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 184 institutions that hold shares in the stock, with a total of 11.8 Million shares, which have been reported (via 13F filing form) to have a value of $464 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2024 Q2 2024 |
1,812,490
shares
|
$71.6 Million
0.02% of portfolio
|
Q2 2024
Reduced 10.92%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 13, 2024 Q2 2024 |
967,020
shares
|
$38.2 Million
0.46% of portfolio
|
Q2 2024
Added 5.93%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
761,329
shares
|
$30.1 Million
7.27% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
721,119
shares
|
$28.5 Million
0.07% of portfolio
|
Q2 2024
Reduced 12.05%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
307,191
shares
|
$12.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 49.08%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
275,825
shares
|
$10.9 Million
0.02% of portfolio
|
Q2 2024
Reduced 5.23%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
232,111
shares
|
$9.16 Million
1.0% of portfolio
|
Q1 2024
Added 272.71%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
230,895
shares
|
$9.12 Million
0.05% of portfolio
|
Q2 2024
Added 6.2%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2024 Q2 2024 |
229,465
shares
|
$9.06 Million
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Oct 04, 2024 Q3 2024 |
221,900
shares
|
$8.76 Million
5.36% of portfolio
|
Q2 2024
New holding
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
190,676
shares
|
$7.53 Million
0.12% of portfolio
|
Q3 2024
Reduced 78.96%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
185,289
shares
|
$7.32 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
171,566
shares
|
$6.77 Million
0.08% of portfolio
|
Q2 2024
Added 385.29%
|
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
155,886
shares
|
$6.15 Million
0.08% of portfolio
|
Q2 2024
Reduced 1.2%
|
|
|
Mai Capital Management
|
Aug 12, 2024 Q2 2024 |
147,777
shares
|
$5.83 Million
0.06% of portfolio
|
Q2 2024
Reduced 41.66%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
144,261
shares
|
$5.7 Million
0.34% of portfolio
|
Q4 2023
Reduced 0.89%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
140,083
shares
|
$5.53 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.33%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
129,592
shares
|
$5.12 Million
0.12% of portfolio
|
Q1 2024
Added 27.34%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
124,792
shares
|
$4.93 Million
2.25% of portfolio
|
Q2 2023
Added 4.25%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
122,822
shares
|
$4.85 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.55%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
121,643
shares
|
$4.8 Million
0.26% of portfolio
|
Q3 2024
Reduced 10.13%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
117,302
shares
|
$4.63 Million
0.02% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Forvis Wealth Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
113,874
shares
|
$4.5 Million
0.11% of portfolio
|
Q2 2024
Reduced 4.65%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
111,777
shares
|
$4.41 Million
0.46% of portfolio
|
Q1 2024
Added 7.53%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
111,465
shares
|
$4.4 Million
1.27% of portfolio
|
Q3 2024
Reduced 1.68%
|