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 |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
26,384
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
25,205
shares
|
$1.11 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
24,225
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Reduced 62.01%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
24,201
shares
|
$1.07 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Bullseye Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
23,600
shares
|
$1.04 Million
1.6% of portfolio
|
Q1 2025
Added 16.09%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
22,592
shares
|
$998,340
0.01% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Nov 12, 2025 Q3 2025 |
21,860
shares
|
$965,993
0.76% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
20,554
shares
|
$908,281
0.01% of portfolio
|
Q3 2025
Added 5.14%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
19,450
shares
|
$859,495
0.03% of portfolio
|
Q3 2025
Added 5.22%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
19,101
shares
|
$844,073
0.04% of portfolio
|
Q3 2025
Reduced 4.04%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
18,655
shares
|
$824,364
0.03% of portfolio
|
Q3 2025
Added 204.17%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Oct 23, 2025 Q3 2025 |
18,496
shares
|
$817,338
0.3% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
18,348
shares
|
$810,798
0.14% of portfolio
|
Q3 2025
Reduced 13.17%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
17,813
shares
|
$787,156
0.01% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
17,782
shares
|
$785,786
0.02% of portfolio
|
Q1 2025
Reduced 74.5%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
17,277
shares
|
$763,470
0.01% of portfolio
|
Q3 2022
Reduced 44.83%
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
17,175
shares
|
$758,963
0.2% of portfolio
|
Q1 2025
Added 174.36%
|
|
|
Vishria Bird Financial Group, LLC
|
Oct 21, 2025 Q3 2025 |
17,086
shares
|
$755,030
0.17% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
16,656
shares
|
$736,028
0.06% of portfolio
|
Q3 2025
Reduced 5.75%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
16,632
shares
|
$734,968
0.0% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
16,557
shares
|
$731,653
0.0% of portfolio
|
Q3 2025
Added 19.98%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
16,062
shares
|
$709,779
0.09% of portfolio
|
Q2 2025
Added 7.78%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
15,983
shares
|
$706,288
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
15,665
shares
|
$692,236
0.25% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
15,556
shares
|
$687,419
0.0% of portfolio
|
Q1 2025
Added 80.74%
|
|