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 |
|---|---|---|---|---|---|
|
Global Strategic Investment Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
6,960
shares
|
$307,562
0.03% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
6,959
shares
|
$307,518
0.0% of portfolio
|
Q3 2025
Reduced 36.34%
|
|
|
Nikulski Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
6,865
shares
|
$303,364
0.08% of portfolio
|
Q1 2025
Added 8.11%
|
|
|
First City Capital Management, Inc.
|
Oct 21, 2025 Q3 2025 |
6,750
shares
|
$298,282
0.16% of portfolio
|
Q3 2024
Reduced 28.91%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
6,690
shares
|
$295,631
0.04% of portfolio
|
Q3 2025
Reduced 11.04%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
6,685
shares
|
$295,410
0.02% of portfolio
|
Q3 2025
Reduced 28.85%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
6,473
shares
|
$286,041
0.0% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Oct 29, 2025 Q3 2025 |
6,370
shares
|
$281,490
0.23% of portfolio
|
Q3 2025
Reduced 39.79%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
6,352
shares
|
$280,694
0.28% of portfolio
|
Q1 2024
Reduced 30.07%
|
|
|
Clay Northam Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
6,170
shares
|
$272,652
0.16% of portfolio
|
Q3 2024
Reduced 20.59%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
5,961
shares
|
$263,416
0.01% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
5,924
shares
|
$261,781
0.01% of portfolio
|
Q3 2025
Reduced 7.78%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
5,900
shares
|
$260,721
0.01% of portfolio
|
Q3 2025
Reduced 11.94%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Nov 14, 2025 Q3 2025 |
5,819
shares
|
$257,141
0.13% of portfolio
|
Q2 2025
Reduced 68.74%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
5,605
shares
|
$247,684
0.0% of portfolio
|
Q1 2025
Reduced 8.7%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
5,550
shares
|
$245,254
0.28% of portfolio
|
Q3 2021
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
5,540
shares
|
$244,812
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
5,507
shares
|
$243,354
0.02% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Marshall Financial Group LLC
|
Oct 08, 2025 Q3 2025 |
5,367
shares
|
$237,167
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Cypress Financial Planning LLC
|
Oct 09, 2025 Q3 2025 |
5,361
shares
|
$236,902
0.07% of portfolio
|
Q2 2025
Reduced 26.01%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
5,204
shares
|
$229,964
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
5,132
shares
|
$226,783
0.01% of portfolio
|
Q3 2025
Reduced 86.65%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
5,101
shares
|
$225,413
0.0% of portfolio
|
Q3 2025
Reduced 89.36%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
4,996
shares
|
$220,773
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fc Advisory LLC
|
Oct 10, 2025 Q3 2025 |
4,887
shares
|
$215,956
0.06% of portfolio
|
Q2 2025
New holding
|
|