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 |
|---|---|---|---|---|---|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
15,468
shares
|
$683,530
0.01% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
15,415
shares
|
$681,188
0.03% of portfolio
|
Q3 2025
Reduced 13.01%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
15,411
shares
|
$681,012
0.01% of portfolio
|
Q1 2024
Reduced 42.07%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Nov 03, 2025 Q3 2025 |
15,333
shares
|
$677,565
0.55% of portfolio
|
Q3 2025
Reduced 21.94%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
15,225
shares
|
$672,792
0.11% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
14,177
shares
|
$626,481
0.57% of portfolio
|
Q2 2025
Added 9.66%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
13,721
shares
|
$606,330
0.03% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
13,680
shares
|
$604,519
0.03% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
12,905
shares
|
$570,271
0.01% of portfolio
|
Q3 2025
Reduced 6.18%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
12,754
shares
|
$563,599
0.01% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
12,732
shares
|
$562,627
0.16% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
Oct 22, 2025 Q3 2025 |
12,313
shares
|
$544,111
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
12,277
shares
|
$542,520
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
12,200
shares
|
$539,118
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
12,132
shares
|
$536,113
0.02% of portfolio
|
Q1 2024
Added 26.35%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
11,600
shares
|
$512,604
0.09% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
11,485
shares
|
$507,522
0.06% of portfolio
|
Q3 2025
Reduced 8.71%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
11,145
shares
|
$492,497
0.01% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
11,130
shares
|
$491,834
0.06% of portfolio
|
Q2 2025
Reduced 7.62%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
11,128
shares
|
$491,746
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
10,783
shares
|
$476,500
0.18% of portfolio
|
Q1 2025
Added 7.37%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
10,745
shares
|
$474,821
0.03% of portfolio
|
Q3 2024
Added 47.37%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
10,414
shares
|
$460,194
0.01% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
10,403
shares
|
$459,708
0.11% of portfolio
|
Q2 2023
Reduced 13.16%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
10,386
shares
|
$458,957
0.05% of portfolio
|
Q3 2024
Reduced 34.89%
|
|