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 |
|---|---|---|---|---|---|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
10,138
shares
|
$447,998
0.08% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
9,941
shares
|
$439,292
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
9,884
shares
|
$436,773
0.01% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
9,486
shares
|
$419,186
0.02% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
9,414
shares
|
$416,004
0.01% of portfolio
|
Q3 2025
Reduced 59.03%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
9,384
shares
|
$414,678
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Providence First Trust CO
|
Oct 29, 2025 Q3 2025 |
9,330
shares
|
$412,292
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
9,320
shares
|
$411,850
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
9,187
shares
|
$405,973
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
9,074
shares
|
$400,980
0.05% of portfolio
|
Q1 2024
Reduced 5.34%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
8,847
shares
|
$390,948
0.02% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
8,799
shares
|
$388,827
0.13% of portfolio
|
Q3 2025
Reduced 8.71%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Oct 16, 2025 Q3 2025 |
8,470
shares
|
$374,289
0.21% of portfolio
|
Q3 2025
Reduced 39.03%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
8,287
shares
|
$366,202
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Oct 27, 2025 Q3 2025 |
7,986
shares
|
$352,901
0.21% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
7,962
shares
|
$351,840
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
7,904
shares
|
$349,277
0.06% of portfolio
|
Q3 2025
Reduced 82.98%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Nov 14, 2025 Q3 2025 |
7,884
shares
|
$348,393
0.19% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
7,808
shares
|
$345,035
0.03% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
7,685
shares
|
$339,600
0.01% of portfolio
|
Q2 2025
Reduced 13.51%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
7,560
shares
|
$334,076
0.12% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
7,434
shares
|
$328,508
0.02% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 06, 2025 Q3 2025 |
7,268
shares
|
$321,172
0.03% of portfolio
|
Q2 2025
Reduced 35.87%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Nov 10, 2025 Q3 2025 |
7,213
shares
|
$318,742
0.1% of portfolio
|
Q3 2025
Reduced 14.98%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
7,055
shares
|
$311,760
0.43% of portfolio
|
Q1 2025
New holding
|
|