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 |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,635,088
shares
|
$72.3 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
1,408,582
shares
|
$62.2 Million
0.81% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
798,340
shares
|
$35.3 Million
0.05% of portfolio
|
Q3 2025
Added 15.44%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
723,721
shares
|
$32 Million
6.43% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
324,380
shares
|
$14.3 Million
0.02% of portfolio
|
Q3 2025
Reduced 14.82%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
291,828
shares
|
$12.9 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
270,496
shares
|
$12 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
232,111
shares
|
$10.3 Million
1.0% of portfolio
|
Q1 2024
Added 272.71%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
199,304
shares
|
$8.81 Million
0.0% of portfolio
|
Q3 2025
Reduced 30.84%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
196,546
shares
|
$8.69 Million
0.0% of portfolio
|
Q3 2025
Added 14.68%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
185,289
shares
|
$8.19 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
176,199
shares
|
$7.79 Million
0.04% of portfolio
|
Q3 2025
Reduced 15.18%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
147,132
shares
|
$6.5 Million
0.09% of portfolio
|
Q3 2025
Reduced 82.61%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
144,261
shares
|
$6.37 Million
0.34% of portfolio
|
Q4 2023
Reduced 0.89%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
139,949
shares
|
$6.18 Million
0.01% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
129,592
shares
|
$5.73 Million
0.12% of portfolio
|
Q1 2024
Added 27.34%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
127,898
shares
|
$5.65 Million
1.18% of portfolio
|
Q3 2025
Reduced 10.23%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
127,293
shares
|
$5.63 Million
0.21% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
124,792
shares
|
$5.51 Million
2.25% of portfolio
|
Q2 2023
Added 4.25%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
123,714
shares
|
$5.47 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
111,099
shares
|
$4.91 Million
0.0% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
104,735
shares
|
$4.63 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Bellwether Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
104,429
shares
|
$4.61 Million
0.8% of portfolio
|
Q1 2025
Added 21.05%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
89,536
shares
|
$3.96 Million
1.16% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
83,729
shares
|
$3.7 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.02%
|
|