of portfolio
|
Q4 2024
Reduced 9.94%
|