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 183 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 $462 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
95,564
shares
|
$3.83 Million
0.05% of portfolio
|
Q3 2024
Reduced 38.7%
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 31, 2024 Q3 2024 |
90,778
shares
|
$3.64 Million
1.37% of portfolio
|
Q3 2024
Reduced 4.79%
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
86,783
shares
|
$3.48 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
84,901
shares
|
$3.4 Million
0.38% of portfolio
|
Q3 2024
Added 1.42%
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
82,990
shares
|
$3.32 Million
0.4% of portfolio
|
Q3 2024
Reduced 7.65%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
79,619
shares
|
$3.19 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.72%
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
78,734
shares
|
$3.15 Million
0.79% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
77,415
shares
|
$3.1 Million
0.07% of portfolio
|
Q3 2024
Added 127.16%
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
75,821
shares
|
$3.04 Million
1.27% of portfolio
|
Q3 2024
Reduced 6.55%
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
73,577
shares
|
$2.95 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
71,340
shares
|
$2.86 Million
0.01% of portfolio
|
Q1 2024
Added 275.95%
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
69,990
shares
|
$2.8 Million
0.1% of portfolio
|
Q3 2024
Reduced 16.86%
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
67,205
shares
|
$2.69 Million
0.93% of portfolio
|
Q1 2024
Added 3.55%
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
66,137
shares
|
$2.65 Million
1.63% of portfolio
|
Q2 2024
Added 17.25%
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
65,714
shares
|
$2.63 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
62,347
shares
|
$2.5 Million
0.35% of portfolio
|
Q3 2024
Reduced 4.52%
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
55,774
shares
|
$2.23 Million
0.84% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
55,414
shares
|
$2.22 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.2%
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
55,361
shares
|
$2.22 Million
0.0% of portfolio
|
Q3 2024
Added 15.31%
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
54,657
shares
|
$2.19 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
54,170
shares
|
$2.17 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
54,018
shares
|
$2.16 Million
0.01% of portfolio
|
Q3 2024
Added 0.79%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
48,612
shares
|
$1.95 Million
0.06% of portfolio
|
Q2 2024
Added 2.99%
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
48,443
shares
|
$1.94 Million
0.02% of portfolio
|
Q3 2024
Added 0.61%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
47,981
shares
|
$1.92 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.93%
|