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 185 institutions that hold shares in the stock, with a total of 11.3 Million shares, which have been reported (via 13F filing form) to have a value of $459 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
95,564
shares
|
$3.89 Million
0.05% of portfolio
|
Q3 2024
Reduced 38.7%
|
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
86,783
shares
|
$3.54 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
84,901
shares
|
$3.46 Million
0.38% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
82,609
shares
|
$3.37 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
79,619
shares
|
$3.24 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.72%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
78,734
shares
|
$3.21 Million
0.79% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
77,415
shares
|
$3.15 Million
0.07% of portfolio
|
Q3 2024
Added 127.16%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
73,577
shares
|
$3 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
71,340
shares
|
$2.91 Million
0.01% of portfolio
|
Q1 2024
Added 275.95%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
70,691
shares
|
$2.88 Million
0.71% of portfolio
|
Q4 2024
Reduced 6.77%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
69,740
shares
|
$2.84 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
67,205
shares
|
$2.74 Million
0.92% of portfolio
|
Q1 2024
Added 3.55%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
65,714
shares
|
$2.68 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jan 15, 2025 Q4 2024 |
64,859
shares
|
$2.64 Million
1.7% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
59,347
shares
|
$2.42 Million
0.35% of portfolio
|
Q4 2024
Reduced 4.81%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
55,361
shares
|
$2.26 Million
0.0% of portfolio
|
Q3 2024
Added 15.31%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
54,498
shares
|
$2.22 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
54,170
shares
|
$2.21 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
54,018
shares
|
$2.2 Million
0.01% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
53,777
shares
|
$2.19 Million
0.83% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
53,673
shares
|
$2.19 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
48,443
shares
|
$1.97 Million
0.02% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
47,981
shares
|
$1.95 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
47,282
shares
|
$1.93 Million
0.55% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 01, 2024 Q3 2024 |
44,786
shares
|
$1.82 Million
1.33% of portfolio
|
Q3 2024
Reduced 2.74%
|