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 11.5 Million shares, which have been reported (via 13F filing form) to have a value of $508 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
82,011
shares
|
$3.62 Million
0.02% of portfolio
|
Q1 2025
Added 10.51%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
80,816
shares
|
$3.57 Million
0.12% of portfolio
|
Q3 2025
Reduced 10.1%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
75,982
shares
|
$3.36 Million
0.02% of portfolio
|
Q3 2025
Reduced 13.4%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
72,116
shares
|
$3.19 Million
0.04% of portfolio
|
Q3 2025
Reduced 8.32%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
70,678
shares
|
$3.12 Million
0.03% of portfolio
|
Q3 2025
Reduced 20.81%
|
|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
65,615
shares
|
$2.9 Million
0.79% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
62,897
shares
|
$2.78 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 27, 2025 Q3 2025 |
62,187
shares
|
$2.75 Million
0.92% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
59,068
shares
|
$2.61 Million
0.39% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Nov 03, 2025 Q3 2025 |
58,820
shares
|
$2.6 Million
1.41% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
57,562
shares
|
$2.54 Million
0.62% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
57,345
shares
|
$2.53 Million
0.25% of portfolio
|
Q3 2025
Reduced 10.53%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
56,232
shares
|
$2.48 Million
0.03% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
55,343
shares
|
$2.45 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
55,047
shares
|
$2.43 Million
0.01% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
54,170
shares
|
$2.39 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
51,162
shares
|
$2.26 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 03, 2025 Q3 2025 |
50,513
shares
|
$2.23 Million
1.67% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 12, 2025 Q3 2025 |
49,924
shares
|
$2.21 Million
0.36% of portfolio
|
Q3 2025
Reduced 5.99%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
49,254
shares
|
$2.18 Million
0.64% of portfolio
|
Q3 2025
New holding
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
45,654
shares
|
$2.02 Million
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
45,224
shares
|
$2 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.36%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 19, 2025 Q3 2025 |
45,025
shares
|
$1.99 Million
0.57% of portfolio
|
Q3 2025
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
44,465
shares
|
$1.96 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
43,566
shares
|
$1.93 Million
0.05% of portfolio
|
Q3 2025
Added 1.29%
|
|