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 |
|---|---|---|---|---|---|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
42,625
shares
|
$1.88 Million
0.45% of portfolio
|
Q3 2025
Reduced 7.34%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
39,463
shares
|
$1.74 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 08, 2025 Q3 2025 |
37,910
shares
|
$1.68 Million
1.01% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
37,396
shares
|
$1.65 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
36,618
shares
|
$1.62 Million
0.0% of portfolio
|
Q3 2025
Reduced 38.34%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
35,971
shares
|
$1.59 Million
0.04% of portfolio
|
Q2 2025
Added 10.4%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
35,895
shares
|
$1.59 Million
0.0% of portfolio
|
Q2 2025
Reduced 53.54%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Oct 22, 2025 Q3 2025 |
35,690
shares
|
$1.58 Million
0.58% of portfolio
|
Q3 2025
Reduced 15.02%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
34,725
shares
|
$1.53 Million
0.33% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
34,383
shares
|
$1.52 Million
0.02% of portfolio
|
Q3 2025
Reduced 9.94%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 17, 2025 Q3 2025 |
33,791
shares
|
$1.49 Million
0.66% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
33,281
shares
|
$1.47 Million
0.36% of portfolio
|
Q2 2025
Reduced 8.86%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
32,916
shares
|
$1.45 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
31,357
shares
|
$1.39 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
30,807
shares
|
$1.36 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
30,652
shares
|
$1.35 Million
0.52% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Macroview Investment Management LLC
|
Oct 24, 2025 Q3 2025 |
30,285
shares
|
$1.34 Million
1.02% of portfolio
|
Q1 2025
New holding
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
30,282
shares
|
$1.34 Million
0.18% of portfolio
|
Q3 2025
Reduced 49.0%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
30,056
shares
|
$1.33 Million
0.09% of portfolio
|
Q1 2025
Reduced 8.13%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
29,975
shares
|
$1.32 Million
0.49% of portfolio
|
Q1 2023
Reduced 3.42%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
28,188
shares
|
$1.25 Million
0.62% of portfolio
|
Q3 2025
Reduced 18.68%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 04, 2025 Q3 2025 |
28,157
shares
|
$1.24 Million
0.35% of portfolio
|
Q2 2025
Reduced 22.06%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 21, 2025 Q3 2025 |
28,048
shares
|
$1.24 Million
0.15% of portfolio
|
Q2 2025
Added 7.14%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
28,033
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.08%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
26,510
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2025
Reduced 62.43%
|
|